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.

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.

Johh Meyers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His previous roles include positions at Crestwood Advisors Group, Loomis Sayles, and Boston College. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stuart Leyton is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at H.D. Vest Investment Services and Hd Vest Investment Securities. Beyond advisory work, he is a licensed attorney operating the Law Offices of Stuart E. Leyton, PC, and is involved in consulting through multiple business entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Joshua Widman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup. He serves as trustee for the Widman Family Trust and Else Widman Trust, involving management of trust real estate. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and provides a broad range of investment and advisory solutions.

John Malinak is a financial advisor with Edward Jones in Commack, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, overseeing approximately $1.01 trillion in assets under management.

Bertrand Sejour is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Securities America Advisors and Vanderbilt Securities, LLC. Outside of his advisory work, he provides tax preparation and resolution services through his accounting activities. OSAIC serves a diverse client base ranging from individual investors to charitable organizations, offering a range of investment advisory and brokerage services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes and account structures.

Kelly Manzer is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Stifel in 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning analyses.

Raymond Ten Hoopen is a financial advisor at Equitable Advisors with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. He also serves as a monitor for the New York State Insurance Department's continuing education program. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third parties to provide advisory and brokerage solutions.

Andrew Drost is a CFP® professional with 31 years of industry experience. He has been with Ameriprise since 1994, holding roles at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Nicholas Loehle is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Bruderman Brothers LLC and Bruderman Asset Management. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by affiliated products and distribution arrangements.

James Corgan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and began his financial services career in 2024. Prior to joining Mass Mutual, he worked in landscaping and retail roles. Outside of advising, he conducts insurance sales as a broker specializing in various life insurance products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides comprehensive planning using firm-approved analytical tools and offers event-driven planning programs, including recent additions such as standalone Divorce Planning.

Nicholas Paccione is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by BNY Mellon Advisors and Pershing.

Thomas Sullivan is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a political candidate for New York State’s 23rd Assembly District in the 2024 election cycle. 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 a range of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.