Michael Mott is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Joseph Catanzarite is a financial advisor with Primerica Advisors, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Family Residences and Essential Enterprises and Sherwin Williams. He also engages in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process alongside BNY Mellon Advisors for model implementation.

Conor Reeves is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net-worth individuals and business owners to develop personalized financial strategies focused on achieving their long-term financial and life goals. Conor emphasizes a goals-based wealth management process that is adaptable to changing economic conditions, and he listens carefully to clients to fully understand their financial priorities and objectives. Conor has been recognized nationally in the financial advisory field, including inclusion on Forbes' "America's Top Next-Generation Wealth Advisors" and "Best-in-State Next-Gen Wealth Advisors" lists over multiple years. He joined Merrill in 2012 after previously working as a Relationship Manager with State Farm Insurance. Conor holds a Bachelor's Degree in Business Administration from Long Island University and the CERTIFIED FINANCIAL PLANNER® designation. He is involved with the Robert J Reeves IV Memorial Foundation and The Andy Foundation in Garden City. Born and raised in Garden City, NY, Conor now resides there with his family. In his free time, he enjoys golfing, playing ice hockey and platform tennis, and spending time with his family.

Michael Pizzo is a Series 66 licensed financial advisor with Morgan Stanley in Garden City, NY, where he has worked since 2016. He has 10 years of industry experience and is affiliated with Morgan Stanley Private Bank, N.A. Additionally, he is involved in a trust-related business based in East Northport, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Lawrence Prosky is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 designation. He has 29 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. In addition to his advisory work, he is a CPA and partner at Prosky & Rosenfeld, a firm providing CPA and tax services, and is involved in consulting and coaching through PR Management & Consulting Ltd. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trust estates. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals and employs multiple portfolio management strategies tailored to client objectives.

James Vafeas is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he is a musician and co-band leader for the musical group County Line, and he also teaches adult education classes in line and couples dancing at the Farmingdale Union Free School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary managed solutions, separately managed accounts, and tax-efficient strategies.

Roxanne Porter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with JP Morgan Chase and its affiliates since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Stone Mitchell is a Planning Consultant at Fidelity Investments. In this role, he focuses on delivering service and building collaborative relationships with clients to understand their individual goals and needs. He works with clients to develop and refine comprehensive financial plans aimed at achieving long-term objectives such as retirement. His experience includes his current position at Fidelity Investments since 2021 and his prior role as a Financial Advisor Associate at Morgan Stanley from 2018 to 2021. Outside of his professional career, Stone has interests in football, pets, tennis, and traveling.

John Manning is a financial advisor with Mass Mutual Investors Services in Garden City, NY, holding a Series 63 designation and 20 years of industry experience. He has been with MML Investors Services since 2015 and with Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, Manning also works as an insurance agent specializing in individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Stephen Sullivan is a financial advisor with OSAIC in Melville, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 13 years with John Hancock/Signator Investors, Inc. Outside of his advisor role, Sullivan operates a sole proprietorship providing sales and service of group benefits. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Alexander Sydorak is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes a year at Equitable Advisors, LLC, as well as experience outside finance in construction and the food service industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a universe of mutual funds, ETFs, and ETPs.

James Naples III is a financial advisor at Ameriprise with five years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with The Metropolitan Opera. Outside of his advisory role, he occasionally works as a stagehand in lighting, carpentry, or props departments for productions at venues such as Radio City Music Hall and Broadway. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Radcliffe Blackwood is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is a partner at World Ethos LLC, a real estate business, and owns Blackwood Enterprise LLC, which manages rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Brian Finnerty is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial industry career in 1981 after earning a Bachelor's Degree in Public Accounting from Fordham University. Over the years, his expertise has been shaped through roles as an institutional fixed income trader and investment portfolio manager at major Wall Street firms. In his current role, he provides financial advice and guidance to corporate clients, individuals, and their families. His approach focuses on customizing investment strategies aimed at increasing investment income, achieving tax efficiencies, and preserving capital and growth. His earlier experience includes in-depth analysis of fixed income investment management strategies and structures, which informs his work supporting clients' retirement and long-term financial goals. Brian resides in Locust Valley, New York with his wife, Lisbeth, and has four adult children. He is a Personal Investment Advisor (PIA) and actively participates in community organizations, serving as an advisory board member for the NonProfit Locust Valley Cemetery Inc. and supporting the Boys and Girls Club among other local causes. His community involvement also includes support for the Army Ranger Lead The Way Foundation and the Police Activity League (PAL).

Ryan Sakowich is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley and Guardian Life Insurance Company. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines written recommendations with ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Bianca Wesnofske is a Financial Advisor at Merrill Lynch Wealth Management, where she provides clients with personalized strategies to support their unique financial goals. She began her career with Merrill in 2017 as a Wealth Management Intern and progressed to her current role after serving as a Registered Wealth Management Client Associate with the Williams Tomlin Group. Her expertise encompasses college education planning, family wealth management strategies, retirement planning, portfolio management, and legacy planning, among other areas. Bianca offers a comprehensive approach to wealth management, integrating investment management with access to banking solutions, trust and estate planning support, and guidance on wealth transfer to help clients align all aspects of their wealth with long-term objectives. Bianca holds a Bachelor's degree in Business Management and an MBA in Finance from Adelphi University. She has earned the CERTIFIED FINANCIAL PLANNER® certification and holds the Personal Investment Advisor designation. Recognized as a member of The Williams Tomlin Group, she has been named to Forbes' "Best-in-State Wealth Management Teams" list from 2023 through 2026. Bianca is also involved in several professional organizations, including Alpha Delta Pi, Delta Sigma Pi, and the Huntington Chamber of Commerce. Her personal interests include golfing, hiking, skiing, spending time with family, and yoga.

Michael Turansky is a financial advisor at Stifel with 20 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment strategy methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Robert Vissichelli is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and planning recommendations across various topics, which clients can combine with managed-account services under a consolidated billing option called WealthPlan.

Qianshen Zhou is a financial advisor with J.P. Morgan Securities based in Flushing, NY, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TD Private Client Wealth LLC and TD Bank N.A. He is currently employed with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

David Cummins is a financial advisor with Merrill in Forest Hills, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Bank of America and Merrill Lynch since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.