John Friedman is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved with a GoFundMe initiative supporting the Kuna Indian Tribe by helping to replace their basketball court and provide sneakers for local children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Nicholas Margiotta is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and one year of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Co and Truvium Capital Partners. Outside of finance, he has worked at recreational clubs including Bedford Golf and Tennis Club and Putnam County Golf Course. 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 forward-looking investment approach.

Joshua Drapkin is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Stifel Financial Corp., Jefferies LLC, and PricewaterhouseCoopers. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-driven solutions.

James Steck is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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 program.

Joseph Sack is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He previously worked at The Sack Law Firm PLLC for 12 years before joining Morgan Stanley Smith Barney LLC, where he has been employed since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models in its financial planning process.

Gary Troy is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates, Inc. Gary is based in Tarrytown, NY. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

David Elias is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 10 years of industry experience. He has worked at Morgan Stanley during two separate periods, from 2013 to 2019 and again since 2021, with a two-year tenure at UBS Financial Services in between. Outside of his advisory role, he operates a condominium rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Akira Kido is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He serves as a board member for the Tokyo Christian University Foundation, Inc., a charitable organization supporting the university's mission. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques as part of its advisory services.

Jared Levy is a financial advisor with MassMutual Investors Services in Boca Raton, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously with Metlife Securities Inc. Levy serves on the board of the 501(c)(3) organization Heroes to Heroes and is the owner of LM Startup LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and event-driven planning services.

Emmanuel Zisis is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera Financial Specialists LLC and Royal Alliance Associates, INC., and owns Clearscope Wealth, a financial services firm. He serves as vice president of The Peter Latos Prostate Cancer Foundation, which focuses on raising prostate cancer awareness. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, providing access to both affiliated and unaffiliated third-party managers across various program structures.

Christopher Loria is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has worked at City National Bank and Ameriprise Financial Services, Inc. Prior to his current role, he held positions at both firms starting in 2015. Outside of his advisory work, he is a passive owner of two eCommerce businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing strategies tailored to clients’ risk profiles through a mix of in-house and third-party managers.

Suzanna Charbonnier is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated services, utilizing both in-house and third-party investment managers.

Johan Gomez Hernandez is a financial advisor at LPL Financial with credentials including Series 63 and Series 65 licenses. He has been in the industry since 2026. Before joining LPL Financial, he worked with American Strategic Advisors and Cavalry Portfolio Services, and he has experience in education and local business ventures, including roles at the University of Connecticut and involvement with the Stamford Public Education Foundation and small businesses such as Ralph's Italian Ices and trap't Escape Room Adventures. 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 and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.

Richard Meier II is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 19 years of industry experience. His career includes ten years at MetLife Securities Inc. before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services, where he has worked since 2016 and 2017, respectively. He serves as an ambassador for the GAMA Foundation and acts as an emissary for Finseca, an insurance industry research organization involved in fundraising, sponsorship, and recruiting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative, annual planning process using firm-approved analytical tools, with a range of investment and planning services including specialized programs such as divorce planning and estate-settlement assistance.

Hedayatullah Nabiel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience at Morgan Stanley. Outside of his advisory role, he is involved in residential real estate through ownership and management of Liberty Rental Properties LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screening and qualitative research in its advisory process and incorporates ESG criteria within a framework of diversified investment options.

Kristen Auriemma is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, she held positions at institutions including Steven's Institute of Technology and Landmark Properties. Outside of finance, her background includes work in the food service sector with The Empanada Shop and FM Cafe. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s approach integrates client risk assessment with program models and discretionary managers, utilizing both proprietary and third-party investment solutions.

Brandon Gioia is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Private Bank, N.A. for 10 years. Outside of his advisory role, he serves as Vice President and coach for the Franklin Lakes Little League Softball board. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Thomas Interlicchio is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a board member and partner of Predators Lacrosse LLC, a recreational business based in Eastchester, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various financial planning and investment channels.

Tarun Hasija is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan entities since 2007, including roles at J.P. Morgan Securities and JP Morgan Chase Bank. 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 features centralized due diligence, combining quantitative and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and incorporating ESG criteria.

Randy Bernstein is a financial advisor with J.P. Morgan Securities and holds the CFP® and Series 66 designations. He has 18 years of industry experience, including roles at Edward Jones and JPMorgan Chase Bank. He has been with 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 written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG considerations in its recommendations.