Charles Catapano is a financial advisor at RMR Wealth Builders, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Calton & Associates, Inc. and Newbridge Securities Corporation. Prior to his advisory career, he was employed at Northwell Health/LIJ Medical Center. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving primarily individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives.

Erica Keane is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at American Portfolios and OSAIC. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

Brian Reynolds is a financial advisor with Lincoln Investment in Riverhead, NY, holding a Series 63 designation and 14 years of industry experience. His prior work includes roles at Capital Analysts, Equity Services, Inc., and National Life. Outside of advising, he volunteers in marketing for the Peconic Hockey Foundation and operates a sole proprietorship for buying and selling collectibles. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with strategic model portfolios developed by an in-house Investment Management & Research team, and provides tailored investment solutions through both discretionary and non-discretionary advisory relationships.

Michael Geisen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large 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, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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.

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 with Lincoln Investment since 2017 and previously spent over two decades at Legend Equities Corporation and Legend Advisory Corporation. Lincoln Investment Planning, LLC serves a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans, with a particular history serving educators and 403(b) and 457(b) plan participants. The firm offers financial planning, portfolio management through various model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and co-advisers.

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.

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.

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 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. His role focuses on developing financial strategies and providing advice to individuals, their families, and businesses by understanding their short- and long-term financial objectives. Kevin holds a bachelor's degree in Finance from St. John's University and the Wealth Management Advisor designation. In addition, he is a Sports & Entertainment Accredited Wealth Management Advisor™, reflecting his experience working with clients in the sports and entertainment industry. His expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, and socially responsible investing. He and his wife, Kristen, live in Sag Harbor with their two children and are active in the community. Kevin supports 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 over 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.

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.