Eric Jacobs is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 65 licenses and 38 years of industry experience. He worked at Janney Montgomery Scott from 2003 to 2019 before joining Stifel Nicolaus & Co Inc, where he has been since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Simon Blattstein is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial services career, he held roles at Binghamton University and Pinehaven Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as either one-time or ongoing engagements and integrates planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Oscar Vidal is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and over 14 years of experience in the industry. His prior roles include positions at Merrill and Garden Leave before joining Mass Mutual in 2026. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved tools and analyses.

Stephen Kreher is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at the Austin Chamber of Commerce from 2012 to 2017. Kreher also serves as a consultant with Guidepoint. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models.

Todd O'Connell Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at Bankers Life Advisory Services, Bankers Life Securities, and Scott Merl PA. 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 emphasizing structured financial planning and employs various modeling tools to assist in client planning.

Lionel Goldberg is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner at SHMONA LLC, a real estate investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Timothy Augustine is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has previously worked at TD Bank and currently operates PTO Beverages LLC, a company focused on functional non-alcoholic beverages. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Hill is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining OSAIC in 2018, he spent 12 years with SII / John Hancock Financial Network. Hill markets his investment and securities business under multiple DBAs, including Client Focused Advisors and Hook Wealth Management. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach with portfolio optimization and offers a range of programs such as financial planning, Unified Managed Accounts, and third-party money manager solutions.

Kevin Ovington is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has worked at firms including Baystate Financial and Family Wealth Decisions Group. Prior to his advisory roles, he had professional experience at Coopersburg Kenworth and in educational positions at Endicott College and William Tennent High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced tools and multiple program options.

Matthew Mahabadi is a financial advisor at Cetera with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and its related entities since 2019, following earlier roles at Foresters Financial Services. He is a 35% owner of Angarola & Mahabadi Wealth Management, a business affiliated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, including access to third-party managers and various discretionary authorities.

Michael Lupia is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Chase Investment Services Corp. Outside of his advisory role, he is involved as an owner in an investment-related real estate business. 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 both brokerage and advisory solutions.

Liang Shen is a Financial Advisor at Merrill Lynch Wealth Management. He aims to help individuals and businesses take control of their finances and achieve financial priorities by creating and developing generational wealth through personalized investment advice, tax-efficient strategies, estate services, and comprehensive financial planning. His approach is characterized by complex financial planning tactics tailored to clients' unique needs. Liang has extensive experience in finance, economics, business administration, and management with a demonstrated history in the global market industry. He possesses solid skills in financial modeling, analyzing, forecasting, valuation, and portfolio management. Liang is proficient in advisory services and behavioral finance, focusing on professional responsibility and acting in the best interest of his clients. He holds a Bachelor's Degree from Shanghai Normal University and has earned multiple Master's degrees, including an MBA from Hult International Business School and degrees from Harrisburg University of Science and Technology. Liang maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is proficient in English, Chinese, Mandarin, and Taiwanese.

Lucy Chen is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes positions at Nomura and Morgan Stanley, as well as time spent at Cornell University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

Lilian Madrid is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has been with Merrill since 2008. 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 clients including individuals, high-net-worth clients, and institutions.

Laura Ciminera is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated service group since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs a structured planning process supported by firm-approved tools and models.

Giovanni Beneduci is a CFP® with three years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Equitable Advisors, LLC and Southern New Hampshire University. Outside of finance, he has been involved with FoodStruck and Takumen LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within its eligible investment strategies.

Colin Moe is a Financial Advisor working with Merrill Lynch Wealth Management since 2022. With nearly a decade of experience in the wealth management industry, he supports high-net-worth individuals, families, and organizations in managing complex financial needs. He focuses on delivering a holistic and boutique-style experience, addressing all aspects of a client's balance sheet and collaborating with CPAs, attorneys, and other specialists. His approach includes personalized strategies such as tax-aware planning, alternative investment strategies, and guidance on trust and estate planning. Colin received his Bachelor of Science degree in Finance from Siena University in 2019 and holds the Personal Investment Advisor (PIA) designation. He resides in Hauppauge, Long Island, where he has lived his entire life. Beyond his professional work, he is involved with the Boy Scouts of America and Venturing, reflecting his commitment to community involvement. Outside of his advisory role, Colin enjoys baseball, boxing, camping, fishing, football, golfing, music, pickleball, spending time with his family, and watching movies.

Connor Brown is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young US LLP for six years. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate agreements.

Matthew Zakrzewski is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2019 and has prior experience at Bath and Body Works, Old Navy, Molloy College, and Big Chief School and Camp. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but does not include individual security recommendations as part of its standalone planning services.

Thomas Travers IV is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.