Steven Sherman is a CFP® with 45 years of industry experience. He is currently affiliated with Cetera and North Ridge Wealth Planning, having held prior roles at OSAIC and American Portfolios, among others. He is the owner of Evans & Associates LLC, an insurance-related firm where he serves as an administrative officer, and he acts as a fiduciary for various family trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Matthew Mazur is a financial advisor at Stifel with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Stifel in 2022, he worked at VBPN&P LLP for one year. Outside of his advisory role, he has been employed in the restaurant industry at Doc O'Grady's Irish Pub since 2019, where he has held various positions including shift manager. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Anna Farber is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch, Rotman Family Office, and Profitledge. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Dylan Givner is a CFP®-certified financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior work includes roles at UBS Financial Services Inc. and JPMorgan Chase Bank, N.A. He is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory program delivers non-discretionary written asset allocation advice, investment manager search, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Sergio Forlini is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves on the Admissions Committee for Burning Tree Country Club in Greenwich, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and draws on proprietary research and model-based strategies to tailor client solutions.

Jack Van Acker is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for seven years. His background also includes roles at Ford Motor Company, the University of Rochester, and National Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Victor Argentina is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Janney Montgomery Scott and JPMorgan Chase Bank, N.A. Outside of finance, he was involved with Lovin Oven Catering of Suffolk and Atlantic Vertical Blinds Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Frank Baird Jr. is a financial advisor with Mass Mutual Investors Services, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, he is involved in steel sales and works as a life and health insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses software-based tools to deliver goal-oriented recommendations in collaborative annual planning relationships.

Allen Morton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon, Wells Fargo Investment Institute, and Oppenheimer. Outside of his advisory role, he volunteers with the United Way of Western Connecticut, where he reviews and approves proposals for grants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research and includes broader derivatives and commodities capabilities.

William Peyton is a financial advisor at Merrill with 27 years of industry experience. He has held his current role since 2012 and holds Series 63 and Series 65 designations. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joe Chan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he and his wife are landlords of a family rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and due diligence on alternative investments, distinguished by its large scale and integrated operational structure.

Jeffrey Muchnick is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Justin Maniscalco is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2022, Morgan Stanley Smith Barney LLC since 2019, and Fidelity Brokerage Services LLC from 2014 to 2019. He holds the Series 63 and Series 65 licenses and is based in Jericho, NY. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm-approved tools and Global Investment Committee inputs.

Jackson Willis is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Marist University and Wegmans Food Markets. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

Stephen Pratola is a financial advisor with LPL Financial in Jericho, NY, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His previous roles include positions at Cadaret Grant & Co., Inc., Broadridge, Morgan Stanley, and Merrill. Pratola is also involved with Pratola Wealth Management LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Tadas Petkevicius is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 38 years of industry experience. His career includes over three decades at Metlife Securities Inc. and a current role at MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing planning relationships using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate arrangements.

Matt Curry is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he operates Curry Financial Group, Inc., a corporation offering financial services related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by its research team and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Charles Schlapp is a CFP®-designated financial advisor with 39 years of industry experience, currently serving with Cetera. His career includes roles at North Ridge Securities Corp., National Life of Vermont, and Superior Financial Management. Outside of his advisory work, he is treasurer of the Kiwanis Club of Northport - E. Northport, Inc., a charitable organization. Cetera Investment Advisers LLC supports a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Michael Cohen is a financial advisor at Stifel with 44 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Juan Rodrigo Martin is a Series 66-licensed financial advisor with Equitable Advisors in Melville, NY, and has nine years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2016. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charities, and institutional clients. The firm offers a range of advisory programs through its network of representatives, utilizing both proprietary and third-party investment solutions.