Paul Shipkoskie is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Domenick Dandrea is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. He has worked at Cetera since 2019 and previously spent 25 years with Foresters Financial and six years with Foresters Advisory Services LLC. Outside of his advisory role, he serves as vice chair and board member of the CPFA accreditation, participating in guideline review and voting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities across various program structures and custodial relationships.

Daniel Rosenstein is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2022. Rosenstein serves on the advisory board of the Institute for American Police Reform and is a board member of the New York Center for Child Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities with wealth management offerings.

Ward Goldberg is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Allied Wealth Partners and Minnesota Life Insurance Company. He is also an insurance agent and broker for Allied Wealth Partners, focusing on fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary program structures.

Matthew Ludack is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Wells Fargo and TD Ameritrade. He is also an operations associate at North Ridge Wealth Planning LLC, where he manages back-office operations and processing. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

Allison Roye is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has worked within various divisions of J.P. Morgan since 2015. 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.

Michelle Schlosser is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2015 and holds a Series 63 designation. 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 supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

James Hachadoorian is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and held roles outside the financial sector, including positions at BMW and community organizations. He also serves as a trustee and holds power of attorney responsibilities for family trusts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and various endorsed TAMPs.

Bassam Edlebi is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, following a tenure at J.P. Morgan Chase Bank, N.A. dating back to 1998. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Megan Mc Gowan is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2019. Prior to joining Merrill, she worked at Foresters Financial and attended Saint Leo University. 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 strategies for a variety of client types including individuals, high-net-worth clients, and institutions.

Dominick Di Benedetto is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Kuttin Wealth Management Ameriprise Financial Services and Super Coffee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Sean Garner is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Bank of America and Merrill since 2006. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Grazioli is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Grazioli is also president of JMG Ventures, a holding company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling.

John Golden is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has worked at Cetera since 2019 and previously spent 28 years with Foresters Financial. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Amar Jhaveri is currently a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to address complex financial problems for their families using an integrated team approach, aiming to provide security, confidence, and time to enjoy life. Amar has accumulated extensive experience in the financial sector, serving in various roles including Vice President of Capital Markets at Dune Real Estate Partners from 2020 to 2023, Vice President at Nuveen from 2015 to 2020, and Wealth Management Advisor at TIAA between 2009 and 2015. His earlier career includes positions as a Financial Advisor at the United Nations Federal Credit Union from 2005 to 2009 and at North Fork Bank from 2000 to 2005. Outside of his professional work, Amar has interests in comedy, fitness, football, and running.

Timothy Callaghan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at SS&C Intralinks, PayCom, and Risk Strategies Company, along with positions in educational and parish settings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Brian Fishlinger is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Garden City, NY. His prior experience includes roles at UBS Financial Services and five years as a self-employed advisor. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services without individual security recommendations as part of its standalone financial planning.

Michael Rosenberg is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Ariella Abizadeh is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch and Bank Leumi, among other roles. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment resources and services within its offerings.

Jonathan Greene is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Allied Wealth Partners and Securian Financial Services. Greene serves on the advisory board of the Scott J Beigel Memorial Fund, which supports children affected by gun violence. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, with a multi-manager platform that includes affiliated and third-party managers and flexible program options.