Jason Lee is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012, totaling 19 years in the industry. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he spent a year at Rover.com. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Rupal Doshi is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2006 and led Doshi Capital Partners LLC from 2008 to 2020. Outside of her advisory role, she participates as a panelist for ProSapient. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Rosalind Mouzouris is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser network and a range of portfolio management styles.

Peter Kim is a financial advisor with UBS Financial Services Inc. and holds Series 63 and Series 66 credentials. He has 16 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses research from its Chief Investment Office and global teams to tailor client solutions.

Alain Mahase is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at TD Ameritrade from 2013 to 2021. Outside of his advisory role, Mahase is a silent partner in Al's Marketplace Inc., a West Indian grocery store in Queens, New York. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies.

Richard Ciufo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized investment management strategies and financial plans that align with their individual goals. His areas of focus include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Rich prioritizes building long-term relationships and providing ongoing support to help clients navigate the complexities of wealth management. Rich began his career at Merrill in November 2021. He assists clients with a wide range of financial needs, including asset management, estate planning services, retirement planning, and financing options. By collaborating with Merrill's specialists, he ensures his clients receive tailored strategies and attentive service. His approach combines disciplined investment processes with personalized attention to consider clients' entire financial picture. A native of Long Island, New York, Rich attended Patchogue-Medford High School and Phillips Academy in Andover, MA. He earned a bachelor's degree in economics from Brown University in 2020 while serving as captain of the Brown Bears baseball team during his junior and senior years. He then earned a master's degree from the University of Richmond, where he was a member of the Richmond Spiders baseball team. In his free time, Rich enjoys baseball, football, golfing, photography, skiing, spending time with family and friends, and traveling.

Robert Diamond is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 1998 and has worked with MassMutual Life Insurance Company since 1968. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales, as well as life settlements and viatical sales. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap programs, and educational seminars, focusing on collaborative, goal-driven financial planning engagements.

Linda Brucia is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Advisors since 2014, including time at Wells Fargo Clearing, and is currently based in Melville, NY. Outside of her advisory role, she is a commissioned notary public in Glen Cove, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Lukasz Skowronski is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a prior role at JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Gregory Page Romer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and S&P Global, Inc. He is a co-founder and CFO/CTO of Deeper Dating, Inc., an online dating site, and serves on the board of directors for the Long Island Crisis Center, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage portfolios under discretionary and non-discretionary arrangements.

Anna Cheng is a financial advisor with Wells Fargo Clearing in Great Neck, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various Wells Fargo entities since 2015. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. 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 IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related products and bank deposit sweep programs.

Anthony Castro Guzman is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and teaching at Adelphi University and Westbury High School. He serves as Secretary Treasurer on the board of a Manhattan professional networking organization and as a director on the Westbury Carle Place Chamber of Commerce board. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and offers asset management, wrap programs, and educational seminars.

Leszek Michniewicz is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management from 2017 to 2025, and at Wunderlich Securities, Inc. from 2015 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. 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 including tailored financial planning and manages approximately $2.74 trillion in client assets.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Ryan Meca is a Wealth Management Advisor specializing in developing personalized financial strategies that align with each client's unique goals and circumstances. As a Merrill Resident Director, he integrates investment insights from Merrill with banking and lending solutions from Bank of America to offer comprehensive wealth management services. Ryan focuses on areas including family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint John's University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Ryan enjoys baseball, cooking, music, traveling, and spending time with his family. He works directly with clients to create tailored financial plans aimed at achieving and maintaining financial independence.

Esteban Sarmiento is a financial advisor with J.P. Morgan Securities LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he works as a contractor helping set up events such as birthday parties, weddings, and fundraisers, often supporting causes like servicemen and pet adoption centers. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence.

Vincent Toscano is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously with Lincoln Financial Advisors and Lincoln Financial Advisors Corporation over a 27-year period. He is the sole owner and president of Loucon Resources, Inc., a firm offering accident and health insurance and various life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation tools and supports multiple account management options across diverse investment types.

Cooper Ficarra is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Stockton University and Tucker's Tavern. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Pei Jye Wang is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 15 years. Outside of his advisory duties, he manages Rich Eternity LLC, which focuses on estate planning and fixed life insurance. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a wide network of affiliated advisers, offering integrated brokerage and advisory services with both discretionary and non-discretionary portfolio management options.