John Manning is a financial advisor with Mass Mutual Investors Services in Garden City, NY, holding a Series 63 designation and 20 years of industry experience. He has been with MML Investors Services since 2015 and with Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, Manning also works as an insurance agent specializing in individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Stephen Sullivan is a financial advisor with OSAIC in Melville, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 13 years with John Hancock/Signator Investors, Inc. Outside of his advisor role, Sullivan operates a sole proprietorship providing sales and service of group benefits. OSAIC Wealth, Inc. 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 investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

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 with Merrill Lynch Wealth Management. He provides financial advice and guidance to corporate clients, individuals, and their families, focusing on customized investment strategies aimed at increasing investment income, achieving tax efficiencies, and preserving capital and growth. His expertise encompasses personal retirement planning, college education planning, services for endowments, foundations, and non-profits, as well as portfolio management and tax minimization strategies. Mr. Finnerty began his financial industry career in 1981 after earning a Bachelor's Degree in Public Accounting from Fordham University. His professional background includes roles as an institutional fixed income trader and investment portfolio manager at major Wall Street firms. These experiences contribute to his qualified perspective in managing investments geared toward retirement and other long-term financial goals. He holds the Personal Investment Advisor (PIA) designation. Residing in Locust Valley, New York with his wife Lisbeth, Mr. Finnerty is actively involved in his community. He supports and serves on boards for multiple organizations, including the Locust Valley Cemetery Non-Profit and the Boys and Girls Club. He also participates in charitable activities such as fundraising events and supports the Army Ranger Lead The Way Foundation and the Police Activity League (PAL). His personal interests include boating, cooking, gardening, golfing, photography, and swimming.

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 with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities, Zhou worked at TD Private Client Wealth LLC and TD Bank N.A. from 2019 to 2024. 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 applying an ESG eligibility framework in its recommendations.

Stevenson Bruneus is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors before joining J.P. Morgan in 2020. J.P. Morgan Securities 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer, investment adviser, and commodity-related 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 with J.P. Morgan Securities, holding Series 63 and Series 66 designations and eleven years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015 and previously taught at CUNY Queens College for two years. 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 applying an ESG eligibility framework in its recommendations.

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 eight years of industry experience, including prior roles at Loring, Wolcott & Coolidge and Bank of America, N.A. He holds the Series 66 designation and is based in Forest Hills, NY. 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, and institutions.

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.

Dennis Casey is a financial advisor at J.P. Morgan Securities with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.