Zichang Liu is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following two years at Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG eligibility criteria, and is supported by centralized due diligence and affiliated implementation services.

Scott Mulford is a Series 66-registered financial advisor with Raymond James Financial, bringing nine years of industry experience. His background includes roles at Wells Fargo Advisors and Ernst and Young LLC. He is also the CEO of Park Blvd Corp, a support company he owns that manages business-related expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using advanced analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Roei Gigi is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. 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 employs a structured financial planning process supported by firm-approved tools and analysis.

Luke Masciangelo is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Cerberus Capital Management and American Investment Properties. He attended Cornell University from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research supported by centralized due diligence.

Kerry Anne Casano is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to her career in finance, she worked at Bloomingdale's for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm’s financial planning process emphasizes structured discovery and uses firm-approved tools, managing approximately $2.74 trillion in client assets.

Ashu Bharara is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2007 to 2012. Outside of his financial career, Bharara is also a freelance musician and photographer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

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.

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 Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank and St. Louis Trust and Family Office. She also has experience working at Washington University and was involved with The Parkmoor Drive-In. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

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.

Douglas Moore is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding Series 65 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Wells Fargo Bank, Bloomberg L.P., Credit Suisse Securities, and TD Ameritrade. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to joining J.P. Morgan, he held positions at T-Mobile USA and Destination XL Group. 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. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations where applicable.