Frank Sabia is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1982. Outside of his advisory role, he serves as the executor for the Estate of E.F. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor solutions according to clients’ goals and risk tolerances.

Jack Howe is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at BNY Mellon Securities Corp. and Dunes Point Capital. He also spent ten years associated with Georgetown University and Pleasantville High School. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, combining tailored financial planning with diversified investment strategies and managing approximately $2.74 trillion in client assets.

Ryan Winski is a financial advisor with Ameriprise in Jericho, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Best Buy and held various roles in education and community programs. 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 detailed recommendation reports and ongoing advice. The firm's approach combines proprietary research and algorithmic tools, with enrollment criteria that require minimum investable assets and integrates assets managed within Ameriprise.

Michael Catuogno is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp and Sacred Heart University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Financial Advisors and Estate Planning Strategies Group.

Anna Wysong is a financial advisor at Merrill with Series 65 and Series 63 credentials and three years of industry experience. She previously worked at Bank of America and its affiliates before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Albert Dandrea Jr. is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes prior roles at Citigroup, LPL Financial, HSBC Securities (USA) Inc., and Capital One Financial Advisors LLC. Outside of his advisory work, he is involved in the food service industry as a restaurant consultant and partner in several related businesses. 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 utilizes research and analytics to guide investment selections and offers a broad range of brokerage and advisory solutions.

Gaetano Sabatino is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2009. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Israel Eichenholz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His career includes long tenures at Mass Mutual Investors Services since 2017 and MetLife Securities from 2001 to 2017. He also operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements and provides a range of investment and educational programs.

Barbara Silberman is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2010. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions, an insurance agency based in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning covering a broad range of financial needs and integrates advisory services with other financial products and referral channels.

Peter Chan is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2012. In addition to his advisory role, he serves as president of Majestic Wealth Management, Inc., a separate business entity for accounting purposes, and is involved in selling fixed life insurance products and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and services, including financial planning, discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Daniela Silver is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes positions at Clinton Group, Arel Capital, and McGill University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Julie Henry is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2013. She has 19 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Richard Marshall is a financial advisor at Morgan Stanley with nine years of industry experience. His work history includes roles at Janney Montgomery Scott LLC, NYLIFE Securities LLC, New York Life Insurance Company, Bank of America, Merrill, and Brokertec Americas LLC. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through various programs and partnerships.

Keith Nubel is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following prior roles at UBS Financial Services and Scottrade, Inc. 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 including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Ashley Vaccaro is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been part of The Russo Rosenstein Group since 2014. She assists high-net-worth and ultra-high-net-worth individuals across more than 20 states, including senior-level corporate executives, private business owners, entrepreneurs, law firm partners, and multiple generations of families. Ashley is actively engaged in the early planning stages of client relationships and leads client meetings, coordinates with specialists, and manages seminars and webinars to support client needs. Ashley holds several professional designations, including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Financial Consultant® (ChFC®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Accounting and a Master's degree from Molloy College and Molloy University, respectively. Ashley is also a member of the Molloy University Alumni Association. In addition to her professional work, Ashley participates in local fundraising walks and runs, mentors college students interested in the financial industry, and has hosted virtual events to support foster children through the Long Island Women's Exchange. A former high school and college lacrosse and volleyball player, she is beginning to play golf. Ashley enjoys activities such as cooking, music, painting, photography, reading, running, spending time with family, traveling, and writing.

Griffin Wagner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. His prior experience includes roles at Slomins and Home Advisor. 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 an ESG eligibility framework in its investment process.

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.

Diane Pedrosa Sciacca is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at HSBC Bank USA and its affiliates from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Michael Walsh is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at J.P. Morgan Chase Bank, N.A. since 1994. He holds a Series 63 designation. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Madison Matthews is a financial advisor at LPL Financial with one year of industry experience. Madison holds the Series 66 designation and previously worked at Equitable Advisors. Outside of financial services, Madison is involved as a home health aide on weekends with Quality Health Care. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.