Peter Halliwell is a financial advisor at Raymond James Financial with 42 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 32 years and has operated his own advisory business since 2004. Additionally, he serves as an independent contractor financial advisor at Hendel Wealth Management Group. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Pradeep Kaur is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan and J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary 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.

Cody George is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2016. Cody attended Dartmouth College from 2014 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Christopher Reilly is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rafferty Capital Markets, LLC, Cold Spring Harbor Asset Management, and Fidelity. Outside of his advisory work, he is involved in human resource cost reduction through Provision Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by various programs and third-party manager options.

Alexandra Bartonik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Hazelton is a Series 66-licensed financial advisor with Stifel, based in Garden City, NY, and has three years of industry experience. He previously worked at Titan Investors LLC and held roles in education at Hobart and William Smith Colleges and Chaminade High School. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Vandewalle is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, previously spending nine years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

Andrew Rigazio is a financial advisor with Charles Schwab based in Manhasset, NY, holding Series 65 and Series 63 licenses and with 12 years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab since 2022, as well as a decade at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

James Anderson is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at MSA Security and has experience with the US Department of State and Madison Square Garden Company. He also serves as an assistant ice hockey coach for the PAL Jr Islanders. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, pension, and charitable clients. The firm employs a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.

Christopher Taylor is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at JPMorgan Chase from 2023 to 2025 and Capital One from 2008 to 2023. Outside of his advisory role, he serves as an Information Officer on the board of the Bethpage Baseball Association and owns TX4 Enterprises LLC, an e-commerce business. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jay Szerencsy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.

James Mctighe is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and Mass Mutual Life Insurance Company since 1985. In addition to his advisory role, he is involved in life and health insurance sales. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement planning.

Emanuel Lord is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 63 designation and previously worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with access to discretionary strategies, third-party managers, and alternative investments.

Ashif Iqbal is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, The Vanguard Group, and JPMorgan Chase Bank. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Huijie Wang is a Financial Advisor at Merrill Lynch Wealth Management. Huijie holds the Professional Investment Advisor (PIA) designation, demonstrating expertise in personal investment advisory services. Huijie completed an Accredited Certificate Program at the Wuhan Institute of Shipping Building Technology. Huijie is proficient in both English and Chinese. Outside of the professional role, Huijie engages in personal interests including antiquing, camping, cooking, dancing, and music.

Nicole Nunag is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citibank for eight years. Nunag serves as a board member for Carnegie Hill Neighbors, a charitable organization based in New York. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Langan is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Equitable Advisors and AXA Advisors, and has additional experience in event planning and electrical work. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of programs that include the use of firm-approved planning tools and investment models.

James Meehan is a financial advisor with J.P. Morgan Securities in Oceanside, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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. Their advisory process combines quantitative screens and qualitative research supported by a centralized manager solutions team.

Andrew Cameron is a financial advisor at Osaic with four years of industry experience and a Series 66 designation. He has previously worked at Royal Alliance and is also a tax preparer at Mid Island Tax. Outside of his advisory role, Cameron is a business teacher at South Country Central School District and serves as an assistant swim coach for the Sayville swim team. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance assessments and rebalancing strategies.

Qiaofei He is a CFP® with 16 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also held roles at JPMorgan Chase Bank, N.A., and is a partner in Evergreen Fortune Group LLC. 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 through a non-discretionary advisory program.