Kevin Graf is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he was involved in various roles including at Ciminellis Pizzeria and Jones Beach State Park. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Michael Shanahan is a financial advisor at Fidelity with 27 years of industry experience. His prior roles include positions at Pruco Securities, LLC and Broadridge Financial Solutions. He holds Series 63 and Series 65 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a unique advisory role to multiple registered investment companies and fund-of-funds.

Michael Kaplan is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at Axa Advisors and Mony Securities Corporation. He is a 22% partner in Equinox Financial Partners LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and endorsed wrap fee managers rather than sponsoring its own wrap fee program.

Juan Rodriguez is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at HSBC Securities (USA) Inc., Merrill, and Chase Investment Services Corp. Outside of his advisory role, he operates JAR Wealth Advisory Group as a DBA for his LPL business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Greco is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process supported by firm-approved tools and the Global Investment Committee’s market estimates.

Nauman Jamil is a financial advisor with Mass Mutual Investors Services, holding CFP® and CFA® designations and possessing nine years of industry experience. His background includes roles at Financial & Investment Management Services and as a CPA with his own practice focused on accounting and tax services. He is also involved in healthcare consulting, providing accounting, bookkeeping, and tax planning services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Allen Wittenberg is a financial advisor with OSAIC in Melville, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He worked at Signator Investors, Inc. for 37 years before joining Royal Alliance Associates, Inc. in 2018. He is also an investment advisor representative for Lighthouse Financial Network, LLC, an independent firm of Osaic Wealth Inc. OSAIC serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.

Suresh Malavia is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Thomas Taormina is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 43 years of industry experience. He has previously worked with UBS Financial Services Inc. for nine years before joining Wells Fargo in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Henry Tom is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan and HSBC in various capacities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Brian Gutner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, divorce transition planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from George Washington University, a Master's Degree from New York University Law School, and a Juris Doctorate Degree from George Washington University Law School. Outside of his professional work, Brian has personal interests in baseball, hiking, reading, skiing, and tennis.

Marc Lepselter is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and proprietary modeling tools to develop client plans.

Peter Milankovic is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he held positions at Professional Sports Publications and worked multiple roles associated with SUNY Cortland and Alfa Piping Corp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved tools to analyze client goals.

Frank Gusmano is a financial advisor at OSAIC with 28 years of industry experience. He previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. He holds a Series 63 designation. Outside of his advisory role, he is the sole owner of an entity established to manage business expenses and acts as an insurance agent offering accident insurance, fixed annuities, health savings accounts, life settlements, and traditional life insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment and consulting programs.

Jacqueline Leslie is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC, where she worked for over two decades. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and services.

Bruce Birnbaum is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Osaic since 2018, following ten years at Jhfn Sii and a long tenure at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. In addition to advisory work, Birnbaum conducts continuing education seminars for CPAs and attorneys and authors articles related to these presentations. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services across various programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization with access to discretionary strategies, third-party managers, and proprietary models.

Johnny Abraham is a financial advisor with Primerica Advisors in Freeport, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Elisabetta Strada is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following three years at Merrill. 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 utilizes a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Sunpreet Singh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Uber, Essential Home Care, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions supported by a centralized manager solutions team.

Katherine Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with J.P. Morgan Securities since 2015 and concurrently associated with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory approach combines quantitative and qualitative research supported by a centralized due diligence team and includes broader derivatives and commodities capabilities.