Theresa Miller is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Merrill since 2019. Prior to that, she was with Morgan Stanley and Morgan Stanley Smith Barney from 2014 to 2019. Since 2025, she has also been affiliated with Brooklyn College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Miguel Colon is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by a centralized due diligence team that combines quantitative and qualitative research to build model asset allocations.

Mary Chan is a financial advisor at Merrill with Series 65 and Series 63 licenses and 31 years of industry experience. She has worked at firms including JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and HSBC Securities (USA) Inc. Chan serves as a board member of the Chinatown Health Clinic Foundation, a nonprofit organization supporting community health initiatives. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Laura Palacios is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 26 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 16 years, as well as at Cadaret, Grant & Co., Inc., Citigroup Global Markets, and Citicorp Investment Services. She serves as treasurer on the board of Huntington Matters, a for-profit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its network of over 22,800 advisors with a combination of proprietary research, third-party subadvisors, and technology tools.

Peter Canale is a CFP® with 27 years of experience in the financial services industry. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Santander Bank and Santander Securities from 2017 to 2020, and MML Investors Services and MassMutual Insurance Group from 2004 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

William Carmody is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform that includes underwriting and securities-backed lending programs.

Elana Gofman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in creating tailored, risk-managed investment strategies that align with clients’ personal preferences and market conditions. Elana focuses on various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Elana began her career with roles at Morgan Stanley and Alliance Bernstein before joining Merrill Lynch in 2015. She holds a Bachelor’s degree in Finance from Indiana University’s Kelley School of Business and has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elana emphasizes a collaborative approach with clients and their families, focusing on defining unique priorities and goals to develop comprehensive financial plans reviewed regularly. Outside of her professional work, Elana resides on Long Island with her husband and four children. Her personal interests include cooking, dancing, reading, skiing, tennis, traveling, and spending time with family. She is also active in volunteering and fundraising for various charities.

Steven Sasson is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Before entering the financial sector, he held positions at Al-lectric, Multivision Digital, Sabra Law Group, and Baruch College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and specialized product services through affiliated entities.

Tanmeeka Ahuja is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work history includes positions outside the financial industry, and she is also engaged in babysitting on weekends through a platform called UrbanSitter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Paul Van Steen is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2016, including time at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Prior to that, he worked briefly at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Perez is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at J.P. Morgan Securities from 2012 to 2020 and has been with Morgan Stanley’s Private Bank and Smith Barney divisions since 2020 and 2021, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 utilizing firm-approved tools and scenario modeling.

Helen Scannapieco is a CFP® with 42 years of industry experience and is currently an advisor at LPL Financial. Her prior roles include positions at Western International Securities, Northeast Asset Management, and Northeast Securities. She also provides tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a wide range of advisory and brokerage services supported by advanced research tools and extensive financial resources.

Gavriel Hershkop is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Milvado Wealth Advisors LLC and the Union of Orthodox Jewish Congregations of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Luis Cabral is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, HSBC Bank USA, and KeyBank among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research-driven, diversification-based investment approaches while offering both brokerage and advisory solutions.

Warren Sanger Jr. is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and 33 years of industry experience. His prior work includes 21 years at Lincoln Financial Advisors Corp and five years at LPL Financial LLC. Outside of his advisory role, he serves as a board member for the NCA Nassau Cemetery Association and is involved with Coliseum Gun Traders. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, with a broad range of regulatory registrations that support derivatives and commodities capabilities.

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 designation and has worked at major firms including Wells Fargo, Bank of America, Merrill, and Morgan Stanley. He serves on the board and chairs the Investment Committee of the Locust Valley Cemetery Association, a nonprofit focused on the long-term management of a historic cemetery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-driven solutions.