Karen Friedman is a CFP® professional with 40 years of industry experience. She has worked at LPL Financial since 2024, and previously held roles at Oppenheimer and Fahnestock & Co. Inc. Friedman also operates Tower 68 Financial Advisors, LLC, an entity associated with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Andrea Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 66 and Series 63 designations and has held roles at Morgan Stanley Wealth Management since 2015, including a one-year period at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients 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 employs a structured planning process using firm-approved tools and modeling techniques.

Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is affiliated with CREW New York, a commercial real estate organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charities, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes client-specific risk assessment and uses a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Stephen Plackis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Strategies For Wealth and First Command Advisory Services. 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 and access to third-party asset management, with a strong emphasis on technology and operational support.

Chris Livingston is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC and Santander Bank, NA. Livingston is also associated with Oakfield Wealth Management. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account programs.

Nelson Villa is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and four years of industry experience. He has been with J.P. Morgan Securities since 2019 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Tyler Sloves is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America since 2000, including a 24-year tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and other financial services through a broad network of investment adviser representatives.

Ronald Matonti is a Market Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of associates focused on helping clients achieve financial independence through comprehensive wealth planning. Mr. Matonti has extensive experience at Fidelity Investments, including serving as Vice President and Branch Office Manager from 2015 to 2025, Vice President and Regional Planning Consultant from 2013 to 2015, Vice President and Senior Account Executive from 2011 to 2013, and Account Executive from 2008 to 2011.

Anthony Marks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Alliance Global Partners. Outside of finance, he performs administrative duties for his father's e-commerce company, The Dural Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets with over 14,000 advisors.

Jennifer Halper is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley, OSAIC, and Stifel Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a tailored investment approach supported by both in-house and third-party managers.

Shariq Ali is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. Outside of finance, he has partial ownership in a manufacturing business based in Kolkata, India. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment strategies.

Russell Miller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with Allied Wealth Partners, Securian Financial Services, Inc, and Minnesota Life Insurance Company. Outside of advisory services, he maintains a role as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC operates as a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated third-party managers.

Christian Tateo is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, METLIFE, Merrill, and Chase Investment Services Corp. Tateo also works as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Fabris is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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 across a broad client base.

John Tsigakos is a CFA® charterholder with 26 years of industry experience. He is currently with Cetera and Allied Wealth Partners and has previously worked at firms including Securian Financial Services, Minnesota Life Insurance Company, and Guardian Life Insurance. Outside of his advisory work, he serves as membership chair of a nonprofit organization, LETIP of Bayport. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

Gaven Helring is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has previously worked at Merrill, Bank of America, and GSH Capital Holdings. Outside of his advisory role, he is a co-owner of HappyPlay Haven, a soft play rental company for young children. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice and customized performance reporting while clients retain final decision-making authority. The firm’s advisory process integrates quantitative and qualitative research and offers access to a broad range of strategies, including ESG frameworks and derivatives capabilities.

Lawrence Seiden is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with LPL Financial and has previously worked at Invest Financial Corporation, Bethpage Financial Services, and Morgan Stanley DW Inc. He is also involved with Bethpage Federal Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad platform of non-advisory financial activities.

Yasin Halimi is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and has held positions at several other companies including Chanel and Coty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Marguerite Ryan is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at LPL Financial for five years and spent 15 years with HomeMaking. Outside of her advisory role, she serves as vice president of Premier Networking Professionals, a local networking group. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk and matching them with investment programs delivered through a network of advisers and third-party managers.

Zoran Vaz is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to support portfolio diversification and investment selection.