Damien Lucadamo is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice with an ESG eligibility framework and access to a broad range of investment products through its affiliation with a major banking organization.

Saira Khan Torres is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. Outside of her advisory role, she serves as Treasurer and Board Member of the Parent Teachers Association at her daughter's school. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Gregory Tully is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS and in various roles including at Syracuse University and Tully Law Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gary Frisina is a CFP® with 49 years of industry experience, currently serving as an advisor at Osaic Wealth since 2018. Prior to this, he spent 44 years at Signator Investors, Inc. He is also president of Atlantic Advisors LLC, an investment advisory firm. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across a wide range of investment types.

Michael Kotin is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Outside of his advisory work, he serves on the finance committee for the Harborview Homeowners Association in Port Washington, NY. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large team of financial advisors and utilizes research and analytics to support its investment approach, while also offering brokerage and advisory solutions.

Heather Baumann is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Meghan Murphy is a Series 66-licensed financial advisor with Morgan Stanley, based in Garden City, NY, with two years of industry experience. Her background includes roles at Morgan Stanley and prior work in education and equestrian services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model financial outcomes, with an advisory focus rather than individual security recommendations.

Dylan Dotan is a Series 66 licensed financial advisor with two years of industry experience, currently with J.P. Morgan Securities. His prior work includes roles at JPMorgan Chase Bank and Life Time, and he attended Duke University from 2020 to 2024. 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.

Redwan Chowdhury is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at New York Life and MML Investor Services LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence.

Frank Magri is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 16 years at M&T Securities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment strategies supported by internal and third-party research.

Glenn Mehl is a financial advisor with OSAIC, holding a Series 66 credential and 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner and owner in insurance-related businesses focused on individual and group insurance products and fixed annuities. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services along with various investment platforms and third-party solutions. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of asset types and investment strategies.

Ryan Mcdermott is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 designation and 26 years of industry experience. He previously worked at Morgan Stanley for nine years before joining UBS in 2025. Outside of his advisory role, Mcdermott is involved in managing rental property investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Gabriella Catsicas is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022. Her prior experience includes roles at JP Morgan Chase Bank and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Delaney Zander is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. Zander has been with the firm since 2026 and has previous experience at Morgan Stanley and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through a non-discretionary advisory model.

Christopher Trotta Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he is involved in managing several real estate investment entities as an owner and partner. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Anthony Lazzaro is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he manages several real estate entities, including Tahoe Equities LLC, where he oversees property rental income and financial management. J.P. Morgan Securities provides institutional consulting services to clients such as 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.

John Morrisey is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior experience with American Merchant Officers and Core Group Resources. Outside of his advisory role, he works as a caddy at Cold Spring Country Club on weekends. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Ming Huang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, philanthropic planning, and retirement income, providing tailored financial strategies to meet the unique needs of each client. With over two decades of experience in the financial industry, Ming takes a holistic approach by considering clients’ short- and long-term goals, risk tolerance, investment preferences, and tax factors. He is committed to building long-term relationships and offering ongoing support and guidance throughout all stages of the financial journey. Ming holds a Bachelor's Degree from Baruch College and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has personal interests in music, racquetball, and watching movies.

Richard Ondreicka is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following an 11-year tenure at Signator Investors Inc. He is also involved with Lighthouse Financial Network, LLC, an independent firm affiliated with OSAIC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Jorge Zapata Marulanda is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. 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 an ESG eligibility framework.