David Brady is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Outside of his advisory role, he coaches youth basketball as a consultant for Nassau Pride Hoops Basketball. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that incorporates LPL-sponsored programs and a variety of endorsed third-party platforms.

Dylan Simms is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Jones Lang Lasalle and various service and retail positions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Paul De Santis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Bank of America and Merrill prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2019. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael St. Pierre is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and New York Community Bank. Outside of his advisory role, he serves on the board of the Association for Mental Health and Wellness and is involved in property and casualty insurance sales through his own company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with diverse program options and custodial arrangements.

Heather Steiniger is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She has held roles at J.P. Morgan Chase Bank NA since 2010 and at J.P. Morgan Securities since 2012. Steiniger holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s investment approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Andre Stampfel is a financial advisor with Merrill in West Islip, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Outside of finance, he is a co-owner and manager of Nic Becca LLC, a hair and beauty salon operated with his wife. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Pezza is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Private Bank, JPMorgan Securities, and Charles Schwab. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Schwan is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and Avantax Advisory Services. Outside of his advisory role, he is a silent partner in a payroll processing company and operates a tax and financial services practice under Joseph M. Schwan CPA, P.C. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services utilizing both affiliated and third-party managers across multiple program structures.

Ryan Danley is a financial advisor at J.P. Morgan Securities with three years of industry experience. His prior roles include positions at Bank of America and Equitable Advisors, as well as work outside finance with Doordash and in the food service industry. He holds a Series 66 designation. J.P. Morgan Securities 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 to guide investment recommendations.

Kyle O'Keefe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent two years with Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, operates with more than 14,000 advisors, and offers both brokerage and advisory solutions.

Janet Keefe is a financial advisor at Morgan Stanley with 41 years of industry experience. She has held positions at Merrill from 1979 to 2016 before joining Morgan Stanley in 2016. She holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Amy Gaborcik is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. She has been with Bank of America and Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wide range of products and services beyond traditional investment management.

Robert Madden II is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch/Bank of America and Hartford Life Distributors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Ryan Kessler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within the Wells Fargo organization since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, risk, and wealth-transfer planning, and incorporates proprietary research and planning tools to develop tailored recommendations.

Vania Markarian is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 29 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Ronald Valinotti Jr. is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Giulia Foderaro is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Park Avenue Securities LLC, and Guardian Life Insurance Company of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options.

Emily Parker is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America, N.A. since 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, allowing access to a wide set of products and services.

James De Gaetano is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. His career includes nearly three decades at Metlife Securities Inc. and over ten years with MassMutual Life Insurance Company. He is also an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.

Nelida Flynn is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she owns Adilen Enterprises Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented through established custodians.