Michael Rodriguez is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including PHX Financial, Inc. and his own venture, Make Life Happen LLC. Outside of advising, he is involved in personal training through Gatsby Brothers LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and diverse asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Steven Higgins is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, Charles Schwab, Rockline Wealth Management LLC, and Ameriprise Financial. Outside of finance, he has experience working at Umbertos Family Pizzeria. 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 and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and due diligence from its affiliated investment management and research teams.

Brandon De Ramo is a financial advisor with Charles Schwab holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab and related entities since 2022 and previously held positions at TD Ameritrade and Morgan Stanley. 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 and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and a centralized operational structure.

Jason Tejero is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model‑delivery strategies and a limited number of separately managed account options to individual and high‑net‑worth clients. The firm curates third‑party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Andre Lee is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on building lasting relationships with clients through trust, transparency, and communication. He works closely with clients to identify their financial goals and objectives, leveraging tools like the Personal Wealth Analysis to prioritize these goals and implement strategies aimed at achieving them. Andre has expertise in areas including college education planning, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the New York Institute of Technology. Residing in Nassau County, Andre is a father of two children. Outside of his professional work, he enjoys spending time outdoors, engaging in activities such as camping, football, golf, and soccer. He has been an athlete throughout his life and played college soccer at the Division 1 and 2 levels for UNC Charlotte and New York Institute of Technology. Andre is also involved with the Nation Negro Golf Association (NNGA).

Robert Lyons is a financial advisor with OSAIC in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Royal Alliance from 2017 and National Planning Corporation from 2003 to 2017. Outside of his advisory role, Lyons is a partner in an apple orchard business, Southern Tier Apples LLC. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Cheryl Rambler Goveia is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She is involved with the Islip Rotary Club and participates in the Rotary District 7255 Mental Health Committee, focusing on mental health awareness and stigma reduction. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Tong is a financial advisor with Ameriprise in Commack, NY, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018 and also works part-time as a golf instructor at Sunken Meadow State Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform serving a broad client base.

Pierre Awadalla is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018, following twelve years at Signator Investors Inc. and John Hancock Life Insurance Company. In addition to his advisory role, he operates as an insurance broker assisting clients with group and health insurance benefits. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party money manager access.

Thomas Morra is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 32 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he serves as an attorney-in-fact for fiduciary activities and health care directives. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Kevin Lazar is a Series 66-registered financial advisor with Equitable Advisors, based in Melville, NY. He has one year of industry experience and prior work history in various roles outside of financial services, including positions at Ben's Furniture Co. and Salve Regina University. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a range of third-party advisory models and tools.

Vincent Petrosini Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at INVEST Financial Corp. for 13 years before joining LPL Financial in 2018. Outside of advisory work, he is involved in tax preparation and accounting as a business owner and has experience as an actor and producer since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced research tools and a broad platform of related financial services.

Miguel Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, offering both advisory and brokerage services.

Michael Berk is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with OSAIC. He previously worked at Signator Investors, Inc. for 29 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, Berk operates a sole proprietorship selling Long Term Care insurance and acts as an insurance broker for life, annuities, disability, and group benefits. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and third-party platforms to support varied investment needs.

Paul Casavecchia is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Axa Advisors, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he serves as executor and power of attorney for his deceased father's estate. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Daniel Lambert is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Merrill since 2014. 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 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 teams.

Paul Catanzarite is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 22 years of industry experience and has been associated with Primerica Financial Services since 2003 and PFS Investments Inc. since 2004. Outside of his advisory role, he is involved with Lighthouse Tabernacle COG and engages in part-time sales of non-investment related products including home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies developed by unaffiliated asset managers.

Michael T. Rooney, CRPC™, serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1998, he has dedicated his career to assisting high-net-worth individuals and their families by developing financial strategies aimed at achieving both short- and long-term goals. His client focus encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategy for individuals and corporations. With over 30 years in the financial services industry, Michael employs a consultative approach centered on connecting all aspects of his clients' financial lives to prioritize and pursue their most important goals. He holds a Bachelor of Science degree in Marketing from the University of Scranton and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael resides in Dix Hills, NY with his wife Katrina and their three daughters, Kaitlin, Amanda, and Jessica. Outside of his professional responsibilities, he enjoys golfing, music, skiing, and spending time with his family.

Marc Perez is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2004. Perez serves as a board member of the New York Bankers Association, representing Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

James Robdau is a financial advisor with Primerica Advisors based in Farmingdale, NY. He holds a Series 63 designation and has 19 years of industry experience, including roles at PFS Investments Inc. since 2007 and Primerica Financial Services since 2004. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and BNY Mellon Advisors for portfolio implementation and uses a tiered wrap fee structure rather than fixed fees.