Julian Walter is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Vstock Transfer. 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.

Vincent Tirino is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ravit Kaye is a Senior Resident Director and Wealth Management Advisor at Merrill, leading the Long Island South Shore office. She has been working with accomplished individuals and multi-generational families since 2005, providing a wealth management experience that integrates the broad capabilities of Merrill and Bank of America. Her services include investment guidance, private market and alternative opportunities, tax-aware planning, trust and estate coordination, liquidity and cash-flow analysis, and risk management aligned with client priorities. Ravit advises professionals across various fields such as law, medicine, entertainment, and senior executives of privately held companies. Her practice also supports wealth-transfer heirs and next-generation leaders, helping them develop the discipline and confidence needed to make informed financial decisions and manage wealth responsibly. She emphasizes retirement readiness by creating streamlined plans that incorporate lifestyle, cash-flow projections, tax-efficient withdrawal strategies, and risk controls. Born in Israel, Ravit served as a sergeant in the Israel Defense Forces before traveling in South America. She holds a Bachelor's degree in Finance and Economics from Baruch College's Zicklin School of Business and has earned the Chartered Retirement Planning Counselor and Personal Investment Advisor designations. She speaks English, Hebrew, and conversational Spanish, and participates in community organizations including the Merrill Advisor Growth Network and the National Association of Women Business Owners. Ravit lives in Lido Beach with her husband and three children and engages in activities such as biking, cooking, gardening, golfing, hiking, and traveling.

Brandon Dariotis is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Nicholas Caiafa is a financial advisor with Ameriprise in Garden City, NY. He holds a Series 66 designation and has been in the industry since 2022. Prior to joining Ameriprise, he worked at Axiom Markets, LLC from 2010 to 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Joseph Barbusca is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In this capacity, he partners with clients to understand their financial goals and develop customized wealth plans. Prior to this, he worked as an Investment Specialist at JP Morgan Private Bank from 2009 to 2020. Joseph is a Certified Financial Planner™ who focuses on helping clients work toward their financial objectives. He emphasizes professionalism, candor, and quality in building long-term client relationships. Outside of his professional career, Joseph enjoys cooking and baking, participating in family activities, outdoor adventures, reading, traveling, and parenthood.

Edward Madruga is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 2005, progressing through roles including Financial Planning Consultant and Investment Consultant. Prior to joining Fidelity, Edward worked at Bank of America as a Financial Consultant and held financial executive positions at Quick and Reilly and Citicorp Investment Services. Edward focuses on understanding his clients' financial situations to provide them with information, services, and products aimed at helping them achieve their financial goals. His professional experience spans financial consulting, planning, and investment advisory roles. Outside of his professional work, Edward enjoys baseball, beach activities, concerts, football, reading, and traveling.

Brett Jacobson is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked at J.P. Morgan Securities from 2012 to 2023 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Jacobson serves on the finance committee of Cold Spring Country Club in Huntington, New York. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning solutions.

Sean Bostwick is a CFP® with 26 years of industry experience, currently serving at Ameriprise since 2016. His work history includes roles at Planmember Securities Corporation and Sara Rose Events, Inc. He is also CEO of Bostwick Wealth Management, Inc., an Ameriprise financial franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement planning advice through a collaborative, non-discretionary approach.

Anthony Casagrande is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. He has additional experience working at Avantax Advisory Services and Avantax Investment Services Inc. He is also an accountant at Koval & Casagrande CPAs, PLLC, where he provides tax preparation and financial planning services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning. The firm supports advisors with various program options ranging from model portfolios to bespoke strategies, managing over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Louis Levy is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has held leadership roles including Chief Executive Officer of North Ridge Wealth Planning LLC and President & CEO of North Ridge Insurance Services LLC. His experience also includes work at North Ridge Insurance Services and Cetera Wealth Services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform supported by over 10,000 advisors nationwide.

Antoinette Wallace is a financial advisor at UBS Financial Services in Jericho, NY, holding a Series 63 designation with 18 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Angelo Magoulas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes positions at JPMorgan Chase Bank and Kuttin Wealth Management. Outside of financial services, he has been involved in the restaurant industry, working with J&R's Steakhouse and Bier Haus of Patchouge. 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 their investment recommendations.

Alan Margolies is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kenneth Kohn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2005 and was previously with Axa Advisors, LLC. He is also a member of Eqinox Financial Partners LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party programs and sponsors. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Carolyn Cannistraro is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has previously worked at The Snow Companies and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Meaghan Cody is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 65 and Series 66 licenses and has been with Ameriprise Financial Services since 2014. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Taylor is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he practices as an attorney specializing in estate planning and serves as a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

Philip Pappas Jr. is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has worked with Wells Fargo Advisors since 2012. Pappas is also co-trustee for a partnership 401(k) plan and is involved in several investment-related business activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients meeting certain net-worth thresholds.

Christopher Cierski is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He applies a needs-based approach to financial planning, emphasizing thorough understanding of his clients to guide the process through discovery, analysis, and implementation. He continues to support clients by monitoring their progress and helping them navigate challenges to stay on track. Prior to his current role, Christopher was Senior Vice President of Investments at Dreyfus BNY Mellon from 1998 to 2017. He has over 20 years of experience in financial planning and investment management. Outside of his professional work, Christopher has interests in cooking and baking, fishing, gardening, parenthood, singing, and volunteering.