Peter Heckman is a financial advisor at Guardian Life with nine years of industry experience and holds a Series 66 designation. He has worked at Park Avenue Securities and Guardian Life Insurance Company, with overlapping tenures since 2006. Outside of his advisory role, he is a co-owner of Residency to Retirement Wealth, LLC, which sells life, disability, and investment products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory solutions including discretionary and model-based investment management, financial planning, and access to proprietary and third-party programs.

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.

Carlos Burns is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and other entities. The firm provides a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical approaches, with both discretionary and non-discretionary options.

Martin Nachemson is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Guardian Life and its related entities since 1993 and currently works at Park Avenue Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Patric Wallace is a CFP® and ChFC® with 41 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2009 and previously spent nine years with Cetera Wealth Services. Wallace is also an independent insurance agent for various companies through his ownership of Wallace Group. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and employs proprietary model strategies under the Founders Gate Capital brand.

Kevin Dehler is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in 2012. Kevin focuses on developing strategies and providing advice to individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds designations as a Personal Investment Advisor and Sports & Entertainment Advisor, reflecting his experience working with clients in the sports and entertainment industry. Kevin graduated from Archbishop Molloy High School and earned a bachelor's degree in Finance from St. John's University. He has also held senior roles, including Senior Vice President in Capital Markets where he managed a multi-asset investment team. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, socially responsible and values-based investing, as well as specialized services for sports and entertainment clients. Kevin and his wife, Kristen, live in Sag Harbor with their two children. He is active in the local community, supporting 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 for over eight years and holds a United States Coast Guard Captain's license.

Richard Devine is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Lauriann Delay is a CFA® charterholder and financial advisor with Raymond James & Associates, bringing 32 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Delay serves as Treasurer and board member for the Anchor Society, a newly formed nonprofit, and is a member of the finance and investment committee for the United Religions Initiative. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad range of portfolio management styles and affiliated research.

Peter Soriento Jr. is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has been with Equitable Advisors since 2003, including its prior iteration as AXA Advisors, LLC. He operates a separate business under the name Periscope Wealth Partners. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.

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.

Sean Hattrick is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Hattrick serves on the board of directors for Heart of the Hamptons, a local charity, and has been a member of the Tuckahoe Common School District board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Kevin Luss is a financial advisor with LPL Financial in Southampton, NY, holding the CFP® and ChFC® designations, with 25 years of industry experience. He previously worked at Mmlisi and MassMutual for 22 years. 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 other institutions, offering a variety of financial planning and investment management solutions.

Robert Waldbauer Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. He is concurrently employed by JPMorgan Bank, where he can offer certain banking products alongside his advisory services. 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Charles Teixeira is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. Prior to joining UBS in 2016, he worked at Merrill for 12 years. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Anthony Addison is a Senior Financial Advisor and Managing Director within the Merrill Lynch Wealth Management Group. With a professional focus on wealth management and asset management for high net worth clients, Anthony and his team have provided financial guidance since 1997 to affluent families and corporations. They take a holistic approach by reviewing clients' assets, debts, risk tolerance, time horizons, liquidity needs, and overall investment goals to tailor customized wealth management plans. Anthony also collaborates closely with clients' attorneys and CPAs to align financial strategies comprehensively. His expertise encompasses goals-based wealth management, retirement planning and distribution options from employer-sponsored plans, estate planning services, hedge fund lending, and managing concentrated stock positions with tax-efficient stock option exercises. Anthony advises on a broad range of client focus areas including college education planning, family wealth management strategies, liquidity management, small business strategies, and tax minimization. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Vermont. In addition to his professional pursuits, Anthony participates in community activities consistent with Merrill’s tradition of service. Outside of work, he enjoys biking, cooking, hiking, hunting, and spending time with his family. He emphasizes developing personalized financial strategies tailored to his clients’ long-term goals and treats his clients with a family-oriented approach.

Alice Guimarin is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior work history includes roles at Citigroup Global Markets from 1997 to 2009 before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Valentina Herrera Castano is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Southampton, NY. She has three years of industry experience and previously held roles at Bank of America N.A., Merrill, and other financial and non-financial firms. Outside of finance, she was involved with V.H. Cabinets Installation Corp for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Salvatore Farrauto is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at CIT Bank, NewRez LLC, and Washington Equities Mortgage Corp. He is also involved with Pizza Launcher. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG eligibility within a non-discretionary program.

Patrick Amato is a financial advisor with J.P. Morgan Securities holding Series 63, 65, and 66 licenses and has 37 years of industry experience. He has previously worked at UBS Financial Services and Merrill, and has been with JPMorgan Securities and JPMorgan Chase Bank since 2018. Amato serves on the boards of several nonprofit organizations, including Longhouse Reserve, The Resource Foundation, and the East Hampton YMCA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes access to derivatives and commodities capabilities.