Douglas Okin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously served at MSI Financial Services, Inc. for 12 years. Outside of financial advising, he owns businesses in retail sales and aviation, including International Outfitters Inc. and Hopscotch Air, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools to assist in goal analysis and offers event-driven planning programs including divorce and estate planning.

Mary Catherine Macaluso is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity in 2018, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, she held roles such as VP of Executive Communications at OppenheimerFunds and Director of Economic Research & Analysis at Strategas Research Partners. With two decades of experience in the financial services industry, Mary Catherine offers expertise in creating customized financial plans tailored to individual needs, concerns, and preferences. Her background includes economic research, industry analysis, and investment consulting. Outside of her professional career, Mary Catherine's personal interests include cooking and baking, fitness, horseback riding, outdoor adventures, parenthood, and reading.

Michael Schiffer is a CFP® professional with 42 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, within its investment menus.

Jose Morales is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2007. Outside of advisory work, he is involved in sales of loan products and home security and automation 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 uses model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through third parties.

John Naegele is a CFP® professional with 41 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience including eight years at National Securities Corporation and over two decades at Gilman Ciocia, Inc. He serves as a board member of Cryder Point Owners Corp and is involved in tax preparation through Premier Tax Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a variety of portfolio management approaches and proprietary as well as third-party model strategies.

Illana Piroozian is a Senior Financial Advisor at Merrill Lynch Wealth Management in Garden City, New York. She has been serving in this role since May 2000, providing comprehensive financial advisory services to individuals and businesses. Prior to joining Merrill Lynch, she worked as an accountant at a local CPA firm from 1985 to 2000. Her areas of expertise include corporate executive services, executive compensation, equity compensation services, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Illana holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Illana earned a Bachelor's Degree from Queens College. She is fluent in Persian and English. Outside of her professional work, she enjoys cooking, dancing, music, reading, and spending time with her family.

Jessica Ferares is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2007. 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. The firm combines large institutional advisory operations with multiple regulatory registrations and delivers advisory services on a non-discretionary basis.

Lauren Madia is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brendan Conlon is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has been with Mass Mutual Investors Services since 2021 and concurrently associated with MassMutual Life Insurance Company since 2020. Prior to his financial services career, he worked at Mortons the Steakhouse for five years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of investment programs and educational seminars, delivering financial planning through collaborative annual engagements using firm-approved analytical tools.

Jonathan Polanco is a financial advisor with MassMutual Investors Services based in Bronx, NY, holding Series 63 and Series 66 registrations. He has 11 years of industry experience, including roles at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he owns a real estate business, Polanco Wealth Strategies Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations, offering financial planning, asset management, and educational seminars.

Fred Wu is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank since 2015. 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 brokerage, distribution, and investment management capabilities.

Connor Wilson is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019. Outside of his advisory role, he owns Wilson Securities, Inc., a small independent securities practice. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Adam Hirsch is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and First Republic Investment Management. Hirsch is currently based in Roslyn, NY. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Deborah Oconnell is a financial advisor with Cambridge Investment Research Advisors in Great Neck, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior experience includes over three decades at Gilman & Ciocia and roles at National Securities Corporation, National Asset Management, and Premier Tax Planning. In addition to advisory work, she is involved in providing tax preparation and accounting services through Premier Tax Planning and acts as an independent insurance agent at Premier Wealth Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platforms and custody arrangements.

David Asulin is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies from its Investment Strategy Group, offering analysis and guidance intended as a basis for client decision-making.

Lawrence Sangirardi is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 34 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 1991. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Long Island and oversees accounting activities for a business entity, Larry Joseph & Associates. Ameriprise provides comprehensive retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Erik Wolf is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing clients with personalized financial guidance since 2016. In his role, Erik delivers comprehensive wealth management services, leveraging access to a wide range of specialists and resources within Merrill Lynch and Bank of America. His approach focuses on understanding clients’ individual goals and life priorities to create tailored investment strategies that address asset management, estate planning, retirement strategies, and risk management. Erik’s expertise spans corporate executive services, executive compensation, equity compensation, institutional and corporate benefit services, philanthropic planning, and portfolio management. He emphasizes a client-centric, goals-based approach, working closely with clients and their families to navigate the complexities of their financial lives and evolving needs. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's degree from Dowling College. Outside of his professional work, Erik is involved in community organizations including the March of Dimes, Surfrider Foundation, and serves as a volunteer soccer coach for the West Islip Soccer Club. His personal interests include antiquing, fishing, photography, soccer, surfing, and yoga.

David Mann is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory work, he is involved in screenwriting through Angel Blook, LLC. Stifel serves a broad client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Bruce Burrows is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1992. He holds Series 63 and Series 65 licenses. Bruce serves on an advisory council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Taishaun Johnson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at BNY Mellon, Bank of America N.A./Merrill Lynch, and JPMorgan Chase Bank, N.A. prior to his current role. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.