Joseph Farese is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Santander Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mohammad Ali is a financial advisor at Mass Mutual Investors Services with 30 years of experience in the industry. He holds a Series 63 designation and has worked with firms including MetLife Securities and Metropolitan Life Insurance Company. In addition to his advisory role, he is involved in outside insurance sales and service covering life, disability, property and casualty, long-term care, fixed annuities, health, and Medicare products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce and estate settlement services.

Matthew McWalters is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he partners with individuals and families with the goal of strengthening and securing their financial well-being. Prior to this position, he held various roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Before joining Fidelity Investments, Matthew worked as a Financial Professional at Equitable Advisors in 2022. Throughout his career, Matthew has developed experience in financial planning, relationship management, and investment solutions. His work has focused on assisting clients in managing their financial needs effectively. Outside of his professional responsibilities, Matthew has interests in baseball, golf, and traveling.

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 in Garden City, NY, holding a Series 66 designation. He joined Morgan Stanley in 2026 after working in the technology sector at Box Inc. and Yext Inc. for several years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

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.

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 with LPL Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked with LPL Financial since 2008 and has been associated with Webster Bank since 2021. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management alongside research-driven investment 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, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Flagstar Bank and Astoria Bank, in addition to his current roles since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options supported by research and model portfolios.

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.