Lance Antony is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 20 years of industry experience, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research and third-party analytics to guide investment decisions and provides both brokerage and advisory solutions.

Richard Jenkin is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2012. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and a structured discovery process.

Steven Vitale is a financial advisor with Stifel, holding the CFP® and CFA® designations and bringing 30 years of industry experience. He worked at UBS Financial Services Inc from 2008 to 2020 before joining Stifel Nicolaus & Co Inc in 2020. Outside of his advisory work, he serves as president of several LLCs managing rental properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategy uses proprietary forward-looking capital market models developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Peter Katsigiorgis is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2006. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Timothy Grosso is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors in 2022, he worked at Pro Quality Home Improvements and has experience in education and retail. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and third-party managers to deliver advisory and brokerage solutions.

Peter Orzel is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research and analytics to evaluate investment options based on diversification and modern portfolio theory.

Emily Godfrey is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS in 2024, she worked at The Citadel and Ernst and Young. She holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Jeffrey Markowitz is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Morgan Stanley since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Thomas Carolan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has a long tenure with Allied Wealth Partners and Securian Financial Services dating back to 2014. Outside of his advisory role, he is also active as an insurance agent and broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers, providing a variety of program options under discretionary and non-discretionary authorities.

Lee Rosenberg is a CFP® with 42 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. Rosenberg is also an author of books unrelated to investing. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory and brokerage services supported by research, model portfolios, and technologies such as machine learning.

Ira Bergman is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked previously at North Ridge Securities Corp. and Cetera Wealth Services, LLC. Outside of advising, he serves as treasurer for St. John Lutheran Church, where he prepares budgets and reviews financial statements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Courtney Landow is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities, Landow held roles at JPMorgan Chase Bank, Harrison Richards, Stove And Tap, and Kiwi Yogurt. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Kristine Sabatino is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Merrill since 2012. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Corey Stein is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee and co-trustee in investment-related capacities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, supporting a broad range of investment and financial services.

Dennis Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at UBS since 2018, following a 16-year tenure at Scottrade, Inc. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Ryan Mcdermott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, NA, and Janney Montgomery Scott. 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 brokerage, distribution, and investment management capabilities, delivering services through a non-discretionary program supported by an in-house manager solutions team and centralized due-diligence framework.

Ryan Tacher is a financial advisor at UBS Financial Services with four years of industry experience. He has been with UBS since 2022 and previously spent four years at the University of Michigan and thirteen years at Syosset High School. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Stephanie Caen is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2021. Prior to that, she spent nine years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Timothy Mc Kenna is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Merrill since 2014. Outside of his advisory role, he is the owner of a for-profit business unrelated to investments. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

Jared Moreida is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. His prior work includes roles at Old Bridge Wealth, Inc., Sycale Advisors, and Family Management Corp., as well as employment at JPMorgan Chase Bank, N.A. outside of his current position. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of institutional investment solutions on a non-discretionary basis.