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Barry Charles Picker is an Investment Advisor Representative at Calculated Financial Solutions, LLC. Barry holds a Certified Financial Planner designation and has been in the industry since 2005. Barry is registered with the state of New York and specializes in providing Financial Planning and Portfolio Management services to individuals. Barry also has experience with Picker & Auerbach, CPAS P.C. Calculated Financial Solutions, LLC has 32 clients with $9,369,256 in assets under management. Barry is located in CEDARHURST, NY.

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Christian Coppola is a registered representative with J.P. Morgan Securities LLC. Christian has been in the industry for 4 years, focusing on investment advisory services. Christian offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Christopher Spalding is a financial advisor with J.P. Morgan Securities LLC. Christopher has been in the financial services industry since 2023. He is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 66 and SIE licenses. Christopher is also registered with the state of New York. Before joining J.P. Morgan Securities LLC, Christopher was employed by Park Avenue Securities LLC.

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Howard Stricker is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients nationwide. Howard has been in the industry for over 20 years and holds a variety of licenses and designations. Howard is registered in several states, including New York, New Jersey, Florida, and Connecticut, and is experienced in providing financial planning, portfolio management, and other wealth management services to individuals, families, and businesses. Howard also has experience in property and casualty insurance and is a licensed real estate agent.

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Jack Isaac Strulowitz is a financial professional with Cetera Investment Advisers LLC based in Cedarhurst, NY. Jack Isaac Strulowitz has been working in the financial industry since 2019. Jack Isaac Strulowitz holds the following licenses and certifications: Series 66, Series 7TO, and SIE. Jack Isaac Strulowitz's areas of specialization include financial planning, portfolio management for businesses and individuals, and pension consulting. Jack Isaac Strulowitz is also associated with Bernath and Rosenberg, P.C. in Cedarhurst, NY as a client service associate.

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Jason Gopen is a financial advisor with over 10 years of experience in the financial services industry. Jason currently works at J.P. Morgan Securities LLC and is registered with FINRA. Jason offers a range of services including financial planning, pension consulting and portfolio management for both individuals and businesses. Jason's previous employers include Capital One Investing, LLC, National Securities Corporation, and Prime Capital Services, Inc. Jason has a broad experience across multiple firms and offers a range of services to clients in a variety of industries.

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Jeffrey Kramer is a financial professional with over 27 years of experience in the financial services industry. Jeffrey is currently registered with Citigroup Global Markets Inc. Jeffrey is also a registered Investment Advisor representative. Jeffrey has a strong track record of providing financial advice to individuals, corporations, and institutions. Jeffrey holds the Series 63, Series 65, Series 7 and SIE licenses.

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Jonathan Montalto is a registered representative of J.p. Morgan Securities LLC and has been in the industry since 2019. Jonathan is registered to provide securities-related services in Connecticut, New Jersey, and New York. Jonathan is licensed to provide investment advice to individuals, businesses, corporations, pension and profit sharing plans, high net worth individuals, insurance companies, charitable organizations, and labor unions. Jonathan has passed the Series 63, Series 66 and Series 7 exams. Jonathan's firm, J.p. Morgan Securities LLC, manages over $249.7 billion in client assets.

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Kazi Ahasan is a registered representative with J.P. Morgan Securities LLC. Kazi is licensed in Connecticut, New Jersey, and New York. Kazi is Series 63, Series 6TO, and SIE licensed.

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ADVISOR BIO

Sara Glaz is an investment advisor representative with MWM Group LLC, with an office in Cedarhurst, NY. Sara has over 7 years of experience in the financial services industry. Sara is registered with the state of New York and holds the Series 63, 66 and 7 licenses. Sara specializes in providing financial planning and investment advice to individuals, families, and businesses. She has experience working with clients of all ages and income levels. Sara is committed to providing her clients with personalized financial advice that meets their individual needs. Prior to joining MWM Group LLC, Sara worked at Purshe Kaplan Sterling Investments and HD Vest Investment Services.

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