Suprita Taparia is a financial advisor at Mass Mutual Investors Services with three years of industry experience. She holds Series 63 and Series 66 designations and has worked at MassMutual and its affiliate since 2023. Prior to her financial services career, she was a homemaker for over a decade. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved tools and offers specialized programs including Divorce Planning and event-driven planning for estates and employers.

David Israel is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following a career at Citigroup Global Markets that began in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Russell Dunn is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. In addition to his advisory role, he is the owner of Dunn & Co. CPA's PA, a tax preparation firm, and is involved in teaching CPA review courses. He also serves as a board member of the Masthead Cove Yacht Club, a nonprofit organization focused on sailing activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures.

Wenyu Zhang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, Zhang worked at TD Bank and MassMutual Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Johnson Uwamanzu Nna is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Webster Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Matthew Vella is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he partners with clients to develop personalized financial plans aimed at achieving their financial and life goals. He emphasizes understanding both the financial and personal aspects of his clients' lives to build trust and serve as their primary financial consultant. Matthew and his team provide service designed to instill confidence in the clients and their financial plans. Prior to joining Fidelity Investments, Matthew served as AVP and Branch Manager at E*TRADE from Morgan Stanley between 2015 and 2023. His experience encompasses managing client relationships and financial planning within the investment industry. Outside of his professional work, Matthew has interests in the beach, cooking and baking, fitness, parenthood, traveling, and volunteering.

Jake Crimeni is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and Mosquito Squad. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Peter Schimmel is a Series 66-credentialed financial advisor with two years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of finance, he has experience working at New York Barbell and Bethpage Water District. 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, distribution, and investment management capabilities.

Michael Mcdonagh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2011. He is also the sole owner of Michael Mcdonagh Lighthouse Advisors Inc. and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Kristen Griffin is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of products.

Douglas Marshall is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2013, including in its Private Bank since 2015. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm’s financial planning process includes structured discovery and firm-approved tools, leveraging the Global Investment Committee’s analyses to model outcomes, while offering a variety of retail and institutional investment services.

Ronald Mcgrath is a financial advisor with Cetera and holds a Series 63 designation. He has 28 years of experience in the industry, with prior roles at Avantax Advisory Services and McGrath Wealth Management. In addition to his advisory work, he is involved in tax preparation and accounting, as well as life insurance sales. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

Kevin Peters is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of his advisory role, Peters is a 22% owner of Equinox Financial Partners. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Robert Diaz is a CFP® professional with 31 years of industry experience. He has been with Edward Jones since 2000, totaling 26 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Adam Tibbetts is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christian Lapeter is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and has previously worked at Equity Services, Inc. and New York Life. In addition to his advisory role, Lapeter is an independent insurance agent representing fixed insurance products for various carriers. Osaic serves a broad range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and investment advisory services, including financial planning and unified managed accounts. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Michael Greene is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank divisions since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

John Scarpinito is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013, previously associated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

James Barlow is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he maintains an inactive real estate broker license. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant assets, through its retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Alexander is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Fidelity and JPMorgan Chase organizations during his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.