Shannon Zeigler serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, executives, and business owners to aid in retirement planning, educational funding, and wealth preservation and transfer. His focus includes trust and estate planning, tax-efficient investment strategies, and strategic asset allocation. Shannon's professional background includes nearly ten years with the United States Treasury Department as a Secret Service Special Agent, conducting financial fraud investigations and working alongside former U.S. Treasury Secretaries. He has experience managing a national retail and commercial banking center before joining Merrill Lynch in 2012. This diverse experience supports his approach to simplifying financial complexities for clients and providing sound investment advice. He holds a Juris Doctorate from the University of South Carolina Law School and a Bachelor of Arts from Wake Forest University. Shannon is a Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with family, playing chess, traveling internationally, and gourmet cooking.

Huai Lin is a CFP® and ChFC® credentialed financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates both quantitative and qualitative due diligence and may include ESG considerations.

Peter Altman is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, as well as at Citigroup Global Markets. Outside of his advisory work, Altman serves on the boards of youth basketball organizations in Rockville Centre and is an alternate member of the Rockville Centre Board of Zoning Appeals. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm's financial planning process includes the use of proprietary tools and modeling techniques, with a focus on advisory services rather than individual security recommendations as part of standalone plans.

William De Santis is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked previously at CitiGroup for 14 years. Outside of his primary role, he is associated with William Michael Wealth Management LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Harry Katz is a financial advisor with OSAIC, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Northeast Securities LLC. Katz also operates Harry Katz & Associates, through which he is involved in life insurance sales. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, discretionary managed accounts, third-party money manager programs, and alternative investments, supported by a multi-advisor platform and an extensive affiliate network.

Samuel Rhu is a CFP®, ChFC® with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has been affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a centralized due diligence process supported by quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Jason Gopen is a Series 66-registered financial advisor with 14 years of industry experience. He is currently affiliated with J.P. Morgan Securities, where he has worked since 2018. Prior to that, he held positions at Capital One Advisors and several other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process and incorporates ESG criteria while offering a range of derivatives and commodities capabilities.

George Hunt is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured, algorithm-supported process to deliver tailored retirement income plans.

Dominick Molinaro is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and concurrently with Bank of America, N.A. since 2013. Merrill, together 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 a range of model-based and discretionary investment strategies.

Ye Qing Lin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC since 2013, alongside a broader tenure at JPMorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory approach combines quantitative and qualitative research, incorporates ESG considerations, and offers access to broader derivatives and commodities capabilities.

Ankur Chawla is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 26 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 2003. Outside of financial advising, he is involved in several business ventures as president and owner of multiple companies, and he is also a licensed real estate agent. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies from unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Zhan Wu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence that includes quantitative and qualitative research and may incorporate ESG criteria.

Nicholas Pititto is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 10 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for nine years. Outside of his advisory role, he is a business owner of an online retail company focused on Pickleball-branded items and serves on the board of the Long Island Professionals Network, where he manages meetings and events. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, primarily offering access to third-party asset managers and model portfolios developed by LPL’s Research Department.

Gabriella Bisesi is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and one year of industry experience. She has worked primarily with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. during her career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria within eligible strategies.

Christopher Walters is a Senior Financial Advisor with the Sullivan Group at Merrill Lynch Wealth Management in Garden City, NY. He works closely with clients to understand their financial lives comprehensively and assist them in achieving their goals through tailored wealth management strategies. Chris began his financial services career with Merrill in 2014. He serves as a Portfolio Advisor in Merrill's Investment Advisory Program, where he recommends various investment strategies, funds, or portfolios from Merrill or approved third-party managers to help clients pursue their investment objectives. He holds the Personal Investment Advisor (PIA) designation. Born and raised in Floral Park on Long Island, Chris attended Chaminade High School and then studied business at Molloy College. He began his career with The Sullivan Group during college, which has evolved into his current role. He resides in his childhood neighborhood with his wife and young son, and enjoys spending time with them on Long Island and beyond.

Gregory Alerte is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Equitable Advisors since 2006, following a tenure at Axa Advisors, LLC. Outside of his advisory work, he serves as a junior board member of Friends of Montfort, Inc., is president and founder of a local Toastmasters club, and provides consulting focused on communication and leadership. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Thomas Raleigh is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to identify their goals and objectives, focusing on understanding the financial implications of their life decisions. He emphasizes personalized and well-thought-out strategies to educate clients and support their decision-making processes, valuing the relationships and trust built with clients and their families. Thomas has extensive experience in financial consulting and wealth management, having held positions at several notable firms. His professional background includes roles as a Financial Consultant at Fidelity Investments, a Private Client Advisor at JP Morgan Securities Inc., a Financial Consultant at E*TRADE from Morgan Stanley, a VP Financial Consultant at Charles Schwab Inc., a Financial Advisor at Met Life Securities Inc., and a Wealth Management Advisor at TIAA-CREF Wealth Management. Outside of his professional career, Thomas enjoys activities such as spending time at the beach, family activities, golf, skiing, and theater.

Mohamad Hanif is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Mass Mutual and almost a decade at Mazda of Valley Stream. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Eugenia Morezzi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the mid-1990s. Outside of advisory work, she owns and operates EJM Enterprises Inc., a legal entity formed for Primerica-related purposes, and is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based fees and maintaining oversight of its investment models.

Nicole Adam is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through several positions including Planning Consultant, Relationship Manager, and Financial Representative. Nicole's professional experience spans financial consulting, planning, client relationship management, and business development. Prior to joining Fidelity Investments, she worked in new business development and marketing at Angelo, Gordon & Co. and in client relations and marketing at Zephyr Management, LP. Nicole emphasizes engaging clients in financial planning through meaningful conversations and analysis to identify opportunities that strengthen financial plans for both current and future generations.