Fredric Mayerson is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including FSC Securities Corporation and Omni Financial Group. Mayerson is also a Professor Emeritus at the City University of New York. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, advisory, and financial planning services. The firm employs various tools such as asset-allocation models and automated rebalancing to construct portfolios that include multiple asset types, managing accounts on both discretionary and non-discretionary bases.

Christopher Sassone is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott and Konica Minolta USA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Lisa Gasparro is a financial advisor with Merrill in Garden City, NY, holding Series 63 and Series 66 designations and 30 years of industry experience. She has worked at Merrill Lynch since 2013 and at UBS Financial Services Inc since 2008. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Vandetti is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning and non-discretionary investment consulting through various advisory programs.

Nicholas Seyfert is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at New York Life Insurance and Northwestern Mutual. Outside of his advisory role, he is involved as a delivery driver for a restaurant/bar/nightclub business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and advanced modeling techniques.

Fabrizio Glick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in youth sports as a director, owner, and coach for two Long Island lacrosse organizations, the Long Island Sharks and Long Island Tomahawks (DBA Fablax). J.P. Morgan Securities provides institutional consulting services to clients such as 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gary Anderson 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 J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014, with prior experience at Merrill and Bank of America. 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.

Andrea Schwarz is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Emmanuel Caldwell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked at Bank of America and has experience supervising personal training staff and performing marketing and client acquisition activities at GYMGUYZ North Queens. 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, and institutional investors.

Roslyn Wilenchik is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors since 2006 and has worked with Primerica Financial Services since 2003. Outside of her advisory role, she works part-time as an advertising assistant for Manhattan Fashion Magazine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading, offering a tiered wrap-fee structure and maintains oversight of its investment models.

James George is a financial advisor with Primerica Advisors, holding a Series 63 designation and 23 years of industry experience. He has worked at PFS Investments Inc. since 2016 and has been with Primerica Financial Services since 1998. Outside of advisory work, he is involved in the sale of non-investment products including loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Rosanne Gil is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 15 years before joining Mass Mutual. Outside of her advisory role, she owns and manages two small businesses that provide administrative support services and is also engaged in outside insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools and structured, collaborative planning relationships.

Damien Lucadamo is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice with an ESG eligibility framework and access to a broad range of investment products through its affiliation with a major banking organization.

Gregory Tully is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS and in various roles including at Syracuse University and Tully Law Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gary Frisina is a CFP® with 49 years of industry experience, currently serving as an advisor at Osaic Wealth since 2018. Prior to this, he spent 44 years at Signator Investors, Inc. He is also president of Atlantic Advisors LLC, an investment advisory firm. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across a wide range of investment types.

Michael Kotin is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Outside of his advisory work, he serves on the finance committee for the Harborview Homeowners Association in Port Washington, NY. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large team of financial advisors and utilizes research and analytics to support its investment approach, while also offering brokerage and advisory solutions.

Heather Baumann is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Meghan Murphy is a Series 66-licensed financial advisor with Morgan Stanley, based in Garden City, NY, with two years of industry experience. Her background includes roles at Morgan Stanley and prior work in education and equestrian services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model financial outcomes, with an advisory focus rather than individual security recommendations.

Dylan Dotan is a Series 66 licensed financial advisor with two years of industry experience, currently with J.P. Morgan Securities. His prior work includes roles at JPMorgan Chase Bank and Life Time, and he attended Duke University from 2020 to 2024. 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 applying an ESG eligibility framework in its recommendations.

Frank Magri is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes prior roles at M&T Securities and Chase Investment Services Corp. He is based in Farmingdale, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily through its network of investment adviser representatives.