Frank Burkhardt is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup Global Markets for 16 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Andrew Krakauer is a ChFC® with 39 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 1999. Prior to the firm's current branding, he was with Axa Advisors, LLC, maintaining a continuous tenure through the transition. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk profiles.

Ulises Diaz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. His prior roles include positions at Citigroup and JPMorgan Chase, where he worked from 2016 through 2024. He holds the Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Nicholas Quinn is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and American Express. Quinn’s early career includes roles outside finance, such as with Aquacade Swimming Pool Inc and Roslyn Restaurant Corp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Christopher Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for INVEST Financial Corp. for 22 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting a large network of over 22,800 advisors.

Dianne Silva Assey is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client decision-making.

Damon Marra is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and LPL Financial. He is also a co-owner of Retirement Plan Consulting Group LLC, where he is actively involved in retirement plan consulting. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Andrew Chase is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Cordoba Asset, Equitable Advisors, and the Development Corporation for Israel. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Justin Moore is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years. Moore’s prior roles also include positions at Macy’s, Huntington Ford and Lincoln, and Geico. J.P. Morgan Securities LLC 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 recommendations.

James Griffin Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 registrations and has seven years of industry experience. His prior work includes roles at The Arena Hub Inc. and Markens 23 LTD. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Rosica is a financial advisor at Morgan Stanley with 28 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley in 2025. Rosica serves as a membership director and board member of the Southward Ho Country Club in Bayshore, New York. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Robert Metzger is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Melville, NY branch. He began his career with Merrill Lynch in 1995 and holds the position of First Vice President, Wealth Management Advisor. Robert is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and has additional professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Robert focuses on a goals-based approach to financial planning, tailoring strategies to the unique needs of each client. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. He emphasizes building relationships based on trust and providing ongoing guidance to help clients grow, preserve, and distribute their wealth. A lifelong New Yorker, Robert was born and raised in Queens and currently resides in Garden City South with his wife, Valerie, and their four sons. He earned a bachelor's degree from Long Island University. In addition to his professional work, Robert is involved in volunteering with organizations in his community. His personal interests include football, golfing, and spending time with his family.

Peter Wright Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. He serves as a board member for both the Our Lady of Consolation Foundation and the Salvation Army of Suffolk County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a mix of proprietary programs and third-party asset management solutions.

Nicholas Stern is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. His prior roles include positions at Applied Visions, Inc. and self-employment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristine Moraitis is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and previously worked with the American Cancer Society and True North Community Church. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Paul Schifter is a CFP® professional with 45 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research Advisors since 2017 and previously worked at Investacorp, Inc. for 18 years. Schifter is also involved in insurance brokerage through Newbrook Insurance Agency and manages GS Investment Planning LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment strategies through independent Financial Professionals, utilizing both proprietary and third-party models across multiple platforms.

Michael Castiglie is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Citigroup and Bank of America, as well as a four-year tenure at Amherst College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Jacobi is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CitiGroup, HSBC Securities, and TD Bank. Outside of his advisory role, he coaches boys lacrosse at Elwood Middle School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, along with affiliated insurance and trust services.

Stephen Birbiglia is a CFP® professional at LPL Financial with 37 years of industry experience. He has previously worked at Cetera Advisor Networks, North Ridge Securities, and American Portfolios Advisors. Birbiglia is also an agent offering non-variable insurance products through Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Lukaszewicz is a financial advisor at OSAIC with 19 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for six years. Outside of his advisory role, he serves as Vice President of Northeast Risk Management Group, where he assists with estate administration paperwork. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to third-party money managers and uses various tools to construct diversified portfolios tailored to client risk tolerance.