James Rice is a Series 66 licensed financial advisor with over 10 years of industry experience. He has been with J.P. Morgan Securities since 2020 and previously worked at firms including RMR Wealth Builders, Calton & Associates, NewBridge Securities, and AXA Advisors. Outside of his advisory role, he is co-founder of Blue Star Cigars.org, a charity that collects and ships donated cigars to deployed service members. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Amanda Barclay is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career that began in 1999, she guides multigenerational families and corporate executives by offering access to specialized wealth advisory services including executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. She serves clients across various focus areas such as college education planning, family wealth management strategies, legacy planning, and portfolio management services. Amanda's professional journey reflects a commitment to providing thoughtful, personalized financial strategies that align with her clients' unique goals and aspirations. She emphasizes building long-lasting relationships based on trust, integrity, and transparency. Her expertise encompasses supporting individuals and families as they navigate complex financial landscapes to achieve financial freedom through informed choices. She holds the Personal Investment Advisor (PIA) designation and has completed non-accredited certificate programs at Valencia College and Suffolk Community College. Outside of her professional work, Amanda enjoys boating, cooking, reading, running marathons, tennis, and spending time with her family.

Mitchell Merber is a ChFC® credentialed financial advisor with over 43 years of industry experience. He currently works at Cetera and has prior experience with Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. In addition to his advisory role, he owns Merber Planning Services, which focuses on health insurance and fixed annuity business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Tommy Lam is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Woodbury Financial Services, ShareBuilder 401K, Capital One Financial Advisors, Citicorp Investment Services, and Charles Schwab. He is also involved with GoldenCare Solution Services LLC, where he provides Medicare supplement plan selection to clients. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment strategies and a complex network of affiliated entities.

Gabriel Grossman is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Bank of America and Merrill Lynch. Outside of his advisory role, he is connected to a retail and online store business operated by his spouse. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Robert Desanto is a financial advisor with OSAIC based in Melville, NY, holding a Series 63 designation and over 52 years of industry experience. He previously worked at Signator Investors, Inc. for 34 years before joining Royal Alliance Associates, Inc. in 2018. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in fixed insurance products and serves as an Investment Advisor Representative at Lighthouse Financial Network, LLC. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with options for discretionary management, third-party managers, and proprietary strategies, supported by a complex affiliate network and multiple custodial arrangements.

Teodor Tanjala is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Santander Securities, and Santander Bank. Outside of his advisory work, he provides fixed life and fixed annuity services as a sole proprietor. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with asset allocation, portfolio optimization, and a range of managed portfolio options.

Isabella Palagonia is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Equitable Advisors and has a background that includes roles outside the financial sector. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. Its planning process uses structured discovery and firm-approved tools to model financial outcomes.

Frank Columbia is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as an independent contractor conducting product demonstrations for AMain Hobbies, a retail and online store. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery and modeling tools but generally does not offer individual security recommendations within standalone plans.

Qasim Ellis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2025 and previously spent nine years at Equitable Advisors and four years at Axa Advisors, LLC. Ellis is co-owner of Five Stride Skate Shop BK LLC, a retail business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Christopher Bentley is a Series 66-licensed financial advisor with Morgan Stanley in Melville, NY, with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018, previously working briefly at Valmark Securities and AXA Advisors. Outside of his financial advisory role, Bentley is involved in music as a writer and creator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, while also offering various retail and institutional investment options.

Matthew Kroin is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2008 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee overseeing investments and operations for multiple family trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Jordan Foster is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Bethpage Federal Credit Union, LPL Financial, and the City of New York. Outside of finance, he is involved in a small catering business focused on making and delivering cakes. Fidelity’s Strategic Advisers LLC, where Foster is based, offers investment management and advisory services to a diverse range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Marina Matthews is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She was previously with Morgan Stanley Smith Barney for 17 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services. The firm employs proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management offerings.

Jesse Yoskowitz is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Axa Advisors, Henry Schein, and Limitless Group. Outside of his advisory role, he is involved in health insurance sales through TMRW Benefits and BenAdvance. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Andrew Morse is a financial advisor with J.P. Morgan Securities in Melville, NY, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013 and worked at JPMorgan Chase Bank, NA from 2012 to 2016. 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 non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Nicholas Vafeas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Gregory Giantsos is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 designations and two years of industry experience. He previously worked at Bank of America, NA for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining technology with a broad platform that supports over 22,800 advisors.

Pat Mallozzi is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and possessing 27 years of industry experience. He has a long career including roles at Avantax and Shelterpoint Life Insurance Company, and he is also president of Mallozzi & Dwyer CPAs P.C., an accounting firm established in 1984. Outside of advising, he serves as a trustee for family trusts and is involved in real estate ventures and tax preparation. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, with access to both affiliated and third-party managers and various program structures.

Douglas Abbate is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He previously worked for Cambridge Investment Research, Inc. for 10 years before joining Cetera in 2025. Abbate is also the owner of Investwithdoug.com, a marketing website. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across various program structures.