Michael Leibowiz is a CFP® with 31 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has been with Royal Alliance Associates, INC. since 2018 and previously worked at Signator Investors, Inc. from 2015 to 2018. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated portfolio rebalancing, providing access to a range of investment products and third-party money managers.

Thomas Morrissey is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morrissey is also the founder of the Commack Chamber of Commerce. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Thomas Dunn Jr. is a Certified Financial Planner (CFP®) with over 32 years of industry experience. He has been with Morgan Stanley since 2013 and currently works at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services characterized by a structured discovery process and use of firm-approved planning tools.

Gina Keyloun is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory operations with brokerage and investment management capabilities.

Zachary Hieb is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has previously worked at Citigroup and Blue Ocean Wealth Solutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lisa Hoffmann is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Romina Marion is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 24 years before joining LPL Enterprise in 2026. Romina is also involved in a non-variable insurance business. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Christine Muneyyirci is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2015 and holds a Series 66 designation. Outside of her advisory role, she is a partner in a note-holding business related to laundromat equipment and is an officer managing a real estate business. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to inform client strategies.

Robert Cox is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities. Outside of his advisory role, Cox is involved in several automotive and transportation businesses, including Midnite Riders and RCA Group LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.

Alexandra Lloyd is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 credential and has been with UBS Bank USA and UBS Financial Services Inc. since 2016. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and banking and lending programs.

Taylor Foti is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs Ayco for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers planning as standalone or combined with managed accounts under a consolidated billing option called “WealthPlan.”

Lisa Jacaruso Brennan is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She joined Morgan Stanley in 2015 and serves as a trustee and co-trustee for a trust based in Freeport, New York. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

Tamara Wheeling is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling to support its financial planning process.

Karen Tarpey is a financial advisor at Ameriprise with 31 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

John Creeron is a financial advisor with Ameriprise and holds a Series 63 designation. He has 42 years of industry experience, including 14 years at Raymond James Financial Services and associated firms before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized retirement-income consulting team that delivers tailored, algorithm-assisted recommendations.

Sal Mezrahi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he consults with high net worth families to review their current financial situations and helps them build comprehensive plans designed to grow, distribute, and eventually pass on their assets. Prior to joining Fidelity Investments, Sal Mezrahi served as Vice President and Senior Relationship Manager at HSBC from 2006 to 2012. He began his financial advisory career at Morgan Stanley, working there as a Financial Advisor from 2002 to 2006.

Nolan Gelman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. Prior to joining J.P. Morgan Securities, he spent five years at UBS and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joseph Isler is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he held roles including JV basketball coach at Rambam Mesivta and personal trainer. Outside of his advisory work, he coaches basketball and provides strength training and nutritional guidance to individual clients. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Juan Romero is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Maureen O'Donnell. Before entering the financial industry, he worked in various positions outside the sector, including at Ikea and Dick's Sporting Goods. 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 recommendations and ongoing annual income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kaylee Abitz is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Before entering finance, she spent seven years in the dermatology field. 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 an ESG eligibility framework in its recommendations.