Kathleen Bresnan is a CFP® professional with 29 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as a financial advisor in Cutchogue, NY. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Walter Brown is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at American Portfolios Financial Services for 11 years before joining Equitable Advisors in 2024. Outside of his advisory role, he owns WALTER H BROWN LLC, a business used for managing non-investment-related business expenses, and acts as an independent agent for fixed insurance products. 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, offering both advisory and brokerage/insurance channels to execute client recommendations.

Chad Esposito is a financial advisor at Charles Schwab with 22 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade, Inc. Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Nora Heaton is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following 14 years at Deutsche Bank Securities Inc. Merrill, along 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 institutional investors.

Jack Schiff is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2012. In addition to his advisory role, Schiff is a partner at Getzel, Schiff & Pesce CPAs, LLP, where he has been involved in tax preparation since 1987. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Steven Casella is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2009. He also has a longstanding affiliation with Bank of America, N.A. since 2006. Casella serves on the board of The Cor Jesu Foundation, Inc., which supports Catholic high school education through fundraising activities. 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 various institutional investors.

Deborah Kamer is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on providing goals-based wealth management to affluent families, individuals, and professionals. She joined Merrill in 1997 and has since offered customized service support to clients and internal services to the advisor team. Deborah works alongside a team of specialists to deliver tailored advice and a disciplined approach to investing. Her areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and both individual and corporate investment strategy. Before transitioning into wealth management, Deborah had a career as a CPA specializing in audit, tax, and business management in New York City. She holds a Bachelor's Degree from SUNY Buffalo and has earned the Professional Investment Advisor (PIA) designation. Outside of her professional responsibilities, Deborah enjoys equestrian sports, going to the gym, and spending time with friends. She values cultivating long-lasting relationships through exceptional service and customized advice. Deborah is interested in connecting with clients seeking an experienced and hands-on advisor, those looking to simplify their financial life, or individuals who would benefit from her professional network.

John Rizzo is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to develop personalized financial strategies tailored to their individual goals. His approach includes providing access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. Rizzo has expertise in serving corporate executives, professional women, and business owners. His work with corporate executives focuses on tax mitigation and diversification strategies related to equity compensation. When advising professional women, he addresses diverse financial matters with a tailored wealth management approach. For business owners, he aligns business objectives with the personal goals of those involved in the enterprise. His areas of focus also include corporate benefits, divorce transition planning, executive compensation, retirement planning, and small business strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, as well as the Personal Investment Advisor (PIA) title. Rizzo earned a bachelor's degree from SUNY Cortland. Recognized among FORBES MAGAZINE’s "Best-in-State Wealth Management Teams" in 2024, he is committed to building long-term relationships and participating in community volunteer activities. His personal interests include basketball, boating, fishing, football, golfing, music, running marathons, swimming, and traveling.

Edward Devenish is a Financial Advisor and Senior Portfolio Advisor with The Kogel Donato Wealth Management Group at Merrill Lynch Wealth Management. He collaborates closely with the team to deliver comprehensive wealth management solutions tailored to each client's unique circumstances, specializing in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Edward graduated magna cum laude from Syracuse University and holds the Personal Investment Advisor (PIA) designation. He is a member of the Forbes-recognized Kogel Donato Wealth Management Group, which was named to the 2026 "Best-in-State Wealth Management Teams" list. Edward joined Merrill in 2024 and became part of The Kogel Donato Wealth Management Group in 2026, focusing on disciplined portfolio construction and goals-based planning. Born and raised on Long Island, New York, Edward is a devoted New York Yankees fan and enjoys playing the guitar. He is also involved with Island Harvest in his community.

David Mahler is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He worked at Metlife Securities Inc. for 41 years before joining MassMutual and its affiliated firms in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Nicholas Maggi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously worked at Wellington Management and Bain Capital. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its services.

Michael Vela is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and previously worked for over two decades at American Portfolios Financial Services, Inc. In addition to his advisory role, he is licensed as a life and health insurance agent with various companies. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party investment solutions.

Neil Palazzo is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Gianfranco Calio is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the Town of Oyster Bay Housing Authority, ADP, SUNY Plattsburgh, and work in the restaurant business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research and quantitative analysis. The firm also serves as an adviser to multiple registered investment companies and employs algorithmic and AI-driven methods in its investment process.

Keith Mccormack is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting corporate executives and individual clients in optimizing their retirement plans and managing equity compensation, including RSUs, stock options, and concentrated stock positions. His professional approach focuses on tax-efficient planning, diversification strategies, and liquidity planning to align financial flexibility with personal goals. Keith holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's degree from Florida Atlantic University. Keith has been with Merrill Lynch Wealth Management since 2008, after seven years at other insurance and wealth management firms. He is responsible for running training programs for new advisors within his office. Originally from Floral Park, Keith lives in Deer Park with his wife, son, daughter, and two dogs. His personal interests include antiquing, cooking, football, gardening, and spending time with his family.

Seth Rothman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes eight years at Merrill and roles at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities LLC 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 eligibility framework in their investment recommendations.

Scott Valentine is a Series 66-credentialed financial advisor with 22 years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, Citigroup, and LPL Financial, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Lisa Yim is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and Bank of America since 2010. Merrill, along 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael O'Keeffe is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2018 and previously was with Fidelity Brokerage Services LLC from 2014 to 2018. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary guidance through a centralized consulting team.

Tania Canate is a financial advisor with Primerica Advisors in Copiague, NY, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Primerica Advisors since 2020 and is also associated with LifeX Research Corp. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.