Ashu Bharara is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Bharara works as a freelance musician and photographer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Donald Storer is a financial advisor with Equitable Advisors, holding a Series 66 designation and possessing 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Outside of his advisory role, he owns and manages a condo at Hunter Ski Resort. Equitable Advisors serves a diverse range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Craig Gendjoian is a financial advisor with Morgan Stanley in Garden City, NY, holding the Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Ernst & Young from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its financial advisory services.

Kelly Derer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2026. Prior to joining Ameriprise, Derer worked at Edward Jones for 11 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to provide written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, with a focus on managing assets within Ameriprise accounts.

Marc Karp is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kenneth Miller is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and having 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is the owner and coach of Sting Lacrosse, a club team in Wantagh, New York. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Lisa Wong is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she teaches Tai Chi to the Young Israel of Forest Hills Senior League. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Paul Kim is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, concurrently working at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Pugliese is a financial advisor with LPL Enterprise, holding a Series 63 designation and 16 years of industry experience. He previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. Outside of his advisory role, he serves on the boards of multiple nonprofits, including Help America Hear and the Massapequa Coast Little League. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios from LPL’s Research Department, third-party strategists, and TAMP sponsors.

Lauren Macbryde is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has been in the industry since 2024. Prior to joining J.P. Morgan Securities, she worked at St. Louis Trust and Family Office and attended Washington University. She also had a role at The Parkmoor Drive-In. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John C. Varricchio is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. With over 40 years of experience in the financial services industry and a background in banking, he works closely with individuals, business executives, and non-profit organizations to develop a range of investment and financial strategies aimed at achieving their financial goals. John's expertise includes constructing equity and fixed income portfolios, liability management, liquidity strategies, retirement and estate planning, and lending management. He emphasizes building enduring client relationships through personalized guidance and service, collaborating one-on-one with clients to develop financial strategies tailored to their long-term goals. He holds a Bachelor of Science degree in Business from Adelphi University and the Personal Investment Advisor (PIA) designation. John and his team are dedicated to serving clients by crafting individualized solutions and value the trust and relationships established throughout their work. In addition to his professional responsibilities, John engages in community involvement through volunteering with local organizations.

Vincent Cardullo is a financial advisor with LPL Financial who holds a Series 63 designation and has 37 years of industry experience. He has been with LPL Financial since 2009 and is also affiliated with North East Wealth Management Associates Inc. and Waterstone Financial Group. Outside of his advisory work, he is involved in tax preparation and accounting services through The Tax & Financial Center, where he serves as president and oversees operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Richard Santoro is a financial advisor with Primerica Advisors in Copiague, NY, holding a Series 63 license and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees.

Matthew Sheerin is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Cantor Fitzgerald & Co. and Seaport Global Holdings LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and Social Security claiming options.

Luis Reynoso is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His professional background includes roles at JPMorgan Chase Bank, T-Mobile USA, and Destination XL Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amaris Ray is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. She has worked at Primerica since 2013 and previously held roles in educational services and at Times Square Church. Outside of her advisory work, she is involved as a sales representative in health insurance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.

James Sicilian is a financial advisor with Cetera, holding a Series 63 designation and over 26 years of industry experience. He has worked with Cetera since 2020 and previously spent 15 years at Quest Capital Strategies. Outside of finance, he serves as a firefighter with the New York City Fire Department and is involved in commercial leasing and retail leasing consulting. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party money managers, providing a range of portfolio management and financial planning services.

Daniel Westfield is a financial advisor at Stifel with five years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company, Incorporated since 2019. Prior to his advisory role, he was employed at resorts in Jackson Hole and Sugarbush and spent six years at the University of Vermont. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary models developed by its Investment Strategy Group, providing asset allocation and planning analyses that serve as a basis for client decisions.

Susan Mckenna is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Michael Notter is a financial advisor at Morgan Stanley with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.