Gregory Tully is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Garden City, NY. He has two years of industry experience, including roles at UBS and JPMorgan Chase Bank, and a background involving work at Syracuse University and Whitman Technology Services. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Gary Frisina is a CFP® professional with 49 years of industry experience. He has worked at OSAIC Wealth since 2018 and previously spent 44 years with Signator Investors, Inc. He is also president of Atlantic Advisors LLC, an investment-related LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization techniques and supports a variety of managed account programs and third-party manager options.

Michael Kotin is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the finance committee of the Harborview Homeowners Association in Port Washington, NY. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm utilizes research and analytics to support diversified investment strategies and offers both brokerage and advisory solutions.

Heather Baumann is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Meghan Murphy is a Series 66-licensed financial advisor with Morgan Stanley, based in Garden City, NY, with two years of industry experience. Her background includes roles at Morgan Stanley and prior work in education and equestrian services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model financial outcomes, with an advisory focus rather than individual security recommendations.

Dylan Dotan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank. He studied at Duke University and has a background that includes a year at Life Time. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Spencer Luthin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2020. Prior to that, he was employed at Bank of America and Merrill from 2015 to 2019. 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 from Wells Fargo Investment Institute and third parties, offering both brokerage and advisory solutions at scale.

Frank Magri is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes prior roles at M&T Securities and Chase Investment Services Corp. He is based in Farmingdale, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily through its network of investment adviser representatives.

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 Series 66-licensed financial advisor at J.P. Morgan Securities with less than one year of industry experience. Their prior roles include positions at Morgan Stanley and JPMorgan Chase Bank, N.A. There are no additional notable outside activities reported. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Christopher Trotta Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Outside of his advisory role, he is involved in managing several rental real estate entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, delivering written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Anthony Lazzaro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. He has held positions at J.P. Morgan Securities since 2013 and is also involved in managing several real estate entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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 licenses and has worked at OSAIC since 2018. His prior experience includes roles at Signator Investors Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He also operates a sole proprietorship as an insurance broker focusing on fixed insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, with offerings ranging from comprehensive financial planning to third-party money manager programs.

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 previously at Bank of America and Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and forward-looking capital market assumptions.

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 the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to this, he was employed at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process integrates quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.