Emmanuel Kouzelis is a financial advisor with Equitable Advisors in Stamford, CT, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017, including time when the firm operated as Axa Advisors, LLC. Kouzelis also operates a sole proprietorship under his name. Equitable Advisors serves a diverse client base including individual investors across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, using a combination of firm-offered programs and third-party advisory platforms.

Jonathan Ostrow is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisory services.

Michael Higgins is a CFP®-certified financial advisor at Osaic with 28 years of industry experience. His prior roles include positions at Woodbury Financial Services, Fidelity Brokerage Services, and Morgan Stanley. He also works in fixed annuity and insurance sales, researching and recommending appropriate solutions for clients. Osaic Wealth serves a diverse range of retail and institutional clients through a large multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and solutions.

Jennifer Perez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG eligibility criteria and leveraging broader derivatives and commodities capabilities.

Damien Garcia is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and seven years of industry experience. He has been affiliated with both Merrill and Bank of America since 2005. Outside of his advisory role, he operates a sole proprietorship as an art instructor, teaching ceramics classes. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

John Zarrelli is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2012, as well as at JPMorgan Chase Bank, NA since 2010. His background also includes roles at the University of Missouri St. Louis and Asset & Financial Planning, Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Paul Selinger is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 credential and 16 years of industry experience. He previously worked at Merrill Lynch from 2009 to 2017 before joining Morgan Stanley, where he has been since 2017 and at the Morgan Stanley Private Bank since 2019. Outside of his advisory role, he is involved as a sole proprietor in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

Bradley Schatz is a financial advisor at Morgan Stanley with 16 years of industry experience. He has held roles at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Stephen Murphy is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 license and bringing 34 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Stifel Nicolaus & Co Inc for three years. He is also a part owner of The Murph's Famous, LLC, a company producing a non-alcoholic drink mixture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Brendan Rorke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2023 and served as a Relationship Manager at Bank of America from 2018 to 2020. His experience spans retirement planning, income and wealth planning, and general financial guidance, focusing on developing actionable and sustainable financial plans tailored to clients and their families. Brendan aims to build long-lasting relationships to help clients stay on track toward their financial goals.

Jon Coppola is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at LPL Financial, M&T Securities, M&T Bank, Banc of America Investment Services, and Waddell & Reed. He also serves as an Executive Vice President at M&T Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danielle Afuwah is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and eight years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2015. Afuwah is also the president of APF Legacy Consultants Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies overseen by third-party asset managers.

Jacqueline Thiele is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. She serves as co-trustee of both her mother’s and father’s trusts. 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 sources.

Sandeep Israni is a CFP® certificant with 35 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring 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.

Robert Slovinsky is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and over 35 years of industry experience. He has been with Wells Fargo Advisors since 2021 and previously worked at Wells Fargo Clearing for five years. Slovinsky serves as a trustee for family trusts and has full ownership of Ollie Capital Group, Inc. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

Jonathan Wolfe is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently based in Greenwich, Connecticut. He began his career in wealth management in 1999 at Merrill Lynch in Manhattan and has since managed various offices, including those in Westchester County before relocating to Greenwich. Jonathan specializes in working with high net worth families to manage all aspects of their financial lives, offering customized financial planning, portfolio management, and strategies that cover tax minimization, retirement planning, and college education funding. Jonathan holds a Bachelor of Science degree in finance from Georgetown University and is a CERTIFIED FINANCIAL PLANNER® professional. His approach involves understanding each client's financial goals and circumstances in detail to create personalized wealth management plans. He collaborates with clients and their tax and legal advisors to develop and periodically review strategies aimed at achieving their long-term objectives. Jonathan lives in Old Greenwich, Connecticut with his wife, Cynthia, and their four children. He participates in community volunteering and pursues personal interests including biking, cooking, hiking, music, reading, rock climbing, swimming, tennis, and yoga.

Joylynn Gandolfi is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with MassMutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company and Citistreet Equities LLC. Outside of her advisory role, she is involved in insurance sales focusing on individual and group life and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and structured annual planning engagements.

Gina Accolla is a financial advisor at Stifel with 31 years of industry experience. She holds the Series 63 and Series 66 registrations and previously worked for First Empire Securities, Inc. for 25 years before joining Stifel in 2019. Outside of her advisory role, she owns and operates a promotional products distribution business. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Lawrence Giambalvo is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside a diversified investment approach.

Richard Malen is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corp. for 20 years. Outside of his advisory role, Malen serves as an elected officer of the Jones Beach Lifeguard Corps and works as a lifeguard at Robert Moses State Park. OSAIC Wealth 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 emphasizes model-based asset allocation and portfolio optimization with various managed account strategies and third-party money manager programs.