Cameron Tomassone is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Prudential Insurance Company of America, and LPL Enterprise. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagement and corporate financial planning agreements.

Michael Cohen is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Prior to his current roles, he had experience at Lehigh University. Morgan Stanley Wealth Management serves individual and institutional clients by offering a 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 supported by firm-approved tools and global market analysis.

Divpreet Kaur is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2012. Prior to that, she worked at Capital One Financial Advisors for one year. 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 financial planning and asset management services through a large network of investment adviser representatives.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC. 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 portfolio programs, and institutional platforms, supported by research and technology tools.

Daniel Freeman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2014. Outside of his advisory role, he owns and operates JJR Retail, LLC, an online resale business specializing in household and everyday items. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Robert Cutajar is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and at Bank of America N.A. since 2007. He holds Series 63 and Series 66 designations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Thomas is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. She has worked at both LPL Financial and Flagstar Bank N.A. for the past 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Robert Bird III is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at RBC Capital Markets Corporation, City National Bank, and NEXT Financial Group Inc. He is a member of the Iona University Alumni Board of Directors. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Janet Palomba is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. Her career includes roles at Cetera Wealth Services, LLC and North Ridge Securities Corp. In addition to advising, she works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse investment management and planning services through a large network of independent advisors and multiple program platforms.

Paul Grant is a financial advisor at Primerica Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations and has worked at PFS Investments Inc. since 2024. Outside of his advisory role, he is involved in sales of home security and automation products as well as mortgage and related home services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at scale with approximately $15.5 billion in assets under management.

Russell Weill is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 39 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Andrew Goodman is a financial advisor at Fidelity with nine years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Prudential and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Andrea Mancini is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 license and 27 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as prior experience at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Nicholas Costanza is a CFA® charterholder with seven years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing Services LLC, and The Ayco Company LP. He also serves with the Suffolk County Police Department. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and related brokerage and insurance services through a broad network of investment adviser representatives.

Jason Schwartz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked with Equitable Advisors since 2006 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of directors at Engineers Country Club and is president of JRS Partners Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a mix of firm-offered solutions and third-party advisory platforms.

Howard Shuldiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 29 years at Pruco Securities, LLC. Outside of his advisory work, Shuldiner offers defensive driving classes to clients through 500 DRIVE Inc. and serves as a commercial property and casualty insurance agent at Simon Pastonand Sons Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, alongside access to third-party asset managers and wrap programs.

Richard Pino Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for over two decades at American Portfolios Financial Services, Inc. He is also a partner in a CPA firm, Manzi, Pino & Co., and owns an insurance advisory business, Manzi Pino Advisory Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to manage portfolios across multiple asset classes.

Luca Saponieri is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their values and develop tailored strategies to help them achieve their financial goals. Luca provides access to Merrill's global investing resources as well as the credit, lending, and banking services of Bank of America. His areas of focus include Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Tax Minimization, and Retirement Income. Luca holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Chaminade High School and obtained a Bachelor's Degree from George Washington University.

Tony Roberts is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 29 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he is an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance products. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop written recommendations tailored to clients' goals.

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.