Georgia Skiadas is a financial advisor at Morgan Stanley with 30 years of industry experience and holds a Series 63 license. She has been with Morgan Stanley since 2009. Outside of her financial advising role, she operates a dog sitting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Susan Testa is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She previously worked at CitiGroup Global Markets from 2016 to 2021 before joining Wells Fargo Bank, N.A. and Wells Fargo Clearing in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Deborah Scesney is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

T.J. Cheriaparampil is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Agan is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Securities America Advisors, Stifel, and Ladenburg Thalmann & Co. He also serves as an account manager for 401(k) plans with Risk Strategies Corp. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a variety of securities and manages accounts on both discretionary and non-discretionary bases.

Mackenzie Klouda is a Series 66-licensed advisor with LPL Enterprise, LLC, and has one year of industry experience. Prior to joining LPL Enterprise, Klouda held roles at Snyder Wealth Group, OSAIC, and several law firms. Outside of advising, Klouda manages operations and oversees staff at Snyder Wealth Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing a platform that integrates investment adviser representatives, third-party portfolio strategists, and access to multiple financial products including insurance.

William Andersen is a financial advisor with Cetera, holding a Series 63 designation and 18 years of industry experience. He has worked with firms including LPL Financial and INVEST Financial Corporation, and maintains ongoing roles in tax return preparation and personal income tax services through Hoffman & Bentovim and Professional Tax Savers/Suffolk Service Bureau. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that supports a diverse selection of investment strategies and program structures.

Amanda Riesenberg is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mike Lombardi is a CFP® and Series 66-registered financial advisor with Edward Jones in Bellmore, NY, with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Ulmer Jr. is a Series 63 licensed advisor with Primerica Advisors in Copiague, NY, with 28 years of industry experience. He has worked at Primerica Advisors since 1998 and has held roles at PFS University and Ahold Supermarkets. Outside of his advisory work, he is involved in sales of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies managed by third-party asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Charles Richardson is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and having 35 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advising, he works as an independent insurance agent and is also a part-time freelance musician. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Jacob Miller is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at KBK Wealth Management, Commonwealth Financial Network, and Morgan Stanley. Outside of his advisory role, Miller is the president and founder of JEM Wealth Management and serves as a trustee of a family trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services through partnerships with LPL and multiple third-party asset managers.

John Capogna is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by various model portfolios, research resources, and technology solutions.

Philip Getfield is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Jennifer Lanigan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at Merrill for 29 years before joining Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Douglas Graham is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Dory Adoracion Jacinto is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Prior to joining LPL Enterprise in 2024, Jacinto worked at Prudential Insurance Company of America and Pruco Securities, LLC, with a combined tenure of around 30 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Donald Canade is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2001, serving in various roles including Regional Planning Consultant and Senior Account Executive prior to his current role. Before joining Fidelity, he worked as a Financial Consultant with several firms including First Colonial Securities Group, Nichols Safina, Lerner & Co., and Sovereign Equity Management Corp. He began his career as a Financial Assistant at Hanover Sterling & Co. in 1995. Donald has extensive experience in investment and retirement planning. He is a Certified Financial Planner (CFP®) and utilizes the Fidelity platform to provide comprehensive, long-term financial planning for his clients and their families.

Christopher Voisine is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a board member for Heal Our Heroes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage channels to clients.

George Sucich is a CFP® with 42 years of industry experience, currently serving as a financial advisor at OSAIC since 2017. He previously worked for National Planning Corporation for 14 years. Outside of his advisory role, he is the executive owner of George N Sucich Assoc, Inc., which provides tax preparation and occasional life and health insurance sales. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a range of tools including asset-allocation models and automated rebalancing to manage portfolios.