Stephen Sullivan is a financial advisor with Osaic Wealth in Melville, NY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and John Hancock/Signator Investors, Inc. Sullivan also operates a sole proprietorship focused on sales and service of group benefits. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools, and features a complex affiliate network and significant scale within the industry.

Alexander Sydorak is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes a year at Equitable Advisors, LLC, as well as experience outside finance in construction and the food service industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a universe of mutual funds, ETFs, and ETPs.

James Naples III is a financial advisor at Ameriprise with five years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with The Metropolitan Opera. Outside of his advisory role, he occasionally works as a stagehand in lighting, carpentry, or props departments for productions at venues such as Radio City Music Hall and Broadway. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Radcliffe Blackwood is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is a partner at World Ethos LLC, a real estate business, and owns Blackwood Enterprise LLC, which manages rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Brian Finnerty is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial industry career in 1981 after earning a Bachelor's Degree in Public Accounting from Fordham University. Over the years, his expertise has been shaped through roles as an institutional fixed income trader and investment portfolio manager at major Wall Street firms. In his current role, he provides financial advice and guidance to corporate clients, individuals, and their families. His approach focuses on customizing investment strategies aimed at increasing investment income, achieving tax efficiencies, and preserving capital and growth. His earlier experience includes in-depth analysis of fixed income investment management strategies and structures, which informs his work supporting clients' retirement and long-term financial goals. Brian resides in Locust Valley, New York with his wife, Lisbeth, and has four adult children. He is a Personal Investment Advisor (PIA) and actively participates in community organizations, serving as an advisory board member for the NonProfit Locust Valley Cemetery Inc. and supporting the Boys and Girls Club among other local causes. His community involvement also includes support for the Army Ranger Lead The Way Foundation and the Police Activity League (PAL).

Ryan Sakowich is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley and Guardian Life Insurance Company. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines written recommendations with ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Bianca Wesnofske is a Financial Advisor at Merrill Lynch Wealth Management, where she provides clients with personalized strategies to support their unique financial goals. She began her career with Merrill in 2017 as a Wealth Management Intern and progressed to her current role after serving as a Registered Wealth Management Client Associate with the Williams Tomlin Group. Her expertise encompasses college education planning, family wealth management strategies, retirement planning, portfolio management, and legacy planning, among other areas. Bianca offers a comprehensive approach to wealth management, integrating investment management with access to banking solutions, trust and estate planning support, and guidance on wealth transfer to help clients align all aspects of their wealth with long-term objectives. Bianca holds a Bachelor's degree in Business Management and an MBA in Finance from Adelphi University. She has earned the CERTIFIED FINANCIAL PLANNER® certification and holds the Personal Investment Advisor designation. Recognized as a member of The Williams Tomlin Group, she has been named to Forbes' "Best-in-State Wealth Management Teams" list from 2023 through 2026. Bianca is also involved in several professional organizations, including Alpha Delta Pi, Delta Sigma Pi, and the Huntington Chamber of Commerce. Her personal interests include golfing, hiking, skiing, spending time with family, and yoga.

Michael Turansky is a financial advisor at Stifel with 20 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment strategy methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Robert Vissichelli is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and planning recommendations across various topics, which clients can combine with managed-account services under a consolidated billing option called WealthPlan.

Qianshen Zhou is a financial advisor at J.P. Morgan Securities in Flushing, NY, holding Series 65 and Series 63 licenses with four years of industry experience. Zhou previously worked at TD Private Client Wealth LLC and TD Bank N.A. before joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process combining quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

David Cummins is a financial advisor with Merrill in Forest Hills, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Bank of America and Merrill Lynch since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Zhenyu Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2015. Liu also taught at CUNY Queens College from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research, incorporating ESG considerations and broader derivatives capabilities.

Jennifer Civello is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery processes and advanced modeling techniques.

Adrien Ventura is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, he worked at Loring, Wolcott & Coolidge from 2016 to 2018. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Grace Kim is a financial advisor with Primerica Advisors in Bronx, NY, holding a Series 63 designation and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. In addition to her advisory role, she is involved in the sales of loan products and home-related services through affiliates of PFS Investments Inc. 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 account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Judy Lev is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside estate planning and other financial solutions.

Michael Parnes is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 19 years of industry experience. Prior to joining Cetera in 2025, he spent 17 years at Avantax Insurance Agency and Avantax Insurance Services, and he has operated his own CPA practice since 2001. Outside of advising, he is involved in tax preparation and accounting through his sole proprietorship. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a multi-manager platform with a range of portfolio management options and access to both affiliated and third-party managers.

Pat Zinnanti is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He also spent five years with Twenty Five Restaurant Group before entering the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Michael Kash is a financial advisor with Primerica Advisors, holding the CFP® and PFS™ designations, and has 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he serves as an executor for multiple estates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Michael Cox is a financial advisor at Stifel with 30 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market analysis and asset allocation guidance.