Kathleen Raseman is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jill Scalisi is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She previously worked at firms including Kopentech LLC, Academy Securities Inc, and Tigress Financial Partner. Outside of finance, she is the founder and CEO of Scalisi Cosmetics LLC, a cosmetics manufacturing and distribution business she has operated since 2009. 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.

John Traynor is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked previously at Fiduciary Trust International, Northwestern Mutual Investment Services, and other firms. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Michael Montuori is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Susan Mulvehill is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with 13 years of industry experience. Her prior work includes roles at EVO Payments International, UBS Financial Services, and a period of self-employment. Outside of finance, she is involved in Parts and Labor Design, a manufacturing and contractor business based in New York. Morgan Stanley Wealth Management serves both individuals and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Douglas Riccitelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Citizens Securities Inc. for 24 years before joining LPL Financial and Flagstar Bank N.A. in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by research and model portfolios.

Renu Jain is a financial advisor at Stifel in Garden City, NY, holding Series 63 and Series 65 credentials with 31 years of industry experience. Jain has worked at Stifel since 2007. Outside of her advisory role, she serves as a trustee for a 501(c)(3) charitable foundation and as treasurer for a nonprofit organization, managing charitable giving and related administrative responsibilities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Katherine Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera since 2019 and previously had roles at RC Dugans and Foresters Financial Services. She is also involved in health and disability insurance and owns KGM Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm features a multi-manager platform with various program structures and affiliations, managing over $256 billion in assets across more than 10,000 advisors.

Cynthia Jones is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Raymond James Financial Services. Outside of her advisory role, she is involved in music as a singer and songwriter through Buddy Jones Music LLC and owns a hair products business, DemelerHair.com. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Thomas Houlihan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Kuttin Wealth Management, and Ameriprise. Outside of advising, he coaches youth lacrosse through Long Island Express Lacrosse. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored client recommendations.

Raeana Georgopoulos is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. She has been with Merrill since 2016 and previously worked at Bank of America, N.A. for one year. 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.

John Flynn is a Series 66-licensed financial advisor with Equitable Advisors in Melville, NY, beginning his industry career in 2026. Prior to joining Equitable Advisors, he held roles at NY Life Securities LLC and New York Life Insurance Company. Outside of finance, he is involved with Inicio Ventures, Inc., operating Sit Still Kids Salon in Port Washington. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Zachary Herrera is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 designation and 18 years of industry experience. His career includes prior roles at Raymond James & Associates and New York Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Casey Smyth is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. Smyth has worked with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2015. 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 applying an ESG eligibility framework in its recommendations.

William Engellis is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, and delivers tailored recommendations supported by its research and planning tools.

Josephine Noto is a financial advisor with UBS Financial Services in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes two decades at UBS Financial Services from 1995 to 2019, a two-year period at Morgan Stanley, and a return to UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm’s platform integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Robert Pizzimenti is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 37 years of industry experience. He has been with Wells Fargo Clearing and its related entities for most of his career since 2009, with a brief period of unemployment between 2023 and 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Myles Landau is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aegis Capital Corp and Blue Ocean Wealth Solutions. His background also includes roles outside finance, such as with New York Foot and Ankle. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Michael Palma is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. He previously worked for Lincoln Financial Advisors from 2014 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research, model portfolios, and various investment strategies.

Thomas Brucia is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Wealth Services, Long Island Branch LLC (doing business as Affiliated Wealth Advisors), and other related entities. Outside of financial services, he serves as the musical director of a women's chorus within the Sweet Adelines International organization. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform to independent advisors nationwide. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, providing various portfolio management and financial planning services through discretionary and non-discretionary program structures.