Jacqueline Leslie is a financial advisor at Equitable Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to address client needs.

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.

Carolyn Smith Lo Giudice is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise and HSBC in various capacities. She is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage her practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Sally Wing is a financial advisor at Cetera with 30 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and its affiliates since 2013. She is also the owner of Priority Wealth Management LLC, where she provides investment services and fixed insurance sales, including life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Daniel Treacy is a financial advisor with Equitable Advisors based in Melville, NY. He holds the Series 66 designation and has 10 years of industry experience. Prior to his current role, he was affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating with a hybrid referral and implementation model that combines advisory and brokerage channels.

Christopher Spalding is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His prior roles include positions at Strategies For Wealth/Guardian Life Insurance Co and Park Avenue Securities LLC. His background also includes diverse work experiences outside finance, such as with the Long Island Ducks and various service roles. 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 an ESG eligibility framework.

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 at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cadaret, Grant & Co., Inc. and American Investment Planners, LLC. Outside of his advisory role, he is involved in tax preparation and accounting services through Metro Tax Group and American Taxes Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management strategies.

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.

William Riechert is a financial advisor with Mass Mutual Investors Services who holds 56 years of industry experience. Prior to joining Mass Mutual in 2017, he worked at MetLife Securities for 15 years. He is also an independent insurance agent at Riechert Financial Group, focusing on disability, life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software for financial analysis and offers a variety of planning programs, including recently introduced divorce planning services.

Sigrid Goltz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. She has worked with MassMutual entities since 2005, including MSI Financial Services and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analysis tools and offering event-driven planning services such as divorce and estate settlement planning.

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.

Thomas Odonnell Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and asset allocation guidance relying on forward-looking capital market assumptions and probabilistic modeling.

Olivier Allain is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 10 years. Outside of his advisory role, Allain also works as a real estate agent with Charles Rutenberg Realty, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to various investment strategies and program structures.

Matthew Coughlin is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has five years of industry experience, including previous roles at TD Private Client Wealth LLC and TD Ameritrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Joseph Bonifazio is a financial advisor with J.P. Morgan Securities in Ronkonkoma, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at David Lerner Associates for three years. 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.