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.

Rushan Sawh is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden City, NY. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 19 years at Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

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.

Marie Taylor is a financial advisor with Edward Jones in West Hempstead, NY, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory work, she serves as Vice President of the West Hempstead Chamber of Commerce, is a continuing education instructor at Kingsborough Community College, and holds a National Notary Public position. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Robert Nero is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1996 and joined Merrill Lynch in 2015 following a successful career at Bank of America where he worked in various divisions including retail, small business, and global banking. Robert specializes in portfolio construction, retirement income planning, and financial management with a focus on both sides of a client’s balance sheet. He works closely with clients to develop individualized strategies aimed at achieving their short- and long-term objectives. Robert holds a bachelor’s degree in English and American literature from Tufts University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus areas include college education planning, family wealth management, legacy planning, socially responsible investing, and services tailored for women investors and medical professionals. He values clear communication, deep understanding of client needs, and accessibility in his advisory role. Outside of his professional work, Robert lives in Huntington Village with his wife, Davina. He is involved in his community through volunteering with organizations such as the New York Blood Center and New York Cares and is a member of the Huntington Chamber of Commerce. His personal interests include music, photography, reading, tennis, traveling, watching movies, and yoga.

Nicholas Curmi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Binghamton University and 2ndlife Batteries. Merrill 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.

Oscar Bonilla is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at MBSC Securities Corporation, Maxim Group LLC, Safavieh, and Baruch College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and corporate financial planning agreements.

Steven Jaenichen is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Jaenichen holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and firm-approved methodologies.

Melanie Jovanovic is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Merrill in 2022, she worked at Wells Fargo Clearing from 2016 to 2022. 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, and institutions.

Anthony Del Prete is a financial advisor with Primerica Advisors based in Farmingdale, NY. He holds a Series 63 designation and has 27 years of industry experience. His prior work includes roles at Starbridge and the West Irondequoit Central School District. Outside of advising, he is involved in the sale of non-investment home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Arturo Ripepe is a Series 66-registered financial advisor with Morgan Stanley, based in Garden City, NY, and has eight years of industry experience. He has been with Morgan Stanley and its related entities since 2017. Prior to his current role, he worked at Invision Events and attended Hofstra University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Joseph Providenti is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 63 designation and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Stephen Stern is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns and oversees a mail order industrial blades business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Gary Ferrugiari is a financial advisor with OSAIC who holds the ChFC® designation and Securities Industry Series 63 and 65 licenses. He has 48 years of industry experience, including a 40-year tenure at John Hancock Mutual Life Insurance Company and Signator Investors, Inc. Since 2018, he has been with Royal Alliance Associates. He also works as an insurance broker related to property and casualty insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs supported by its multi-affiliate platform.

Victor Tejada is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and 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 through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with a forward-looking approach to capital markets and includes broader derivatives and commodities capabilities.

Anthony Santucci is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Invesco Distributors, Inc., Oppenheimer Funds, and the New York County District Attorney's Office. He serves as a committee member for the State of New York Grievance Committee for the 10th Judicial District. 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 process is model-based, emphasizing asset allocation and portfolio optimization supported by risk-tolerance assessments, with options for discretionary management and third-party managers.

Patrick Lively is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining UBS in 2023, he worked at Merrill from 2016 to 2023 and was affiliated with Molloy College from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client strategies.