Caroline Angell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2021. Her prior experience includes roles at TIAA-CREF, Bank of America, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory services covering workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, serving a large client base through advisor-led and online platforms.

Ilyaas Fedaie is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he was involved with the Long Island Cannabis Club and held various roles in education and service industries. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed third-party managers.

Nick Scarimbolo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, Bank of America, Maxim Group, and PHX Financial. He serves as a board member of the Ferro Foundation, a nonprofit organization. Equitable Advisors provides financial planning, brokerage, insurance, and access to third-party asset management programs to a diverse client base, including individuals, retirement plans, and institutions. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through various program sponsors and endorsed third-party managers.

Richard Glasser is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services directly and through corporate agreements.

Jonathan Wiener is a financial advisor at Morgan Stanley in Melville, NY, with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including PitchBook and Cohen & Steers before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm-approved tools and modeling techniques.

Michael Ponessa is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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, distribution, and investment management capabilities.

Kristen Parmiter is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with three years of industry experience. Her prior roles include work at the YES Community Counseling Center and Huntington Learning Center. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client relationships and Corporate Financial Planning agreements.

Selcuk Donmez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Webster Bank and has experience in marketing through his business, Donmez Marketing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Trevor Vonkaenel is a Financial Advisor with Merrill Lynch Wealth Management, where he serves as part of the O'Connell Group. He works closely with clients to develop personalized wealth management strategies tailored to their unique financial goals and circumstances. His areas of focus include college education planning, executive compensation, family wealth management strategies, liquidity management, retirement planning, portfolio management services, and tax minimization. Trevor brings a decade of experience from the shipping and logistics industry prior to his financial advisory career. He holds a Bachelor's Degree from Villanova University and maintains professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Trevor emphasizes transparent communication and long-term relationships with clients to help them navigate market trends and align their portfolios with their future needs. Outside of his professional work, Trevor enjoys spending time with his family and engaging in various personal interests including boating, fishing, surfing, tennis, football, sailing, tinkering with electronics, playing board games, and exploring nature. He is committed to supporting Merrill's tradition of community involvement and public interest activities.

Christopher Madson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Rameen Danishyar is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2022, having previously worked at 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Fiore is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Equitable Financial Life Insurance Co. and Equitable Advisors. He has been with J.P. Morgan since 2021. 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 broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Harry Davila is a Planning Consultant who focuses on collaborating with clients to develop customized financial plans that align with their unique needs and objectives. He aims to provide a high standard of care and an exceptional client experience, prioritizing strong, lasting relationships that support clients through every stage of their financial journey. He has experience working as a Financial Representative and Investment Consultant at Fidelity Investments from 2023 to 2026. His background includes helping clients feel secure about their financial future through tailored planning and advice. Outside of his professional work, Harry's personal interests include fitness, social events with friends, reading, skiing, and traveling.

Christine Agro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 10 years before joining Wells Fargo Clearing in 2019. Outside of her advisory role, she serves as an executor for her mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Durso is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at North Ridge Securities Corp. for over two decades. In addition to his advisory roles, he is involved in tax preparation and holds an insurance license, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party investment managers.

Matthew Ferrugiari is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop and maintain personalized financial plans that focus on individual needs and financial objectives. His approach centers on assisting clients and their families with wealth growth and protection, investment decision-making, and simplifying financial management. Matthew has accumulated experience in the financial services industry, beginning as a Financial Services Representative at Lighthouse Financial Network from 2019 to 2021. He then joined Fidelity Investments, where he has held various positions including Financial Representative (2021-2022), Relationship Manager (2023-2024), Planning Consultant (2024-2026), and currently serves as Financial Consultant. Outside of his professional work, Matthew has interests in beach activities, fishing, fitness, football, golf, and running.

Anthony Stella is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2017 and has prior experience in administrative roles at the University of Miami and in retail management. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Abigail Kilroy is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thompson Ferrier, Ankura, and Point Wealth Management. She studied at the University of South Carolina from 2020 to 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and investment analyses. The firm manages approximately $2.74 trillion in client assets and provides planning through structured processes without offering individual security recommendations as part of standalone plans.

Joseph Pizzo III is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a 1st Lieutenant with the Commack Fire Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s resources.

Michael Rivelli is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been associated with Primerica Financial Services since 1997 and PFS Investments Inc. since 2001. Outside of his advisory work, he has been involved with the Mineola Volunteer Ambulance Corps since 2022 and Emergency Ambulance Service since 2010, and he is also engaged with CAS Digital Printing. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with an emphasis on model-driven portfolio strategies. The firm supports approximately 3,948 advisors and $15.5 billion in assets under management.