Ira Aguado is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior work includes roles at New York Community Bank, LPL Financial, and CFS Bank / Roslyn Savings Bank. He is also the owner of Aguado Capital Management, which operates as a DBA for his Cetera business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Jake Scammell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Amergis and Randstad. J.P. Morgan Securities LLC 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 in their recommendations.

Andrew Moon is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and the Horatius Group, as well as time spent at Cornell University. 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 through a large team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Louis Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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 registrations, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Jeffrey Levy is a financial advisor at OSAIC with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Levy previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over two decades. In addition to his advisory role, he is president of Harland Financial Services Corp., where he sells fixed insurance products as a sole practitioner. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios across various investment types.

Christopher Morris is a financial advisor with LPL Financial in Massapequa, NY, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior positions include roles at Flagstar Bank, Sterling National Bank, Capital One Investing, J.P. Morgan Securities, and Chase Investment Services. 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 and access to third-party asset management, supported by a large network of over 22,800 advisors.

Shannon Zeigler serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, executives, and business owners to aid in retirement planning, educational funding, and wealth preservation and transfer. His focus includes trust and estate planning, tax-efficient investment strategies, and strategic asset allocation. Shannon's professional background includes nearly ten years with the United States Treasury Department as a Secret Service Special Agent, conducting financial fraud investigations and working alongside former U.S. Treasury Secretaries. He has experience managing a national retail and commercial banking center before joining Merrill Lynch in 2012. This diverse experience supports his approach to simplifying financial complexities for clients and providing sound investment advice. He holds a Juris Doctorate from the University of South Carolina Law School and a Bachelor of Arts from Wake Forest University. Shannon is a Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with family, playing chess, traveling internationally, and gourmet cooking.

Huai Lin is a CFP® and ChFC® credentialed financial advisor with 26 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Peter Altman is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, as well as at Citigroup Global Markets. Outside of his advisory work, Altman serves on the boards of youth basketball organizations in Rockville Centre and is an alternate member of the Rockville Centre Board of Zoning Appeals. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm's financial planning process includes the use of proprietary tools and modeling techniques, with a focus on advisory services rather than individual security recommendations as part of standalone plans.

William De Santis is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked previously at CitiGroup for 14 years. Outside of his primary role, he is associated with William Michael Wealth Management LLC, a business entity established for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Harry Katz is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios Financial Services, Inc. and Northeast Securities LLC. Katz also operates Harry Katz & Associates, where he is involved in life insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through a range of investment platforms and tools.

Samuel Rhu is a CFP® and ChFC® credentialed advisor with 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also holds a position with JPMorgan Chase Bank, N.A. since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Gopen is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. His prior experience includes roles at Capital One Advisors, National Asset Management Inc, National Securities Corporation, and Gilman Ciocia, Inc. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

George Hunt is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured, algorithm-supported process to deliver tailored retirement income plans.

Dominick Molinaro is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and concurrently with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Ye Qing Lin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2013 and JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC 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 in its recommendations.

Ankur Chawla is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 26 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 2003. Outside of financial advising, he is involved in several business ventures as president and owner of multiple companies, and he is also a licensed real estate agent. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies from unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Zhan Wu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase and its affiliated entities since 2016. Wu is based in Flushing, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicholas Pititto is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 10 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for nine years. Outside of his advisory role, he is a business owner of an online retail company focused on Pickleball-branded items and serves on the board of the Long Island Professionals Network, where he manages meetings and events. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, primarily offering access to third-party asset managers and model portfolios developed by LPL’s Research Department.

Gabriella Bisesi is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding a Series 66 credential and one year of industry experience. Her prior work includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.