Marc Lepselter is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and proprietary modeling tools to develop client plans.

Peter Milankovic is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he held positions at Professional Sports Publications and worked multiple roles associated with SUNY Cortland and Alfa Piping Corp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved tools to analyze client goals.

Frank Gusmano is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 17 years. Outside of his advisory role, he owns an entity established to manage business expenses and works as an insurance agent offering accident insurance, fixed annuities, health savings accounts, life settlements, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios across various asset classes, offering discretionary and non-discretionary management with access to third-party money managers and wrap programs.

Jacqueline Leslie is a financial advisor at Equitable Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to address client needs.

Bruce Birnbaum is a financial advisor with OSAIC in Melville, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Royal Alliance Associates, Inc., Jhfn Sii, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Birnbaum also conducts continuing education seminars and presentations for CPAs and attorneys and writes related articles. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management with a wide range of investment options.

Johnny Abraham is a financial advisor with Primerica Advisors in Freeport, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Elisabetta Strada is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following three years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Sunpreet Singh is a financial advisor with J.P. Morgan Securities in East Meadow, NY, holding Series 63 and Series 66 registrations and six years of industry experience. His prior roles include positions at Public Partnerships LLC, Essential Home Care, JPMorgan Chase Bank, N.A., and Uber. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Katherine Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and has been affiliated with JPMorgan Chase Bank, N.A. since 2013. 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.

Brian Darian is a CFP® and Series 66-registered financial advisor with Morgan Stanley in Jericho, NY, where he has worked since 2009, totaling 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC throughout his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced modeling tools in its financial planning approach.

Jonathan Rosen is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Before joining Fidelity, he worked in freelance videography from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisory entity for multiple registered investment companies and delivers model portfolios to intermediary platforms.

Daniel Treacy is a financial advisor with Equitable Advisors based in Melville, NY. He holds the Series 66 designation and has 10 years of industry experience. Prior to his current role, he was affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating with a hybrid referral and implementation model that combines advisory and brokerage channels.

Christopher Spalding is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His prior roles include positions at Strategies For Wealth/Guardian Life Insurance Co and Park Avenue Securities LLC. His background also includes diverse work experiences outside finance, such as with the Long Island Ducks and various service roles. 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.

Lauren George is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she was involved with Gotham Dream Builders Modern Homes and The Islands Store, a franchise of Lily Pulitzer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Craig Bergen is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cadaret, Grant & Co., Inc. and American Investment Planners, LLC. Outside of his advisory role, he is involved in tax preparation and accounting services through Metro Tax Group and American Taxes Inc. 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, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management strategies.

Theodore Block is a financial advisor with Ameriprise in Woodmere, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in a jewelry showroom business and serves as a consultant and plan production service provider for Ameriprise advisors. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Preetham Dhivakar is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and PKZ Group Inc. Outside of his advisory role, he has a passive ownership interest in a special purpose vehicle formed to coordinate legal claims related to a breach of contract. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Loreto Testani is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Olivier Allain is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 10 years. Outside of his advisory role, Allain also works as a real estate agent with Charles Rutenberg Realty, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to various investment strategies and program structures.

Matthew Coughlin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at TD Private Client Wealth LLC and TD Ameritrade, as well as earlier tenures at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.