Michael Katz is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2003. Katz is also involved with Bulldog Business Solutions, Inc., a company he co-manages to process payroll for administrative staff. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and wrap programs.

Evan Todd is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at a parking management company and multiple positions associated with the University of Montana. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, insurance products, and affiliated trust custody and lending services.

Robert Schilling is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with UBS since 2001. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm operates with a range of capital markets capabilities alongside wealth management services.

Aazar Bhatti is a financial advisor with LPL Financial based in Rocky Point, NY, holding Series 63 and Series 65 credentials and having six years of industry experience. His prior work includes roles at Webster Bank and various entities within TD Bank from 2015 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

John Mikos is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Aegis Capital Corp. from 2011 to 2022. Outside of finance, he serves on the Parish Council and as a sentinel for the Greek Orthodox Cathedral of St. Paul in Hempstead, NY. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers to serve both non-high-net-worth and high-net-worth clients.

Eric Melman is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America, N.A. since 2005. 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.

Patricia Brady is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at AssetMark Brokerage, Hightower Advisors, and Dynasty Financial Partners. She is also a contributing author to a book collaboration through PinkFix Productions, with promotional activities planned via podcast and social media. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term orientation.

Ryan Johnson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Elisa De Jesus is a financial advisor at Merrill with 18 years of experience at the firm and a total of 8 years in the industry. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she contributes to The Interfaith Nutrition Network Inc., a nonprofit serving the hungry and unsheltered, where she participates in planning and event activities. 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 plans, corporations, and charitable organizations.

William Lai III is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He is also a 20% owner of Premier Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and fee-based financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored financial recommendations, providing a broad range of planning services including retirement, education, and business-owner transition planning.

Barry Cohn is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Cohn teaches hand building and wheel throwing pottery at a ceramics studio he owns. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes advanced portfolio construction and management tools.

Michael Cascio is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial services industry, he has dedicated 15 years to his previous firm, J.P. Morgan, before joining Merrill Lynch in 2021. As a CERTIFIED FINANCIAL PLANNER® professional, Michael specializes in providing customized financial advice and guidance to high net worth clients, institutions, and small businesses, addressing investment, banking, and lending needs with a focus on creating goals-based strategies. Michael graduated from Hofstra University in 2002 with a Bachelor's degree in Business Administration, majoring in Banking and Finance. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His expertise covers a wide range of financial areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Michael is involved in his local community as a member of the Massapequa Chamber of Commerce and participates in the Plainedge Baseball Softball League. He enjoys spending time with his wife and two daughters, traveling, coaching youth sports, staying active through exercise and golf, and following New York sports teams.

Neal Manfredi is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007. Manfredi holds Series 63 and Series 65 designations and serves as an arbitrator for the FINRA Dispute Resolution Arbitration Program. He is also Chancellor of a local Knights of Columbus council. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies.

Kerrie Stokes is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill and IFEZ, spanning over a decade at Merrill in total. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through corporate agreements.

Shuxin Li is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was employed at 51 Careers Inc. and New York University. Merrill, along 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Sorrentino is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at PHX Financial Services, By-The-Numbers LLC, and consulting positions, as well as teaching positions at Baruch College and St. Anthony's High School. He is also involved in outside health insurance activities with United Healthcare Oxford and Anthem. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andrew Lawlor is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously at JPMorgan Securities LLC from 2015 to 2021. Outside of finance, he was involved with Fresh Air Vacations Inc. from 2012 to 2018. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and Corporate Financial Planning agreements.

Kathleen Flynn is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Anthony Ghiglieri is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior work includes roles at Ameriprise and multiple HSBC entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other 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 advanced research tools and a broad network of over 22,800 advisors.

Katherine Milby is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and experience with organizations such as the University of Virginia and the Embassy of Australia. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.