Keith Fuller is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Citibank, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Bank of America. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brandon Humbert is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2024, with prior roles including positions at New York Community Bank and teaching at Long Island University – Post. Outside of his financial advisory work, he has served in roles at St. Pius X RC Church for seven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Jeffrey Valente is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Kwai Yun Chan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Schwab in 2021, Chan worked at TD Ameritrade and Scottrade for over a decade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Stacey Tucker is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2012, including her current tenure with Merrill Lynch, Pierce, Fenner & Smith Incorporated starting in 2017. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Galati is a financial advisor with Equitable Advisors in Baldwin, NY, holding Series 63 and Series 65 licenses with 41 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of advising, she has engaged in tax preparation and college financial aid form submission for Oxford Health. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses both proprietary and third-party advisory models and provides ERISA fiduciary services, with a focus on matching clients to program models based on risk tolerance and personal information.

Jeffrey Tabman is a CFP® with 32 years of industry experience, currently serving at Equitable Advisors since 2001. Prior to the firm’s rebranding, he worked with AXA Advisors, LLC for 19 years. He is also an instructor at Hofstra University, where he teaches CFP courses and insurance continuing education. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of investment programs, including third-party asset managers and LPL-sponsored advisory services, emphasizing tailored client solutions through various model portfolios and fiduciary services.

Sanjay Malik is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in integrating various aspects of his clients' financial lives to help them prioritize and pursue their most significant goals. His approach involves understanding each client's financial situation, risk tolerance, time horizon, and liquidity needs to develop tailored strategies that align with their aspirations. Sanjay focuses on areas including personal retirement planning, small business strategies, and tax minimization. He emphasizes open dialogue with clients to address issues such as future health care expenses, education funding, business sales, home purchasing, and legacy creation. Utilizing the investment insights of Merrill and the banking services of Bank of America, he provides comprehensive resources to support clients' financial objectives. He holds a Bachelor's Degree from Narsee Monjee College of Commerce and Economics and is a Personal Investment Advisor (PIA). Sanjay is multilingual, speaking Marathi, Gujarati, Punjabi, English, and Hindi. Outside of his professional work, his personal interests include cooking, gardening, photography, reading, soccer, tennis, and watching movies.

Vito Mannino Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Quick & Reilly. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Thomas Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked nine years at JP Morgan Securities, LLC. Outside of his advisory role, he owns and operates Edgewater Points Yacht Companies, LLC, providing boat rides and selling boats. 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 broad range of brokerage and advisory solutions.

Emily Stover is a financial advisor at Osaic with five years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and Mulcahy's. Outside of her advisory role, she has worked as a bartender at a privately owned restaurant. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services supported by both proprietary and third-party investment strategies.

Ayana Hall is a financial advisor at Merrill with a Series 66 designation. She has over 20 years of industry experience, including two decades at Bank of America before joining Merrill in 2025. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Arthur Costanzo is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked previously at American Portfolios for 16 years. In addition to advising, he provides tax preparation services through Costanzo Financial Services and holds insurance agent roles focused on fixed annuities and life insurance sales. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that incorporates portfolio optimization and risk management tools, supporting discretionary and advisor-managed strategies as well as third-party manager selections.

Luciano Marciano is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Prospect Financial Services, LPL Financial, Maxim Financial Advisors, and Maxim Group LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver tailored investment solutions.

Anthony Dolisi II is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was affiliated with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and incorporates third-party asset managers and LPL-sponsored advisory programs in its offerings.

Brian White is a CFP® with 22 years of industry experience, currently serving as a financial advisor with Ameriprise in Melville, NY. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael Cohen is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Morgan Stanley since 2018, including roles with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to joining Morgan Stanley, he spent time at Lehigh University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Divpreet Kaur is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2012. Prior to that, she worked at Capital One Financial Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by research and technology tools.

Daniel Freeman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of his advisory role, he owns JJR Retail, LLC, an online resale business selling household items and accessories. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.