Cody George is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2016. Cody attended Dartmouth College from 2014 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Christopher Reilly is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rafferty Capital Markets, LLC, Cold Spring Harbor Asset Management, and Fidelity. Outside of his advisory work, he is involved in human resource cost reduction through Provision Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by various programs and third-party manager options.

Alexandra Bartonik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Hazelton is a Series 66-licensed financial advisor with Stifel, based in Garden City, NY, and has three years of industry experience. He previously worked at Titan Investors LLC and held roles in education at Hobart and William Smith Colleges and Chaminade High School. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Vandewalle is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, previously spending nine years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

Andrew Rigazio is a financial advisor with Charles Schwab based in Manhasset, NY, holding Series 65 and Series 63 licenses and with 12 years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab since 2022, as well as a decade at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

Fredy De Jesus is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with Jpmorgan Chase Bank, N.A. outside of his advisory role. Outside of finance, he is involved in a family advertising business and co-owns an investment company primarily focused on real estate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Christopher Taylor is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at JPMorgan Chase from 2023 to 2025 and Capital One from 2008 to 2023. Outside of his advisory role, he serves as an Information Officer on the board of the Bethpage Baseball Association and owns TX4 Enterprises LLC, an e-commerce business. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jay Szerencsy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.

James Mctighe is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and Mass Mutual Life Insurance Company since 1985. In addition to his advisory role, he is involved in life and health insurance sales. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement planning.

Emanuel Lord is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 63 designation and previously worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with access to discretionary strategies, third-party managers, and alternative investments.

Huijie Wang is a Financial Advisor at Merrill Lynch Wealth Management. Huijie holds the Professional Investment Advisor (PIA) designation, demonstrating expertise in personal investment advisory services. Huijie completed an Accredited Certificate Program at the Wuhan Institute of Shipping Building Technology. Huijie is proficient in both English and Chinese. Outside of the professional role, Huijie engages in personal interests including antiquing, camping, cooking, dancing, and music.

Nicole Nunag is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citibank for eight years. Nunag serves as a board member for Carnegie Hill Neighbors, a charitable organization based in New York. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Langan is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Equitable Advisors and AXA Advisors, and has additional experience in event planning and electrical work. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of programs that include the use of firm-approved planning tools and investment models.

James Meehan is a financial advisor with J.P. Morgan Securities in Oceanside, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research supported by a centralized manager solutions team.

Qiaofei He is a CFP® with 16 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also held roles at JPMorgan Chase Bank, N.A., and is a partner in Evergreen Fortune Group LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Jeffrey Thiele is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Navdeep Singh is a financial advisor with J.P. Morgan Securities based in New York, NY, holding a Series 66 license and having seven years of industry experience. His career includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as positions at TD Bank N.A., Citigroup, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with an ESG eligibility framework incorporated into recommendations.

Scott Koren is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody functions.

G Michael Sarlanis is a financial advisor with UBS Financial Services in Manhasset, NY, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he is a limited partner involved in a family business, Sarlanis Enterprises LLC, which focuses on real estate. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and delivers advisory services through a network of Financial Advisors using proprietary research and model-based asset allocations.