ADVISOR BIO

Abe Basi is a financial professional with over 5 years of experience in the industry. Abe is registered with J.p. Morgan Securities LLC and is licensed to provide financial advice and services in Connecticut, Florida, New Jersey, and New York. Abe has a strong background in securities and investment products, having obtained Series 6, Series 63, and SIE licenses. Abe specializes in providing financial advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions.

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Ailun Wang is an investment advisor representative with Wells Fargo Clearing Services, LLC. Ailun is registered with the state of New York as an investment advisor representative. Ailun has also been registered as a broker in New York and California. Ailun has been in the securities industry since 2015. Ailun has previously worked at Citigroup Global Markets Inc. Ailun holds Series 6, 7TO, 63, and 65 licenses. Wells Fargo Clearing Services, LLC offers a variety of financial planning services including portfolio management for individuals and businesses. Wells Fargo Clearing Services, LLC also offers investment consulting services to institutional clients.

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ADVISOR BIO

Alex Weissman is a financial advisor in Great Neck, NY, with over 25 years of experience in the industry. Alex is a registered representative of Cambridge Investment Research Advisors, Inc. and holds the Series 7, Series 63, Series 66, and SIE licenses. Alex has a long history of serving clients in New York and surrounding states. Alex is a Registered Investment Advisor and has a strong background in working with individuals, families, and businesses.

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Alfred Dilamani is a registered representative with Equitable Advisors, LLC. Alfred has been in the securities industry since 2015. Alfred is licensed in New Jersey and New York and specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses and Portfolio Management for Individuals. Alfred is committed to providing clients with personalized financial guidance to help them achieve their financial goals.

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Amanda Moffitt is a registered representative with Ameriprise Financial Services, LLC. Amanda has been in the financial services industry since 2014 and holds licenses for both Broker-Dealer and Investment Adviser Representative in California and New York. Amanda's professional experience includes working at Ameriprise Financial Services, Inc in San Francisco, California and Ameriprise Financial Services, LLC in Great Neck, New York. Amanda's areas of expertise include: Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals and Portfolio Management for Businesses. Amanda is located at the Ameriprise Financial Services, LLC branch office in Great Neck, New York.

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ADVISOR BIO

Andres Fernandez-salvador is an investment advisor representative with Wealth Enhancement Advisory Services, LLC, a firm that provides investment advisory services. Andres has been in the industry for over a decade and holds both Series 7 and Series 66 licenses. He has previously worked at Charles Schwab & Co., Inc., J.P. Morgan Securities LLC, PNC Investments, Morgan Stanley Smith Barney, and Edward Jones. Andres is a registered investment advisor in New York and Texas.

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Andrew Montero is an Investment Advisor Representative. Andrew has been in the financial services industry for more than 9 years. Andrew is registered with J.P. Morgan Securities LLC and has been with this firm for over 2 years. Previous employers include PFS Investments Inc. Andrew has passed the Series 6, Series 7TO, Series 63, Series 66 and Series 26 exams. Andrew also has the following registrations: California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Vermont. Andrew is a co-owner of Nine-Seven Services, a real estate investment company in Jamaica, NY. Andrew also works part-time as a food delivery courier for Uber.

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Andrew B. Kutz is a Certified Financial Planner who has been in the financial services industry since January 1996. Andrew is currently registered with Kutz AND Co. Inc. and has been with the firm since March 2024. Andrew's firm provides financial planning and portfolio management services for both individuals and high net worth individuals. Andrew and his firm also offer hourly charges and a percentage of assets as compensation arrangements for their services.

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Ankush Sharma is a financial advisor registered with J.P. Morgan Securities LLC in GREAT NECK, NY. Ankush has been in the financial industry since 2008. Prior to joining J.P. Morgan Securities LLC, Ankush worked at Chase Investment Services Corp. Ankush has a Series 6, Series 63 and Series 6TO license. He is also registered with the states of California, Connecticut, Florida, New Jersey and New York. Ankush specializes in providing financial advice to individuals, corporations, insurance companies, pension plans, and charitable organizations.

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ADVISOR BIO

Ari Salamon Lazar is a registered Investment Advisor Representative with RGA Investment Advisors, LLC. Ari has experience in the financial industry, having worked previously at Lincoln International LLC. Ari is licensed in Connecticut, Illinois, New Jersey, New York, and Texas. Ari specializes in providing financial advice to individuals, high-net-worth individuals, and pooled investment vehicles. RGA Investment Advisors, LLC is a registered investment advisor headquartered in Great Neck, New York. The firm provides financial planning and portfolio management services.

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