Emily Stover is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments. Outside of advising, she has experience working in the hospitality industry as a bartender and is associated with a financial advisory S-Corp, Tim Allen Financial Associates, where she engages in client meetings and account management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management across a broad range of investment products.

Ayana Hall is a financial advisor at Merrill with a Series 66 designation. She has over 20 years of industry experience, including two decades at Bank of America before joining Merrill in 2025. 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 institutions.

Arthur Costanzo is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024, previously serving 16 years at American Portfolios and maintaining Costanzo Financial Services since 1988. In addition to advisory work, he prepares taxes for clients through his tax preparation business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using tools like asset-allocation models, risk-tolerance questionnaires, and automated rebalancing, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Luciano Marciano is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prospect Financial Services LLC, LPL Financial, Maxim Financial Advisors, and Maxim Group LLC. 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, offering both advisory and brokerage channels to implement client recommendations.

Anthony Dolisi II is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, tailoring services through a client intake process and offering both advisory and brokerage/insurance channels.

Brian White is a CFP® professional with 21 years of experience in financial advising. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise is a large institutional firm offering a retirement-income planning service tailored for clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Cameron Tomassone is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Prudential Insurance Company of America, and LPL Enterprise. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagement and corporate financial planning agreements.

Michael Cohen is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Prior to his current roles, he had experience at Lehigh University. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

Divpreet Kaur is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked seven years at JPMorgan Chase Bank, N.A. and five years at J.P. Morgan Securities LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and third-party research.

Daniel Freeman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2014. Outside of his advisory role, he owns and operates JJR Retail, LLC, an online resale business specializing in household and everyday items. 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 institutional advisory capabilities with brokerage, distribution, and investment management services.

Robert Cutajar is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and at Bank of America N.A. since 2007. He holds Series 63 and Series 66 designations. 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 plans, corporations, and charitable organizations.

Patricia Thomas is a CFP®-credentialed financial advisor with 27 years of industry experience. She has worked at LPL Financial and Flagstar Bank N.A. since 2009. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with support from internal research and third-party subadvisors.

Robert Bird III is a CFP® professional with 25 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at NEXT Financial Group Inc., City National Bank, and RBC Capital Markets Corporation. Bird serves on the Alumni Board of Directors for Iona University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Andrew Vargas is a financial advisor with Merrill in Huntington, NY, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Bank of America, Target, and Primerica. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Janet Palomba is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. Her career includes roles at Cetera Wealth Services, LLC and North Ridge Securities Corp. In addition to advising, she works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse investment management and planning services through a large network of independent advisors and multiple program platforms.

Paul Grant is a financial advisor at Primerica Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations and has worked at PFS Investments Inc. since 2024. Outside of his advisory role, he is involved in sales of home security and automation products as well as mortgage and related home services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at scale with approximately $15.5 billion in assets under management.

Russell Weill is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 39 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Andrew Goodman is a financial advisor at Fidelity with nine years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Prudential and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Andrea Mancini is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 license and 27 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as prior experience at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.