Tracey Meklaus is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including direct individual plans and corporate financial planning agreements.

Anthony Del Prete is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 27 years of industry experience. He has worked with Primerica Advisors since 1998 and has held prior roles in education and labor organizations. In addition to his advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and offers advisory services at scale through a large network of financial advisors.

Beverly Suchoboky Wendt is a CFP® professional with 40 years of industry experience, currently serving at OSAIC. She previously worked at Signator Investors, Inc. for 33 years before joining Royal Alliance Associates, Inc. in 2018. Outside of her advisory role, she acts as trustee and power of attorney for an irrevocable trust and engages in insurance brokerage activities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and manages portfolios that include a mix of investment types tailored to client preferences.

Gerard Simonelli is a CFP® with 39 years of industry experience, currently affiliated with Ameriprise since 2013. He serves as President of Simon & Elli LLC, managing the financial aspects of his Ameriprise team practice, and is also a managing partner at Flagship Advisors/Mark Grossmann, overseeing branding, staff development, and business operations. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research-driven recommendations and tax-smart strategies, primarily for clients with significant investable assets. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dean Giella is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Cambridge Investment Research Advisors and GS Investment Planning, LLC, where he has worked since 2013 and 2018, respectively. Giella also holds a Series 63 license and has prior experience with Financial Educational Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement advisory through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Harlan Fischer is a ChFC® and holds a Series 63 license, with 51 years of experience in the financial industry. He is currently with Cetera and has been associated with Cetera Wealth Services, LLC since 2013 and Branch Financial Services, Inc. since 2011. Outside of his advisory roles, Fischer serves as chairman of the Village Planning Board in Harbor, NY, and is an appointed board member of the Suffolk County Citizens Advisory Board for the Arts. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services delivered through various program structures and custodial relationships.

Kilian Loeb is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2019, following an eight-year tenure at First Empire Securities, Inc. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Gary Ferrugiari is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. His prior experience includes over 40 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Outside of advising, he also works as an insurance broker. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction tools and access to third-party money managers.

Brandon Liff is a financial advisor at Morgan Stanley with Series 63 and Series 66 designations and four years of industry experience. He has worked at Morgan Stanley since 2021, including time at Morgan Stanley Private Bank, N.A. outside of advisory roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Peter Stone is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Private Bank and the American Hotel & Lodging Association. He also has experience working with the United States House of Representatives and in higher education at Sewanee: The University of the South. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ross Cohen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He is currently the owner of RMC Wealth Services and serves as Director of Retirement Plans and Investment Specialist at Hochheiser Deutsch & Co., focusing on qualified retirement plans for small businesses. His background also includes roles in insurance sales and financial planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform utilizing both affiliated and third-party strategies across multiple program structures.

Christopher Baldi is a financial advisor with Cetera who holds a Series 66 credential and has one year of industry experience. His prior experience includes roles at Avantax Investment Services Inc. and Avantax Advisory Services, as well as a six-year tenure at Henry Schein Inc. He is also the owner of Christopher Baldi CPA MST, providing tax compliance and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with varied portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Daniel Riveira is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with clients to develop comprehensive strategies that align with their financial goals, leveraging investment insights from Merrill and banking services from Bank of America. His approach emphasizes a disciplined, research-driven process that covers investing, lending, and wealth preservation, offering clients a customized wealth management experience. With a 30-year career on Wall Street, Dan has extensive experience advising institutional clients and managing foreign exchange trading teams. He focuses on areas such as executive compensation, family wealth management strategies, institutional consulting, legacy planning, portfolio management, retirement income, and tax minimization. Alongside his senior partner, he implements an objective, planning-based approach to help executives and high net worth families grow and protect their wealth. Dan holds Series 3, 7, and 66 FINRA registrations and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Queens College. Fluent in English and Spanish, he is involved in the community through organizations such as the Rotary Club and the Amityville Historical Society. Outside of work, he enjoys reading, soccer, and spending time with his family.

Scott Standel is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. His prior experience includes managing rental properties for nearly three decades. J.P. Morgan Securities LLC 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 integrates large institutional advisory operations with brokerage and investment management capabilities.

Jason Harris is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2024. Outside of his advisory role, he serves as treasurer and board member of the nonprofit Hero Spirit Project. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a variety of investment types and supports both discretionary and non-discretionary account management.

Luke De Maria is a financial advisor at Merrill with five years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at JP Morgan Chase Bank and Signator Investors Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Ryan Forrester is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Teachers Federal Credit Union, and Equity Settlement Services Inc. He has also worked outside financial services in roles at St. Joseph's College, Giunta's Meat Farms, LA Fitness, Suffolk County Community College, and Blink Fitness. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Todd Lemieux is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Lemieux is a podcast host and author through Badder Sports and provides consulting on strategy and organizational efficiency at Lemieux Strategic Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining advisory programs with financial product sales.

Steven Labiner is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 2002. Prior to this, he was associated with Axa Advisors, LLC, and has operated as a self-employed advisor since 1990. He is also a board member of the Huntington Bike Club, a nonprofit organization. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Richard Nicholas is a financial advisor at Equitable Advisors with 18 years of industry experience. He has been with Equitable Advisors since 2007, previously working at AXA Advisors during the same period. Outside of his advisory role, he is a co-trustee of family trusts and is involved with M&R Real Estate Group under the Equinox Financial Partners Ashar Group. 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 a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to meet diverse client needs.