Jennifer McDonald is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2020 and previously held roles at Alphadyne Asset Management LP and The Financial Gym, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Edward Vrona Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Ameriprise Financial Services. In addition to his advisory role, he is the managing member of Vrona & Van Schuyler CPA's, a CPA firm, and serves as a trustee for the Sylvan Family Foundation, a charitable organization. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across various investment types.

Samson Akinyooye is a Series 66 licensed advisor with Equitable Advisors in Melville, NY, where he has worked since 2015. He has 11 years of industry experience, including five years at Axa Advisors. Outside of his advisory role, he serves as a director at Mericel Academy, Inc., a school where he manages financial statements and cash flow. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a risk-based approach to match clients with appropriate advisory models and offers services through a network of Investment Adviser Representatives.

Adrian Ozarchievici is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2017 and previously spent one year at HSBC Bank USA N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Apryl Redwood is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 certifications and has been with Merrill since 2009. Her prior experience includes roles at Bank of America, N.A., and U.S. Trust Company. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Murphy is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including American Portfolios Advisors, Cetera Advisors, and Investors Capital Corp. Murphy is a partner at Murphy Mullick Capital Management and is involved in several financial services activities, including ownership and advisory roles at multiple related entities. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios.

Iryna Antonyuk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at People's Securities, Inc. and has long-standing employment with People's United Bank and H&R Block, where she currently maintains seasonal work as a tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Michael Shanahan is a financial advisor at Fidelity with 27 years of industry experience. His prior roles include positions at Pruco Securities, LLC and Broadridge Financial Solutions. He holds Series 63 and Series 65 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a unique advisory role to multiple registered investment companies and fund-of-funds.

Michael Kaplan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes positions at Mony Securities Corporation and Axa Advisors, LLC. He is a 22% partner of Equinox Financial Partners LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Mark Greco is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process supported by firm-approved tools and the Global Investment Committee’s market estimates.

Allen Wittenberg is a financial advisor at OSAIC with 44 years of industry experience. He has held roles at Royal Alliance Associates since 2018 and at Signator Investors from 1981 to 2018. His credentials include Series 63 and Series 65 licenses. In addition to advisory work, he operates a sole proprietorship as an insurance broker and serves as an investment advisor representative for Lighthouse Financial Network, LLC. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to third-party money managers and managed-account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Suresh Malavia is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise in 2024. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Thomas Taormina is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 43 years of industry experience. He has previously worked with UBS Financial Services Inc. for nine years before joining Wells Fargo in 2021. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Querze is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at multiple firms including SagePoint Financial and OSAIC, and operates Querze Wealth Management, where he spends a portion of his time engaged in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, utilizing both proprietary and third-party investment strategies.

Henry Tom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked extensively within J.P. Morgan and HSBC entities, serving in various roles since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary model. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Dianna Sanchez is a Wealth Management Senior Relationship Manager focused on assisting clients and their families with customized wealth planning that aligns with their unique preferences. She prioritizes forming strong relationships and maintaining a high level of trust, reliability, and competency as a dedicated point of contact for valued clients. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Advisor Associate at Morgan Stanley from 2016 to 2022. These positions have contributed to her expertise in wealth management and client service. Outside of her professional work, Dianna has interests in cooking and baking, fitness, parenthood, reading, traveling, and volunteering.

Marc Lepselter is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and proprietary modeling tools to develop client plans.

Peter Milankovic is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he held positions at Professional Sports Publications and worked multiple roles associated with SUNY Cortland and Alfa Piping Corp. Mass Mutual Investors Services 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, emphasizing collaborative, annual planning engagements that use firm-approved tools to analyze client goals.

Frank Gusmano is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 17 years. Outside of his advisory role, he owns an entity established to manage business expenses and works as an insurance agent offering accident insurance, fixed annuities, health savings accounts, life settlements, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios across various asset classes, offering discretionary and non-discretionary management with access to third-party money managers and wrap programs.

Brian Ullman is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial in 2025, he worked for Cadaret, Grant & Co., Inc. for 24 years and has been associated with North Shore Financial Resources since 1998. He is involved with North Shore Financial Resources as a business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, combining a broad range of advisory and non-advisory financial services.