Kerrie Stokes is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill and IFEZ, spanning over a decade at Merrill in total. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through corporate agreements.

Shuxin Li is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was employed at 51 Careers Inc. and New York University. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Sorrentino is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at PHX Financial Services, By-The-Numbers LLC, and consulting positions, as well as teaching positions at Baruch College and St. Anthony's High School. He is also involved in outside health insurance activities with United Healthcare Oxford and Anthem. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andrew Lawlor is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously at JPMorgan Securities LLC from 2015 to 2021. Outside of finance, he was involved with Fresh Air Vacations Inc. from 2012 to 2018. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and Corporate Financial Planning agreements.

Kathleen Flynn is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Anthony Ghiglieri is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior work includes roles at Ameriprise and multiple HSBC entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Katherine Milby is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and experience with organizations such as the University of Virginia and the Embassy of Australia. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jackie Gaines is a financial advisor at Cetera with 14 years of industry experience and holds a Series 63 designation. Prior to joining Cetera in 2025, she spent 13 years with Avantax Insurance Agency and related entities. Outside of her advisory role, Gaines owns Gaines CPAs PLLC, providing tax preparation and consulting services, and operates Gaines Advisory Services, advising businesses on operations, accounting, tax planning, and process automation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated and unaffiliated managers.

Kathleen Reilley is a financial advisor at UBS Financial Services with 44 years of industry experience. She has been with UBS since 1988 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves as President and Treasurer of a condominium association, overseeing property maintenance and financial budgeting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Samuel Schiffer is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has been with MML Investors Services since 1995 and MassMutual Life Insurance Company since 1994. In addition to his advisory role, he is involved in life and health insurance sales. 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 provides financial planning, asset management, and educational seminars, using firm-approved analytical tools and offering event-driven planning services such as divorce and estate settlement planning.

Robert Friedman is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Patricia Flanagan is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 28 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Jeremy Rayburn is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with I.M.M. Vista Drive, LLC, a real estate entity where he serves as an officer. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling in its approach and serves clients through both direct and employer-sponsored arrangements.

Robert Cohen is a financial advisor with Stifel in Melville, NY, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked for UBS Financial Services from 2008 to 2018 before joining Stifel in 2018. Outside of his advisory role, Cohen is a managing partner of several real estate-related ventures. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Adam Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a background as an estate planning attorney, Adam spent nearly a decade running his own law firm, gaining insight into how accomplished individuals approach wealth, succession planning, and legacy decisions. Since joining Merrill in 2019, he has transitioned into a financial advisory role focused on providing comprehensive wealth planning to affluent entrepreneurs, business founders, and executives. Adam combines his legal knowledge with the resources of Merrill and Bank of America to help clients streamline their advisory relationships and understand the importance of structuring wealth to achieve financial, business, philanthropic, and intergenerational goals. He is attentive to client needs during challenging life transitions and encourages open communication to alleviate emotional burdens that can impact financial decision-making. He holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor’s degree from the University of Scranton, where he played lacrosse. Adam prioritizes fitness and nutrition and serves as Chairman of the Board of Directors for the United Veterans Beacon House. He and his wife, Allyson, reside in Kings Park, New York with their three children.

Frank Burkhardt is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup Global Markets for 16 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Andrew Krakauer is a ChFC® with 39 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 1999. Prior to the firm's current branding, he was with Axa Advisors, LLC, maintaining a continuous tenure through the transition. 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 uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk profiles.

Ulises Diaz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. His prior roles include positions at Citigroup and JPMorgan Chase, where he worked from 2016 through 2024. He holds the Series 63 and Series 65 designations. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Nicholas Quinn is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and American Express. Quinn’s early career includes roles outside finance, such as with Aquacade Swimming Pool Inc and Roslyn Restaurant Corp. 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 large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Christopher Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for INVEST Financial Corp. for 22 years before joining LPL Financial in 2018. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting a large network of over 22,800 advisors.