Ellie Suemin Ko is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Her prior work history includes roles at JPMorgan Chase Bank, N.A., DBS Bank, and David Zwirner Gallery. She attended Columbia University from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.

Kenneth Greenblatt is a financial advisor with Equitable Advisors who holds Series 63 and Series 65 licenses and has 41 years of experience in the industry. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors. Outside of his advisory role, he is involved as a trustee for multiple life insurance trusts and owns KRG Wealth Management, Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Christian Bautista is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services before joining Charles Schwab and its related entities. Bautista holds a Series 66 license. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment review process.

Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and associated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning arrangements.

Michael Meehan is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at Merrill and Bank of America. He serves as a committee member of the Investment and Wealth Institute, participating in ethics hearings for certificants. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers tailored advisory programs to individual investors, institutions, and charitable organizations, implementing portfolios through a combination of in-house and third-party managers with options for tax management and responsible investing.

Boris Mikhail is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at the Metropolitan Transportation Authority and MTA LIRR for several years. He is also involved in consulting through BMY & Company, a business he has managed since 2001. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Godfrey John is a financial advisor with Primerica Advisors in Valley Stream, NY, holding a Series 63 designation and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of his advisory role, he owns Integrated Technology Business Solutions and is involved with Chemma Consulting, Inc., both unrelated to investment management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Myron Edelman is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He has worked with MML Investors Services, Inc. since 2006 and with MassMutual Life Insurance Company since 1991. In addition to his advisory role, Edelman is involved in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Paul Trause is a ChFC® credentialed financial advisor with Ameriprise in Garden City, NY, with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Trause serves on the board of directors for the Ronald McDonald House of Long Island and maintains a website that features local restaurant reviews. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research and third-party data.

Haritomeni Karavakis is a financial advisor with Morgan Stanley in Garden City, NY. Holding a Series 66 designation, Karavakis has two years of industry experience and has previously worked at Bank of America, Merrill Lynch, Ernst and Young, and other firms. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and proprietary planning tools but does not provide individual security recommendations as part of standalone financial plans.

Elzie Ross III is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked with firms including Equitable Advisors and AXA Advisors before joining Cetera in 2025. Outside of his advisory role, Ross is a 33% owner of THE QAE GROUP and is involved with KB Entertainment/Knockout Boyz, where he hosts social events and produces music. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and retirement services, allowing advisors to implement various investment strategies across multiple program structures and custodial relationships.

Babak Rambod is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 29 years of industry experience. He has been with Mass Mutual Investors Services since 2011 and with MassMutual Life Insurance Company since 2010. Outside of his advisory work, Rambod serves as an officer of the Yosef Chaim Foundation, a charitable organization, and is an author writing about finance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers various programs including wrap and money-manager options as well as educational seminars.

Christopher Liotta is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Maximus Financial Services since 2009. Outside his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform that provides access to both affiliated and third-party investment managers.

Sydney Khedouri is a financial advisor with Mass Mutual Investors Services and holds over 55 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993, and has been with Mass Mutual Investors Services since 2017. Khedouri also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Douglas Weaver is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Capital One Investing, LLC and Capital One Advisors, LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Jack Liu is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Lee Meddin is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at UBS Financial Services, where he has worked since 2025, following a decade at Sagacious Capital, LLC. His credentials also include Series 66, Series 63, and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and lending products.

Steven Benjamin is a financial advisor with LPL Financial in Woodmere, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes positions at Sterling National Bank, National Securities Corp, M&T Securities, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Miguel Colon is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by a centralized due diligence team that combines quantitative and qualitative research to build model asset allocations.

Laura Palacios is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 26 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 16 years, as well as at Cadaret, Grant & Co., Inc., Citigroup Global Markets, and Citicorp Investment Services. She serves as treasurer on the board of Huntington Matters, a for-profit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its network of over 22,800 advisors with a combination of proprietary research, third-party subadvisors, and technology tools.