Eric Richter is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee and fundraiser for The Chemotherapy Foundation, a nonprofit focused on cancer research. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Rawlric Sumner is a Financial Consultant at Fidelity Investments. He provides clients with financial planning services aimed at meeting both their personal and family needs while supporting their short- and long-term goals. His approach includes holistic planning, asset organization, consolidation, and the implementation of investment strategies. Rawlric joined Fidelity Investments in 2021, initially serving as a Financial Representative. He then worked as an Investment Consultant from 2022 to 2023 before becoming a Financial Consultant in 2023. His experience at Fidelity has focused on assisting clients with various stages of financial planning and investment management.

Christopher Chiu is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fidelity, he worked at Target, Uber, and served eight years with the NYPD. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios, including fund-of-funds structures, and incorporates systematic methodologies and oversight controls in its investment process.

Sofia Manashirov is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and supports implementation through affiliated investment-management entities.

Kyle Davis is a financial advisor with J.P. Morgan Securities in Bayside, NY, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at New York Life Securities and Northwestern Mutual. 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 supported by a centralized due diligence process.

John Quinn is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, National Association since 2015. He previously worked at Merrill in 2013-2014. Quinn serves on the board of directors for the Gardiners Bay Country Club, a golf club where he is also a member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nicholas Psathas is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. His career includes roles at Raymond James Financial Services and Money at Work LLC. Outside of advising, he has ownership responsibilities in rental real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Mcalinden is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, he worked at Catalpa Capital Advisors LLC for seven years and is a co-owner of Prosparency LLC, a software company that validates market data users. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Craig Goldman is a financial advisor with Morgan Stanley in Melville, NY, holding the Series 66 designation and with 21 years of industry experience. He 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. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Jennifer Kiezel is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following five years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Gabriel Lee is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Lee serves as a board member of the Buenas Obras Foundation, a nonprofit focused on religious, civic, and humanitarian efforts for children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Scott Vislocky is a financial advisor with LPL Enterprise, holding a Series 63 designation and 30 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and operates affiliated insurance and trust services.

Robert Reed is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously spent nearly three decades at North Ridge Securities Corp. He is also the owner of Manchester Financial, where he manages firm operations and serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered adviser that offers portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, and provides access to multiple investment program options and third-party managers.

Paul Essner is a CFP® with 34 years of industry experience, currently serving at Osaic. He previously worked for Securities America Advisors and Securities America Inc. for 15 years, and New England Securities for one year. Essner holds an executive position at Risk Strategies Company, a firm involved in the sales and service of insurance products. Osaic Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, offering various program options including advisor-managed portfolios and third-party manager selections.

William Zimmerman is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Marlon Lynshue is a financial advisor with Primerica Advisors, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Mark Gutner is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He has spent more than 20 years with Merrill, focusing on providing a comprehensive approach to wealth management for individuals and families. Mark holds the designation of Personal Investment Advisor (PIA) and is a qualified Senior Portfolio Manager. In this capacity, he manages personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark’s expertise encompasses wealth accumulation, preservation, and estate transfer, offering clients access to the investment insights of Merrill Lynch Wealth Management and the banking services of Bank of America. He emphasizes a collaborative approach that prioritizes understanding clients' life priorities to create personalized financial plans. Mark holds a Bachelor's degree and an MBA from Adelphi University. He resides in Rockville Centre, New York, with his wife, Allison, and has two children living in Manhattan.

Gerardo Santangelo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to offer asset allocation advice, investment manager searches, and customized performance reporting.

Lee Calarco is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 12 years of industry experience, including seven years at Neuberger Berman LLC before joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms, supported by various advisor tools and a broad network of over 22,800 advisors.

Jeffrey Papazian is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at ThinkEquity LLC and Gorjian Acquisitions. His background includes four years at Villanova University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.