Irie Adams is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2025. Her prior experience includes positions at Teachers Federal Credit Union and several other firms. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Lauren Parente is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes in its advisory services.

Joshua Marino is a ChFC® and holds a Series 66 designation with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent seven years at both Bank of America, N.A. and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kate Tastrom is a financial advisor with Osaic Wealth, Inc. based in Mt Sinai, NY, holding the CFP® designation with 18 years of industry experience. She worked at National Planning Corporation from 2015 to 2017 before joining Osaic in 2017. Tastrom is a partner in Santini & Tastrom LLC and serves as recording secretary for the Shoreham Civic Organization, as well as a member of the Shoreham Village Finance Committee. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a broad network of affiliated advisors and advisory platforms. The firm combines brokerage and investment advisory services, employing asset-allocation tools, efficient-frontier analysis, and third-party managers to construct portfolios across various asset classes tailored to client needs.

Amanda Gonzalez is a financial advisor with OSAIC and holds Series 66 and Series 63 licenses. She has nine years of industry experience, including prior roles at Securities America Advisors and AXA Advisors, LLC. Outside of advisory services, she is involved with Heritage Harbor Financial Associates and Highland Capital Brokerage, focusing on insurance sales and fixed annuities. OSAIC serves a diverse range of retail and institutional clients by offering 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 incorporate various investment products, with accounts managed on both discretionary and non-discretionary bases.

Tina Morgan is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked in research and healthcare-related roles before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Ryan Engel is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2024. Outside of his primary role, he is an associate and employee at Hendel Wealth Management Group, where he services existing clients and develops his own client base. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Bruce Huggins is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 1986. He specializes in a range of financial planning and investment consulting services including divorce transition planning, family wealth management strategies, retirement income, and portfolio management services. Bruce works closely with clients to develop personalized financial strategies tailored to their individual goals. He holds a Bachelor's Degree from Long Island University and an Associate in Arts from Suffolk Community College. Bruce has earned the Personal Investment Advisor (PIA) designation. Beyond his professional work, he is involved in his community through participation with Calvary Baptist Church. Bruce's approach centers on understanding each client's comprehensive financial picture and collaborating one-on-one to help pursue long-term financial objectives. His interests outside of work include baseball, billiards, boating, chess, football, golfing, softball, and woodworking.

Whalter Ponce is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes nearly a decade at Citigroup/Citibank and Citigroup Global Markets. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers these services on a non-discretionary basis through a select group of advisors.

Timothy Bourke is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Michael Boccio is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has worked previously at American Portfolios and OSAIC. He is also a financial professional at North Ridge Wealth Planning, where he provides administrative support and customer service. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

Chris Occhipinti is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, including time with Axa Advisors. Outside of his advisory role, he serves as a board member for Contractors For Kids. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Craig Valentine is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He also works as an associate for Hendel Wealth Management Group, assisting with client account services and new business solicitation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Robert Galian is a CFP® and ChFC® with 19 years of industry experience. He has been with J.P. Morgan Securities since 2016, currently serving in Oakdale, NY. Prior to his current role, he has also worked within J.P. Morgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Preston Schoenfeld is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. He has been with Morgan Stanley since 2010 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Anthony Rutigliano is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory role, he is the owner of Rutigliano Consulting, Inc., which supports his wealth management activities. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance product sales.

Steven Cellen is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and previously worked at Equity Services, Inc. and National Life Group from 2012 to 2026. Outside of his advisory role, he operates Cellen Financial, where he sells life, disability, and health insurance as an agent for several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Greg Selg is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior work includes roles at American Portfolios Financial Services and OSAIC. Outside of his advisory work, he is a partner in a small vending machine business and serves on a nonprofit homeowner association board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Lagnese is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over seven years of experience in providing financial guidance to clients. He and his team employ a Goals-Based Wealth Management approach that places client priorities at the center of the wealth planning process. Leveraging the global resources of Merrill Lynch, Michael assists clients in identifying and prioritizing key financial objectives such as college education funding, retirement income planning, health care cost coverage, and family wealth preservation. Michael’s expertise encompasses a broad range of client focus areas, including personal retirement planning, portfolio management, employee and corporate benefits, as well as strategies tailored for small business owners and the LGBT community. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Hicksville High School, followed by an Associate's Degree from Nassau Community College. In addition to his professional activities, Michael is involved with the community organization Long Island Cares. His personal interests include biking, chess, cooking, golfing, and yoga.

Richard Ciufo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized investment management strategies and financial plans that align with their individual goals. His areas of focus include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Rich prioritizes building long-term relationships and providing ongoing support to help clients navigate the complexities of wealth management. Rich began his career at Merrill in November 2021. He assists clients with a wide range of financial needs, including asset management, estate planning services, retirement planning, and financing options. By collaborating with Merrill's specialists, he ensures his clients receive tailored strategies and attentive service. His approach combines disciplined investment processes with personalized attention to consider clients' entire financial picture. A native of Long Island, New York, Rich attended Patchogue-Medford High School and Phillips Academy in Andover, MA. He earned a bachelor's degree in economics from Brown University in 2020 while serving as captain of the Brown Bears baseball team during his junior and senior years. He then earned a master's degree from the University of Richmond, where he was a member of the Richmond Spiders baseball team. In his free time, Rich enjoys baseball, football, golfing, photography, skiing, spending time with family and friends, and traveling.