Daniel Mazzola is a financial advisor at OSAIC with 58 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 21 years and has been affiliated with Guardian Life Insurance Company since 1957. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Gaurang Parikh is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 42 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Parikh is also the managing member of G.P. Advisors LLC, an entity involved in property and casualty insurance and related investment activities. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and corporations, offering advisory and brokerage services supported by a broad platform that includes model portfolios, third-party asset management, and access to insurance products.

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.

Frank Albano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, Albano is also a musician who devotes time monthly to organizing and planning music events. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

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.

Luke Meyers is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones and AllianceBernstein, as well as a position with the Madison Square Garden Company. Outside of advisory work, he is also an independent agent involved in outside fixed insurance sales. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing 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, tailoring services based on client goals, risk tolerance, and time horizon.

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® with 22 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He holds a Series 66 license and is based in Garden City, NY. Outside of his advisory role, he is involved in real estate development and investment, holding ownership and board positions in several real estate and construction ventures. 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 manager due diligence. The firm applies an ESG eligibility framework and is registered for a range of trading activities, offering customized, non-discretionary advice through a select group of Wealth Advisors.

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.

John Morrissey is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Del Vino Vineyards, Americano Pie Bar, and Binghamton University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, offering both discretionary and non-discretionary advisory services.

Catherine Boyle is a financial advisor with LPL Financial in Jericho, NY. She holds the Series 63 and Series 66 designations and has 27 years of industry experience. Her previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and Wells Fargo Securities LLC. Outside of her advisory work, she serves as an administrator acting in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources to support both discretionary and non-discretionary management.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.