Ryan Mcdermott is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 designation and 26 years of industry experience. He previously worked at Morgan Stanley for nine years before joining UBS in 2025. Outside of his advisory role, Mcdermott is involved in managing rental property investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Gabriella Catsicas is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022. Her prior experience includes roles at JP Morgan Chase Bank and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Delaney Zander is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. Zander has been with the firm since 2026 and has previous experience at Morgan Stanley and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through a non-discretionary advisory model.

Christopher Trotta Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he is involved in managing several real estate investment entities as an owner and partner. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Anthony Lazzaro is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he manages several real estate entities, including Tahoe Equities LLC, where he oversees property rental income and financial management. 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, distribution, and investment management capabilities.

John Morrisey is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior experience with American Merchant Officers and Core Group Resources. Outside of his advisory role, he works as a caddy at Cold Spring Country Club on weekends. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Ming Huang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, philanthropic planning, and retirement income, providing tailored financial strategies to meet the unique needs of each client. With over two decades of experience in the financial industry, Ming takes a holistic approach by considering clients’ short- and long-term goals, risk tolerance, investment preferences, and tax factors. He is committed to building long-term relationships and offering ongoing support and guidance throughout all stages of the financial journey. Ming holds a Bachelor's Degree from Baruch College and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has personal interests in music, racquetball, and watching movies.

Richard Ondreicka is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following an 11-year tenure at Signator Investors Inc. He is also involved with Lighthouse Financial Network, LLC, an independent firm affiliated with OSAIC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Jorge Zapata Marulanda is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. 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.

Janet Ligan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2006, and concurrently serves with the NYC Board of Education since 2003. Outside of her financial advisory role, she is self-employed as a physical therapist in a medical practice in Valley Stream, NY. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Robert Sutton is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic tools overseen by a dedicated consulting team to support these recommendations.

Hao Yi Lu is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Life Insurance Company and Lions Assurance Financial prior to joining J.P. Morgan. 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.

Jhisan Ul Alam is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies to pursue their financial objectives. His approach focuses on helping clients with areas including investing, retirement planning, and preparing for unexpected financial needs. Alam holds the Personal Investment Advisor (PIA) designation and has completed his education with a High School Diploma from Sewanhaka High School and an Associate's Degree from Nassau Community College. He communicates with clients in both English and Bengali.

Alfred Russo is a financial advisor with LPL Financial holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial and its predecessor since 2004. In addition to his advisory role, he is involved in accounting and tax preparation as a CPA/bookkeeper and provides non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party asset management, and various advisory platforms while maintaining a large network of over 22,800 advisors and substantial discretionary assets under management.

James Ciccone is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel and Stifel Nicolaus since 2016, with a two-year gap in employment prior to that. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Eric Caine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles with the New York City Department of Education, Pine Forge Academy, and Daniel Boone Area School District. He has also been associated with PFS Investments Inc. since 2014. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm delivers advisory services through a broad network of nearly 3,700 advisors using model-based investment strategies managed by third-party asset managers.

Darren Brachman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Drew Dioguardi is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has been with LPL Financial since 2008 and also has experience at Webster Bank, IFMG Securities, Inc., and HSBC Securities (USA) Inc. since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Neil Cunningham is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Garden City, NY. He has 30 years of industry experience, including 14 years at J.P. Morgan Securities and 28 years with JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Cassandra Depena is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. Her career includes roles at Webster Bank, Sterling National Bank, and Astoria Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, utilizing a wide range of investment strategies and technology tools while overseeing more than $819 billion in discretionary assets through a large network of advisors.