Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Baker Avenue Asset Management and Silicon Private Wealth LLC. He is involved with a donor advised fund, the Mordesovich-Chase Family Charitable Gift Fund. Sonoma Private Wealth serves individual clients, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, family office, and pension consulting services. The firm uses a tailored investment approach incorporating asset allocation, fundamental analysis, modern portfolio theory, and sustainability-focused analysis from The HIP Investor.

Sean Lamb is a financial advisor with Old Beach Investment Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has been involved in film production as a manager and producer at Franklin Avenue Films since 2012. Old Beach Investment Advisors is a state-registered firm that provides discretionary portfolio management and supervisory services primarily to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm employs long-term equity strategies focused on fundamental analysis and maintains a small, concentrated client roster.

Thomas Treadwell is a financial advisor at Brennan Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brennan Capital Management since 2023. Prior to his advisory role, he was employed at Smugglers' Notch Resort and studied at The University of Vermont. Brennan Capital Management provides discretionary portfolio management and financial planning services to individuals, corporations, and charitable organizations. The firm emphasizes passive management and Modern Portfolio Theory, using index funds and ETFs, while incorporating fundamental analysis and third-party managers.

Hana Walton is a financial advisor at Cultivating Wealth in Montauk, NY, holding a Series 65 credential with one year of industry experience. Prior to joining Cultivating Wealth, she worked in the education sector at Scarsdale Union Free School District and Monroe-Woodbury Central School District. Cultivating Wealth is a six-advisor team serving individual and high-net-worth clients as well as business owners, offering discretionary investment management along with financial planning and consulting. The firm uses a strategic asset-allocation framework enhanced by tactical considerations and provides specialized services such as divorce financial planning and small-business financial consulting.

Are you Cultivating Wealth? You may have a complex financial life and substantial investments but still struggle to connect your financial goals to your real life. Our team of CERTIFIED FINANCIAL PLANNER™ practitioners is passionate about supporting your path to your best life. Your investment portfolio is only one part of the picture. We will analyze your personal financial situation; help you set realistic financial goals and implement plans to achieve them. Financial planning allows you to make informed decisions which help enable success, protect your family and ultimately cultivate wealth over time. We have particular expertise in tax-efficient investing, equity compensation, real estate scenarios and wealth management. Contact us for a free consultation.

Caroline Young is a financial advisor at Cultivating Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at SHoP Architects PC for eight years before entering the financial advisory field. Cultivating Wealth serves individual and high-net-worth clients as well as business owners, providing discretionary investment management alongside financial planning and consulting. The firm’s six-advisor team manages approximately $166.6 million across about 172 client relationships and offers specialized services including divorce financial planning and small-business financial consulting.

Lauren Sylvan is a CFP® with seven years of industry experience, currently serving as an advisor at Cultivating Wealth. She has worked at The Stanich Group since 2018 and previously at Luesink Stenstrom Financial from 2015 to 2018. Outside of her advisory role, she is a partner in Janus Properties, LLC, a rental real estate business. Cultivating Wealth is a six-advisor team that provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as business owners. The firm employs a strategic asset-allocation framework with tactical adjustments and offers specialized services including divorce financial planning and small-business financial consulting.

Mark Yadgaroff is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanford C. Bernstein & Co., LLC, Oppenheimer, and Stephens. He serves on the board of directors of Co-op 51st Beekman. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, and public entities, utilizing a range of investment platforms and a combination of centralized committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies.

John Schoen is a financial advisor at Main Street Financial Solutions, LLC with a Series 65 designation and over a decade of industry experience. His prior roles include positions at FV Miste Rose and State Street Global Market - Currenex. Main Street Financial Solutions manages approximately $2.49 billion in regulatory assets for about 2,269 clients through 35 advisors across multiple teams. The firm offers financial planning, investment management, retirement plan consulting, and alternative investment access, employing an academic-based, multi-asset approach that integrates low-cost mutual funds, passive ETFs, actively managed funds, individual securities, and selected Independent Managers.

Marc Lowlicht is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Securities Corp for nine years. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for over 16,800 clients. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a broad range of advisory programs, including proprietary asset allocation models and access to third-party managers.

Mary Welby Hughes is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at BlackRock Investments, LLC, Stratifi, LLC, and Wellington Management. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays to manage portfolio exposures and enhance yield.

Nan Bailey is a CFP® with 39 years of industry experience, currently affiliated with Commonwealth Financial Network since 2004 and operating NP Bailey since 2006. She holds a Series 63 license and is based in East Hampton, NY. Outside of financial advising, she works as a personal life coach under the name Coach Nan, dedicating a significant portion of her time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.

Peter Cooper is a financial advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, B. Riley Wealth Management, and National Securities Corporation. Outside of his advisory role, he manages life and health insurance sales and supervision at Amabrokus Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Ryan Wilson is a financial advisor with Creative Planning, holding a Series 65 designation and six years of industry experience. He has been with Creative Planning since 2019 and previously worked at American Century Investments from 1999 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental investment options and integrated retirement plan services.

Joel Basciani is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant, supported by extensive in-house research and specialized commercial arrangements.

Jane Kearsey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 16 years of industry experience. She has been with The Ayco Company since 2014. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated entities.

Christopher Rusk is a Series 66 credentialed financial advisor at Citigroup Global Markets with 19 years of industry experience. He has worked at Citigroup since 2020, and previously held roles at Ameriprise Financial Services, Wunderlich Securities, and First Republic Securities Company. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management segments, offering multi-asset, multi-manager investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides tailored solutions for high-net-worth clients.

Peter Heckman is a Series 66 licensed financial advisor with eight years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, and has a background that includes roles at Guardian Life Insurance Company. Outside of his advisory work, he is co-owner of Residency to Retirement Wealth, LLC, a business focused on selling life, disability insurance, and investments. Park Avenue Securities serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports multiple specialized programs and lending solutions.

Carlos Burns is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Richard Devine is a financial advisor with Raymond James & Associates in Montauk, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a focus that includes municipal clients and institutional consulting.

Lauriann Delay is a CFA® charterholder with over 32 years of experience in the financial services industry. She has worked at Raymond James & Associates since 2019, following a tenure at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. She serves as Treasurer and a board member of the Anchor Society, a nonprofit organization, and participates on the finance and investment committee of the United Religions Initiative. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Peter Soriento Jr. is a financial advisor at Equitable Advisors with 32 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors, LLC. He also operates a separate business under the name Periscope Wealth 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Patrick Amato is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at UBS Financial Services and JPMorgan Chase Bank before joining his current firm in 2018. Amato serves on the boards of the Longhouse Reserve nonprofit and The Resource Foundation, and he is a director at the East Hampton YMCA. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Adam Crown is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He holds the Series 66 designation and is based in East Hampton, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

Christopher Palmieri is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Laura Saver is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Robert Reuben is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a 1% investor in Salad Power, a business focused on creating healthy vegetable drinks. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, it delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Marc Balducci is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on assisting clients with retirement and estate planning services, wealth preservation, and risk management strategies. Since joining Merrill Lynch in 2002, Marc has served an elite circle of clients, including senior-level business executives, partners at major law and accounting firms, and corporate executives. He provides portfolio management services, utilizing a range of investment strategies including individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Marc is a qualified Portfolio Manager and also offers discretionary strategy management through Merrill's Investment Advisory Program. Marc holds a Bachelor's degree in Communications from Duquesne University. He has earned the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). His background includes a family heritage rooted in service and entrepreneurship, inspired by his grandfather Louis Balducci, founder of Balducci's Gourmet Market in New York City. Outside of his professional endeavors, Marc is involved with the charitable organization American Corporate Partners, supporting military veterans transitioning into the private sector. He resides on the east end of Long Island in Montauk with his wife, Denice, and their daughter, Valentina. Marc enjoys spending time outdoors with his family and partaking in activities such as boating, camping, cooking, fishing, hunting, reading, and skiing.

David Bieber is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Treasurer for the nonprofit Friends of Sheba Medical Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Rainey Miller is a CFP® with 25 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. Miller holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 financial plans.

Todd Kingsley is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2016, following nine years at Deutsche Bank Securities Inc. in prior roles. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports both retail and institutional clients with various advisory and fiduciary solutions.

Jeffrey Bonilla is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at The Vertical Trading Group and Axiom Capital Management. Based in Montauk, NY, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Cori Cass is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 credentials. Outside of her advisory work, she owns and operates a vending machine business and is involved in a men's retail clothing company, Menhaden Lane, LLC. She also works with the Town of Shelter Island Recreation Department, overseeing adult basketball activities. 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 and investment management capabilities, delivering services on a non-discretionary basis.

W Keith Schmidt is a financial advisor with Mass Mutual Investors Services in Montauk, NY, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 2015. Schmidt is also a managing partner at Retirement Income Specialists, LLC, where he oversees business management duties. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.

Kevin Zalanskas II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jennifer Kraus is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and global market insights.

Eric Gioia is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank from 2010 to 2021. He is also an adjunct professor teaching public policy seminars at New York University’s College of Arts and Science and Macaulay Honors College. Additionally, he serves on the board of trustees of the Marymount School and supports the Queens Library Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings to tailor investment plans aligned with clients' goals and risk tolerance.