Johnny Chan is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He has been with Merrill since 2015. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Louise Fallica is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 66 designations and has 41 years of industry experience. Prior to joining Osaic in 2024, she worked for American Portfolios Financial Services, Inc. for 10 years and has been associated with Design Capital Planning Group, Inc. since 1979. She serves as a board member of the International Association of Registered Financial Consultants. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage, investment advisory services, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Robert Prusiewicz is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Prior to that, he held roles at Northwestern Mutual Investment Management and Financial Telesis Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved software tools.

Adam Cafarella is currently serving as Vice President, Financial Consultant. He assists individuals and businesses in achieving their financial goals by developing personalized strategies tailored to each client's unique needs. Adam emphasizes transparency, education, and ongoing support to empower clients in making informed financial decisions. Adam's professional experience includes roles as a Financial Consultant at Fidelity Investments from 2021 to 2024, and as an Investment Consultant at the same firm from 2014 to 2021. Prior to that, he was a Financial Advisor at Stifel Nicolaus & Company Inc in 2014 and at Wells Fargo Advisors from 2012 to 2014. His earlier positions include Client Associate roles at Wells Fargo and Merrill Lynch and a Financial Representative at Northwestern Mutual. Outside of his professional work, Adam enjoys activities such as beach outings, boating, cars, family activities, golf, and reading.

Robert Simeti is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise managed accounts.

Gregory Warren is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at BNY Securities Corporation, J.P. Morgan Chase Bank, Merrill, and Minnesota Life Insurance Co. He has worked in various capacities across investment and financial services firms. 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, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

Jacob Flikshteyn is a Financial Advisor at Merrill Lynch Wealth Management and a senior member of The Leiman Morse Wealth Management Group. Since joining Merrill and the group in 2019, Jacob has supported clients including corporate executives, medical practitioners, and law firm partners by providing wealth management solutions tailored to their personal and professional needs. His work focuses on areas such as investment and risk management, wealth transfer, income and liquidity management, and advanced estate planning. Jacob’s approach to wealth management is based on a disciplined investment process that aims to help clients build, preserve, and transition their wealth across generations. He also has expertise in credit needs, managing complex balance sheets, and overseeing structured lending opportunities. He holds a Bachelor of Business Administration degree in Finance and Investment from The Zicklin School of Business at Baruch College. Outside of his professional role, Jacob grew up in Queens, New York, where he played football and developed an interest in music. He enjoys traveling internationally, skiing in the Northeast, and playing golf in Florida. Jacob is also involved in community service, volunteering with organizations such as Beacon of Hope St. Jude and Habitat for Humanity.

Brandon Kustek is the Vice President, Financial Consultant at Fidelity Investments. In this role, he works closely with local individuals and families to develop and maintain financial plans focused on building, preserving, and distributing their wealth to provide peace of mind. Prior to this, he held positions as a Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, as well as a Financial Professional at AXA Advisors. Brandon's experience spans various financial advisory and planning roles, providing him with a broad understanding of wealth management strategies. His career progression within Fidelity Investments demonstrates a continued commitment to supporting clients' financial goals. Outside of his professional responsibilities, Brandon enjoys spending time at the beach, boating, and golfing.

Robert Alpert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo affiliates since 2013, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he is involved in managing residential properties through several limited liability companies. 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 utilizes research and analytics to support investment decisions and offers both brokerage and advisory solutions.

Sandra Grinspan is a CFP® with 35 years of industry experience currently serving as a financial advisor at Cetera. She previously worked at North Ridge Securities Corp. for over two decades and has maintained ownership of S.J. Grinspan & Co., Inc., an insurance sales business, since 2001. Grinspan is also active as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Brenda Connolly is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023, with previous experience at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Devin Haber is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has one year of industry experience. Prior to joining Equitable Advisors, he was associated with the Premier Lacrosse League and involved in collegiate athletics at the University of Maryland. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.

Mary O'Connor is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Brady is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior experience includes 11 years at Aegis Capital Corp. Outside of his advisory work, he serves as a youth basketball coach and consultant. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs, delivered through its network of Investment Adviser Representatives, often working with third-party asset managers and offering ERISA fiduciary services.

Paul De Santis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Bank of America and Merrill prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2019. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Heather Steiniger is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She has held roles at J.P. Morgan Chase Bank NA since 2010 and at J.P. Morgan Securities since 2012. Steiniger holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s investment approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Andre Stampfel is a financial advisor with Merrill in West Islip, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2013. Outside of his advisory role, he is an owner and manager of Nic Becca LLC, a hair and beauty salon operated jointly with his wife. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Pezza is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Private Bank, JPMorgan Securities, and Charles Schwab. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Schwan is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and Avantax Advisory Services. Outside of his advisory role, he is a silent partner in a payroll processing company and operates a tax and financial services practice under Joseph M. Schwan CPA, P.C. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services utilizing both affiliated and third-party managers across multiple program structures.

Ryan Danley is a financial advisor at J.P. Morgan Securities with three years of industry experience. His prior roles include positions at Bank of America and Equitable Advisors, as well as work outside finance with Doordash and in the food service industry. He holds a Series 66 designation. 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 an ESG eligibility framework to guide investment recommendations.