Jacob Flikshteyn is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Senior Portfolio Advisor with The Leiman Morse Wealth Management Group since 2019. He works with clients whose wealth requires sustained attention, detailed oversight, and strategic insight, focusing particularly on individuals with growing careers, businesses, and practices such as corporate executives, medical practitioners, and law firm partners. Jacob's expertise includes discerning complex wealth management needs through a comprehensive view of clients' lives, encompassing investment and risk management, wealth transfer, income and liquidity management, and advanced estate planning services. He employs a disciplined investment process to help clients build, preserve, and transition wealth across generations and has a strong background in credit needs, complex balance sheet management, and structured lending oversight. He holds a Bachelor of Business Administration degree in Finance and Investment from the Zicklin School of Business at Baruch College and holds the Personal Investment Advisor (PIA) designation. Born and raised in Queens, New York, Jacob played football at St. Francis Preparatory High School. Outside of work, he enjoys traveling internationally, skiing in the Northeast, playing golf in Florida, and volunteering with organizations such as Beacon Of Hope and Habitat for Humanity.

Brandon Kustek is the Vice President, Financial Consultant at Fidelity Investments. In this role, he works closely with local individuals and families to develop and maintain financial plans focused on building, preserving, and distributing their wealth to provide peace of mind. Prior to this, he held positions as a Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, as well as a Financial Professional at AXA Advisors. Brandon's experience spans various financial advisory and planning roles, providing him with a broad understanding of wealth management strategies. His career progression within Fidelity Investments demonstrates a continued commitment to supporting clients' financial goals. Outside of his professional responsibilities, Brandon enjoys spending time at the beach, boating, and golfing.

Robert Alpert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo affiliates since 2013, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he is involved in managing residential properties through several limited liability companies. 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 utilizes research and analytics to support investment decisions and offers both brokerage and advisory solutions.

Sandra Grinspan is a CFP® with 35 years of industry experience currently serving as a financial advisor at Cetera. She previously worked at North Ridge Securities Corp. for over two decades and has maintained ownership of S.J. Grinspan & Co., Inc., an insurance sales business, since 2001. Grinspan is also active as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Brenda Connolly is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023, with previous experience at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Devin Haber is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions with the Premier Lacrosse League and was involved with University of Maryland Football. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Mary O'Connor is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 credential and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including positions at Jones Lang Lasalle and several service and hospitality companies. 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 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 Merrill and its affiliate Bank of America since 2013. Outside of his advisory role, he is an owner and manager of Nic Becca LLC, a hair and beauty salon operated jointly with his wife. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 four years of industry experience. She holds a Series 66 designation and has been associated with Bank of America and Merrill since 2013. Merrill, alongside 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.