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.

Agnieszka Supel is a Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management, where she has been working since 1994. She provides clients with tailored strategies addressing various financial needs, including retirement planning, estate planning services, business solutions, and other wealth management areas. Agnieszka is committed to understanding her clients' unique goals and circumstances to build meaningful, long-term relationships. With over 30 years of experience in the financial industry, Agnieszka supports clients across a wide range of financial services such as college planning, retirement planning, wealth management, estate planning, and corporate business solutions. She holds FINRA Series 7, 65, and 63 registrations, and has earned the Chartered Retirement Planning Counselor™ and Certified Divorce Financial Analyst® designations. Originally from Poland, Agnieszka holds a master's degree in English literature and American studies from Warsaw University. She enjoys traveling, skiing, playing tennis, theater, arts, reading, and spending time with family and friends. Agnieszka has been named to the 2023, 2024, 2025, and 2026 Forbes "Best-in-State Wealth Management Teams" list as a member of The Williams Tomlin Group.

Matthew Bulanchuk is a financial advisor at Morgan Stanley with a Series 66 license and three years of industry experience. His prior work includes roles at Reform Alliance, Northwestern Mutual, and entrepreneurial ventures such as Dix Hills Diner. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Malka Bernstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Edward O'Neill is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been involved with Cetera and its affiliated entities since 2004. In addition to his advisory role, O'Neill owns an accounting and tax practice, serves as vice president of the Culinary Institute of Long Island, and acts as treasurer for Locust Valley Cemetery’s advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to both affiliated and third-party portfolio managers, providing various program options ranging from automated allocations to customized strategies.

Robert Giaccone is a CFP® with 28 years of experience in the financial services industry. He has been with OSAIC since 2025 and previously worked for Lincoln Financial Advisors Corp for 20 years. In addition to his advisory role, he is a registered tax preparer and holds a license as an insurance agent offering various insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses a combination of proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Robert Knox IV is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services since 2016, following a prior role at Foresters Financial. He serves as co-executor for his father's estate and holds limited medical power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform through a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services with access to affiliated and third-party money managers across various program structures.

Bonnie Maute is a financial advisor with LPL Financial in Jericho, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Signature Securities Group Corp./Signature Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research.

Oluwaseun Adelegan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Citigroup/Citibank and JPMorgan Chase Bank, N.A. Adelegan’s career includes multiple roles at J.P. Morgan Securities since 2012. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Ambrosio is a financial advisor with Equitable Advisors, holding a Series 66 designation and 35 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Robert Fusaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Outside of his advisory role, Fusaro serves as a trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rufus Davenport is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of his advisory work, he is involved in an insurance-related business called Emerson Rogers / Health Care. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing numerous program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Ailing Mei is a financial advisor with Mass Mutual Investors Services in Flushing, NY, holding a Series 63 designation and 17 years of industry experience. Her prior roles include positions at MetLife Securities and MassMutual Life Insurance Co. Outside of financial advising, she is a licensed real estate salesperson and serves as treasurer for Grace Chinese Lutheran Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers various planning programs including estate and employer-sponsored planning.

Jian Cheng Li is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2010. Additionally, he is involved in buying, selling, and leasing residential real estate. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Dino Carfora is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Joi Generazio is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with UBS since 2015. Outside of her advisory work, she is a notary public involved in nonprofit activities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Jonathan Ferrufino is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Citizens Securities, Inc., Citizens Bank, Wilson-Bennett Technologies, and Stony Brook University. LPL Enterprise serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, utilizing a platform that combines proprietary research, model portfolios, third-party asset management, and affiliated insurance products.

Nancy Bohan is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2015 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is a partner in a pilates studio called LagreeNY. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including 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 strategies.