Samantha Dohman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Samantha’s background also includes experience in recreational and retail sectors. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Suzanne Demeo is a financial advisor with Fidelity, holding a Series 63 designation and 20 years of industry experience. She previously worked at MBSC Securities Corporation for six years before joining Fidelity Brokerage Services LLC in 2016. Outside of her financial career, she owns a small business specializing in makeup application. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering investment management and advisory services with an approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Mintz is a financial advisor at UBS Financial Services with 12 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Leonard Bullaro is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Equitable Advisors, Voro Real Estate where he was a licensed New York State realtor, and JLF LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Andrew Feldman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Cambridge since 2005 and has operated Andrew Feldman Associates, Inc. since 2004. Feldman serves as a board member of the Syosset School District. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms and proprietary strategies.

Pierre Awadalla is a financial advisor with OSAIC, holding a Series 63 designation and bringing 21 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 12 years with Signator Investors Inc. and John Hancock Life Insurance Company. In addition to his advisory role, Awadalla acts as an insurance broker assisting clients with group and health insurance benefits. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, delivering a wide range of financial planning and managed portfolio solutions.

Stephen Carson is a financial advisor with LPL Financial in Wantagh, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Equity Services, Inc., National Life Insurance Company, and his own firm, Carson Investors. Outside of advising, he is a silent partner in Bourbon and Branch, a business based in New York City. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Michael Depaolo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at FSC Securities Corporation, Wells Fargo Advisors, and he currently serves as president of DB Advisor Group and Depaolo & Associates, Inc. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals managing a multi-billion dollar asset base.

John Soto is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at LPL Financial for 12 years before joining Cetera in 2024. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and consulting services, combining affiliated and third-party strategies across multiple program structures.

Darlene Lukaszewicz is a CFP® with 38 years of industry experience. She is currently with OSAIC and has previously worked at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Outside of her advisory role, she manages estate administration work and is involved in managing a family-owned shopping center through FDK Realty and Lutzker Realty Management. OSAIC serves a wide range of clients including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies tailored to client needs.

Esther Luk is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bayside, New York. She has been in the financial services industry since 1973, beginning her role as a full-time Financial Advisor at HSBC Securities in 1994 before joining Merrill Lynch in 2008. Esther focuses on forming long-term relationships with clients and assisting them with all aspects of their financial lives, offering a defined process to create individually customized wealth management strategies. Her expertise spans wealth accumulation, preservation, and transfer, covering areas such as portfolio development, education planning, liability management, retirement planning, tax minimization, and asset preservation. Esther provides sophisticated strategies related to concentrated stock positions, company stock options, liquidity, and other investment management approaches, with an emphasis on ensuring a lifetime retirement income stream. She collaborates closely with clients’ trusted advisors, including accountants and attorneys, to address tax, trust, philanthropic, and estate matters. Esther attended Hunter College and Queens College from 1975 to 1979, majoring in Business Administration. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Esther is fluent in English, Cantonese, and Mandarin. Outside of her professional work, she participates in community volunteering and has personal interests in music, reading, and singing.

Mario Zambrano is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing in multiple periods since 2011, with a brief tenure at Morgan Stanley in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics and providing both brokerage and advisory solutions.

Julian Naiken is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Santander Securities, LLC during his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research with a range of derivative and commodities capabilities.

Christopher Riofrio is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Popular Bank, and Infinex. He is also president and wealth manager at Riofrio Wealth Management Group, a dba for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers, operating as a multi-manager platform with various program structures and supervisory services.

Michael Berk is a financial advisor with OSAIC in Melville, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 29 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. He has also operated as an insurance broker focused on life, annuities, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a model-based investment approach, featuring portfolio optimization and multiple managed account options.

Christopher Fontana is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and related entities from 2006 to 2025. In addition to his advisory role, he owns and operates a tax preparation and accounting business, Fontana Tax and Accounting Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Kyle Hauptman is a financial advisor at Edward Jones in Garden City, NY, with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Vestwell, Ameriprise, and other firms. Outside of finance, he consults in music marketing, advising artists on release strategies and marketing plans. Edward Jones is a full-service wealth management firm serving over 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.

Paul Catanzarite is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 22 years of industry experience and has been associated with Primerica Financial Services since 2003 and PFS Investments Inc. since 2004. Outside of his advisory role, he is involved with Lighthouse Tabernacle COG and engages in part-time sales of non-investment related products including home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies developed by unaffiliated asset managers.

Jeffrey Feder is a financial advisor at Stifel with over 32 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Izabella Bobkiewicz is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with individuals, families, and professionals to develop personalized financial plans aimed at building, preserving, and transferring wealth. Her responsibilities include guiding clients through retirement planning, education funding, legacy strategies, portfolio management, tax minimization, and small business financial approaches. Before entering financial advising, Izabella's background included management consulting, operations, recruiting, and client relationship management. These experiences provided her with a comprehensive understanding of business strategy and personal financial planning. She holds a Bachelor's Degree from Baruch College and maintains the Personal Investment Advisor (PIA) designation. Izabella is proficient in both Polish and English. Outside of her professional role, Izabella is involved with New York Cares. She enjoys running, spending time with her family, and traveling. Her approach emphasizes building trusting relationships founded on transparency and tailored guidance to help clients make informed financial decisions.