Zachary Starr is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at UBS Financial Services, T3 Trading Group, and JAB Trading. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Marguerite Danaher is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at LPL Financial from 2012 to 2019. Outside of her advisory role, she teaches an adult education course on Social Security without compensation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, emphasizing managed accounts and algorithmic support.

Norman Fishbein is a financial advisor at Stifel with Series 63 and Series 65 designations and 59 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Tara Goldstein is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and 19 years of industry experience. She has been with Morgan Stanley since 2013. 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 facilitated by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly to individuals and through employer-sponsored agreements.

Tyler Alvarez is a Senior Financial Advisor with the Miranda Wealth Management Group at Merrill Lynch Wealth Management. In this role, he assists clients with managing their wealth to meet individual needs, focusing on a comprehensive approach that begins with understanding each client's goals. Tyler joined Merrill Lynch Wealth Management in 2019 and works alongside a team with over 30 years of combined experience in helping individuals and families simplify financial complexities. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds a Bachelor of Science degree in Business Management and a Master of Business Administration (MBA) in Finance, both from Stony Brook University. Tyler also has FINRA Registration Series 7 and 66, and the Personal Investment Advisor (PIA) designation. He is a member of the Stony Brook University Men's Lacrosse organization and actively supports East End Disability Associates, Inc. and the Muscular Dystrophy Association in his community.

Kenneth Yager is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Greg Wellen is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and previously worked at Citi Personal Wealth Management for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering 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 planning process supported by proprietary tools and market scenario modeling.

Jason Freilich is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Citigroup Global Markets for ten years and Jovia FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and providing access to model portfolios and research.

Jason Viviani is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning. The firm utilizes structured planning tools and models client outcomes but generally does not provide individual security recommendations within its standalone planning services.

Joseph Nosworthy is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Sales Associate at Dominick & Dominick LLC from 2007 to 2012. Joseph's professional focus is on providing clients with the tools, guidance, and support necessary to make educated financial decisions aligned with their goals. His approach emphasizes the importance of a well-executed plan to achieve client outcomes. Outside of his professional role, Joseph enjoys fishing, golf, hiking, skiing, traveling, and volunteering.

David Carpentier is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to help clients pursue their long-term goals through one-on-one collaboration. David holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His educational background includes an Associate's Degree from Nassau Community College, a Bachelor's Degree from SUNY Geneseo, and a Master's Degree from Molloy College. Committed to community involvement, David actively participates in local organizations, reflecting the Merrill tradition of serving the communities in which they operate.

Danilise Diaz is a Series 66-licensed financial advisor with Edward Jones in Westbury, NY, and has six years of industry experience. Prior to joining Edward Jones in 2019, she held roles at the University of Central Florida, Lockheed Martin, and Publix Super Markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gabrielle Cardillo is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Interstate Home Loan Center, SUNY Farmingdale State College, Smashburger, and Island Trees Middle School/High School. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Megan Kaplan is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab, Bank of America, Merrill, and Osaic. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

David Elliott is a financial advisor at Morgan Stanley in Garden City, NY, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and LPL Financial. Outside of his advisory role, he owns GOAT Management and Consulting LLC, a sports consulting and training business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Cally Orlando is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo Advisors. Outside of finance, she was involved with Conventionplanit.com for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Angel Gulizio is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 14 years of industry experience with prior roles at Prudential Insurance Company of America and New York Life Insurance Company. Outside of advisory work, he is a licensed notary public and works as an insurance broker for life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to develop written financial recommendations and offers specialized planning programs including estate settlement and employer-sponsored plans.

Michael Mosslih is a financial advisor with Equitable Advisors in Melville, NY, holding Series 66 and Series 63 registrations and bringing 23 years of industry experience. He worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple third-party managers and LPL-sponsored programs to provide advisory and brokerage solutions.

Edmund Ruppmann is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation 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 limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Alexa Punturo is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at Punturo Financial Services, Inc., ADP, and XeneX.ai, as well as academic experience at Binghamton University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.