David Schwab is a financial advisor with Merrill and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Morgan Stanley, J.P. Morgan Securities, and Bank of America. Additionally, he serves as a trustee for family trusts. Merrill, together 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Giacinto is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 license and bringing 13 years of industry experience. Prior to joining UBS in 2022, he worked at Morgan Stanley from 2013 to 2022 across various roles including the Morgan Stanley Private Bank. Outside of his advisory work, he is involved in private investment through Jaunty Otter Holdings, LLC and engages in research and development, patent holding, and engineering design via ForeLife Designs LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Neil Palazzo is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Henry Robert Gleckler IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-driven investment estimates.

Dylan Goldstein is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at The Baker Group LP and has held roles at 1800Flowers.com, Riptides, and United Parcel Services. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a broad range of investment programs.

Sudev Singh is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and began his career at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. in 2023. Prior to his current role, he worked briefly at AHRC Nassau and has a background as a student from 2016 to 2022. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Carol Beckett is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes six years at J.P. Morgan Securities and several roles within Edelman Financial Engines and its predecessor entities since 2018. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Gregory Uss is a financial advisor at Charles Schwab with 31 years of industry experience. He has worked at Charles Schwab since 1995 and at Charles Schwab Bank, SSB since 2005. Uss holds a Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and an integrated operational structure that supports a large client base.

Christopher Tipa is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2016, with prior experience at JPMorgan Chase Bank. Outside of his advisory role, he serves as President and Commissioner of the Great Neck Athletic Association, which offers Little League baseball and softball programs for children in the Great Neck, NY community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Zihao Zhu is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2025. Prior to his financial services roles, he was involved in education and community activities, including teaching at the Community Church of Great Neck Chinese School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized custody and operational support.

Tania Canate is a financial advisor with Primerica Advisors in Copiague, NY, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Primerica Advisors since 2020 and has prior experience at LifeX Research Corp. Outside of advisory services, she is involved in the sale of home-related products through affiliated companies including Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by third parties. The firm operates with approximately 3,987 advisors across numerous offices and offers a range of investment models supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Olivier Bernardini is a CFP®-designated financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and previously worked at Ayco/Goldman Sachs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Zelidhet Ocasio is a financial advisor with J.P. Morgan Securities in Mineola, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to this role, Ocasio worked at UBS Financial Services and Morgan Stanley, and also spent three years with the Hicksville Public School District. 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 its investment recommendations.

Vijay Sosiah is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA, as well as involvement with Winnika Holdings LLC and Spire Supply NYC Corp. 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 its recommendations.

Jesse Silver is a Wealth Management Advisor with over 25 years of experience in the financial services industry. He is a founding partner of the Nastasi Silver Group and has been entrusted with overseeing more than $1.3 billion in assets. Jesse specializes in guiding high-net-worth individuals and families through wealth management strategies including education planning, legacy planning, retirement income, and tax minimization. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a bachelor's degree in business administration from the Frank Zarb School of Business at Hofstra University in New York. Jesse has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" for six consecutive years and his team has been named to the Forbes "Best-in-State Wealth Management Teams" list for four consecutive years. His approach is grounded in personalized service, ethical standards, and a commitment to helping clients achieve long-term financial clarity and success. He resides in Cold Spring Harbor, N.Y., with his wife Linda, their two children, Jesse Michael and Juliette, and their dogs. Jesse is actively involved with several non-profit organizations and community activities. He enjoys spending time with his family and engaging in outdoor activities such as golfing and fishing.

Alicia Mueller is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously gained experience in healthcare and other fields prior to entering the financial services industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Angelo Micciche is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Bethpage Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Thomas Wagner is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC for seven 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 strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Murnane is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at American Portfolios and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Matthew Digan is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes fifteen years at Legg Mason & Co LLC and roles at Fidelity Investments and NEXT Retirement Solutions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.