James Troy is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, employing strategic and tactical asset allocation with options for tax-sensitive portfolios.

Sydney Cunningham is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Cunningham has held roles at Sound Generational Wealth and Target, and has been involved with Just Hatched LLC since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Thomas Riedy is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of Riedy & Associates. He has been recognized on Forbes Magazine's "Best-in-State Wealth Advisors" list multiple times, including in 2019, 2022, 2023, 2024, 2025, and 2026. He holds several professional designations including the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and the Merrill Lynch Wealth Management title of Wealth Management Advisor (WMA). Additionally, he is an approved Merrill Lynch Wealth Management Discretionary Portfolio Manager and holds FINRA Series 7, 8, 9, 63, and 65 registrations, along with life and health insurance licenses. His areas of expertise include college education planning, corporate executive services, divorce transition planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He earned a Certificate of Professional Development from the Wharton School of Business and holds a High School Diploma from Smithtown High School. Thomas serves on the Board of Trustees for the Cradle of Aviation Museum and is a member of the Advisory Board for the Town of Islip-MacArthur Airport. He is a past board member of ADDAPT and a member of the TPC River Highlands Golf Club. He is also an instrument rated private airplane pilot. In addition to his professional commitments, Thomas mentors new employees at Merrill Lynch. His personal interests include baseball, cooking, golfing, ice hockey, music, and skiing.

Jason Dazey is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides financial plans based on structured discovery and firm-approved tools.

Starin Pinover is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.