Steven Strzelecki is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member for 3DATX Corporation, an automotive and transportation business, and manages Strzelecki Partners LLC, a real estate investment firm. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that span from retirement planning to relationships with investment companies and private funds.

David Samouhi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, as well as employed at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is involved in private equity real estate through ownership and partnership in commercial property investments. J.P. Morgan Securities 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.

Marc Bongiorno is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes 17 years at Royal Alliance Associates, Inc., and over two decades with Asset & Financial Planning, Ltd. He also provides tax and accounting services through his ownership of Metropolitan Capital Tax & Wealth Management, where he focuses on tax reduction and insurance strategies to support financial planning. OSAIC Wealth, Inc. 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, utilizing asset-allocation tools, managed accounts, and third-party solutions to construct diversified portfolios.

Kevin St Jean is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, TD Private Client Wealth LLC, and TD Bank N.A. He is also a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs supported by extensive research and technology.

Karen Hubbard is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

James Ng is a CFP® with 22 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He holds a Series 66 license and is based in Garden City, NY. Outside of his advisory role, he is involved in real estate development and investment, holding ownership and board positions in several real estate and construction ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence. The firm applies an ESG eligibility framework and is registered for a range of trading activities, offering customized, non-discretionary advice through a select group of Wealth Advisors.

John Yacoubian is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining Mass Mutual Investors Services in 2025. MassMutual’s broker-dealer and SEC-registered investment adviser subsidiary provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative, goal-focused approach.

Matthew Maher is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work experience with Heritage Strategies LLC, Northwestern Mutual, and the Nassau County Board of Elections. Outside of finance, he has been involved with the Garden City Parks and Recreation department and worked at Garden City High School. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning strategies and comprehensive investment options.

Sabrina Tom is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has one year of industry experience, having previously worked at adMarketplace and Angi. Sabrina's background also includes time at Emory University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through structured, collaborative engagements using firm-approved analytical tools.

John Morrissey is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Del Vino Vineyards, Americano Pie Bar, and Binghamton University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, offering both discretionary and non-discretionary advisory services.

Catherine Boyle is a financial advisor with LPL Financial in Jericho, NY. She holds the Series 63 and Series 66 designations and has 27 years of industry experience. Her previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and Wells Fargo Securities LLC. Outside of her advisory work, she serves as an administrator acting in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources to support both discretionary and non-discretionary management.

Stuart Stein is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, American Portfolios Advisors, and Mass Mutual Life Insurance Company. Stein is also involved in employee benefits and fixed life insurance sales through Professional Group Plans, Inc. and Annuco. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program structures.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jayna Andrikou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Chase for three years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Syed Haq is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at JP Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

Gregory Mosick is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Equitable Advisors since 2011, following a period at Axa Advisors. Outside of his advisory role, he is involved in an insurance-related business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Jacques Francois is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America and Uber Technologies. Outside of his advisory role, he is involved in real estate through ownership and partnership in multiple entities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joseph Parisi is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 48 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has also been associated with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in a non-MLIA insurance brokerage specializing in Medicare supplement insurance, property and casualty, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning and a broad range of client types.

Charles Oddo is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 32 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Craig Ferraro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. and Citicorp Investment Services since the late 1990s. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management services.