Anthony Sneag is a financial advisor at UBS Financial Services in New Rochelle, NY, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Carret Asset Management, Mackay Shields, and New York Life Investments. Outside of his advisory work, he serves as Co-President of the Board of Directors for Kings Bay YM-YWHA, a nonprofit community organization in Brooklyn. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to proprietary research and market insights.

Christopher Dumont is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Merrill since 2009 and has concurrent experience at Bank of America, N.A. since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Martin is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Millie France is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 16 years of industry experience and previously worked with Cetera Investment Services and Foresters Financial Services. In addition to her advisory role, she is an insurance agent with Vanbridge Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational and research tools.

Alexander Chosczyk is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, Equitable Advisors, and Axa Advisors. Outside of his advisory role, he is the managing member of AC Capital Enterprises LLC, an investment-related holding company. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm integrates structured discovery conversations and advanced planning tools to support clients’ financial goals.

Michael Yackanin is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Merrill and Morgan Stanley. Since 2010, he has also been affiliated with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Kincade is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with UBS Financial Services and has previously worked with Bank of America, Merrill, Btig, and Merrill Lynch. Kincade attended Elon University from 2015 to 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities, combining institutional trading capabilities with wealth management.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 license and 24 years of industry experience. She has worked at Primerica Financial Services since 2000 and with Primerica Advisors since 2017. In addition to advisory services, she is involved in sales of loan products, home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs a model-delivery approach managed by third-party asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Joseph Heyer is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses to support client financial plans.

Kungyee Thompson is a financial advisor with Mass Mutual Investors Services in Paramus, NJ. He holds the CFP® designation and has 30 years of industry experience. Thompson has been with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized planning programs including divorce and estate settlement services.

Patricia Levey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Abriana Hernandez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. She has been with Morgan Stanley since 2024 and has prior experience at PGA TOUR Superstore, Under Armour, and TCI Wealth Advisors. Hernandez also has a background in education, having worked at the University of Arizona and Eller College of Management. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Nickolas Venetos is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo in 2021, he worked at RBC Capital Markets from 2016 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Liquori Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 designations. Outside of advising, he is involved in vacation home rental management. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and planning tools.

Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.

Michael Minevich is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and employs various model portfolios, third-party subadvisors, and customized strategies.

Daniel Hirsch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on building strong client relationships and works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Daniel's areas of expertise include college education planning, divorce transition planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Penn State University. In addition to his professional work, Daniel is involved in his community as a coach for the Teaneck Junior Soccer League. His personal interests include boxing, camping, cooking, fishing, football, hiking, ice hockey, reading, and skiing.

Taisha Palmer is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Palmer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.

Ann Prizzi is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

David Birnbaum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family-related trusts and holds a small ownership interest in a yacht club. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.