Brian Burke is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, Wells Fargo Clearing, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate financial planning agreements.

Anhar Farag is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a year at UBS. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning through Financial Advisors and its Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Shlomit Raviv is a financial advisor at Cetera with 12 years of industry experience and holds the CFP® and Series 66 designations. She previously worked with Allied Wealth Partners and Minnesota Life Insurance Company. Outside of advising, she is involved as a member in a service industry venture called The Wisenheimers. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to a multi-manager platform that includes affiliated and third-party model portfolios and flexible program options.

Daniel Parrott is a financial advisor with Merrill in Wayne, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill since 2018 and is also involved with A&E Nyack Enterprises Inc. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hugo Carvajal is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Equitable Advisors in 2024, he worked at MML Investor Services and MassMutual from 2008 to 2024. Carvajal is also an officer of the St. Michael's Basketball Association and owns The Gemini and Scorpio Group LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Brad Greenbaum is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. He has worked with multiple firms, including Altigro Retirement Services and Fairfield Benefit Associates, and has been involved in actuarial consulting, fiduciary training, and financial services through various business roles. He also contributes as an exam writer for FI360’s Accredited Investment Fiduciary (AIF) exam. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, using a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Rahil Patel is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including The Prudential Insurance Company of America, Pruco Securities, Summit Financial, and New York Life. Patel is also involved in non-variable insurance advisory services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Derrick Ossi is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at SagePoint Financial, LPL Financial, MassMutual, Guardian Life, and Northeast Planning. In addition to his advisory work, he is an insurance broker providing insurance solutions through EBNY Insurance Services. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, leveraging a multi-advisor platform supported by various affiliated broker-dealer and RIA relationships.

Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Minesh Patel is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes nine years with Bank of America and Merrill. Outside of his advisory role, he is a general partner at BM Vesh Assoc LLC, a for-profit LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Stephen Scuttaro is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His background includes roles at National Realty Investment Advisors and several positions outside the financial industry, including in catering and restaurant work. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager services, and educational seminars.

Joseph Virgone is a financial advisor with Ameriprise in Paramus, NJ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he provides client-related investment and planning services as part of the Scott Sosna SSFS Group. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aleksandar Matovski is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Merrill, Bank of America, and Woodbury Financial Services. Outside of advisory, he is involved in commercial lending origination and serves as a referral partner to human capital management and professional employer organization providers. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering a range of investment programs alongside affiliated broker-dealer and RIA relationships.

Michael Reynolds is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Merrill since 2022 and previously spent six years at Wells Fargo Clearing and 26 years at Wachovia Bank, N.A. Outside of his advisory role, he serves as executor for an estate. 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, offering model-based and discretionary investment strategies for a range of individual, corporate, and nonprofit clients.

Christine Frole is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Nicholas Iarrapino is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Merrill. Outside of his financial advisory role, he serves as head coach for the St. Joseph High School crew team. Wells Fargo Advisors 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 a broad range of planning services tailored to client needs, leveraging Wells Fargo’s research and tools to develop recommendations that clients may choose to implement through various programs.

Shane Oconnor is a CFP® professional with 13 years of industry experience, currently with OSAIC since 2025. His prior experience includes ten years at Lincoln Financial Advisors and roles at Wells Fargo Clearing and Osaic FA, Inc. He is also licensed as an insurance agent offering fixed and indexed annuities and traditional life insurance. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Li Pan is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, Merrill, NYLIFE Securities, and New York Life Insurance Company. Outside of her advisory roles, she was involved with Livingston HuaXia Chinese School and operated Sweet Basil Technology LLC. 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, and institutional investors.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Bordman Group at Merrill Lynch Wealth Management. He specializes in working with high-net-worth individuals, families, and professionals in the entertainment and sports industries, providing tailored financial and retirement planning strategies. Ethan connects clients to customized financial and retirement plans that align with their unique ambitions, focusing on family wealth management, legacy planning, and personal retirement planning. Before joining Merrill Lynch, Ethan practiced as a media, sports, and entertainment attorney for 16 years, including serving as Assistant Executive Director of SAG/AFTRA. His legal background informs his understanding of the financial needs within the entertainment industry. Ethan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He maintains FINRA Series 7, 31, and 66 registrations. Ethan earned a Juris Doctor from the University of Detroit School of Law and a Master of Business Administration from Wayne State University. He also holds two master's degrees in law from universities in England: a Master of Laws in Entertainment Law from the University of Westminster and a Master of Laws in International Sports Law from Anglia Ruskin University. He is active with the New York State Bar Association's Entertainment, Arts & Sports Law Section, where he served as Chairperson from 2022 to 2024 and continues as an Executive Committee Member. Ethan is involved in various professional and community organizations connected to law and the arts. Outside of work, he enjoys spending time with his family, swimming, playing tennis, and watching movies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in managing multiple residential real estate properties with his partner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting.