Andrew Chase is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Cordoba Asset, Equitable Advisors, and the Development Corporation for Israel. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Justin Moore is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Macy's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

James Griffin Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at The Arena Hub Inc. and Markens 23 LTD. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process is supported by centralized due diligence combining quantitative and qualitative research, with recommendations that may include ESG considerations.

James Rosica is a financial advisor with Morgan Stanley, holding a Series 63 designation and 29 years of industry experience. His prior experience includes 13 years at UBS Financial Services. He serves as a board member and membership director at Southward Ho Country Club in Bayshore, New York. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools such as Monte Carlo simulations.

Robert Metzger is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Melville, NY branch. He began his career with Merrill Lynch in 1995 and holds the position of First Vice President, Wealth Management Advisor. Robert is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and has additional professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Robert focuses on a goals-based approach to financial planning, tailoring strategies to the unique needs of each client. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. He emphasizes building relationships based on trust and providing ongoing guidance to help clients grow, preserve, and distribute their wealth. A lifelong New Yorker, Robert was born and raised in Queens and currently resides in Garden City South with his wife, Valerie, and their four sons. He earned a bachelor's degree from Long Island University. In addition to his professional work, Robert is involved in volunteering with organizations in his community. His personal interests include football, golfing, and spending time with his family.

Peter Wright Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. He serves as a board member for both the Our Lady of Consolation Foundation and the Salvation Army of Suffolk County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a mix of proprietary programs and third-party asset management solutions.

Nicholas Stern is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. His prior roles include positions at Applied Visions, Inc. and self-employment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristine Moraitis is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked with the American Cancer Society and True North Community Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

Paul Schifter is a Certified Financial Planner® with 45 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2017, following an 18-year tenure at Investacorp, Inc. In addition to his advisory role, Schifter has been involved with independent and commercial insurance brokerage activities since the late 1980s. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across various platforms and custodians.

Michael Castiglie is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Citigroup and Bank of America, as well as a four-year tenure at Amherst College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Jacobi is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including CitiGroup and HSBC Securities. Outside of his advisory role, he serves as a boys lacrosse coach at Elwood Middle School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a primarily model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in various investment programs.

Stephen Birbiglia is a CFP® professional at LPL Financial with 37 years of industry experience. He has previously worked at Cetera Advisor Networks, North Ridge Securities, and American Portfolios Advisors. Birbiglia is also an agent offering non-variable insurance products through Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Lukaszewicz is a financial advisor at Osaic Wealth with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2024, Kyle worked for American Portfolios Financial Services, Inc. for six years. Outside of advisory work, he serves as Vice President of Northeast Risk Management Group, focusing on insurance and annuity sales, and is involved in estate administration paperwork. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides access to third-party managers and proprietary strategies.

Brendan Husch is a financial advisor at Merrill with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and NYLIFE Securities LLC. Outside of finance, he has been involved with the Royal Health and Racquet Club for six years. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gail Hollingsworth is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at several firms, including Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Anthony Gippetti is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His tenure at J.P. Morgan Securities began in 2015, and he has also worked with JPMorgan Chase Bank, N.A. since 2013. 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 process combines quantitative screens and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Anthony Del Prete is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at several firms, including Kovack Advisors and TD Tax & Financial Solutions. He is the owner of Legacy Tax Specialist, Inc., where he prepares and advises clients on their taxes. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap programs, money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Przemyslaw Zolopa is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following a year at Integrated Pension Design Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Anthony Barone is a financial advisor with Primerica Advisors in Brookhaven, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Barone is also involved in investment-related business activities through two entities he leads, Personal Power Development, Inc. and Anthony Barone Marketing, Inc., both established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through oversight and disclosure.

Christine Weber is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining UBS in 2021, she worked at Merrill for 12 years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.