Marc Silverstein is a financial advisor at Capital Analysts with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of advisory work, he is president of MAS Group, Inc., a property and casualty insurance business. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, customized portfolios, and retirement-plan advice through a network of independent advisors. The firm combines discretionary investment management by its in-house team with non-discretionary solutions and utilizes a proprietary mutual fund screening process called CAPSL.

Melissa Pavone is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Forefront and Mindful Financial Partners. She previously worked at Oppenheimer & Co for 11 years. Outside of her advisory work, Melissa is involved with Money Matters in Marriage, where she helps couples improve communication about finances, and she founded Mindful Divorce Partners, which focuses on divorce financial analysis. Forefront Wealth Partners is a team-based adviser serving individuals, business owners, and corporate clients through discretionary investment management and comprehensive financial planning. The firm offers customized portfolios and integrates related services such as tax and estate coordination to address a wide range of client needs.

Denis Corridan is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2017. His prior experience includes eight years at Legend Advisory Corporation and 23 years at Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and combines discretionary and non-discretionary investment approaches with a proprietary mutual-fund screening process.

Keith Maeder is a financial advisor at Capital Analysts with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Equity Services, Inc., National Life Group, and Osaic FA, Inc. In addition to his advisory role, he is licensed as an insurance agent/broker, providing health, life, disability, long-term care insurance, and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and internal investment management using proprietary screening and model portfolio construction.

Michael Geisen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in assets, serving a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of services including brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Keith Furio is a Series 66 licensed advisor with 21 years of industry experience. He is currently with Independent Financial Partners, where he has worked since 2025. Prior to joining Independent Financial Partners, he held roles at Realta Investment Advisors, Inc., Main Street Management Company, RIA, and Realta Equities, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Daniel Conforti is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Outside of finance, he is a New York State certified baseball umpire, officiating high school games in Eastern Long Island. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivatives services.

Michael Oliver is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and totaling 25 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously at Morgan Stanley. Outside of his advisory role, Oliver serves as president of the Mattituck Booster Club, is a board member at True Light Church, and volunteers as a firefighter and medical rescuer with the Mattituck Fire Department. 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 municipal clients—offering brokerage services, financial planning, consulting, and a range of advisory programs supported by in-house and third-party portfolio management.

Akash Bhanti is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at Maxim Group LLC and the New York Institute of Technology. Bhanti also has experience with the John Ondrush Golf & Fitness Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

James Mcnamara is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2003, following a one-year tenure at CIBC World Markets Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs covering equity, balanced, and fixed-income portfolios, with services including asset allocation, manager selection, and retirement consulting.

Christine Munn is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She previously worked at Overbrook Management Corporation for 15 years and has also been associated with UBS Financial Services and MB Investment Partners, Inc. Munn serves as a trustee for RM Robert Trusts without personal compensation. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Joel Breiter is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Oppenheimer since 2013 and previously spent nine years with UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management tailored to client objectives.

Thomas Leonard is a Financial Advisor with Merrill Lynch Wealth Management. With a 30-year career in the financial markets, he has led Institutional Sales teams for several major global financial firms and guided sophisticated investors through significant market events including the 1987 Stock Market Crash, the ERM Currency Crisis, the Dot-Com Stock Crisis, 9/11, and the 2008 Great Financial Crisis. This extensive experience has equipped him with practical knowledge to help individual investors navigate financial uncertainty. Thomas specializes in a broad range of client focus areas such as college education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, special needs planning, and retirement income. He and his team adopt a consultative approach to develop customized financial strategies tailored to each client’s unique goals. As an active manager, Thomas is adept at adjusting clients’ portfolios to shifting market conditions, emphasizing organization and planning as keys to successful investing. He holds a Bachelor’s degree from Fairfield University and a Master of Business Administration from Fordham University, and he holds the Professional Investment Advisor (PIA) designation. Thomas participates in community service through involvement with the American Cancer Society. In addition to his professional interests, he enjoys golfing, traveling, yoga, and spending time with his wife and four daughters.

Kevin Dehler is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in 2012. Kevin focuses on developing strategies and providing advice to individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds designations as a Personal Investment Advisor and Sports & Entertainment Advisor, reflecting his experience working with clients in the sports and entertainment industry. Kevin graduated from Archbishop Molloy High School and earned a bachelor's degree in Finance from St. John's University. He has also held senior roles, including Senior Vice President in Capital Markets where he managed a multi-asset investment team. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, socially responsible and values-based investing, as well as specialized services for sports and entertainment clients. Kevin and his wife, Kristen, live in Sag Harbor with their two children. He is active in the local community, supporting organizations such as Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. He has coached various sports for over 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.

Brian Krauthamer is a CFP®-certified financial advisor with 20 years of industry experience. He currently works at Morgan Stanley and has previously held positions 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 institutions with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and comprehensive asset management.

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.

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.

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.