Eric Rosener is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Misael Mendoza is a financial advisor at Merrill with a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2007 and is also associated with Bank of America, N.A. since 2026. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caitlin Kauke is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, bringing 17 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 utilizes structured planning processes and modeling tools to support client financial goals.

Steven Shorr is a financial advisor with Ameriprise in Garden City, NY, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has worked at Ameriprise since 2018 and has concurrently operated his own CPA firm, Steven Shorr CPA PC, since 2006. Outside of his advisory and accounting work, he is involved with The NFT Gaming Company Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s investment approach incorporates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Lawrence Lorusso is a financial advisor with OSAIC, holding a Series 66 designation and over 57 years of industry experience. His work history includes 41 years at Signator Investors, Inc. and eight years at Royal Alliance Associates, Inc. Beyond advisory work, he owns a tax preparation practice and operates a sole proprietorship as an insurance broker. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports multiple investment platforms to construct diversified portfolios tailored to client needs.

Kit Ling Chow is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license, with 24 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Chow worked at METLIFE Securities Inc. for 15 years. Outside of advisory roles, Chow is an independent insurance agent selling life, accident, health, and travel insurance. 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 using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

James Dolan is a financial advisor with Cetera in Oceanside, NY, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior work includes roles at Aegis Capital Corp, Agilant Solutions, and Richard James & Associates. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Jashanpreet Singh is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, Singh held positions at JPMorgan Chase Bank, Eastern Advisory Group, and Equitable Financial Life Insurance. 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 incorporating an ESG eligibility framework in its recommendations.

Adam Shilkoski is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2018. His prior experience includes positions at Foresters Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Maximus Hujik is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has approximately one year of industry experience. His prior experience includes roles at Fire Island Ferries and Edison Chouest Offshore. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Marvin Garcia is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has held multiple roles within J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lawrence Beck is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning that incorporates tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, serving a wide range of client needs.

Nicholas Stewart is a financial advisor with Primerica Advisors in Lynbrook, NY, holding a Series 63 designation and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and uses third-party asset managers with independent due diligence.

Esperanza Deviccaro is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. She has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2011. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Ying Ling Zhang is a financial advisor with MassMutual Investors Services in Flushing, NY, holding a Series 63 designation and 26 years of industry experience. She has been with MassMutual Investors Services since 2017 and also associated with Massachusetts Mutual Life Insurance Company since 2016. Outside of her advisory role, she is an agent with Advanced - Integrity Wealth Strategies, Inc., specializing in life, health, and accident insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm utilizes firm-approved software for goal analysis and offers event-driven planning programs, including a recent standalone Divorce Planning service.

Malkah Glasgow is a financial advisor with Primerica Advisors in Lynbrook, NY, holding a Series 63 designation and 11 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2013. Outside of investment advisory, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets. The firm delivers advisory services through model-driven strategies supported by third-party managers and focuses primarily on individual investors rather than institutional or pension clients.

Dominick D'Andrea is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience, including roles at Adelphi University and Blue Ocean Wealth Solutions. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Matthew La Bianca is a financial advisor with Osaic holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Osaic since 2024 and previously spent five years with American Portfolios Financial Services, Inc. He is also a manager at Manzi, Pino & Company, PC, an accounting firm focused on tax, audit, and bookkeeping services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm employs a variety of portfolio construction tools and provides access to multiple advisory platforms and third-party money managers.

Lauren Tinucci is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2018, following three years at JPMorgan Securities LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a large integrated platform and a formal alternative investment due diligence process.

Joshua Probeyahn is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He has worked at Cetera since 2019 and previously spent 16 years at Foresters Financial and 6 years with Foresters Advisory Services. Outside of his advisory role, he assists with development and growth at Ballparking Ventures LLC, a mobile app for renting and locating parking spaces. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.