Babita Trivedi is a CFP® professional with 12 years of experience in the financial services industry. She has worked at OSAIC since 2018 and previously spent four years at Sii. In addition to her advisory role, she is a financial planner with Lighthouse Financial Network, LLC, and operates a sole proprietorship as an insurance broker. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization techniques and supports various investment strategies through its extensive affiliate network.

Stefano Airo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the West Islip, New York branch. He joined Merrill Lynch in 1995 and has over 30 years of experience serving clients. He holds the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC) designations, as well as the Personal Investment Advisor (PIA) designation. Stefano specializes in helping individuals, families, and businesses define their financial goals and develop strategies to optimize the likelihood of success. His client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to tailor wealth management strategies based on their risk tolerance, time horizon, liquidity needs, and overall financial objectives. He earned a Bachelor of Science degree in Business Administration from the New York Institute of Technology in 1992 and is a member of the Delta Mu Delta National Honor Society. Stefano is involved with community organizations including Catholic Health Good Samaritan University Hospital and Living Waters Fellowship. He is multilingual, speaking Italian, Spanish, and English.

Jeffrey Gash is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services, and before entering financial services, he spent over three decades at Jaco Electronics, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sandy Poon Wing is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools without providing individual security recommendations as part of standalone plans.

Alexandra Kolessar serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with Merrill clients to assess their current financial situations and provides information about solutions available through Merrill and Bank of America. She holds a High School Diploma from Sachem East, a Bachelor's Degree from Saint John's University, and a Master of Business Administration (MBA) from Saint John's University. Alexandra's approach centers on helping clients identify what matters most to them and their families, aiming to develop strategies that support their financial goals.

Michael Jeshiva is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and various Morgan Stanley entities over a span of more than a decade. 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 recommendation reports and ongoing retirement-income planning advice focused on income sources, tax-aware withdrawal strategies, and Social Security options.

Arthur Rooney is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Merrill for 25 years. Rooney holds Series 63 and Series 65 licenses and is based in Hauppauge, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support its financial planning process.

Sabrina Lin is a Planning Consultant at Fidelity Investments. In her current role, she partners with Financial Consultants to understand clients' personal needs and explore how Fidelity can assist them. She has been with Fidelity Investments since 2024, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2026. This progression reflects her experience within the company and her roles involving client relationship management and financial planning support.

Mitchell Pearson is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 18 years of industry experience. He has worked with Equitable Advisors since 2007 and previously with AXA Advisors, LLC. Outside of his advisory role, he is a partner at Equinox Financial Partners LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party asset managers to tailor solutions based on client needs and risk tolerance.

Vincent Batteria is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked within Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Daniel Saxe is a CFP® with 30 years of industry experience, currently serving at Osaic Wealth since 2024. Prior to joining Osaic, he worked for American Portfolios Financial Services for 19 years. Outside of his advisory role, Saxe is president of a tax preparation and bookkeeping firm and serves as treasurer for a nonprofit organization related to retired police officers in New York. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and multiple managed account options.

Michael Newins is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities, Guardian Life Insurance, and New York Life among others. Outside of his advisory role, he serves as Treasurer of Potunk Lodge #1071 F&AM, a Masonic Lodge and charity in Westhampton, NY. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services with investment guidance based on proprietary forward-looking methodologies developed by its Investment Strategy Group.

Jeffrey Kemp is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary retirement recommendations.

John Hartnagel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. Outside of his advisory role, he owns and coordinates a virtual referral networking group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and a range of insurance and trust services.

Nicole Wood is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at American Portfolios Financial Services, Inc. for nine years and has been affiliated with PPS Advisors, Inc. for over a decade, where she also serves as an investment advisor representative with a focus on life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies.

Marco Tercero is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Jonathan Zucker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Morgan Stanley and Morgan Stanley & Co. LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alex Kim is a Series 66 licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Melville, NY. His prior experience includes roles at Northwestern Mutual, Samsung Electronics of America, and Drexel Hamilton, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers ERISA fiduciary services to qualified plans.

Brandon Hodges is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities since 2017, following prior roles at Bank of America and Merrill. 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. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, supporting recommendations that may include ESG considerations.

Ariel Cruz is a financial advisor with Morgan Stanley in Hauppauge, NY, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at J.P. Morgan Securities, Equitable Advisors, Argo Partners, and The Nanz Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.