Douglas Cerrato is a financial advisor at Ameriprise with 20 years of industry experience. His prior roles include positions at JP Morgan Chase and AXA Advisors. He is also involved in independent insurance brokering and co-owns Fusaro and Cerrato Enterprises, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Humbert is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2024, with prior roles including positions at New York Community Bank and teaching at Long Island University – Post. Outside of his financial advisory work, he has served in roles at St. Pius X RC Church for seven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Jeffrey Valente is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Lais De Quadros is an International Wealth Advisor with Merrill Lynch Wealth Management and has been part of the Vieira Wealth Management Group since 2015. Her professional role emphasizes supporting business development and management activities with a focus on service model delivery and client acquisition processes. Lais brings a unique perspective to her work based on her background in information technology and finance, which informs her approach to improving productivity and enhancing the client experience through technological innovation. She specializes in family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, tax minimization, and retirement income, among other areas. Lais works closely with professionals, entrepreneurs, and families, particularly those with complex financial situations involving assets in multiple jurisdictions. She collaborates with clients' trusted professional advisors to complement the banking and investment capabilities offered by Bank of America and Merrill Lynch. Lais holds a Bachelor's degree in Computer Science from Rutgers University and an MBA in Finance and Information Technology from The Wharton School of Business, University of Pennsylvania. She is accredited as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Fluent in Portuguese and English, she also has proficiency in Spanish and Italian. Outside of work, Lais enjoys spending time with family and friends, traveling, and participating in physical activities such as biking, running, and triathlons. She values deep client relationships and dedicates herself to developing personalized financial strategies that align with clients' long-term goals.

Antonio Fusco is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies tailored to their individual goals, adapting to changing market conditions. He provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Antonio holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from SUNY Oneonta. Committed to community involvement, he dedicates time volunteering with organizations in the areas he serves.

Stacey Tucker is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. 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, pension plans, corporations, and charitable organizations.

Dylan Krieg is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at The Harbor Crab Company for three years and has one year of experience in full-time education. He is also involved in managing his practice through a separate advisor-owned entity, Certainty of the Uncertainty, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes delivering written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Robert Clayton is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Cetera and has previously worked at American Portfolios and Guardian Life Insurance Co. of America. Clayton also owns Clayton Financial, a financial services business, and holds a long-standing role as a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Lloyd Mcclean is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and formerly was associated with AXA Advisors, LLC. Outside of financial advising, he is president of Moses McClean Productions, LLC, a music services company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of advisory models and third-party asset managers.

Jeffrey Tabman is a CFP® with 32 years of industry experience, currently serving at Equitable Advisors since 2001. Prior to the firm’s rebranding, he worked with AXA Advisors, LLC for 19 years. He is also an instructor at Hofstra University, where he teaches CFP courses and insurance continuing education. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of investment programs, including third-party asset managers and LPL-sponsored advisory services, emphasizing tailored client solutions through various model portfolios and fiduciary services.

Jonathan Lowd is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Merrill from 1994 to 2017 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2017. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional offerings.

Thomas Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked nine years at JP Morgan Securities, LLC. Outside of his advisory role, he owns and operates Edgewater Points Yacht Companies, LLC, providing boat rides and selling boats. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Arthur Costanzo is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024, previously serving 16 years at American Portfolios and maintaining Costanzo Financial Services since 1988. In addition to advisory work, he prepares taxes for clients through his tax preparation business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using tools like asset-allocation models, risk-tolerance questionnaires, and automated rebalancing, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Luciano Marciano is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Prospect Financial Services, LPL Financial, Maxim Financial Advisors, and Maxim Group LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver tailored investment solutions.

Anthony Dolisi II is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a variety of third-party advisory models and proprietary offerings.

James Weinstock is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Janney Montgomery Scott for 17 years and City National Bank for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies using a variety of in-house and third-party managers.

Brian White is a CFP® with 22 years of industry experience, currently serving as a financial advisor with Ameriprise in Melville, NY. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Cameron Tomassone is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Prudential Insurance Company of America, and LPL Enterprise. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagement and corporate financial planning agreements.

John Dennehy Jr. is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and operates out of Mount Sinai, NY. In addition to his advisory role, Dennehy owns and leads a tax preparation business and serves in fiduciary capacities such as trustee and executor. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining assets in Ameriprise-managed accounts.

David Sarver is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. David serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. David's areas of expertise include college education planning, executive compensation, equity compensation services, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, legacy planning, portfolio management services, sports and entertainment, and retirement income. He holds a Bachelor's Degree from the University of Illinois System and has earned several professional designations including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with the Norfield Children's Center and has personal interests that include baseball, bowling, chess, hiking, reading, spending time with his family, table tennis, and traveling.