Suresh Malavia is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Henry Tom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked extensively within J.P. Morgan and HSBC entities, serving in various roles since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary model. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brian Gutner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, divorce transition planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from George Washington University, a Master's Degree from New York University Law School, and a Juris Doctorate Degree from George Washington University Law School. Outside of his professional work, Brian has personal interests in baseball, hiking, reading, skiing, and tennis.

Marc Lepselter is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and proprietary modeling tools to develop client plans.

Peter Milankovic is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he held positions at Professional Sports Publications and worked multiple roles associated with SUNY Cortland and Alfa Piping Corp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved tools to analyze client goals.

Frank Gusmano is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 17 years. Outside of his advisory role, he owns an entity established to manage business expenses and works as an insurance agent offering accident insurance, fixed annuities, health savings accounts, life settlements, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios across various asset classes, offering discretionary and non-discretionary management with access to third-party money managers and wrap programs.

Jacqueline Leslie is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC, where she worked for over two decades. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and services.

Bruce Birnbaum is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including Jhfn Sii and Signator Investors, Inc. Birnbaum conducts seminars and writes articles primarily for CPAs and attorneys. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services with a focus on asset allocation and portfolio management using various investment vehicles and third-party platforms.

Johnny Abraham is a financial advisor with Primerica Advisors in Freeport, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale 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-based strategies and discretionary separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Elisabetta Strada is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following three years at Merrill. 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 utilizes a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Sunpreet Singh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Public Partnerships LLC, Essential Home Care, JPMorgan Chase Bank, N.A., Uber, and Taxi. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Katherine Chen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013 and 2015, respectively. J.P. Morgan Securities LLC 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 when recommending strategies.

Brian Darian is a CFP® and Series 66-registered financial advisor with Morgan Stanley in Jericho, NY, where he has worked since 2009, totaling 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC throughout his career. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced modeling tools in its financial planning approach.

Daniel Treacy is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, including five years at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, delivering services through a network of Investment Adviser Representatives and utilizing both proprietary and third-party advisory solutions.

Lauren George is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she was involved with Gotham Dream Builders Modern Homes and The Islands Store, a franchise of Lily Pulitzer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Craig Bergen is a financial advisor with LPL Financial in Jericho, NY, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. His career includes over two decades at Cadaret, Grant & Co., Inc., and he has also been associated with American Investment Planners, LLC for 16 years. Outside of his advisory work, Bergen is involved in tax preparation and accounting through Metro Tax Group and American Taxes Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services, combining advisory solutions with extensive non-advisory financial products and partnerships.

Theodore Block is a financial advisor with Ameriprise in Woodmere, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in a jewelry showroom business and serves as a consultant and plan production service provider for Ameriprise advisors. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Loreto Testani is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

George Klueg is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera and its affiliates since 1999 and maintains several business activities outside of advising, including ownership of accounting firms and serving as treasurer for a homeowners association and a local church. Klueg also has a background in tax preparation through multiple CPA entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes both affiliated and third-party investment options.

Kevin Paulsen is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President. His work focuses on wealth planning, utilizing Fidelity's technology and investing platforms to assist clients in achieving their financial goals. Throughout his tenure, Kevin has gained experience in understanding client needs and providing financial guidance. He emphasizes the use of cost-efficient investing strategies as part of his approach. Outside of his professional responsibilities, Kevin enjoys baseball, comedy, and golf.