Li Ping Wang is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation, bringing 17 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Wang worked at Metlife Securities Inc for nine years. Outside of advising, Wang is active as an independent insurance agent, a real estate broker, and a loan officer in mortgage services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, emphasizing collaborative annual financial planning engagements.

Sanjay Harisingani is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joshua Miller is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2009. Outside of his advisory role, he serves as a board member for North Shore PAL Roller Hockey. 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 model-based and discretionary investment strategies developed by internal and third-party teams.

Tina Somma is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2012. Outside of her advisory role, she is involved as an independent distributor of essential oils and owns a business called Emerge Into Peace. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Gregory Doyle is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 65 and Series 63 designations and has worked within various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis, constructing model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Gershenson is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Ryan Blair is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to his role in wealth management, he held positions at Box Inc., Yext Inc., and Salesforce. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methods, including outcome modeling and structured discovery conversations.

Gissette Cruz is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Sarbjit Kaur is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Bank of America, Merrill, and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Paul Wexler is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1987 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of directors and investment committee for the Dysautonomia Foundation, a nonprofit focused on clinical research related to the disorder. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Michael Devine is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds a Series 66 credential and has previous experience with Blue Ocean Wealth Solutions and Royal Alliance. Devine is based in East Hills, NY. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and delivers recommendations focused on investment categories and strategies.

Christopher Guest is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Before joining Stifel, he worked at Stratos Wealth Partners, Ltd. and LPL Financial LLC. His prior roles include positions in various industries, including technical manufacturing and education. Stifel serves a diverse client base that includes individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Lauren Casagrande is a financial advisor with Osaic Wealth, Inc. based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been affiliated with Gateway Group, LLC since 2005, serving as a financial advisor and office manager. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction across a variety of investment vehicles.

Richard Dellisola is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2008, currently associated with Webster Bank. 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 financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, utilizing both proprietary research and third-party strategies.

Michael Barbaro Barnett is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Elite Feats and engagement with St. John's University and Just In Time Racing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a broker-dealer and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Peter Dubin is a financial advisor with LPL Financial in Lawrence, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Flagstar Bank, Astoria Bank, Santander Securities, HSBC Securities, Gilford Financial Corp., Citigroup Global Markets, Citicorp Investment Services, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Daniel Koluch is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2019. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Daniel Wyllie is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, JP Morgan Securities, and Citibank. He also formed Wyllie Enterprises, LLC, a limited liability company initially intended for social media marketing and advertising, though it is currently inactive. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Cuiffo is a financial advisor at Edelman Financial Engines with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Cuiffo has been with Edelman Financial Engines and its predecessor entities since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.