James Anderson is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing two years of industry experience. His previous roles include positions at MSA Security and the US Department of State. Outside of finance, he serves as an assistant ice hockey coach for the PAL Jr Islanders. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Fredy De Jesus is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has additional experience with Jpmorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is involved in a family-run advertising agency, Zuri Agency, which specializes in print ads and modeling unrelated to the financial sector. 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 Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Taylor is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at JPMorgan Chase from 2023 to 2025 and Capital One from 2008 to 2023. Outside of his advisory role, he serves as an Information Officer on the board of the Bethpage Baseball Association and owns TX4 Enterprises LLC, an e-commerce business. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jay Szerencsy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held roles within Wells Fargo entities since 2014, including a decade at Wells Fargo Clearing. He holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

James Mctighe is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and Mass Mutual Life Insurance Company since 1985. In addition to his advisory role, he is involved in life and health insurance sales. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement planning.

Emanuel Lord is a financial advisor with Osaic Wealth, Inc. based in Melville, NY. He holds a Series 63 designation and has 16 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Huijie Wang is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Huijie provides financial guidance and support to clients through Merrill Lynch's wealth management services. Further details about Huijie's experience, expertise areas, education, credentials, personal interests, and community involvement have not been provided.

Nicole Nunag is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citibank, J.P. Morgan Securities, and Chase Securities Inc. She serves as a board member of the charitable organization Carnegie Hill Neighbors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Langan is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Equitable Advisors and AXA Advisors, and has additional experience in event planning and electrical work. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of programs that include the use of firm-approved planning tools and investment models.

James Meehan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities 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 strategies.

Qiaofei He is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at J.P. Morgan Securities. He has worked at various affiliated entities within JPMorgan Chase since 2010. Outside of his advisory role, he is an owner and partner of Evergreen Fortune Group LLC, a real estate business. J.P. Morgan Securities 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 combination of advisory and brokerage capabilities.

Scott Koren is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody functions.

G Michael Sarlanis is a financial advisor with UBS Financial Services in Manhasset, NY, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he is a limited partner involved in a family business, Sarlanis Enterprises LLC, which focuses on real estate. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and delivers advisory services through a network of Financial Advisors using proprietary research and model-based asset allocations.

Jenna Adams is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2015. Outside of her advisory role, she co-owns a rental property in Massapequa, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Vionca Murray Saxon is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual financial goals and develop personalized strategies that address short-, mid-, and long-term objectives. Her approach includes providing guidance on investing, retirement planning, and saving for unforeseen circumstances. Additionally, she facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Vionca specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and sports and entertainment financial matters. Vionca holds a Bachelor's Degree from Syracuse University and a Master of Business Administration (MBA) from Ohio University. She is a Personal Investment Advisor (PIA). Drawing on her passion for helping clients manage complex financial priorities, she partners with individuals to define their goals and select portfolio strategies designed to achieve those goals. Vionca provides ongoing advice and adjusts strategies as clients' situations evolve. Outside of her professional work, Vionca has personal interests that include basketball, cooking, dancing, golfing, music, running, and spending time with her family.

Georgia Lentzeres is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018 and previously at Sii from 2013 to 2018. Outside of her advisory role, she has been involved with the Peter Pan Diner for over 20 years. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Douglas Okin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously served at MSI Financial Services, Inc. for 12 years. Outside of financial advising, he owns businesses in retail sales and aviation, including International Outfitters Inc. and Hopscotch Air, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools to assist in goal analysis and offers event-driven planning programs including divorce and estate planning.

Mary Catherine Macaluso is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity in 2018, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, she held roles such as VP of Executive Communications at OppenheimerFunds and Director of Economic Research & Analysis at Strategas Research Partners. With two decades of experience in the financial services industry, Mary Catherine offers expertise in creating customized financial plans tailored to individual needs, concerns, and preferences. Her background includes economic research, industry analysis, and investment consulting. Outside of her professional career, Mary Catherine's personal interests include cooking and baking, fitness, horseback riding, outdoor adventures, parenthood, and reading.

William Manolopoulos is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2014. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a real estate rental business through Tessera Brothers LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Schiffer is a CFP® professional with 42 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. 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 uses an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, within its investment menus.