Jonathan Rekedal is a Series 66-credentialed financial advisor with Osaic and Steadwise Advisors, starting his advisory career in 2025. He has been involved with the Community Synagogue of Rye since 2016. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools like asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Steve Shepherd is a financial advisor with Ameriprise Financial Services in Hauppauge, NY, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior work includes roles at Tompkins Trust Company and LPL Financial from 2014 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Erik Stevens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Raymond James, he worked at Citigroup for eight years. He is also involved with Hendel Wealth Management Group as a financial advisor serving existing clients. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Steven Schmidt is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in insurance sales, including variable universal life, disability income, long-term care, and fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using diverse investment vehicles and third-party money managers.

Vincent Smith is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Strategic Advisers LLC and Distinctive Consulting LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as advisor to multiple registered investment companies and employs systematic methodologies with oversight controls to address conflicts of interest.

Andrew Mullane is a CFP® certified financial advisor with 18 years of industry experience. He is currently with Cetera and has previously worked at Sterne Agee Investment Advisor Services and Wrp Investments. Mullane is also vice president of Omnia Financial, LLC, a firm focused on branding, marketing, and website services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Charles G Healy Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, following prior roles at Scottrade Investment Management and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework and recommending internally approved funds and strategies.

Christa Pinero is a financial advisor at Merrill with 25 years of industry experience and holds Series 63 and Series 65 designations. She has been with Merrill since 2016. Merrill, along 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Rosoff is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory role, he is president of Omnia Financial, LLC, which focuses on branding, marketing, and website services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services with a multi-manager platform, managing over $256 billion in assets.

Mark Badami is a CFP® with 30 years of industry experience, currently serving at Mass Mutual Investors Services since 2016. He is president of the Financial Planning Association of Long Island chapter and operates a cosmetic enhancement center as an owner/investor. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers using firm-approved tools and collaborative planning methods.

Catherine Turk is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2009. Outside of her advisory role, she is involved in managing a rental property on a part-time basis. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Thomas Ierna is a ChFC® credentialed financial advisor with 32 years of industry experience. He has been with LPL Financial since 2025 and previously worked at Next Financial Group for 19 years. Outside of his advisory role, he coaches hockey for the Peconic Hockey Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dennis Gur is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant and Financial Representative, starting in 2022. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Canoga Wealth Management from 2021 to 2022. Dennis focuses on co-creating disciplined and tailored financial plans that aim to grow wealth while managing risk. He emphasizes the importance of managing personal finances as a lifelong journey and partners with clients to develop strategies suited to their individual needs. Outside of his professional work, Dennis has personal interests in cars, fitness, golf, movies, pets, and traveling.

Ian Rubin is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes coaching volleyball teams outside of his advisory role. Rubin is involved in coaching a volleyball club team at Sportime Clubs, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Gisele Kirolos is a financial advisor at Morgan Stanley with 17 years of industry experience, all spent at Morgan Stanley Smith Barney LLC since 2009. She holds the Series 63 designation. Outside of her advisory role, she serves as a trustee for a trust in Saint James, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through a range of investment and advisory services.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Robert Martino Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with OSAIC since 2024 and spent 19 years at Ameriprise Financial Services, Inc. Martino serves as a board member for the Boy Scouts of America Suffolk County Council, where he participates in investment and trust committee activities. He is also CEO of MBPG Assoc Inc, a business supporting financial advisory operations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts, with multiple platforms and third-party solutions.

John Thomson Jr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, AXA Advisors, Mass Mutual Life Insurance Company, and MSI Financial Services. In addition to his advisory work, he engages in outside fixed insurance sales focused on servicing and renewing existing clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services along with access to multiple third-party investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management to deliver customized investment solutions.

Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Brian Slattery is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Slattery Wealth Management Group. He focuses on retirement planning and offers expertise in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Brian graduated from Stony Brook University with a Bachelor's Degree and a Master's Degree in Accounting in 2020. He worked as a part-time Client Associate at Merrill from 2016 while pursuing his education and entered Merrill's Financial Advisor Training program in 2021 before becoming a Financial Advisor. Born and raised in Smithtown, Brian played college lacrosse at SUNY Oswego and continues to play in adult recreational leagues. His personal interests include golfing, music, skiing, and spending time with his family.