David Samouhi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, as well as employed at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is involved in private equity real estate through ownership and partnership in commercial property investments. 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.

Kevin St Jean is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, TD Private Client Wealth LLC, and TD Bank N.A. He is also a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs supported by extensive research and technology.

Karen Hubbard is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Nicholas Meyer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Morrissey is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, his background includes positions at Del Vino Vineyards and Americano Pie Bar, among others. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and manages portfolios through both discretionary and non-discretionary approaches.

Catherine Boyle is a financial advisor with LPL Financial in Jericho, NY. She holds the Series 63 and Series 66 designations and has 27 years of industry experience. Her previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and Wells Fargo Securities LLC. Outside of her advisory work, she serves as an administrator acting in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources to support both discretionary and non-discretionary management.

Stuart Stein is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, American Portfolios Advisors, and Mass Mutual Life Insurance Company. Stein is also involved in employee benefits and fixed life insurance sales through Professional Group Plans, Inc. and Annuco. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program structures.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jayna Andrikou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Chase for three years. 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 institutional accounts.

Gregory Mosick is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was with Axa Advisors, LLC and Signator Investors, Inc. Mosick is also involved in outside insurance activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Charles Oddo is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 32 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Craig Ferraro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. and Citicorp Investment Services since the late 1990s. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management services.

Robert Sforza is a financial advisor at Wells Fargo Advisors with 18 years of industry experience and a Series 66 credential. His prior roles include positions at Citigroup, LPL Financial LLC, M&T Securities, and HSBC Securities (USA) Inc. He also owns SFORZA CONSULTING GROUP CORPORATION. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored through research and planning tools, covering a wide range of areas from cash-flow to niche services like business-owner transition and special-needs planning.

Stuart Leyton is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at H.D. Vest Investment Services and Hd Vest Investment Securities. Beyond advisory work, he is a licensed attorney operating the Law Offices of Stuart E. Leyton, PC, and is involved in consulting through multiple business entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Joshua Widman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup. He serves as trustee for the Widman Family Trust and Else Widman Trust, involving management of trust real estate. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and provides a broad range of investment and advisory solutions.

John Malinak is a financial advisor with Edward Jones in Commack, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, overseeing approximately $1.01 trillion in assets under management.

Bertrand Sejour is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Securities America Advisors and Vanderbilt Securities, LLC. Outside of his advisory work, he provides tax preparation and resolution services through his accounting activities. OSAIC serves a diverse client base ranging from individual investors to charitable organizations, offering a range of investment advisory and brokerage services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes and account structures.

Kelly Manzer is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Stifel in 2020. 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 is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning analyses.

Raymond Ten Hoopen is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with Axa Advisors, LLC during the same period. Outside his advisory role, he serves as a Monitor for the State of New York Insurance Department's continuing education program. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party investment programs, including discretionary management options and ERISA fiduciary services.

Andrew Drost is a CFP® professional with 31 years of industry experience. He has been with Ameriprise since 1994, holding roles at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.