Boyi Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Wayne Wildrick II is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes seven years at Edward Jones and various roles in marketing and technology firms. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Sullivan is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with Axa Advisors, LLC until 2020. Outside of advisory work, Sullivan is a political candidate for the New York State 23rd Assembly District in the 2024 election cycle. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and investment products.

Jose Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Arch Telecom, Portables Choice Group, and Choice Products and Services. 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’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Timothy Corcoran is a financial advisor with OSAIC in Melville, NY, holding a Series 63 designation and 29 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Corcoran is also involved in insurance brokerage through a sole proprietorship and serves as an Investment Advisor Representative for Lighthouse Financial Network, LLC. OSAIC Wealth, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple investment platforms, using asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

Joseph Geneva is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Royal Alliance, Equitable Advisors, and Axa Advisors, LLC. He serves as a board member of the Michael Magro Foundation, a nonprofit focused on pediatric cancer. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk analysis, and third-party managed accounts to construct diversified portfolios.

Sybil Schaffrath is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her financial career, she serves as a Sunday School teacher for toddlers at The Congregational Church of Manhasset. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Nils Bosch serves as a Senior Resident Director at Merrill Lynch Wealth Management, focusing on working with families and middle market businesses. He and his team strive to deliver a customized experience, educating clients on investment options and strategies tailored to their specific needs. Nils approaches client relationships as collaborative partnerships aimed at achieving both short-term and long-term financial goals. Nils began his career at Merrill Lynch Wealth Management in 2003 as an intern and subsequently gained experience in banking and brokerage. He rejoined Merrill Lynch Wealth Management in 2009 as a Financial Advisor. He works with high-net-worth individuals, entrepreneurs, and corporate executives to develop and coordinate customized financial strategies. His areas of expertise include investment portfolio construction, retirement and estate planning, insurance coordination, short-term cash flow management, lending, and retirement plan structuring. Nils holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Nils earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Towson University in 2004. He resides in Rockville Centre with his wife Meaghan and their three children. Outside of work, Nils enjoys golfing, traveling with his family, and coaching youth basketball programs associated with Holy Trinity Lutheran Church in Rockville Centre.

Sanford Feldman is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 48 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategy services. The firm employs a structured financial planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Charles Margiasso is a financial advisor with Wells Fargo Clearing in Yonkers, NY, holding a Series 63 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Joshua Greenberg is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Prior to this, he worked at Bank of America and Citicorp Investment Services. He serves as a board member of the Young Leadership Group at the Juvenile Diabetes Research Foundation, participating in fundraising and educational efforts. 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 investors.

Michael Norman is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including Brokerage Representative, Client Services Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2022. His experience encompasses multiple facets of financial services, with a focus on understanding each client's unique situation and collaborating to develop tailored financial plans. Michael emphasizes trust and communication to build and maintain strong client relationships. Outside of his professional work, Michael's personal interests include cooking and baking, golf, and yoga.

Naeem Semerkant is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. He has held roles at JPMorgan Chase Bank and several other firms, including Allure Marketing Concepts and Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

Richard Dileonardo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1987, focusing on goals-based wealth management. Richard develops integrated strategies that center on clients' objectives and circumstances, aiming to help them achieve personally meaningful life goals. Richard assists clients in creating and implementing financial strategies designed to responsibly grow assets during market upswings while improving downside capture in challenging markets. His approach emphasizes risk management across investments, liabilities, and overall financial strategy. His areas of expertise include personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Richard earned a Bachelor of Science degree in Finance from St. John's University – Peter J. Tobin College of Business. He resides in Massapequa with his wife Christine and their four children. His personal interests include cooking, golfing, and running.

Michael Roehrig is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to ensure financial plans are aligned with clients' goals. He focuses on providing clarity and understanding of the financial planning process, as well as insights into Fidelity's planning, guidance, and investment capabilities. Michael has experience in financial services including roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Prudential from 2018 to 2020. His expertise encompasses client relationship management and financial advisory. Outside of his professional responsibilities, Michael engages in activities such as baseball, family activities, fitness, golf, parenthood, and spending time with pets.

Floyd Ewing Jr. is a financial advisor at Equitable Advisors with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved in an insurance-related business activity. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory models through proprietary and third-party platforms.

Gerard Bandini is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Bradford Pine is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cadaret Grant & Co., Inc., Cantella & Co Inc, and Joseph Gunnar & Co. LLC. He is also the author of “10 Tips For Your Retirement Rollover” and “Swab My Cheek.” LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by advisor-facing technology for operational and research purposes.

Barbara Cohen is a Financial Advisor with Merrill Lynch Wealth Management. She currently focuses on the operation of The Scheer Provenz Group and works directly with clients to personalize the service they receive. Barbara specializes in retirement planning and education, helping clients understand their options and make informed decisions regarding their financial plans. Before joining Merrill Lynch Wealth Management in 2013, Barbara spent more than 25 years at a municipal bond company and other financial institutions as a relationship manager and registered client associate. She holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning and the Personal Investment Advisor designation. Barbara also earned an Associate's Degree in Science from the University of South Carolina. Born and raised on Long Island, Barbara and her husband, Howard, reside in Syosset. She has volunteered for over 25 years, including serving as President of Temple B’nai Torah in Wantagh and as a Big Sister in the Big Brothers Big Sisters Program for nine years. Barbara enjoys entertaining, traveling, and spending time with her two grandchildren.

John Demarinis is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with MetLife Securities from 2010 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in 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 programs with a focus on collaborative, goal-based planning using firm-approved analytical tools.