Jessica Ferares is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and worked within various J.P. Morgan Chase entities from 2007 onward. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Melinda Cloobeck is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, and previously at Morgan Stanley Private Bank from 2015 to 2018. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lauren Madia is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brendan Conlon is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has been with Mass Mutual Investors Services since 2021 and concurrently associated with MassMutual Life Insurance Company since 2020. Prior to his financial services career, he worked at Mortons the Steakhouse for five years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of investment programs and educational seminars, delivering financial planning through collaborative annual engagements using firm-approved analytical tools.

Fred Wu is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank since 2015. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Connor Wilson is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019. Outside of his advisory role, he owns Wilson Securities, Inc., a small independent securities practice. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Adam Hirsch is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and First Republic Investment Management. Hirsch is currently based in Roslyn, NY. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Deborah Oconnell is a financial advisor with Cambridge Investment Research Advisors in Great Neck, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior experience includes over three decades at Gilman & Ciocia and roles at National Securities Corporation, National Asset Management, and Premier Tax Planning. In addition to advisory work, she is involved in providing tax preparation and accounting services through Premier Tax Planning and acts as an independent insurance agent at Premier Wealth Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platforms and custody arrangements.

Sam Giliberti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2007 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

David Asulin is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies from its Investment Strategy Group, offering analysis and guidance intended as a basis for client decision-making.

Lawrence Sangirardi is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 34 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 1991. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Long Island and oversees accounting activities for a business entity, Larry Joseph & Associates. Ameriprise provides comprehensive retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Erik Wolf is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing clients with personalized financial guidance since 2016. In his role, Erik delivers comprehensive wealth management services, leveraging access to a wide range of specialists and resources within Merrill Lynch and Bank of America. His approach focuses on understanding clients’ individual goals and life priorities to create tailored investment strategies that address asset management, estate planning, retirement strategies, and risk management. Erik’s expertise spans corporate executive services, executive compensation, equity compensation, institutional and corporate benefit services, philanthropic planning, and portfolio management. He emphasizes a client-centric, goals-based approach, working closely with clients and their families to navigate the complexities of their financial lives and evolving needs. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's degree from Dowling College. Outside of his professional work, Erik is involved in community organizations including the March of Dimes, Surfrider Foundation, and serves as a volunteer soccer coach for the West Islip Soccer Club. His personal interests include antiquing, fishing, photography, soccer, surfing, and yoga.

David Mann is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory work, he is involved in screenwriting through Angel Blook, LLC. Stifel serves a broad client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Bruce Burrows is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1992. He holds Series 63 and Series 65 licenses. Bruce serves on an advisory council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Michael Pinho is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at HSBC Securities, HSBC Bank USA, Citizens Bank, and Citizens Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Taishaun Johnson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at BNY Mellon, Bank of America N.A./Merrill Lynch, and JPMorgan Chase Bank, N.A. prior to his current role. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jehan Muhi Aldain is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, he held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector and at Syracuse University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process utilizing firm-approved tools and models outcomes with inputs from the Global Investment Committee.

David Reyes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 16 years of industry experience. He has worked at Primerica Advisors since 2007 and Primerica Financial Services since 2006, alongside a concurrent role at NBC Universal since 2010. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lawrence Kreutzberg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is an owner of rental property. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.

Kristen Soltan is a Series 66-credentialed financial advisor with J.P. Morgan Securities, bringing 13 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.