Thomas Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

John Baldi is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ and Series 63 designations and bringing 20 years of industry experience. His career includes prior roles at LPL Financial and American Portfolios Financial Services. He serves as a board trustee for St. Patricks Smithtown and holds other community and advisory roles. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, incorporating proprietary and third-party strategies across multiple custody platforms.

Adam Friedman is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements to support client goals.

Elijah Perry is a financial advisor with Morgan Stanley in Garden City, NY. He holds a Series 66 designation and has experience at Morgan Stanley, New York Life Insurance, and Target Corporation. His background also includes roles in education at several institutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Peter Bernard is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2000. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Babita Trivedi is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, she worked at Sii from 2014 to 2018. Outside of her advisory role, she is involved with Lighthouse Financial Network, LLC as a financial planner and also operates an insurance brokerage as a sole proprietor. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various investment tools and third-party platforms.

Stefano Airo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the West Islip, New York branch. He joined Merrill Lynch in 1995 and has over 30 years of experience serving clients. He holds the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC) designations, as well as the Personal Investment Advisor (PIA) designation. Stefano specializes in helping individuals, families, and businesses define their financial goals and develop strategies to optimize the likelihood of success. His client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to tailor wealth management strategies based on their risk tolerance, time horizon, liquidity needs, and overall financial objectives. He earned a Bachelor of Science degree in Business Administration from the New York Institute of Technology in 1992 and is a member of the Delta Mu Delta National Honor Society. Stefano is involved with community organizations including Catholic Health Good Samaritan University Hospital and Living Waters Fellowship. He is multilingual, speaking Italian, Spanish, and English.

Jonathan Totillo is a Series 66 licensed financial advisor with five years of industry experience. He currently works at J.P. Morgan Securities and has prior experience at Equitable Advisors and Pelham Union Free School District. Outside of his advisory role, he also works as a mathematics tutor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework when recommending strategies.

Sandy Poon Wing is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools without providing individual security recommendations as part of standalone plans.

Patrick Dowden is a financial advisor with Raymond James & Associates in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Gaynell Hunte is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2017. 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, and institutions.

Steven Harty is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he manages an independent advisory business through STJMD Enterprises Inc. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate tax-smart strategies and asset management. The firm combines research, modeling, and automation to support its advisory approach while offering a broad range of financial solutions through its institutional platform.

Michael Jeshiva is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jeshiva has been with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Christopher Liguori is a financial advisor with LPL Financial in Garden City, NY, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at LPL Financial since 2015 and has been associated with Webster Bank since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sabrina Lin is a Planning Consultant at Fidelity Investments. In her current role, she partners with Financial Consultants to understand clients' personal needs and explore how Fidelity can assist them. She has been with Fidelity Investments since 2024, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2026. This progression reflects her experience within the company and her roles involving client relationship management and financial planning support.

Mitchell Pearson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he is a partner in Equinox Financial Partners LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers, utilizing a hybrid referral and implementation model.

Theodore Grippo is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Elana Lundbye is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Fidelity Investments and has held roles in various sectors including hospitality and education. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG framework to recommend approved funds and strategies.

Daniel Saxe is a CFP® professional with 30 years of industry experience, currently serving as an advisor at OSAIC since 2024. Prior to joining OSAIC, he worked at American Portfolios Financial Services for 19 years. Outside of his advisory role, he is president of a tax preparation and bookkeeping business and serves as treasurer for a nonprofit organization related to retired police officers in New York. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct client portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Michael Newins is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities, Guardian Life Insurance, and New York Life among others. Outside of his advisory role, he serves as Treasurer of Potunk Lodge #1071 F&AM, a Masonic Lodge and charity in Westhampton, NY. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services with investment guidance based on proprietary forward-looking methodologies developed by its Investment Strategy Group.