Brian Conlon is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Ameriprise since 2018, following six years at Wells Fargo Advisors. Conlon is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity that manages his financial advisory practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Christopher Mc Intosh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo and Bank of America/Merrill. He serves on the board and chairs the investment committee of the Locust Valley Cemetery Association, a nonprofit focused on long-term cemetery management. 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.

Lori Faas is a financial advisor with Morgan Stanley, holding a Series 63 designation and 38 years of industry experience. She worked at Merrill for 30 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she is a partner in a real estate business, B & L Beechwood LLC. Morgan Stanley Wealth Management serves individual 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 structured planning tools and investment modeling techniques to support its financial planning services.

Joshua Drapkin is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Stifel Financial Corp., Jefferies LLC, and PricewaterhouseCoopers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

James Steck is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is involved in real estate as a landlord. 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.

Andre Lindsay is a financial advisor with Primerica Advisors, holding a Series 63 designation and possessing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2014 and has concurrent roles at Con Edison and Primerica Financial Services dating back to the mid-2000s. In addition to his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Akira Kido is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He serves as a board member for the Tokyo Christian University Foundation, Inc., a charitable organization supporting the university's mission. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques as part of its advisory services.

Emmanuel Zisis is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera Financial Specialists LLC and Royal Alliance Associates, INC., and owns Clearscope Wealth, a financial services firm. He serves as vice president of The Peter Latos Prostate Cancer Foundation, which focuses on raising prostate cancer awareness. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, providing access to both affiliated and unaffiliated third-party managers across various program structures.

Kenny Batres is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase, Uber, Home Depot, Stop & Shop, and Henry Norman Hotel. Fidelity's Strategic Advisers LLC, the firm with which he is affiliated, provides investment management and advisory services to a diverse client base comprising retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Wayne Pfeiffer is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time with AXA Advisors, LLC. Outside of his advisory role, he is involved with WJP Insurance Services, Inc. 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 operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Loria is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has worked at City National Bank and Ameriprise Financial Services, Inc. Prior to his current role, he held positions at both firms starting in 2015. Outside of his advisory work, he is a passive owner of two eCommerce businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing strategies tailored to clients’ risk profiles through a mix of in-house and third-party managers.

Suzanna Charbonnier is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated services, utilizing both in-house and third-party investment managers.

Richard Meier II is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 18 years of industry experience, including ten years at MetLife Securities Inc. and ongoing roles at MassMutual life Insurance Co since 2016. Outside of his advisory work, Meier serves as an ambassador for the GAMA Foundation and is involved in fundraising and recruiting activities for FINSECA, an insurance industry research organization. Mass Mutual Investors Services is a broker‑dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved analytic tools and provides specialized programs such as divorce and estate-settlement planning.

Yekaterina Tumayeva is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has roles at JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory work, she has a business interest in 274/276 Hamilton Avenue, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Bryan Pendrick is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc. for 15 years. Pendrick is active in the golf community, serving on executive committees for the Long Island Golf Association and the Metropolitan Golf Association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement consulting services. The firm utilizes a range of asset-allocation tools and third-party platforms to manage portfolios across various investment types on discretionary and non-discretionary bases.

Augustine Abbatiello is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Cetera in Westbury, NY, where he has worked since 2019. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Augustine is also involved with Long Island Financial Planning Group, a business associated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Theodore Brakatselos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he serves as a church choir director, conducting Sunday and occasional weeknight services from September through June. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Russo is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Foresters Financial Services, Inc., and JCW Mechanical. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Ladenheim is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-affiliated firms since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Cara Maloney is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2018, following prior roles at Cetera Investment Services and Valley National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management. The firm combines planning with managed-account programs under its WealthPlan option while maintaining separate services.