Diana Ceylan is a CFP® certificant with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2023. Prior to joining Morgan Stanley, she worked at Oppenheimer for 14 years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies derived from the Global Investment Committee’s analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and agreements with employers.

Brian Burke is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, specializing in tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and planning tools to develop financial plans.

Anhar Farag is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a year at UBS. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning through Financial Advisors and its Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Daniel Parrott is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2018. In addition to his work in financial advising, he has been involved with A&E Nyack Enterprises Inc for over 15 years. 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 offers a range of model-based and discretionary strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hugo Carvajal is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Equitable Advisors in 2024, he worked at MML Investor Services and MassMutual from 2008 to 2024. Carvajal is also an officer of the St. Michael's Basketball Association and owns The Gemini and Scorpio Group LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Brad Greenbaum is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. He has worked with multiple firms, including Altigro Retirement Services and Fairfield Benefit Associates, and has been involved in actuarial consulting, fiduciary training, and financial services through various business roles. He also contributes as an exam writer for FI360’s Accredited Investment Fiduciary (AIF) exam. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, using a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Rahil Patel is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities, LLC, Summit Financial, LLC, and New York Life. Patel is also involved in non-variable insurance business activities associated with Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional clients. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers services such as financial planning, consulting, and access to third-party asset managers.

Derrick Ossi is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with OSAIC and has previously worked at SagePoint Financial, LPL Financial, MassMutual, MML Investors Services, Guardian Life, and Northeast Planning. In addition to advisory work, he is an insurance agent at EBNY Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, while supporting multiple advisory platforms and transitions from prior mergers.

Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Minesh Patel is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes nine years with Bank of America and Merrill. Outside of his advisory role, he is a general partner at BM Vesh Assoc LLC, a for-profit LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Stephen Scuttaro is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC and MassMutual Life Insurance Company since 2022. His prior experience includes roles in real estate investment and the food service industry. 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 offers a range of planning programs and educational seminars, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

Paul Treistman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, fixed annuities, health, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Joseph Virgone is a financial advisor with Ameriprise in Paramus, NJ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he provides client-related investment and planning services as part of the Scott Sosna SSFS Group. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aleksandar Matovski is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Bank of America, Merrill, and Morgan Stanley. Outside of his advisory role, he is involved in several real estate investment ventures and serves as a commercial loan originator and referral partner for human capital management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Michael Reynolds is a financial advisor with Merrill based in Paramus, NJ, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He also serves as an executor for an estate. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers and offers various portfolio implementation options with a focus on asset allocation and tax-aware strategies.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Nicholas Iarrapino is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Merrill. Outside of his financial advisory role, he serves as head coach for the St. Joseph High School crew team. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to client needs, leveraging Wells Fargo’s research and tools to develop recommendations that clients may choose to implement through various programs.

Shane Oconnor is a CFP® professional with 13 years of industry experience. He has worked at OSAIC since 2025 and spent 10 years at Lincoln Financial Advisors prior to that. Oconnor also holds an insurance agent role, offering fixed and indexed annuities and traditional life insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified, portfolio-driven investment strategies and access to third-party money managers and managed-account solutions.

Li Pan is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, Merrill, NYLIFE Securities, and New York Life Insurance Company. Outside of her advisory roles, she was involved with Livingston HuaXia Chinese School and operated Sweet Basil Technology LLC. 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, and institutional investors.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Group at Merrill Lynch Wealth Management. He specializes in serving high-net-worth individuals and families, particularly professionals in the entertainment and sports industries, providing tailored financial and retirement planning strategies. His approach emphasizes connecting clients' unique ambitions with personalized wealth management plans that reflect their individual perspectives and priorities. Before joining Merrill Lynch, Ethan spent 16 years as a media, sports, and entertainment attorney in private practice and as an Assistant Executive Director of SAG/AFTRA. He holds a Juris Doctor from the University of Detroit School of Law, an MBA from Wayne State University, a Master of Laws in Entertainment Law from the University of Westminster in London, and a Master of Laws in International Sports Law from Anglia Ruskin University in Cambridge. He maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Ethan is active in professional organizations related to entertainment, arts, and sports law, including serving as Chairperson of the New York State Bar Entertainment, Arts and Sports Law section from 2022 to 2024. He holds FINRA Series 7, 31, and 66 registrations. Outside of his professional work, Ethan enjoys spending time with his family, swimming, playing tennis, and watching movies.