Michael Vitacco is a financial advisor at Morgan Stanley with 33 years of industry experience. His prior roles include positions at JP Morgan Securities and Morgan Stanley Private Bank. He 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 with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Eric Siegeltuch is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 designation and has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of financial advising, he is the owner of Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Ryan Meca is a Wealth Management Advisor and Merrill Resident Director. He works closely with individuals and families to develop personalized financial strategies that align with their long-term goals. Ryan focuses on creating tailored financial plans to help clients pursue and maintain financial independence. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Ryan holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Saint John's University. Outside of his professional work, Ryan enjoys baseball, cooking, music, running, spending time with his family, and traveling.

Vincent Toscano is a financial advisor with OSAIC, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation for a combined 27 years. Outside of advisory services, Toscano is the sole owner and president of Loucon Resources, Inc., an S corporation offering accident and health insurance and related products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Cooper Ficarra is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Stockton University and Tucker's Tavern. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Pei Jye Wang is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 15 years. Outside of his advisory role, he is the general manager of Rich Eternity LLC, a company focused on estate planning and fixed life insurance sales. Osaic Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting a variety of managed account solutions and third-party manager programs.

Stephen Bishop Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized plans through a centralized consulting team.

Robert Rosenberg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Joseph Zarejko is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with several firms including Botwinick & Company, LLC, and maintains ownership of Professional Accounting Services, LLC, a tax and accounting practice. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Nicholas Agnone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 28 years of industry experience. He has previously worked at Osaic Wealth, Inc. for 15 years and has operated Nicholas Agnone & Co., LLC since 2001. Outside of his advisory role, he is actively involved in tax preparation and accounting services through his own firm, Nicholas Agnone & Co. LLC. 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 portfolios, third-party asset management, and institutional platforms.

Jonathan Pugach is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Merrill, AXA Advisors, and other firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

Scott Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Jericho office. He has been with Merrill Lynch since 2002, leveraging his background as a global commodity and derivative trader on Wall Street and his education from Hofstra University, where he earned a bachelor's degree in banking and finance. Scott provides tailored financial strategies for high net worth individuals and business owners, with expertise in areas such as college education planning, divorce transition planning, family wealth management, corporate retirement plans, tax minimization, and retirement income. His approach emphasizes understanding clients' financial priorities through attentive listening and developing customized investment guidance based on disciplined wealth management principles adaptable to changing economic conditions. Scott holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Scott participates in community activities, notably volunteering with youth hockey organizations. His personal interests include boating, cooking, golfing, ice hockey, music, skiing, surfing, and spending time with his family.

Amy Curley is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley and its affiliate firms since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, combining financial planning with investment strategies supported by quantitative tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly to clients and through employer-based agreements.

Joshua Soto is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with individuals, families, and business owners to develop personalized financial strategies aimed at pursuing short-, mid-, and long-term goals. He provides resources and guidance on investing, retirement planning, education funding, and small business solutions, including access to specialists in banking, credit, home financing, and small business services. His areas of focus include college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Joshua approaches financial planning by understanding what matters most to each client and tailoring strategies accordingly, serving as a trusted resource to help clients make informed financial decisions. Joshua holds a Personal Investment Advisor (PIA) designation. He earned an associate's degree from Suffolk County Community College and a bachelor's degree from Pace University, following his graduation from William Floyd High School. He is affiliated with Merrill professional organizations.

Andrew Surace is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and AXA Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Caroline Carrello is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at Possip, Inc., AlphaSights, and Sirus and Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and comprehensive asset management.

Salvatore Piro is a financial advisor at MassMutual Investors Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Life Insurance Co and Barnum Financial Group/MMLIS. Outside of his advisory role, he is president and owner of Citiview Management Inc. and also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also delivers specialized services such as divorce planning and estate-settlement programs.

Jenna Muscarella is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2022, following five years at Equitable Advisors and Axa Advisors. She serves as a board member of the Garden City Chamber of Commerce, participating in community events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.