Christina Wu is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including a role at J.P. Morgan Chase Bank. Outside of her advisory work, she serves as an officer and advisor for a family trust related to real estate. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jeffrey Muchnick is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Justin Maniscalco is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2022, Morgan Stanley Smith Barney LLC since 2019, and Fidelity Brokerage Services LLC from 2014 to 2019. He holds the Series 63 and Series 65 licenses and is based in Jericho, NY. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm-approved tools and Global Investment Committee inputs.

Stephen Pratola is a financial advisor with LPL Financial in Jericho, NY, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Broadridge, and Morgan Stanley. He also operates Pratola Wealth Management LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a network of investment adviser representatives.

Tadas Petkevicius is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 38 years of industry experience. His career includes over three decades at Metlife Securities Inc. and a current role at MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing planning relationships using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate arrangements.

Howard Ginsberg is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000 and operates Ginsberg Wealth Management LLC alongside his long-standing practice as a CPA since 1993. 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 various third-party money managers.

Kevin Sheerin Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2021, he held roles at Big Geyser Inc and Roar Beverages LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Varun Soondar is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing in 2025, he worked at Morgan Stanley from 2023 to 2025 and JP Morgan Securities LLC from 2016 to 2023. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matt Curry is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His business activities include operating Curry Financial Group, Inc., a New York corporation offering financial services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a broad range of brokerage and insurance products.

Aaron Vilinsky is a Series 66-registered financial advisor with J.P. Morgan Securities, based in New York, NY, and has three years of industry experience. His prior roles include positions at J.H. Darbie & Co., Boise State University, and Real NY. 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, delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Schlapp is a CFP® professional with 38 years of industry experience. He is currently with Cetera and has held roles at several firms including Equity Services, Inc. and North Ridge Securities Corp. Schlapp serves as treasurer for the Kiwanis Club of Northport - E. Northport, Inc., a charitable organization. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Osmar Hernandez is a Financial Consultant currently working at Fidelity Investments since 2024. He has built his career in financial advisory roles, previously serving as a Private Client Financial Advisor at Citizens Bank from 2023 to 2024 and as a Financial Consultant at E*Trade from 2019 to 2023. He focuses on empowering clients to achieve their financial goals through personalized planning and strategic guidance. In his role, Hernandez collaborates with clients and wealth management teams to develop tailored financial strategies, emphasizing transparency and education to help clients make confident decisions. His experience spans various aspects of financial consulting, aiming to meet the unique aspirations of each individual client. Outside of his professional work, Hernandez engages in activities such as attending concerts, spending time with family, fitness, parenthood, and volunteering.

Joshua De La Torre is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Requisite Capital Management and Katerra before joining J.P. Morgan in 2022. J.P. Morgan Securities specializes in investment consulting and advisory services primarily for institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Jenna Barker is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and has been with Fidelity Brokerage Services since 2007. Outside of her advisory role, she serves as Finance Committee Chair for the Quechee Lakes Landowners Association, where she oversees the annual operating budget and reviews audited financial statements. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also engages in commodity pool operations and advises multiple registered investment companies, incorporating algorithmic methods and AI in its research processes.

Michael Cohen is a financial advisor at Stifel with 44 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Alfred Thomas is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at OMD USA and Manhattan Youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by proprietary tools and scenario modeling.

Marinos Mihalatos is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Mission Real Estate Funding and Hirshleifer's Inc., and he has held teaching positions at Fordham University and Temple University. Outside of his advisory role, Mihalatos is the sole proprietor of MDM45 Inc., a wholesale and distribution business based in Greenvale, NY. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advice is supported by structured planning tools and methodologies such as Monte Carlo simulations and Secular Return Estimates, with a broad range of advisory programs and affiliated financial services.

Marc Porco is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools to develop its financial plans.

Scott Holzer is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities 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.

Shan Lin is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and Gate Gourmet Inc. He has also been involved with Sapphire Trip Inc. from 2019 to 2023. 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.