Rahil Patel is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities, LLC, Summit Financial, LLC, and New York Life. Patel is also involved in non-variable insurance business activities associated with Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional clients. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers services such as financial planning, consulting, and access to third-party asset managers.

Kai Weinstein is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and less than one year of industry experience. His prior work includes roles at JPMorganChase and Westchester Benefit Group. Outside of finance, he has been involved in educational activities including running a homeschool academy and working with local schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

Derrick Ossi is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with OSAIC and has previously worked at SagePoint Financial, LPL Financial, MassMutual, MML Investors Services, Guardian Life, and Northeast Planning. In addition to advisory work, he is an insurance agent at EBNY Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, while supporting multiple advisory platforms and transitions from prior mergers.

Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Anthony Greier is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has held positions at Wells Fargo Clearing Services LLC since 2018 and previously worked at Citigroup Global Markets from 2007 to 2018. Outside of his advisory role, he is a silent partner in a business entity unrelated to his investment activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research and analytics from internal and third-party sources to support its investment approach.

Minesh Patel is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes nine years with Bank of America and Merrill. Outside of his advisory role, he is a general partner at BM Vesh Assoc LLC, a for-profit LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Alexander Delia is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, UBS Financial Services, and Regeneron Pharmaceuticals. Outside of finance, he was involved with Delia Dentistry and has multiple years affiliated with Fordham University. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Paul Treistman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, fixed annuities, health, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Emma Bauer is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Verition Fund Management and Citco Fund Services. Bauer completed her education at the University of Virginia and previously worked at Cold Spring Harbor Jr./Sr. High School. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include sophisticated modeling techniques but does not make individual security recommendations as part of its standalone planning program.

Toni Cristiano is a financial advisor at Morgan Stanley with a Series 66 credential and approximately one year of industry experience. Prior to joining Morgan Stanley, Toni held roles at Four Hands and served in various capacities at High Point University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery and firm-approved planning tools.

Robert Geveda is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 10 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Tom Burns is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he partners with clients to develop tailored financial plans aimed at meeting their individual needs. He focuses on educating clients about their financial situations and assisting them through a process that leverages strategies and Fidelity's expertise to build, protect, or distribute wealth.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides 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 offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Steven Kalt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 34 years at Pruco Securities, LLC. Outside of his advisory work, he is involved with the Oberman Companies in property and casualty insurance. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers and various financial products.

Shane Oconnor is a CFP® professional with 13 years of industry experience. He has worked at OSAIC since 2025 and spent 10 years at Lincoln Financial Advisors prior to that. Oconnor also holds an insurance agent role, offering fixed and indexed annuities and traditional life insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified, portfolio-driven investment strategies and access to third-party money managers and managed-account solutions.

Benjamin Rosenthal is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has professional experience at firms including JPMorgan Chase, Knollwood Investment Advisory, and SBA Communications. He also has a background that includes several years in educational roles prior to entering financial services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and economic modeling.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Kumar is involved in managing multiple residential rental real estate properties. 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 and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lauren Nassau is a financial advisor with LPL Financial based in Wyckoff, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Ameriprise for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rena Kaufman is a Series 66 licensed financial advisor at Morgan Stanley with seven years of experience in the industry. Her background includes roles at Morgan Stanley since 2019, a position at Two Trees Management Co., and involvement with Warren Levi Martial Arts & Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory services supported by structured planning tools and a broad range of investment programs.

Michael Walker is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he operates an online retail store called M&A Central. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.