Steven Strzelecki is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member for 3DATX Corporation, an automotive and transportation business, and manages Strzelecki Partners LLC, a real estate investment firm. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that span from retirement planning to relationships with investment companies and private funds.

David Samouhi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is involved in private equity real estate investments as a partner in Rastegar and owns several rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that incorporates quantitative and qualitative research.

Marc Bongiorno is a financial advisor with OSAIC Wealth, Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Asset & Financial Planning, Ltd. He also owns and operates a tax and accounting service, Metropolitan Capital Tax & Wealth Management, where he prepares personal tax returns and provides tax planning and insurance strategies. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization across multiple platforms and affiliated entities.

Stacey Siegel is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 license and has worked at Charles Schwab since 2023, following prior roles at Captrust and The Burton Awards. Outside of her advisory role, she serves as a trustee for the Incorporated Village of East Hills and the Old Westbury Hebrew Congregation, and coordinates events for a local women’s professional networking group. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large client base, integrated structure, and multi-asset strategic portfolio approach.

Karen Hubbard is a Series 66-registered financial advisor with Wells Fargo Advisors, based in Melville, NY. She has 19 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She has been with Wells Fargo Advisors since 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

James Ng is a CFP® with 22 years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., and briefly at Morgan Stanley DW Inc. Outside of his advisory role, he is involved in real estate as an owner partner of Advenir, which owns and operates rental communities, and serves as a board member of Winston Brower LLC, a real estate investment firm. He also holds a passive investment in a construction business, NPL Mortar LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice and investment manager research, supported by centralized due diligence and a combination of quantitative and qualitative methods.

John Yacoubian is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining Mass Mutual Investors Services in 2025. MassMutual’s broker-dealer and SEC-registered investment adviser subsidiary provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative, goal-focused approach.

Sabrina Tom is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has one year of industry experience, having previously worked at adMarketplace and Angi. Sabrina's background also includes time at Emory University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through structured, collaborative engagements using firm-approved analytical tools.

John Morrissey is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, his background includes positions at Del Vino Vineyards and Americano Pie Bar, among others. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and manages portfolios through both discretionary and non-discretionary approaches.

Catherine Boyle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Securities, and she currently serves as Senior Managing Director and Co-Team Lead at Webster Bank. She also acts as an administrator in a fiduciary capacity for a family trust. 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 financial planning and investment services, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jayna Andrikou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Chase for three years. 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 accounts.

Syed Haq is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at JP Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

Gregory Mosick is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was with Axa Advisors, LLC and Signator Investors, Inc. Mosick is also involved in outside insurance activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Joseph Parisi is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 48 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has also been associated with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in a non-MLIA insurance brokerage specializing in Medicare supplement insurance, property and casualty, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning and a broad range of client types.

Charles Oddo is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2025, he spent 32 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that include modeling outcomes with tools such as Monte Carlo simulations.

Stuart Leyton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2020, he worked at H.D. Vest Investment Services and Hd Vest Investment Securities. Leyton is also a licensed attorney and operates a tax preparation and accounting business alongside his advisory role. 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, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by advanced research tools.

Joshua Widman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup. He serves as trustee for the Widman Family Trust and Else Widman Trust, involving management of trust real estate. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and provides a broad range of investment and advisory solutions.

Bertrand Sejour is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Vanderbilt Securities, LLC. Outside of his advisory role, he operates two accounting businesses specializing in tax preparation, payroll services, and tax resolution. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and a complex affiliate network.

Salvatore Sferruzza Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Citigroup/Citibank, TD Bank, Duff & Phelps, and Fordham University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.