Jae Oh is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was affiliated with Pruco Securities, LLC for 20 years. Outside of advisory services, he is involved in the sale of property and casualty insurance business. 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 utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through an extensive network of investment adviser representatives.

Stephen Parmiter is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2014 and also works with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process using firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate agreements.

Madison Matthews is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Matthews worked at Equitable Advisors and is also engaged as a home health aide on weekends. Matthews has held various roles across multiple industries, including political science and healthcare. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing diverse investment strategies and technology tools to support client portfolio management.

Steven Ward is a Series 63-licensed financial advisor with Merrill, where he has worked since 1986, totaling 37 years of industry experience. Outside of his advisory role, he occasionally assists with a family-owned photography business. Merrill, together 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Thomas Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles in education within the Longwood Central and Bayport-Blue Point School Districts, as well as involvement in travel baseball through BBP Travel Baseball. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs.

Matthew Gold is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2000 after graduating with a bachelor's degree in Statistics from the University of Michigan. He started at Lebenthal, a New York municipal bond firm, and joined the Garden City office of Merrill Lynch Wealth Management in March 2006 following the firm's acquisition of Advest. Matthew holds the Chartered Financial Analyst (CFA) designation, awarded in October 2010, and the CERTIFIED FINANCIAL PLANNER (CFP) certification. He assists clients in determining long-term financial goals and implements wealth management strategies tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives. As a qualified Portfolio Manager, he builds and manages personalized or defined investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party strategies. He collaborates with specialists in trust and estate planning, retirement planning, wealth accumulation, and wealth preservation to develop comprehensive solutions. Matthew lives in Syosset, NY with his wife and children. He is involved in his community as an assistant coach for the Syosset Basketball Association. In his free time, he enjoys basketball, boating, football, golfing, music, skiing, softball, spending time with family, traveling, and volleyball.

Tiffany Diaz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. Her background includes roles at Bank of America, Merrill, and Citibank. She holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Donna Stefans is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of experience in the financial industry. She has worked at multiple firms including Adviseher Financial, Gold Coast Capital Management, and Cetera Wealth Services, and has been involved with her own entities, Stefans Associates, Inc. and Stefans Law Group PC. Stefans is also an attorney specializing in estate planning and trusts, and serves on the board of the Long Island Alzheimer's Association as well as holding leadership roles with the New York State Bar Association and the National Academy of Elder Law Attorneys. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, automated and bespoke investment strategies, and various program structures.

Thomas Moore is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he worked at Wells Fargo Bank starting in 2017. Outside of his advisory role, he serves as a representative of the Town Meetings in Darien, Connecticut. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steve Fortilus is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2023, following a tenure at JPMorgan Chase Bank, N.A. beginning in 2011. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Peter Tuffy is a financial advisor with Ameriprise in Yonkers, NY, holding Series 63 and 65 licenses and bringing eight years of industry experience. He has been with Ameriprise since 2016 and also operates Tuffy & Associates, a business active since 2003. Outside of his advisory roles, he is involved in fiduciary activities and serves as an agent named in a health care directive or living will. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, combining automated algorithms with oversight from a dedicated retirement income consulting team.

Maryanne Bessler is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2011, following three years at Investors Capital Corp. In addition to her advisory role, she is involved in selling health insurance to small businesses and assisting clients with non-variable insurance applications. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wesley Barrow is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Aaron Silberman is a CFP® professional with over 10 years of experience in the financial services industry. He has been with Morgan Stanley since 2015 and currently works at Morgan Stanley Private Bank, N.A. in Garden City, NY. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Paige Doukas is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked in investment banking at Stifel and completed her education at the University of South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, relying on model-based outcomes rather than individual security recommendations.

Robert Spina Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets solutions.

Tanya Gambale is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2016. In addition to her advisory role, she is a Notary Public for Suffolk County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eric Lo is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and JPMorgan Chase Bank. Outside of finance, he is a co-owner of Humble Cafe LLC, a coffee shop. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a systematic investment approach.

Jonathan Ostrow is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves 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 employs structured planning tools and methodologies to support its financial advisory services.

Michael Bausk is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue long-term goals by educating them about their finances and investment options. His client focus areas include college education planning, divorce transition planning, liquidity management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Michael brings a broad range of experience to his role, including an eight-year career in real estate, where he assisted clients with one of their most significant financial investments—their homes. He is a second-generation financial advisor who learned the importance of listening closely to clients’ goals and needs from his father. Michael holds bachelor's degrees from both Yeshiva University, where he studied political science, and Brandeis University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hebrew, and Spanish. Outside of his professional work, Michael is actively involved in his local community. He participates in the Young Israel of Woodmere synagogue and has coached high school basketball for over 20 years. He is also a father of four children and enjoys baseball, basketball, cooking, golfing, tennis, and spending time with his family.