Paul Shipkoskie is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Easow is a financial advisor with Ameriprise in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Asset Management and Equitable Advisors. Easow is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Matthew Ludack is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Wells Fargo and TD Ameritrade. He is also an operations associate at North Ridge Wealth Planning LLC, where he manages back-office operations and processing. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

Ryan Roselle is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes eight years with J.P. Morgan Securities and ten years at J.P. Morgan Chase Bank NA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and managing approximately $2.74 trillion in client assets.

Michael Mooney is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wachovia Securities Financial Network since 2009. Mooney has a one-third ownership stake in Premier Wealth Management LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

James Hachadoorian is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and held roles outside the financial sector, including positions at BMW and community organizations. He also serves as a trustee and holds power of attorney responsibilities for family trusts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and various endorsed TAMPs.

Dominick Di Benedetto is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Kuttin Wealth Management Ameriprise Financial Services and Super Coffee. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Scott Kaufman is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise in Melville, NY. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns Lilli&Sophie Inc., an LLC established to hold a health insurance policy. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicholas Leone is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has previously worked at The Vanguard Group and Equitable Advisors. Prior to entering the financial sector, he was involved with Lifetime Athletics. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and maintains a centralized operational structure to support its extensive client network.

Sean Garner is a financial advisor with Merrill, holding a Series 66 credential and 11 years of industry experience. He has been affiliated with Merrill and Bank of America N.A. since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide set of products and additional financial services.

John Grazioli is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Grazioli is also president of JMG Ventures, a holding company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling.

Brendan Carey is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Cetera, MassMutual, and AXA Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Amar Jhaveri is currently a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to address complex financial problems for their families using an integrated team approach, aiming to provide security, confidence, and time to enjoy life. Amar has accumulated extensive experience in the financial sector, serving in various roles including Vice President of Capital Markets at Dune Real Estate Partners from 2020 to 2023, Vice President at Nuveen from 2015 to 2020, and Wealth Management Advisor at TIAA between 2009 and 2015. His earlier career includes positions as a Financial Advisor at the United Nations Federal Credit Union from 2005 to 2009 and at North Fork Bank from 2000 to 2005. Outside of his professional work, Amar has interests in comedy, fitness, football, and running.

Michael Rosenberg is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Andrew Mastrole is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at United Rentals, St. John's University, and the Village of Westhampton Beach. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Ellen Houston is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. 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 affiliated brokerage and investment management capabilities.

Thomas Schilling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Charles Schwab. 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-making authority.

Tyler Alvarez is a Senior Financial Advisor with the Miranda Wealth Management Group at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2019 and focuses on assisting clients in managing their wealth to meet their individual financial goals. Tyler and his team have over 30 years of combined experience in simplifying the financial complexities faced by individuals and families. Tyler's expertise encompasses a range of areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds a Bachelor of Science in Business Management and a Master of Business Administration (MBA) in Finance from Stony Brook University. Tyler's professional qualifications include the Personal Investment Advisor (PIA) designation as well as FINRA Series 7 and 66 registrations. He is fluent in both English and Spanish. Beyond his professional pursuits, Tyler is an active member of the community supporting nonprofit organizations such as East End Disability Associates, Inc. and the Muscular Dystrophy Association. He participates in Stony Brook University Men's Lacrosse and enjoys golfing, racquetball, running marathons, tennis, and spending time with his family.

Anthony Buglino is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. He has previously worked at S&P Associates of LI Inc, Avantax Insurance Agency, Avantax Advisory Services, Safe Harbor Asset Management, and Brookstone Capital Management. He is also CEO of Anthony J. Buglino CPA P.C., a firm providing accounting, tax, and financial advisory services. 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 range of portfolio management and financial planning services with access to multiple investment platforms and third-party managers.

Joseph Miller is a financial advisor at Merrill with 51 years of industry experience. He holds a Series 63 designation and has been with Merrill since 1980. He also has worked at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm operates within Bank of America’s platform, providing access to a wide range of products and services beyond traditional investment management.