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.

Jordan Levine is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2003. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Jay Marks is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY. He holds the ChFC® designation and a Series 63 license, with 39 years of industry experience. Marks has worked with MML Investors Services, Inc. since 1996 and Massachusetts Mutual Life Insurance Company since 1986. He is also president of JHM Financial Services Group, Inc., a firm involved in the sale of individual life, health, and group 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 seminars, structuring planning engagements as ongoing annual relationships that provide written recommendations without investment discretion.

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.

Sanford Feldman is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

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 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Greenberg also serves as a board member of the Young Leadership Group at the Juvenile Diabetes Research Foundation, organizing fundraising and educational activities related to juvenile diabetes. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies.

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.

Suzanne Walsh is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Floyd Ewing Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. His outside business activities include involvement in insurance. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored through a client intake process.

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.

James Bishop is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals and adapt to evolving market conditions. He provides clients with access to Merrill’s investment insights as well as the banking and lending services of Bank of America. James holds a Bachelor's Degree from SUNY at Old Westbury and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to working closely with clients one-on-one to develop tailored financial strategies designed to support their long-term objectives. In addition to his professional responsibilities, James is engaged in community activities and volunteers with local organizations, reflecting Merrill’s tradition of community involvement.

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.

Paul Noto is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at FSC Securities Corp and Vanguard Capital. In addition to his advisory work, Noto is an independent insurance agent supporting various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using multiple custody platforms and both discretionary and non-discretionary strategies.

Matthew Heeter is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at American Portfolios Financial Services Inc. and OSAIC, and from 2013 to 2018, he was employed at Baiting Hollow Golf Club. He holds the Series 66 designation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Bracken is a Planning Consultant at Fidelity Investments. He has been with Fidelity since 2021, holding various roles including Relationship Manager, Financial Representative, Stock Plan Services, and Client Relationship Advocate. His current focus is working closely with clients to help them achieve their financial planning goals. Throughout his career at Fidelity, Matthew has gained experience across different areas of financial services. He is committed to ensuring clients' financial needs are met and providing them with the tools to feel comfortable about their financial future. Outside of work, Matthew has personal interests that include baseball, hiking, movies, soccer, and traveling.

Ellen Broderick is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and 65 licenses. Her prior roles include positions at Peak Brokerage Services LLC, Diversified Solutions, Oppenheimer & Co, and Coastline Wealth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.