Elana Gofman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in creating tailored, risk-managed investment strategies that align with clients’ personal preferences and market conditions. Elana focuses on various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Elana began her career with roles at Morgan Stanley and Alliance Bernstein before joining Merrill Lynch in 2015. She holds a Bachelor’s degree in Finance from Indiana University’s Kelley School of Business and has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elana emphasizes a collaborative approach with clients and their families, focusing on defining unique priorities and goals to develop comprehensive financial plans reviewed regularly. Outside of her professional work, Elana resides on Long Island with her husband and four children. Her personal interests include cooking, dancing, reading, skiing, tennis, traveling, and spending time with family. She is also active in volunteering and fundraising for various charities.

Steven Sasson is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and has four years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and various financial planning services.

Paul Van Steen is a financial advisor at Ameriprise with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise since 2016, including its predecessor entity Ameriprise Financial Services. Prior to that, he was with Wells Fargo Advisors from 2009 to 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide detailed recommendations on asset allocation and withdrawal strategies.

Kimberly Perez is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at J.P. Morgan Securities from 2012 to 2020 and has been with Morgan Stanley’s Private Bank and Smith Barney divisions since 2020 and 2021, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 utilizing firm-approved tools and scenario modeling.

Helen Scannapieco is a CFP® with 42 years of industry experience and is currently an advisor at LPL Financial. Her prior roles include positions at Western International Securities, Northeast Asset Management, and Northeast Securities. She also provides tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a wide range of advisory and brokerage services supported by advanced research tools and extensive financial resources.

Cameron Mc Carthy is a Series 66-credentialed financial advisor with Morgan Stanley, bringing four years of industry experience. He previously worked at Mercer Investments for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market outlooks to assist clients in their financial decisions.

Luis Cabral is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, HSBC Bank USA, and KeyBank among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research-driven, diversification-based investment approaches while offering both brokerage and advisory solutions.

Warren Sanger Jr. is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and 33 years of industry experience. His prior work includes 21 years at Lincoln Financial Advisors Corp and five years at LPL Financial LLC. Outside of his advisory role, he serves as a board member for the NCA Nassau Cemetery Association and is involved with Coliseum Gun Traders. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Outside of finance, he has worked in various service and business roles, including at Fedex and in the hospitality and pool cleaning industries. 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 applying an ESG eligibility framework in its recommendations.

Nolan Philpott is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles including positions at Saint Anselm College, Seaboard International Forest Products, and Factset. 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 processes.

Rodolfo Martin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services, including ERISA fiduciary services for qualified plans.

Brian Conlon is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Ameriprise since 2018, following six years at Wells Fargo Advisors. Conlon is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity that manages his financial advisory practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling to deliver tailored, tax-efficient retirement income recommendations.

John Friedman is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved with a GoFundMe initiative supporting the Kuna Indian Tribe by helping to replace their basketball court and provide sneakers for local children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Christopher Mc Intosh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo and Bank of America/Merrill. He serves on the board and chairs the investment committee of the Locust Valley Cemetery Association, a nonprofit focused on long-term cemetery management. 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 applying an ESG eligibility framework in its recommendations.

Nicholas Margiotta is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Massachusetts Mutual Life Insurance Co, and Truvium Capital Partners. Outside of finance, he has experience associated with Bedford Golf And Tennis Club and Putnam County Golf Course. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lori Faas is a financial advisor with Morgan Stanley, holding a Series 63 designation and 38 years of industry experience. She worked at Merrill for 30 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she is a partner in a real estate business, B & L Beechwood LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques to support its financial planning services.

Joshua Drapkin is a financial advisor at UBS Financial Services with four years of industry experience. He has previously worked at Stifel Financial Corp., Jefferies LLC, and PricewaterhouseCoopers. Drapkin holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Steck is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is involved in real estate as a landlord. 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 brokerage, distribution, and investment management capabilities.

Joseph Sack is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He previously worked at The Sack Law Firm PLLC for 12 years before joining Morgan Stanley Smith Barney LLC, where he has been employed since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models in its financial planning process.

Andre Lindsay is a financial advisor with Primerica Advisors, holding a Series 63 designation and possessing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2014 and has concurrent roles at Con Edison and Primerica Financial Services dating back to the mid-2000s. In addition to his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.