James Kessler is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Outside of his advisory work, he is an owner of a rental property in Hilton Head, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and adaptable to client needs.

Cathy Argentieri is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at HSBC Securities and BNY Mellon Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives capabilities.

Jeffrey Kussoy is a financial advisor at Equitable Advisors with 49 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Kussoy is also involved in an outside brokerage contract. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Agne Rakauskas is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides goals-based wealth management services to families, accomplished professionals, and business owners. Agne’s approach centers on understanding each client’s full financial picture to develop personalized strategies aimed at pursuing their long-term objectives. Her areas of focus include college education planning, family wealth management strategies, international wealth management, LGBT wealth planning, retirement income, socially responsible and ESG investing, special needs planning, and managing new wealth. Agne collaborates with a team of specialists to recommend financial strategies tailored to clients’ unique circumstances and to adjust those plans over time as needed. Agne holds a Bachelor's Degree from St Joseph's College and a Master's Degree from Hofstra University. She is a Personal Investment Advisor (PIA) and communicates professionally in both English and Russian. Outside of work, Agne enjoys activities such as cooking, gardening, hiking, painting, photography, running, skiing, tennis, and traveling.

Karen Godfrey is a Series 63 licensed financial advisor with 24 years of industry experience. She has held positions at Cetera and its affiliates since 2025 and previously worked with Avantax Advisory Services and MKC Associates for nearly two decades. In addition to her advisory roles, she is affiliated with S&P Financial Services, providing investment management, retirement planning, business succession, and estate planning services. Karen is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edmond Irwin Jr. is a financial advisor with Equitable Advisors in Port Jefferson Station, NY, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a combination of firm-offered programs and third-party asset managers, focusing on aligning client risk tolerance with appropriate investment models.

Benjamin Campbell is a financial advisor with Morgan Stanley in Port Jefferson, NY. He holds a Series 66 designation and has one year of industry experience. His prior experience includes four years at Bryant University and roles at Shelter Island Yacht Club, South Ferry, and Ross School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Joseph Matarazzo is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. He has previously worked at SUNY New Paltz and Repeal XVIII, and he has also been involved in financial advisory work outside the firm at Matarazzo Staiger Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Francis Girard III is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following a 21-year tenure at Ameriprise Financial Services, Inc. Girard is a member of two active business ventures established in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carl Neuberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings 40 years of experience in financial advising, focusing on delivering comprehensive wealth management tailored to clients' individual needs and goals. Carl emphasizes understanding clients' financial situations and priorities to develop flexible strategies that adapt to changing market conditions. His expertise includes education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategies, and retirement income. Carl provides clients with access to investment insights from Merrill and banking services through Bank of America. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Stony Brook University. Beyond his professional role, Carl is involved in volunteering with community organizations, reflecting Merrill's tradition of community participation. His personal interests include golfing, playing the guitar, reading, and spending time with his family.

Bradley Cooke is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked for American Portfolios Financial Services Inc. for nine years. He also holds a position as Director of Investments at PPS Advisors, Inc. Outside of his advisory roles, he has been affiliated with Montclair State University for over a decade. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by advanced tools and multiple custodial arrangements.

Scott Ricca is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at Roman Sanford, LLC and Equitable Advisors. He has also been involved with golf organizations, including the United States Golf Association and the New York State Golf Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrew Sirvis is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera and its related entities since 2019 and has ownership interests in multiple financial services firms, including North Fork Asset Management Inc. and A. Asset Wealth Management, Inc. He also serves as a trustee for a family trust and works as an insurance agent selling life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, planning, and consulting services and operates a multi-manager platform with access to both affiliated and third-party managers.

Andrew Cohn is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and IJ White. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house programs and third-party asset managers to deliver its services.

Lauren Conway serves as Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial planners. In her role, she is responsible for hiring, training, and coaching the team to work collaboratively with clients on significant financial decisions. Lauren has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Assistant Branch Leader before assuming her current position in 2023.

Ariel Baez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2024. Ariel collaborates with clients and their families to create and execute financial plans tailored to their specific investment goals and risk tolerance, utilizing the resources and tools available at Fidelity. Prior to this role, Ariel worked as an Investment Consultant at Fidelity Investments from 2022 to 2023 and at Charles Schwab from 2020 to 2022. Ariel's financial career also includes positions as a Financial Advisor at Merrill Lynch from 2018 to 2020, a Relationship Manager at Bank of America from 2017 to 2018, and a Banker at Citibank from 2016 to 2017. Outside of their professional work, Ariel has personal interests in cars, cooking and baking, fitness, football, soccer, and traveling.

Charles Marchese is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has operated Charles E. Marchese Wealth Management since 2012 and has been involved with Cetera and its affiliated entities since 1999. In addition to his advisory work, Marchese owns and manages an accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party managers.

Daniel Staiger is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Bohemia, NY. He has been involved with Matarazzo & Associates for over a decade and works as a financial advisor under the Matarazzo Staiger Wealth Management DBA. Outside of his advisory role, he dedicates significant time to client service and advice through related support companies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses non-discretionary planning and analytical tools tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Burns is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he owns and operates The Bespoke Advantage Corp, an investment-related business based in Mineola, NY. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse planning needs including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.

Steeve Koven Augustin is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a board member for the Chamber of Commerce in Babylon, NY. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients including retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, offering financial planning, access to external asset managers, and insurance products through affiliated entities.