Cameron Roman is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing internal and third-party portfolio management teams.

Joseph Wightman is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. Prior to joining Merrill in 2025, he worked at UBS Financial Services for several periods between 2017 and 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Sean Antoine is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Merrill, Bank of America N.A., Citigroup, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks where applicable.

Hosien Abdelrahman is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to create comprehensive, goals-based financial plans tailored to their long-term objectives. He focuses on integrating investment strategy, risk management, and retirement planning to develop personalized strategies that address clients' unique needs. Prior to his current role, Hosien gained experience as an Investment Solutions Representative and a High Net Worth Service Associate at Fidelity Investments. He also worked as a Broker at Aegis Capital Corp in 2022. Hosien holds an Arkansas Insurance License, supporting his ability to address various financial planning aspects. Through his work, Hosien aims to simplify complex financial concepts and guide clients in making informed decisions to build lasting wealth and financial stability.

Nykea Hughes is a Series 66-credentialed financial advisor at Morgan Stanley with 21 years of industry experience. She has previously worked at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of her advisory work, she owns and operates a retail and online store called C & M Customized Creations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market simulations.

Mark Remigio is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with UBS Financial Services since 2015. In addition to his advisory role, he serves as co-trustee for the B.R Irrevocable Trust in New York, managing its assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Dean Simone is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2021. Prior to that, he held positions at Enterprise Training Solutions, Luciano's, and SUNY Purchase. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models to support outcomes, managing approximately $2.74 trillion in client assets.

Chris Gould is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized and comprehensive financial plans that align with their unique goals and values. He focuses on helping clients navigate every stage of their financial journey by leveraging his experience and the resources available at Fidelity Investments. Chris has been with Fidelity Investments since 2018, progressing through roles as an Investment Consultant and Financial Consultant before assuming his current position in 2025. He is a CERTIFIED FINANCIAL PLANNER™ and utilizes this credential to provide clarity, confidence, and peace of mind to clients as they work to grow, preserve, and distribute their wealth.

Wenton Camporin is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Camporin holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans supported by structured discovery processes and advanced modeling tools.

Alan Tichman is a CFP® with 37 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. Prior to that, he was employed at INVEST Financial Corp and FSC Securities Corporation. Outside of his advisory role, he is involved with Wealth Planners, which provides non-variable insurance products including life, long-term care, disability, and medical insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a broad network to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Jack Howe is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at BNY Mellon Securities Corp. and Dunes Point Capital. He also spent ten years associated with Georgetown University and Pleasantville High School. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, combining tailored financial planning with diversified investment strategies and managing approximately $2.74 trillion in client assets.

Ryan Winski is a financial advisor with Ameriprise in Jericho, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Best Buy and held various roles in education and community programs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and ongoing advice. The firm's approach combines proprietary research and algorithmic tools, with enrollment criteria that require minimum investable assets and integrates assets managed within Ameriprise.

Michael Catuogno is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp and Sacred Heart University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Financial Advisors and Estate Planning Strategies Group.

Anna Wysong is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Merrill in 2025, she worked at Bank of America and its affiliates from 2020 to 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Albert Dandrea Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior positions include roles at Citigroup, LPL Financial, HSBC Securities, and Capital One Financial Advisors. Outside of his advisory work, he is involved in the food service industry, serving in secretarial and consulting roles with several restaurant-related businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-based investment strategies with a broad platform of brokerage and advisory solutions.

Gaetano Sabatino is a financial advisor with J.P. Morgan Securities in Bayside, NY, holding Series 63 and Series 65 designations and with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors. The firm’s advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Israel Eichenholz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His career includes long tenures at Mass Mutual Investors Services since 2017 and MetLife Securities from 2001 to 2017. He also operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements and provides a range of investment and educational programs.

Peter Chan is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in selling fixed life insurance products and fixed annuities, and serves as president of Majestic Wealth Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions.

Daniela Silver is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes positions at Clinton Group, Arel Capital, and McGill University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Julie Henry is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2013. She has 19 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.