Luis Cabral is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, HSBC Bank USA, and KeyBank among other firms. 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 manages approximately $671 billion in assets and uses research-driven, diversification-based investment approaches while offering both brokerage and advisory solutions.

Warren Sanger Jr. is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and 33 years of industry experience. His prior work includes 21 years at Lincoln Financial Advisors Corp and five years at LPL Financial LLC. Outside of his advisory role, he serves as a board member for the NCA Nassau Cemetery Association and is involved with Coliseum Gun Traders. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Pamela Kiernan is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following previous roles at Bank of America and Merrill. Kiernan is the sole proprietor of Ware LLC, a consulting firm for which she owns a patent. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment strategies through its Financial Advisors and Estate Planning Strategies Group.

Michael Cavaliere III is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior roles include positions at Democracy Funding, LLC and CabotLodge Securities LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and broad investment solutions.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley and Fidelity Investments. 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. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, with a broad range of regulatory registrations that support derivatives and commodities capabilities.

David Wilson Jr. is a financial advisor with Merrill, holding a Series 63 designation and bringing 49 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent 10 years at Neuberger Berman, 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rodolfo Martin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services, including ERISA fiduciary services for qualified plans.

Brian Conlon is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Ameriprise since 2018, following six years at Wells Fargo Advisors. Conlon is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity that manages his financial advisory practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Michael Pearson is a Wealth Management Advisor at Merrill Lynch Wealth Management and co-leads The Linke-Pearson Group, a boutique-style wealth management practice serving clients nationwide from Stamford, Connecticut. He specializes in working with high-earning executives, business leaders, and first-generation wealth creators, providing customized investment management, executive compensation strategies, and comprehensive financial planning. With over 15 years of experience, Michael holds multiple professional designations including CFP®, CFA, ChFC®, CAIA®, CPWA®, and CPFA. He earned a bachelor's degree from the University of Connecticut and serves as a mentor at its School of Business. Michael also participates in the Estate Planning Council of Fairfield County. His expertise encompasses areas such as college education planning, family wealth management, philanthropic planning, and institutional consulting for endowments and non-profits. Michael coordinates all aspects of his clients' financial lives, integrating tax, investment, estate, and lending strategies to provide disciplined, data-driven guidance. Beyond his client work, he has spoken at national advisor events and contributes to leadership on institutional business strategy.

John Friedman is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved with a GoFundMe initiative supporting the Kuna Indian Tribe by helping to replace their basketball court and provide sneakers for local children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Christopher Mc Intosh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at major firms including Wells Fargo, Bank of America, Merrill, and Morgan Stanley. He serves on the board and chairs the Investment Committee of the Locust Valley Cemetery Association, a nonprofit focused on the long-term management of a historic cemetery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Lori Faas is a financial advisor with Morgan Stanley, holding a Series 63 designation and 38 years of industry experience. She worked at Merrill for 30 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she is a partner in a real estate business, B & L Beechwood LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques to support its financial planning services.

Joshua Drapkin is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Stifel Financial Corp., Jefferies LLC, and PricewaterhouseCoopers. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-driven solutions.

James Steck is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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 searches, and customized performance reporting through a non-discretionary program.

Akira Kido is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He serves as a board member for the Tokyo Christian University Foundation, Inc., a charitable organization supporting the university's mission. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques as part of its advisory services.

Emmanuel Zisis is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera Financial Specialists LLC and Royal Alliance Associates, INC., and owns Clearscope Wealth, a financial services firm. He serves as vice president of The Peter Latos Prostate Cancer Foundation, which focuses on raising prostate cancer awareness. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, providing access to both affiliated and unaffiliated third-party managers across various program structures.

Joseph Giardino is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. He is also involved with Certainty of Uncertainty LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Wayne Pfeiffer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is involved in WJP Insurance Services, Inc. Equitable Advisors serves individual clients across wealth levels, 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’s investment approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and sponsored advisory programs.

Christopher Loria is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has worked at City National Bank and Ameriprise Financial Services, Inc. Prior to his current role, he held positions at both firms starting in 2015. Outside of his advisory work, he is a passive owner of two eCommerce businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing strategies tailored to clients’ risk profiles through a mix of in-house and third-party managers.

Suzanna Charbonnier is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated services, utilizing both in-house and third-party investment managers.