Laura Watt is a financial advisor at Morgan Stanley in New York, NY, with 24 years of industry experience. She holds Series 63 and Series 65 designations. Her previous experience includes a decade at Merrill before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, utilizing a structured financial planning process supported by firm-approved tools and providing services through its Financial Advisors and Estate Planning Strategies Group.

Robert Boykoff is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies that align with their individual goals. He leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to provide comprehensive wealth management. Robert holds a Bachelor's Degree from New York University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and spends time volunteering with local organizations.

Vincent Signa is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts investment strategies as clients' needs evolve. Vincent specializes in general investing, retirement planning, and preparing for unexpected expenses. He takes the time to understand clients' priorities to craft personalized financial plans. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Vincent earned his Bachelor's Degree from the College of Staten Island.

Michael Zak is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at Liberty Mutual Insurance, USAA Investment Management Company, and USAA Financial Planning Services. Zak also has experience in the winery business through Bella Stella Winery. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, custody, and cash-sweep services. Its client relationship model combines non-discretionary advice with access to discretionary separately managed accounts and multi-asset model portfolios.

Edwin Bueno is a financial advisor with J.P. Morgan Securities in Staten Island, NY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior work experience at Amazon between 2019 and 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Joseph Frisella is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Agency. Outside of finance, he has experience working in education and at AHRC NYC, as well as running a business called Mikey Bagels. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages diverse portfolios including mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in research.

Roseann Cretella is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 63 designation and previously worked for more than two decades at Avantax Advisory Services and its affiliated entities. In addition to her advisory role, she owns Tax On Wheels, Inc., a tax preparation and bookkeeping business, and serves as treasurer and comptroller for the Mid-Island Babe Ruth League, as well as a finance committee member at the Church of St. Andrew. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers, with program options designed for discretionary and non-discretionary management.

Harry Zwick is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing a comprehensive suite of wealth management and private banking-like services to select clients. His primary role involves leading and executing discretionary investment strategies, managing assets through personalized or defined strategies that incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. Harry has experience in areas including college education planning, equity compensation services, legacy and LGBT wealth planning, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He joined Merrill Lynch Wealth Management in 2022 after spending 11 years at J.P. Morgan as a Private Client Advisor. He holds a Bachelor's Degree from Skidmore College, graduating Cum Laude in 2010 with a dual degree in Business Administration and Economics. Harry lives in Lower Manhattan with his wife, son, daughter, and dog. His personal interests include basketball, golfing, scrapbooking, skiing, spending time with his family, tennis, watching movies, writing, and yoga.

Alan Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading a wealth management practice serving clients in Lower Manhattan and Staten Island. With over 30 years of experience in financial services, he works closely with individuals, corporate executives, business owners, and their families to develop customized wealth management plans aimed at achieving personal goals. His approach emphasizes personalized strategies that reflect each client's unique needs, including college education planning, executive compensation, divorce transition planning, retirement income, and family wealth management. Alan holds a Bachelor's Degree from the University at Albany SUNY and carries professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He offers a comprehensive range of financial services, from wealth management and portfolio management to lending, insurance, and estate planning. His client philosophy centers on integrity, transparency, and competency, viewing each client relationship as one akin to family. Outside of his professional work, Alan enjoys playing volleyball and pickleball, running, reading, and spending time with his wife, Marla, and their three sons. They reside on the South Shore of Staten Island. Alan welcomes opportunities to connect and discuss how he can support clients’ financial goals.

Neal Maqboul is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors, LLC since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joshua Kotin is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to develop personalized investment strategies that align with their individual goals and priorities. Joshua provides advice on a range of financial topics including general investing, retirement planning, and saving for unexpected events. He holds a Bachelor's Degree from Binghamton University and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joshua emphasizes understanding what matters most to his clients and aims to offer ongoing guidance as their financial needs evolve.

Tamela Robinson is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including SoFi Wealth, Wells Fargo Clearing, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Kevin Mendez is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work includes roles at Bank of America, N.A., Superdry, Brooklyn College, and Bard High School Early College. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Sayegh is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including 11 years at LPL Financial and 10 years at New York Community Bank prior to joining Cetera in 2020. Outside of his advisory work, he is involved in product development through ownership of JTD Products LLC and serves as co-director of Finest AAU, a basketball training and travel program. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Edwin Ruiz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and educational positions at Universidad de San Carlos de Guatemala and Centro Educativo Juvenil Católico "Nuestra Señora de Fátima." He also has experience with Supremo Food Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Algin Lagdameo is a financial advisor with MassMutual Investors Services holding a Series 66 designation and 18 years of industry experience. His prior work includes long-term roles at Pruco Securities, LLC and the Prudential Insurance Company of America. MML 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 with an emphasis on collaborative, annual client relationships and use of firm-approved analytical tools.

Nicholas Correia is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in youth soccer coaching through the Salvation Army and Ironbound Soccer Club, serving as a trainer and head coach. 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 integrates quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Beth Prospero is a financial advisor with Morgan Stanley in Jersey City, NJ, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Morgan Stanley since 2014 and also works with Morgan Stanley Services Group Inc. since 2018. Outside of her advisory role, she engages in freelance journalism. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm employs structured planning tools and modeling techniques as part of its investment approach and manages approximately $2.74 trillion in client assets.

Gerard Campbell is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011. 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 and utilizes firm-approved tools and modeling techniques as part of its planning process.

David Rosoff is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2006, progressing through roles including Financial Representative, Investment Representative, and Financial Planning Consultant. His experience encompasses working with a variety of clients to address diverse wealth planning needs. He holds a California Insurance License, supporting his ability to provide comprehensive financial consulting. David emphasizes partnership with clients to navigate challenges and achieve financial planning goals for individuals and their families.