Lisa Sciuto is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jorge Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Giorgio Armani for five years. 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 firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

David Willmott III is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Edward Jones, Joseph Stone Capital, and entrepreneurial ventures outside finance such as Skate Safe America and People Pool Valet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with various non-advisory financial activities.

Jeffrey Thiele is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney assisting his mother. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Jessica Baker is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior work includes roles at Copper Beach Builders, Stage Door School of Dance, Baker Septic Installations Inc, and involvement with The Performing Arts Center of Suffolk County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Nathaniel Mccabe is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Suffolk Federal Credit Union, Big Think Capital, and The Prudential Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Paul Tuttle is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services from 2017 to 2022 and Munistat Services, Inc from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across various financial topics without managing client portfolios directly.

Christian Buzzanca is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors and ownership of Economic Planning Group. Buzzanca serves as president of the Society of Financial Service Professionals, where he plans meetings and directs board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Ward is the Senior Resident Director at Merrill Lynch Wealth Management in Riverhead. He has been a financial advisor since 1990 and joined Merrill in 2015. In 2018, he was promoted to Resident Director. He and his team serve business owners, entrepreneurs, and affluent individuals by developing tailored wealth management strategies to address both professional and personal financial goals. Robert's expertise includes managing corporate 401K plans, nonprofit endowments, and foundations. He holds several professional designations such as Chartered Financial Consultant® (ChFC), Certified Plan Fiduciary Advisor® (CPFA), Chartered Advisor in Philanthropy (CAP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His educational background includes a High School Diploma from Comsewogue High School and an Associate's Degree from Suffolk County Community College. Committed to his community, Robert serves on the boards of East End Arts in Riverhead and the Riverhead Rotary. He supports organizations like Big Brothers Big Sisters of Long Island, Junior Achievement, and the United Way. He has received the Presidential Volunteer Award from the White House in 2016, 2017, and 2018, and was recognized by Big Brothers Big Sisters in 2011 as Man of the Year. Robert lives in Manorville with his wife and two children; his personal interests include boating, golf, skiing, mountain biking, and photography.

Azhar Shah is a financial advisor with LPL Financial who holds a Series 66 designation and has 11 years of industry experience. He has worked at LPL Financial since 2015 and has been affiliated with Webster Bank since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Taormina is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent nine years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, based on modern portfolio theory, and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Nicholas Galletta is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 designations. He has 13 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Twin Forks Networking Group, a nonprofit organization in Manorville, NY. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs, and it also facilitates insurance product sales through affiliated entities.

Brian Ullman is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial in 2025, he worked for Cadaret, Grant & Co., Inc. for 24 years and has been associated with North Shore Financial Resources since 1998. He is involved with North Shore Financial Resources as a business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Frederick Azzurro is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and AXA Advisors. Azzurro is also involved as a member in several LLCs unrelated to investment activities and serves as a trustee administering a family trust. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Eugene Christensen is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. He has 42 years of industry experience, including 22 years at Merrill and 15 years at Bank of America, N.A. In addition to his advisory work, he owns a seasonal rental property in Beckett, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Troy Prochazka is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at Fisher Investments and Fidelity, where he worked from 2013 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Laura Rudolph is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 1994. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joanne Bennett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in Patchogue, NY. Outside of her advisory role, Bennett is involved with the Patchogue Chamber of Commerce, where she serves as 2nd Vice President and is a member of the board of directors, and she participates in educational seminars at Patchogue-Medford High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Greene is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Amanda O'Neal is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2007. Outside of her advisory role, she serves on the board of the Suffolk Cheerleading Officials Association and is a partner and director of premium finance at Greco & O'Neal Wealth Strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning engagements using firm-approved software and offers a range of programs including divorce planning and employer-sponsored planning.