Max Willett is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience in the industry. Prior to joining Morgan Stanley in 2025, he held positions at DoorDash, Inc., UBS Financial Services Inc., and contributed to several educational and community organizations, including the University of Pennsylvania, CUNY Baruch College, and the Mid-Island Y Jewish Community Center. He also worked with the Financial Services Volunteer Corps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes a structured financial planning process using firm-approved tools and offers access to various investment and planning strategies across its broad platform.

Lisa Bricca is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 designation. 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 supported by structured discovery processes and firm-approved tools.

Daniel Ceriano is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1983. He currently leads a team of Financial Advisors and support staff, focusing on helping clients prioritize and achieve their financial goals through an organized and client-centered approach. Daniel emphasizes understanding family dynamics and intergenerational objectives to provide tailored advice and direction. His primary areas of expertise include wealth management planning, portfolio construction, tax minimization, and generating income and growth for retirement. He applies a strategy of listening closely to clients' goals and concerns to develop effective financial plans. Daniel holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniel graduated from the City University of New York with a Bachelor of Science degree in Accounting and Finance. He is recognized for his contributions in the field, having been named to the 2023 Forbes "Best-In-State Wealth Advisors" list.

Robert Posner is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has held roles at several firms, including Avantax and Grassi and Company CPAs, where he is a non-equity partner overseeing audits, tax returns, and consulting services. In addition to his advisory work, he consults with small businesses on accounting and tax matters through his own LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Sandra Grinspan is a CFP® with 35 years of industry experience currently serving as a financial advisor at Cetera. She previously worked at North Ridge Securities Corp. for over two decades and has maintained ownership of S.J. Grinspan & Co., Inc., an insurance sales business, since 2001. Grinspan is also active as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Devin Haber is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions with the Premier Lacrosse League and was involved with University of Maryland Football. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Roman Yakubov is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2013 and with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Sun Hong is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and 25 years of industry experience. Since 2016, Sun has worked within Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Deborah Goldberg is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Commerz Markets LLC for over three decades before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mary O'Connor is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Brady is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Outside of his advisory role, he coaches youth basketball as a consultant for Nassau Pride Hoops Basketball. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that incorporates LPL-sponsored programs and a variety of endorsed third-party platforms.

Dennis Kelleher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Ameriprise Financial Services and Mutual of Omaha. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program structures and third-party managers.

Dwayne Johnson Jr. is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. He has worked with Prudential Insurance Company of America since 2010 and was associated with Pruco Securities, LLC. from 2010 to 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a comprehensive platform that integrates various financial products and portfolio management options.

Matthew Silver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He is currently affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing advisory programs to both individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not rely on individual security recommendations.

Ryan Kates is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC since 2015. Prior to that, he worked at JPMorgan Chase Bank, N.A. beginning in 2014. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Andre Stampfel is a financial advisor with Merrill in West Islip, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2013. Outside of his advisory role, he is an owner and manager of Nic Becca LLC, a hair and beauty salon operated jointly with his wife. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kyle Julien is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at J.P. Morgan Securities and its affiliates since 2014 and held a position at PUBLIC Consulting Group in 2020. Julien holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brandon Sobel is a financial advisor with UBS Financial Services in Jericho, NY, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved in a personal real estate holding company with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services, providing access to proprietary research and affiliated banking programs.

Leah Renga is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has worked at Merrill since 2017 and has prior work experience at St. John's University and Farmingdale Physical Therapy East. 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 strategies for a range of client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amy Gaborcik is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has been associated with Bank of America and Merrill since 2013. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.