Jeffrey Lewis is a CFP® and ChFC® with 35 years of industry experience. He is currently with Cetera and has held advisory roles at Planning Financial Futures, Inc. since 1995 and North Ridge Securities Corp. from 2014 to 2019. He is also the owner and CEO of CFP4Hire.com, a platform offering on-demand educational webinars focused on major life changes and financial planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers.

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.

Stacey Siegel is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2023, following prior roles at Captrust and The Burton Awards. Outside of her advisory role, she serves as a trustee for the Incorporated Village of East Hills and the Old Westbury Hebrew Congregation, and coordinates events for a local women’s professional networking group. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large client base, integrated structure, and multi-asset strategic portfolio approach.

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® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His prior roles include positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Morgan Stanley DW Inc. Outside of his advisory work, he is involved in real estate through ownership and management roles with Advenir and Winston Brower LLC, and he is a partner in a construction business, NPL Mortar LLC. 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 an ESG eligibility framework in its investment process.

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 with Equitable Advisors in Melville, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, his background includes positions at Del Vino Vineyards and Americano Pie Bar, among others. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and manages portfolios through both discretionary and non-discretionary approaches.

Catherine Boyle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Securities, and she currently serves as Senior Managing Director and Co-Team Lead at Webster Bank. She also acts as an administrator in a fiduciary capacity for a family trust. 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 a range of financial planning and investment services, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

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 in Melville, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was with Axa Advisors, LLC and Signator Investors, Inc. Mosick is also involved in outside insurance activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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 44 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2025, he spent 32 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that include modeling outcomes with tools such as Monte Carlo simulations.

Robert Sforza is a financial advisor at Wells Fargo Advisors with 18 years of industry experience and a Series 66 credential. His prior roles include positions at Citigroup, LPL Financial LLC, M&T Securities, and HSBC Securities (USA) Inc. He also owns SFORZA CONSULTING GROUP CORPORATION. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored through research and planning tools, covering a wide range of areas from cash-flow to niche services like business-owner transition and special-needs planning.