Hans Vermes is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held positions at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Vermes holds Series 63 and Series 65 licenses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to clients.

Michael Kash is a financial advisor with Primerica Advisors, holding the CFP® and PFS™ designations, and has 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he serves as an executor for multiple estates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Julie Deliso is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 33 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and also has experience with MassMutual Life Insurance Company dating back to 2016. Outside of her advisory role, she is an independent insurance agent and owns a motor vehicle business in Northport, NY. 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 offers comprehensive financial planning and asset management services, using firm-approved analytical tools to support client goals with structured, collaborative planning.

Alexander Vail is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has held roles at Raymond James Financial Services and Ameriprise, along with experience in nonprofit and healthcare organizations. Vail is also associated with Vail & Associates, a financial advisory support business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Golda Antokol is a CFP® with 11 years of industry experience and is currently affiliated with Wells Fargo Clearing, where she has worked since 2018. Prior to that, she was with Gottlieb Foley and Dolan in 2017. Outside of financial advising, she teaches financial literacy at Ahavas Bais Yaakov in Suffern, NY, and holds power of attorney responsibilities for her father. Wells Fargo Advisors is a national securities firm providing 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.

Lev Brickman is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement planning through a centralized consulting team.

Jae Won Gal is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo in 2026, Jae worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2023 to 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cameron Kreider is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 securities licenses. His work history includes roles at AXA Advisors, Equitable Financial Life Insurance, and University at Albany. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Eliana Sanchez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at JP Morgan Chase Bank and JPMorgan Securities LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach 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.

Joseph Petteruto is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. He previously worked at Morgan Stanley for nine years before joining Merrill in 2025. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Kitevski is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved with a trust based in Bethpage, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to develop client plans.

Jeffrey Palmese Jr. is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Key Private Bank and T Capital Management. He has held equity ownership in a local business owned by his wife but has no active involvement. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lee Neugebauer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent eight years with J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Samantha Clark is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and having 24 years of industry experience. She previously worked at Guardian Life from 2001 to 2019 before joining Mass Mutual in 2019. Clark serves as a board member for the American Heart Association. 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 financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to deliver written recommendations tailored to client goals.

Laura Perez is a Financial Advisor at Merrill Lynch Wealth Management, where she works with clients to develop holistic financial strategies utilizing the firm's broad range of resources, including investment, banking, risk management, and fiduciary services. She focuses on helping clients plan for their financial futures and pursue their life goals by identifying wealth management needs such as investment and risk management, income and liquidity management, wealth transfer, and estate planning services. With more than 16 years of diverse experience, Laura is committed to building and strengthening multigenerational client relationships. She began her career at Merrill in 2010 and, prior to joining the Leiman team in 2018, supported the firm's division leadership, supervising over 1,400 financial advisors in the Northeast and assisting a team that supported more than 100 international advisors across 30 markets. She holds a degree in Business Administration from Baruch College and from La Guardia Community College, and she is a Personal Investment Advisor (PIA). Originally from Bogota, Colombia, Laura speaks English and Spanish and has knowledge of Portuguese. She is an active member of the Women's Exchange and participates in the Hispanic/Latino Organization for Leadership and Advancement (HOLA) and the Hispanic/Latino Advisory Council (HLAC). She resides on Long Island with her husband and two children, where she enjoys painting, hiking, and spending time with her family.

Alyssa Oviasogie is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. She previously worked at Merrill and has a diverse background including roles at LA Fitness and Stony Brook University. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with banking and other financial products, tailoring recommendations based on firm research and planning tools.

Dickran Kabarajian is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advisory work, he serves as a Flotilla Commander for the U.S. Coast Guard Auxiliary and is a director of the Masthead Yacht Club. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing multiple program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Eric Arkin is a financial advisor at OSAIC with credentials including Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in fixed insurance, life and annuities, property and casualty, health, long-term care, and disability income insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and advisory platforms, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes advanced asset-allocation tools and offers diversified investment options including stocks, bonds, options, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

Matthew Sandler is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities LLC since 2015. He holds Series 65 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager 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.

Eric Rosener is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.