Michael Bleke is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory role, he owns MB Luxury Auto Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Steven Bass is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Mercer for eleven years before joining MassMutual Life Insurance Company and MML Investors Services, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Kevin Lewis is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in managing real estate through ownership of two LLCs in Brooklyn, NY. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Anthony Grassi Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities and First Allied Advisory Services since 2008. Outside of his advisory role, he owns Biagini Grassi Advisory Group, LLC, a holding company, and participates in wealth advisory activities through BG Wealth Advisors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services, operating a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Michael Diaco is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Flood is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Ilan Tsapovski is a financial advisor with LPL Financial based in Brooklyn, NY, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior experience includes roles at Northfield Bank, CITIGROUP, Merrill Lynch, and Bank of America. He serves as a non-profit board member at 6917 Shore Road Condominiums in Brooklyn. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Minjie Jiang is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Minjie works closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. Minjie provides guidance on a range of financial matters, including general investing, retirement planning, and saving for unforeseen events, and facilitates access to banking and lending services through Bank of America. Minjie holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minjie earned a Bachelor's Degree from the University at Buffalo. Fluent in English, Mandarin, and Chinese, Minjie emphasizes building strong client relationships through attentive listening and ongoing advice as clients’ needs evolve.

Abigail Benvenuti is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. 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 in its recommendations.

Robert Romano is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, he is the sole owner of a rental property business. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Kai Chen is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his financial services career, he held roles at HomeGoods and Ikea. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management functions.

Beth Meszaros is a financial advisor with Cetera, holding a Series 66 credential and bringing 16 years of industry experience. She also serves as Marketing Director at Meszaros & Co. CPA, LLC, a CPA firm, and is involved in managing two small businesses selling handmade knitted goods and needlepoint supplies. Additionally, she works as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program structures, serving over 800,000 clients and managing more than $256 billion in assets.

George Mouded is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 14 years. He is also engaged as an agent offering various insurance products, including health insurance, group benefits, and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm tools like risk assessment and automated rebalancing to construct portfolios.

Alexander Franki is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies including Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Rodney Robinson is a financial advisor with Equitable Advisors in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors. Outside of his advisory role, he is the owner and sound engineer of Good Music Productions and provides health insurance consulting to public sector groups through New Venture Business Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model that emphasizes tailored client services and a range of advisory program options.

Shulem Ehrenfeld is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 39 years of industry experience and has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2012. Ehrenfeld is also president of Ehrenfeld Associates, Inc., an insurance business, and serves as an insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning engagements, educational seminars, and specialized programs, including recent additions such as standalone Divorce Planning.

Kevin O’Brien is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Park Ave Securities and Guardian and currently operates The O’Brien Group, a financial services business. He is also active as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Cynthia De Laski is a financial advisor at UBS Financial Services with 43 years of industry experience. She has been with UBS since 1992 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Charles Larocca is a financial advisor with LPL Financial in Brooklyn, NY, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. Outside of his advisory role, Larocca is involved in professional pension planning and manages a consulting firm focused on pension design. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management solutions.

Neil Manson is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Royal Bank of Canada Capital Markets for ten years before joining Morgan Stanley Smith Barney LLC, where he has been since 2022. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.