Michael Greene is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank divisions since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

James Barlow is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he maintains an inactive real estate broker license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ramesh Ramdatt is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013, with prior experience at Liberty NY Management. Outside of his advisory role, he is involved in leasing and managing a two-family residential investment property held in his personal name. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Alexander is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Fidelity and JPMorgan Chase organizations during his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Elizabeth Smith is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of her advisory work, she is involved as a horseback riding instructor at DDR Farm in Melville, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by a structured discovery process and advanced planning tools.

David Kamlet is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He previously worked at Cantella & Company, Inc. for 23 years and has operated D. Kamlet & Company, Inc. since 1992. In addition to his advisory work, he is a licensed notary and engages in tax preparation and accounting services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Cheickh Thiam is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked with Merrill since 2021 and has prior experience at Bank of America and in retail and education roles. 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.

John Braggs is a financial advisor at Morgan Stanley in Melville, NY, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

David Jacobs is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Outside of advising, he is involved in life and health insurance sales through Jacobs Financial Services Inc. and serves as trustee for an irrevocable family trust. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs various tools and platforms to construct diversified portfolios, and it supports multiple advisory programs including third-party managed accounts.

Rocco Martinelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes a one-year role at Elegant Valet and a year at Brown Brothers Harriman before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2017. 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 to support non-discretionary investment decisions.

Cristian Ilie is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.

Steven Schiebelhuth is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2012. He also serves as president of Paul Louis Financial Management Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports its services through advisory programs and institutional consulting across a large advisory network.

Joseph Marangiello is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, with prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Celina Grant is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked with PFS Investments Inc. and Primerica Financial Services for over two decades. Outside of her advisory role, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

John Klimchak is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and totaling 36 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also operates an insurance agency focused on non-variable products. Klimchak is involved with Sage Scholars, a program that promotes tuition rewards. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a variety of program structures, including model portfolios, third-party managers, and bespoke strategies.

Charles Bilello is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Royal Alliance since 2012. Outside of his advisory role, he is a partner in a law firm representing persons injured in various types of accidents. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party managed account solutions.

Ronald Zucker is a Series 63-credentialed financial advisor at LPL Enterprise with 35 years of industry experience. He worked at Pruco Securities, LLC for 33 years before joining LPL Enterprise in 2024. Outside of his advisory role, he is involved with the Dick Furnari Insurance Agency, focusing on property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning through a network of investment adviser representatives.

Keith Caparelli is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities. His prior experience includes roles at Morgan Stanley and UBS Financial Services. He is also an owner partner of a passive triple net real estate investment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied throughout its investment recommendations.

Kevin Ahlstrand is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Blue Ocean Wealth Solutions and Stony Brook University, as well as six years of service in the United States Navy. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and a wrap program, alongside affiliated insurance and trust services.

Manoj Paul is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Equitable Advisors. Outside of his advisory work, he is involved with World Insurance Associates, LLC, focusing on non-variable insurance. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.