Barry Cahn is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 10 years at UBS Financial Services Inc. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mark Hopper is a Series 66-licensed financial advisor with Morgan Stanley in Jericho, NY, bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured tools and analysis techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Christopher Longo is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds a Series 63 designation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Philippe Baumann is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2010 and has worked within affiliated UBS entities since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

John Lantier is a financial advisor with Ameriprise in Wantagh, NY, holding a Series 66 designation and having two years of industry experience. His prior work includes roles with Copley Financial Group, the Law Office of Marina Moreno, and the New York Islanders, as well as service in the United States Marine Corps. He has held teaching positions at SUNY Old Westbury and Nassau Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing investment research and algorithmic tools to provide tailored recommendations.

Danny Shum is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he manages day-to-day operations of B and D Partners and owns Danny Shum, Inc., both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Nicholas Lupi is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Financial Life Insurance and Hartt/Borg Insurance Company. Outside of his advisory career, he owns Lupi Trading Company, which trades coins and collectible gaming cards. 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 an ESG eligibility framework in its recommendations.

Sonya Stanley is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is involved with LifeWatch USA, a company she has worked with since 2013, and she also participates in part-time referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Ryan Hickey is a financial advisor with J.P. Morgan Securities in Hauppauge, NY, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at various JPMorgan entities since 2017 and has served as an assistant athletic trainer with 3D Athletics, providing basketball and fitness training to youth. J.P. Morgan Securities LLC delivers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes a non-discretionary approach, combining an ESG eligibility framework with access to a broad range of product types through its broader banking and broker-dealer affiliates.

Lisa Reddo is Vice President Private Wealth Management Advisor at Fidelity Investments. She assists clients in leveraging Fidelity's resources to develop and execute retirement, income, and wealth planning strategies tailored to their needs. She has 36 years of experience working with high-net-worth clients. Her professional background includes positions as Vice President Financial Advisor at Fidelity Investments from 2012 to 2023, Financial Advisor at MBSC Securities Corp from 2010 to 2012, Investment Consultant at TD Ameritrade from 2008 to 2010, and Financial Advisor at Dreyfus Service Corp from 1990 to 2006. Outside of her professional work, Lisa enjoys boating, fitness, gardening, spending time at the lake, skiing, and practicing yoga.

William Grillo III is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. He serves as a trustee for a family trust, dedicating a small portion of his time to this role. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, including proprietary research, model-based asset allocations, and fee-based financial planning.

Jeffrey Greco is a financial advisor at LPL Financial with 33 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining LPL Financial in 2019, he worked at Mutual Inc., PlanMember Securities Corporation, and Long Island Wealth Management. Outside of his advisory role, he is involved with several business entities related to insurance and consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios supported by LPL Research and third-party subadvisors.

Thomas Murray is a financial advisor at Cetera with 26 years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Advisory Services, 1 St Global Advisors Inc., and a long tenure at Albrecht, Viggiano, Zureck & Co., P.C. He serves as a trustee for an irrevocable trust involved with insurance premium payments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Alan Cohen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Capital One for ten years and Northwell Health for another ten years. He serves on the scholarship committee of the Glenwood Fire Department, where he coaches and interviews children of fire department members as they begin their college careers. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carmine Libertini is a CFP® professional with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. Libertini is based in Huntington, NY. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Susanne Desgaines is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with 18 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 individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Nicholas Lenio is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with Financial Consultants to understand clients' values, priorities, and aspirations, guiding them through a planning process tailored to their goals. Prior to his current role, Nicholas served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Through these positions, he has developed experience in client relationship management and financial planning. Outside of his professional duties, Nicholas has interests in badminton, baseball, boating, bowling, cars, and comedy.

Joseph Bartumioli is a financial advisor with Raymond James & Associates in Woodbury, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he oversees the publishing of his son’s music. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, drawing on a broad range of portfolio management styles and affiliated research.

John Merendino is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of a real estate business unrelated to investments. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to create tailored, algorithm-supported recommendation reports.

Robert Long is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as co-executor for a private estate. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients using model-based and discretionary strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.