Justin Crocker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he is a silent partner in a personal trainer franchise. J.P. Morgan Securities provides institutional consulting services focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory approach combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence.

Rhonda Sossner is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has previously worked with Commonwealth Financial Network, Avantax Investment Services, and several entities named Strickoff Financial Services. Outside of her advisory work, she serves as Treasurer and Secretary of a retail hardware store. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a combination of proprietary research, third-party data, and algorithmic tools.

Kaylee Mc Fadzen is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to joining Morgan Stanley, she was employed at the Town of Huntington Assessor's Office and studied at Binghamton University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Ryan Rielly is a financial advisor at Morgan Stanley in Melville, NY, with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2017, following two years at First Empire Securities, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Magliocco is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Steven Denkberg is a financial advisor at OSAIC with 14 years of industry experience and holds a Series 66 designation. He has worked at Royal Alliance since 2012 and serves as counsel to the Commissioners of the New York City Board of Elections, a position he has held since 1991. In addition to his advisory role, Denkberg has been practicing law since 1989. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Eric Hood is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Daniel Eisenberg is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. Outside of his advisory role, he serves as trustee of a family living trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dawei Lin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019 and was previously with HSBC Securities (USA) Inc. from 2015 to 2019. 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. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes ESG considerations.

Michael Grand is a CFP® professional with 20 years of industry experience. He is currently with Osaic, having joined in 2024, following prior roles at Fidelity Investments and Pacific Investment Management Company (PIMCO). Outside of his advisory work, he serves as a director on the board of a Manhattan residential cooperative and is the founder of RevUp Private Wealth, LLC. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and offers various program options including discretionary and third-party managed strategies.

Fred Tantillo is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked for Royal Alliance Associates, Inc./Osaic Wealth, Inc. for 33 years. He is also involved in tax preparation as an owner of a related business. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools for research and operations.

Sonia Karia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing. Outside of her advisory role, she owns and operates a jewelry store and a 5G internet business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Larson Bennett is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Brown Brothers Harriman & Co and Dartmouth College. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

John Guzzetti is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals and families with their financial goals through personalized wealth management, investment, retirement, and college education planning strategies. His approach emphasizes building lasting relationships and providing tailored guidance to meet each client's unique needs. He has expertise in areas including family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and retirement income. John holds a Bachelor's Degree from Indiana University and possesses the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, John enjoys playing tennis, basketball, chess, pickleball, and soccer, spending time with his family, and traveling.

Gregory Matzelle is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 33 years of industry experience. Prior to joining Raymond James in 2019, he spent 10 years at Janney Montgomery Scott. He operates a support business, GNB Wealth Strategies Group, as an independent contractor. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning services supported by risk profiling and analytical tools, and it maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting.

Thomas Kenny is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Joseph Di Fusco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Casa Maria Grazia LLC, Chase Investment Services Corp., and Citicorp Investment Services. He is based in Long Beach, NY. 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. The firm’s advisory process combines quantitative and qualitative research, supporting a range of eligible investment strategies including ESG considerations.

Matthew Mandell is a financial advisor with Ameriprise in Melville, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mandell serves on the Board of Directors for Appliance World. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Edwin Ayala is a financial advisor with Primerica Advisors based in Garden City, NY, holding a Series 63 designation and 27 years of industry experience. He has worked with Benchmark Realty & Management Corp., PFS Investments Inc., and Primerica Financial Services since the mid-1990s. 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 provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered, percentage-based wrap fee structure.

Jennifer Chase is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Primerica Financial Services since 2004 and PFS Investments Inc since 2017. Outside of her advisory role, she has been involved with the Screen Actors Guild and Actor's Equity for over 30 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.