Christopher Walters is a Senior Financial Advisor with the Sullivan Group at Merrill Lynch Wealth Management in Garden City, NY. He works closely with clients to understand their financial lives comprehensively and assist them in achieving their goals through tailored wealth management strategies. Chris began his financial services career with Merrill in 2014. He serves as a Portfolio Advisor in Merrill's Investment Advisory Program, where he recommends various investment strategies, funds, or portfolios from Merrill or approved third-party managers to help clients pursue their investment objectives. He holds the Personal Investment Advisor (PIA) designation. Born and raised in Floral Park on Long Island, Chris attended Chaminade High School and then studied business at Molloy College. He began his career with The Sullivan Group during college, which has evolved into his current role. He resides in his childhood neighborhood with his wife and young son, and enjoys spending time with them on Long Island and beyond.

Gregory Alerte is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Equitable Advisors since 2006, following a tenure at Axa Advisors, LLC. Outside of his advisory work, he serves as a junior board member of Friends of Montfort, Inc., is president and founder of a local Toastmasters club, and provides consulting focused on communication and leadership. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Thomas Raleigh is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to identify their goals and objectives, focusing on understanding the financial implications of their life decisions. He emphasizes personalized and well-thought-out strategies to educate clients and support their decision-making processes, valuing the relationships and trust built with clients and their families. Thomas has extensive experience in financial consulting and wealth management, having held positions at several notable firms. His professional background includes roles as a Financial Consultant at Fidelity Investments, a Private Client Advisor at JP Morgan Securities Inc., a Financial Consultant at E*TRADE from Morgan Stanley, a VP Financial Consultant at Charles Schwab Inc., a Financial Advisor at Met Life Securities Inc., and a Wealth Management Advisor at TIAA-CREF Wealth Management. Outside of his professional career, Thomas enjoys activities such as spending time at the beach, family activities, golf, skiing, and theater.

Mohamad Hanif is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Mass Mutual and almost a decade at Mazda of Valley Stream. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Eugenia Morezzi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the mid-1990s. Outside of advisory work, she owns and operates EJM Enterprises Inc., a legal entity formed for Primerica-related purposes, and is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based fees and maintaining oversight of its investment models.

Nicole Adam is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through several positions including Planning Consultant, Relationship Manager, and Financial Representative. Nicole's professional experience spans financial consulting, planning, client relationship management, and business development. Prior to joining Fidelity Investments, she worked in new business development and marketing at Angelo, Gordon & Co. and in client relations and marketing at Zephyr Management, LP. Nicole emphasizes engaging clients in financial planning through meaningful conversations and analysis to identify opportunities that strengthen financial plans for both current and future generations.

Parikshit Patel is a financial advisor with Edward Jones in Garden City, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016 and previously worked at Raja Foods & Vegetables, Inc. from 2014 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 advisors and 15,100 branch offices.

John Chirichella is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Invest Financial Corporation. In addition to advising, he owns Polaris Planning Group Inc., a financial services and income tax preparation business, and is involved with JTD Tax Services Inc. for tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary program options.

Alyssa Fiscella is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2023. Outside of her advisory role, she is a Kid's Academy Instructor at Life Time Inc., where she plans and teaches activities for children aged 3 to 11. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Daniel Salsberg II is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering its program on a non-discretionary basis.

Robert Steck is a CFP® with 43 years of industry experience. He is currently with Morgan Stanley in Garden City, NY, having previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including financial planning that employs firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Regina Rule is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and previously served in the Manhasset Union Free School District for 12 years. Outside of her advisory role, Regina is the owner of Reggae and Co, a jewelry-making business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Billy Faggiano is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Orest Baransky is a CFP® professional with 29 years of experience in the financial industry. He is currently affiliated with OSAIC and has been with Royal Alliance since 2015. Outside of advising, he serves as president of an accounting and tax firm where he prepares and reviews business and individual tax returns, and he holds multiple board member roles in homeowners associations. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a variety of brokerage and advisory services, employing asset-allocation tools and risk assessments to build portfolios that include equities, bonds, options, mutual funds, ETFs, and alternative investments.

Kevin White is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, J.P. Morgan Securities, Merrill, and Morgan Stanley. He is also the owner of KEJK LLC, a non-investment-related business known as StarShine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Edward Helm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at TFS Securities Inc and Abington Holding LLC. Outside of his advisory role, Helm owns a bookkeeping and tax services business in Massapequa, NY. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Rebecca Chang is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including a concurrent role at JPMorgan Chase Bank, N.A. since 2018. 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 delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Christopher Leddy is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup and Aegis Capital Corp. His current role at Raymond James & Associates began in 2024. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rebecca Horowitz is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2020. She works closely with clients to design and implement personalized financial strategies tailored to their unique situations and goals. Prior to her current role, she gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2018 to 2020. Rebecca's approach centers on creating a trustworthy environment by prioritizing her clients' interests and maintaining high standards of integrity. She emphasizes listening and learning about each client's individual circumstances to collaboratively develop financial plans that address both short- and long-term objectives. Outside of her professional responsibilities, Rebecca enjoys golf and tennis and is involved in volunteering activities.

Carla Romero Smith is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. Her career includes roles at Avantax and Chase Investment Services Corp., spanning over two decades. She also serves as a trustee for supplemental needs trusts and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.