Tyrone Taylor is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial services career, he spent six years at MSKCC and ten years at Brooklyn College. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques to support client financial plans.

Andrea Toto Walshe is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jake Wagner 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 JPMorgan Chase Bank, N.A. and SBR & C LLC. Outside of finance, he has ongoing involvement with I.O.P Hospitality. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products and strategies through its Institutional Consulting Services program.

Jeffrey Lewis is a CFP® and ChFC® with 35 years of industry experience. He is currently with Cetera and has held advisory roles at Planning Financial Futures, Inc. since 1995 and North Ridge Securities Corp. from 2014 to 2019. He is also the owner and CEO of CFP4Hire.com, a platform offering on-demand educational webinars focused on major life changes and financial planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers.

Steven Strzelecki is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member for 3DATX Corporation, an automotive and transportation business, and manages Strzelecki Partners LLC, a real estate investment firm. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that span from retirement planning to relationships with investment companies and private funds.

David Samouhi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, as well as employed at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is involved in private equity real estate through ownership and partnership in commercial property investments. J.P. Morgan Securities 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.

Marc Bongiorno is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes 17 years at Royal Alliance Associates, Inc., and over two decades with Asset & Financial Planning, Ltd. He also provides tax and accounting services through his ownership of Metropolitan Capital Tax & Wealth Management, where he focuses on tax reduction and insurance strategies to support financial planning. 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, utilizing asset-allocation tools, managed accounts, and third-party solutions to construct diversified portfolios.

Stacey Siegel is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2023, following prior roles at Captrust and The Burton Awards. Outside of her advisory role, she serves as a trustee for the Incorporated Village of East Hills and the Old Westbury Hebrew Congregation, and coordinates events for a local women’s professional networking group. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large client base, integrated structure, and multi-asset strategic portfolio approach.

Karen Hubbard is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

James Ng is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His prior roles include positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Morgan Stanley DW Inc. Outside of his advisory work, he is involved in real estate through ownership and management roles with Advenir and Winston Brower LLC, and he is a partner in a construction business, NPL Mortar LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

John Yacoubian is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining Mass Mutual Investors Services in 2025. MassMutual’s broker-dealer and SEC-registered investment adviser subsidiary provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative, goal-focused approach.

Matthew Maher is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work experience with Heritage Strategies LLC, Northwestern Mutual, and the Nassau County Board of Elections. Outside of finance, he has been involved with the Garden City Parks and Recreation department and worked at Garden City High School. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning strategies and comprehensive investment options.

Sabrina Tom is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has one year of industry experience, having previously worked at adMarketplace and Angi. Sabrina's background also includes time at Emory University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through structured, collaborative engagements using firm-approved analytical tools.

Catherine Boyle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Securities, and she currently serves as Senior Managing Director and Co-Team Lead at Webster Bank. She also acts as an administrator in a fiduciary capacity for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Marc Barretta is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Vanderbilt Advisory Services, Vanderbilt Securities, Wells Fargo Clearing, and Chase Investment Services Corp. Outside of his advisory work, he is also active as a non-variable insurance agent with Royal Oak Insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Christian Noschese is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has held roles within various divisions of JPMorgan Chase and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Noschese holds Series 63 and Series 66 licenses. 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 applying an ESG eligibility framework in its recommendations.

Jayna Andrikou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Chase for three years. 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, and institutional accounts.

Syed Haq is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at JP Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

Jacques Francois is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America and Uber Technologies. Outside of his advisory role, he is involved in real estate through ownership and partnership in multiple entities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Zhanna Inotayev is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has held roles within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. She holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.