Jose Rosario is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. 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 investment committee estimates in its process.

Robert Capra is a CFP® with 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Prior to that, he spent ten years at Metlife Securities, Inc. Outside of his advisory role, he is involved in the sale and servicing of fixed annuities and life insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Gary Orkin is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has previously worked at American Portfolios Financial Services, Inc. He is also a certified public accountant and owner of Orkin CPA PC, providing tax preparation and accounting services. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and investment platforms.

Richard Bucaro is a financial advisor with Morgan Stanley in Port Jefferson, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a board member of the St George Golf and Country Club, a nonprofit organization in East Setauket, New York. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Jacqueline Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public in Albany, NY. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Adam Friedman is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements to support client goals.

John Demertzis is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. He has worked at firms including LPL Financial and Avantax before joining Cetera. Outside of advising, he is involved in acting, currently participating in the Amazon Prime fictional show "Mob Mentality." Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Stephen Murray is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2006 and Bank of America since 2009. Outside of his advisory work, he serves as an executor for a personal estate and works as a golf caddy on weekends. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Alexandra Kolessar is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and Bank of America, among other roles. Outside of finance, she owns Crafted.Chapter, a business creating and posting content videos related to crafts, books, and drinks. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Vincent Batteria is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop customized recommendations.

Nicole Wood is a financial advisor with OSAIC who holds Series 66 and Series 63 licenses and has 11 years of industry experience. She has previously worked at American Portfolios Financial Services, Inc. and serves as an investment advisor representative at PPS Advisors, Inc., where she provides life insurance and fixed annuities when applicable. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through a large network of advisors, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers to construct portfolios across multiple asset classes.

Michael Mooney is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wachovia Securities Financial Network since 2009. Mooney has a one-third ownership stake in Premier Wealth Management LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Scott Kaufman is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise in Melville, NY. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns Lilli&Sophie Inc., an LLC established to hold a health insurance policy. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicholas Leone is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has previously worked at The Vanguard Group and Equitable Advisors. Prior to entering the financial sector, he was involved with Lifetime Athletics. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and maintains a centralized operational structure to support its extensive client network.

Andrew Mastrole is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at United Rentals, St. John's University, and the Village of Westhampton Beach. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Joseph Miller is a financial advisor at Merrill with 52 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1980, as well as at Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Szczurowski is a CFP® and holds a Series 66 designation with 23 years of experience in financial advising. He has been with Ameriprise since 2005, currently serving at their Hauppauge, NY office. Outside of financial advising, he owns Bryant Park Consulting Group LLC, a consulting business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

Frank Marinace is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Irving is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Pioneer Investment Management, Merrill, American Portfolios, OSAIC, and Cantella & Co., Inc. He is based in Smithtown, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of advisors and various technology and operational tools.

James Quinn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Quinn has also worked with Ams Market Research and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.