Heshy Zweig is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at AIG Bank, Osaic Wealth, Inc., and Pinnacle Taxx Inc. Outside of advisory services, he is the owner of HZ Services LLC, which includes an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christian Coppola is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of his advisory role, he was involved with Coppola Legacy Properties LLC from 2022 to 2023. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Maria Avento is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. for 19 years. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Lauren Benanti is a CFP®-designated financial advisor with 11 years of industry experience. She is currently associated with Fidelity Investments, where she has worked for over a decade. Outside of her advisory role, she is a partner in LML Venture Properties LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Philip George is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2006. Prior to his financial services career, he was employed by the County of Westchester for 34 years. Outside of advising, he operates a tax preparation service. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by third-party asset managers and provides discretionary separately managed accounts.

Christian Maguire is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, bringing 19 years of industry experience. He has been with Morgan Stanley since 2009, working in roles including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions 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 uses structured planning processes supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Corey Lev is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is authorized to act as a power of attorney for investment-related matters. 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 methodologies.

Milo Rothstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and nine years of industry experience. He has worked at Merrill, Bank of America, and J.P. Morgan Chase Bank prior to his current role. Outside of his advisory work, Rothstein is involved as a co-owner in a New York-based sour-candy company and an education service focused on NYS/NYPD licensing processes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, quantitative asset-allocation approach combined with centralized due diligence. The firm offers a range of asset-allocation advice, investment manager searches, and customized performance reporting, operating within the broader J.P. Morgan broker-dealer and banking organization.

Anthony Puppo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and The Prudential Insurance Company of America. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors while clients retain decision-making authority.

Angelica Van Pelt is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, including time at its predecessor AXA Advisors. Outside of her advisory work, she is involved in real estate as a personal and family-use realtor and sells property and casualty insurance on a limited basis. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Bernstein is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill as well as within Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Prior to entering finance, he was employed by the University of California Los Angeles Athletic Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Daisy Karika is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its product offerings.

Candice Lira is a CFP® professional with six years of industry experience. She is currently with Osaic and previously worked at CFO Wealth Consultants/American Portfolios. Outside of her advisory role, she serves as president of an S-Corp focused on comprehensive financial planning, including estate and family protection primarily through life insurance. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services along with access to multiple investment platforms and third-party managers.

Scott Ficalora is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Fidelity Investments since 2008 and currently works in Garden City, NY. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Ellen Chan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she works part-time in seasonal sortation positions at Amazon. 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, and institutional investors.

Gabriel Plaut is a financial advisor at Ameriprise with 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory work, he is involved with Mishkan Hatorah, contributing a few hours monthly in administrative support. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, research-based recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines automated modeling with advisor input and emphasizes products from affiliated firms within its broad range of advisory, brokerage, and insurance solutions.

Teresa Whitney is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at Wm Financial Services. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Austin Drescher is a Financial Consultant at Fidelity Investments. In this role, he collaborates with local individuals and families to develop and maintain comprehensive financial plans that focus on building, preserving, and distributing wealth to provide clients with peace of mind. He has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management.

Richard Kasparian is a financial advisor with LPL Financial in Garden City, NY, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Kasparian also operates a business under the name Garden City Financial Group. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Irene Morciglio is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and previously spent many years at DIME Securities, Inc. 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 delivered through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.