Mark Yadgaroff is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Oppenheimer and Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he serves as a member of the board of directors for Co-op 51st Beekman. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, offering a range of services including portfolio management, financial planning, and institutional equity research.

Jeremy Paul is a Certified Financial Planner® with 28 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has held roles at Purshe Kaplan Sterling Investments, Inc., RLP Wealth Advisors, and National Planning Corporation. Mr. Paul serves as a board member of the National Cancer Center, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Marc Lowlicht is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Securities Corp for nine years. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for over 16,800 clients. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a broad range of advisory programs, including proprietary asset allocation models and access to third-party managers.

Racquel Oden is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and bringing 15 years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary strategies. The firm employs strategic and tactical asset allocation supported by global asset management resources and operates both as an SEC-registered adviser and broker-dealer.

Stanley Hochhauser is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 60 years of industry experience. He has been with Janney since 2001. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Peter Cooper is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Leaders Group Inc and B. Riley Wealth Management. Outside of his advisory role, he manages the life and health department at Amabrokus Inc., an insurance business he has been involved with since 1993. TLG Advisors serves a diverse client base ranging from individuals and trusts to institutional investors, providing services such as portfolio management, financial planning, and fiduciary services for retirement plans. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both advisor-managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Ryan Wilson is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and previously worked for American Century Investments for 19 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad range of clients, including high-net-worth individuals and institutional investors. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Paris is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked at Commonwealth since 2017 and previously held roles at ACI Partners, LLC, and National Planning Corporation. Outside of his advisory work, he is co-owner of GG & Groovy, LLC, an entity involved in managing residential real estate in Florida, and serves as a trustee and trust protector for client trusts. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized investment solutions and manage portfolios through various discretionary model options.

Andrew Stern is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has previously worked at York Bridge Wealth Partners and Purshe Kaplan Sterling Investments. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private fund management alongside investment advisory services.

Theodore Dickson is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Yorkbridge Wealth Partners, LLC and E.T. Dayton Inc. He is based in Bridgehampton, NY. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Denis Corridan is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent over two decades with Legend Equities Corporation and Legend Advisory Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, managing both in-house and third-party strategies through an investment management team that employs strategic and tactical approaches.

Christine Munn is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. Prior to joining Steward Partners in 2024, she worked at Overbrook Management Corporation for 15 years. She holds Series 63, Series 65, and Series 66 licenses. Munn also serves as a trustee for RM Robert Trusts on a volunteer basis. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by both discretionary and non-discretionary portfolio management.

Peter Cvikevich is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house capabilities, including research and security pricing, supporting large-scale and complex client relationships.

Martin Nachemson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Primerica Advisors since 1999 and is also affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he operates Prosperian Wealth Management, conducting insurance and securities business under this DBA. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Patric Wallace is a CFP® and ChFC® with 41 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he is an independent insurance agent through his own firm, Wallace Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with investment solutions ranging from direct portfolio management to model-based strategies.

Kevin Dehler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 2012. Prior to this, he was a Senior Vice President in Capital Markets and managed a multi-asset investment team. Kevin focuses on developing financial strategies and advice tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds the Wealth Management Advisor designation and is a Sports & Entertainment Accredited Wealth Management Advisor™, which reflects his experience working with clients in the sports and entertainment industry. Kevin earned a bachelor's degree in Finance from St. John's University. He and his wife, Kristen, reside in Sag Harbor with their two children and are active in the community. Kevin supports Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. He has been coaching various sports for the past eight years and holds a United States Coast Guard Captain's license.

Ryan Grande is a financial advisor at Charles Schwab with a Series 66 designation and approximately one year of industry experience. His prior work includes positions at Nicholas Massimo - Equitable Advisors, Equitable Advisors, and KPMG LLP. He has also been involved with Aji 53. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a centralized operational structure.

Harry Hackett III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1995. He succeeded his father’s practice and has spent over 27 years working with families to achieve their financial and lifestyle goals. Harry's expertise includes college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He also provides access to Bank of America’s banking and lending services, with experience in trust and estate services and cash flow creation analysis. Harry holds a Bachelor's degree from Hamilton College and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is affiliated with the Masonic Order and participates in community events such as the Bridgehampton Half Marathon. Harry lives in Bridgehampton with his wife Louise and their three children. He dedicates himself to ongoing learning and improving his practice as the financial planning industry evolves.

Sean Hattrick is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Hattrick serves on the board of directors for Heart of the Hamptons, a local charity, and has been a member of the Tuckahoe Common School District board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Kevin Luss is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at MassMutual and Mmlisi for 22 years. He also owns The Luss Group Inc., an insurance agency based in Southampton, NY. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.