Thomas Ierna is a ChFC® credentialed financial advisor with 32 years of industry experience. He has been with LPL Financial since 2025 and previously worked at Next Financial Group for 19 years. Outside of his advisory role, he coaches hockey for the Peconic Hockey Foundation. 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 portfolios, third-party asset management, and institutional platforms.

Corinne Heaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She worked at RBC Capital Markets Corporation for 13 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Gisele Kirolos is a financial advisor at Morgan Stanley with 17 years of industry experience, all spent at Morgan Stanley Smith Barney LLC since 2009. She holds the Series 63 designation. Outside of her advisory role, she serves as a trustee for a trust in Saint James, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through a range of investment and advisory services.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

John Thomson Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including AXA Advisors and Mass Mutual Life Insurance Company. Thomson is also involved in outside fixed insurance sales, focusing on servicing existing clients and renewals. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Keith Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2016 and has been with Dime Community Bank (formerly Bridgehampton National Bank) since 2008, serving in senior private banking and investment-related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing various investment strategies supported by advanced operational and research tools.

Mark Parrott is a financial advisor with OSAIC based in Medford, NY, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. He has been affiliated with Creative Retirement Planning and OSAIC for over 30 years. Outside of advising, he performs as a musician in nightclubs and has authored a book on economic trends. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Christopher Casano is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience spanning construction, food services, and education. Casano has maintained a long-term association with Laronde Beach Club since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage a variety of registered investment companies.

Gus Catanzaro is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services, Inc. for 14 years and Equitable Advisors for eight years. Outside of his advisory role, Catanzaro is involved in management activities as a partner and COO at PPS Advisors, a firm focused on management and marketing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and risk management, supported by a broad range of program offerings and third-party platforms.

Joseph Marano is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Merrill since 1989. 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.

Richard Nicolich is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including American Portfolios Financial Services, Inc., LPL Financial, Invest Financial Corporation, and Uvest Financial Services Group, Inc. OSAIC serves a diverse client base comprising individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, and supports a range of managed portfolio programs and third-party manager options.

Kasten Carter is a financial advisor with Morgan Stanley in Riverhead, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and AXA Advisors, LLC for two years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, relying on structured discovery processes and firm-approved planning tools.

Susan Palmer is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Outside of her advisor role, she is a general partner in a family limited partnership and serves on the Board of Advocates for the College of Arts & Sciences at Stony Brook University. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured planning tools and proprietary investment models.

Scott Neuberger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in January 2018 to continue a family legacy of providing wealth-building and retirement strategies to families, along with access to co-fiduciary services for 401(k) plans. His client focus areas include divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, women and wealth, and retirement income. Scott holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Fairleigh Dickinson University and a Master's degree from New York University. He is associated with professional organizations such as FDU Men's Lacrosse and Sigma Chi. Outside of his professional work, Scott participates in community activities such as Movember. His personal interests include baseball, ice hockey, soccer, spending time with his family, and watching movies.

Ryan Kessler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and sports & entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Niall Patterson is a Financial Consultant with Fidelity Investments, where he partners with clients and their families to understand their financial needs and the impact of their decisions on their lives. His focus is on helping clients build a financial plan that provides confidence and peace of mind. He has over a decade of experience in the financial services industry, having held several roles at Fidelity Investments since 2015, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Brokerage Account Manager at American Capital LLC from 2013 to 2015.

William Rugen is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. His career includes roles at Lincoln Financial Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of advisory work, he is involved in tax preparation and insurance sales, including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management options and third-party money managers, supporting both discretionary and non-discretionary account management.

Michael Beza is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, following a brief tenure at Chase Investment Services Corp. in the same year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, including ESG considerations, supported by centralized due diligence and implementation by affiliated entities.

Paul Moran is a financial advisor with LPL Financial in Medford, NY, holding a Series 63 designation and 17 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. from 2016 to 2022. Moran is also a licensed agent for non-variable insurance products and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a variety of investment strategies, including model portfolios and third-party asset management, and provides non-advisory financial services alongside its advisory platform.