Dov Katz is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Valley Wealth Managers, Valley National Bank, Bank Leumi, and EF Legacy Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its network of Financial Advisors and specialized estate planning groups.

Frank Aimetti is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has built his entire 45-year career since 1977. He holds the position of Vice President and is recognized as a Personal Investment Advisor (PIA). Frank's expertise encompasses tax minimization, retirement planning and administration, wealth accumulation, education planning, liquidity management, managing new wealth, personal retirement planning, and retirement income strategies. He earned a Bachelor's degree in Business Administration from Long Island University – Post. Throughout his career, Frank has focused on providing clients with comprehensive guidance related to their investment and retirement goals, estate planning services, and strategies. Frank enjoys baseball, cooking, football, gardening, music, spending time with his family, watching movies, writing, and yoga.

Sara Urban is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary tools and third-party asset managers.

Mitchell Eisenberg is a Series 63-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 41 years of industry experience. Outside of his advisory role, he works as a tax preparer and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.

Gerardo Santangelo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., and Bank of America, N.A. prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Lee Calarco is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 12 years of industry experience, including seven years at Neuberger Berman LLC before joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms, supported by various advisor tools and a broad network of over 22,800 advisors.

Jeffrey Papazian is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at ThinkEquity LLC and Gorjian Acquisitions. His background includes four years at Villanova University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Mustafa Yaqubie is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner and landlord of a rental property. 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 additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Ellie Suemin Ko is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, DBS Bank, and the David Zwirner Gallery. She studied at Columbia University from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis with clients retaining final decision-making authority.

Stanley Quelle is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, Merrill Lynch, and Prudential Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that extend to corporate financial planning agreements.

Paul Goldhirsch is a financial advisor with OSAIC, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Signator Investors Inc. for 16 years before joining Royal Alliance Associates, INC. His other business activities include operating a sole proprietorship as an insurance broker. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services that utilize firm-provided asset-allocation tools, risk assessments, and automated rebalancing.

Kenneth Greenblatt is a financial advisor with Equitable Advisors who holds Series 63 and Series 65 licenses and has 41 years of experience in the industry. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors. Outside of his advisory role, he is involved as a trustee for multiple life insurance trusts and owns KRG Wealth Management, Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

John Catanzaro is a financial advisor at Stifel with Series 63 and Series 65 licenses and 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group, emphasizing client discretion and tailored financial planning.

Craig Greenberg is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers plans both directly to individuals and through Corporate Financial Planning agreements with employers.

Mark Giordano is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial and previously worked at OSAIC and American Portfolios Financial Services, Inc. Giordano is also a co-founder of FFG Management and Consulting LLC, which focuses on life insurance and fixed annuity sales. 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, and institutional platforms.

Hudson Elebash is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Maison, The Urban Electric Company, The Ordinary, Goodby Silverstein & Partners, and Mercedes-Benz USA. 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, pension plans, corporations, and charitable organizations.

Christian Bautista is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services before joining Charles Schwab and its related entities. Bautista holds a Series 66 license. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment review process.

Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and associated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning arrangements.

Marc Stein is a financial advisor with LPL Financial in Purchase, NY, holding Series 63, 65, and 66 credentials and over 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Cetera Advisor Networks and NORTH RIDGE SECURITIES CORP. He is involved in health insurance services for small businesses through WC Hoover and Co., where he provides non-variable insurance products. 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 broad range of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Daniel Breen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.