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.

Kevin Kitt is a financial advisor at Ameriprise with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he worked at UBS Financial Services Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research, modeling, and tax-efficiency analysis.

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.

Yong Kim is a CFP® and ChFC® with 17 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and incorporates ESG criteria within its recommendations.

Jeyran Ghara is a financial advisor with UBS Financial Services, holding a Series 66 designation and 15 years of industry experience. She worked at Sanford C. Bernstein & Co., LLC for eight years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to client goals and risk tolerances.

Jane Ringel is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Christopher Palmieri is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 investment strategies.

Michael Gomberg is a financial advisor with Edward Jones in Bridgehampton, NY, holding a Series 66 designation and 17 years of industry experience. He has worked with Edward Jones since 2018 and previously was associated with T3 Securities, Inc. and T3 Trading Group, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Barty is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm most recently in 2008 and had previously worked there earlier in her career. Mary began her career in the financial industry in 1996. She works with clients interested in retirement planning, estate planning services, and overall wealth management. As a qualified Portfolio Manager, Mary provides traditional advice and guidance and helps clients pursue their objectives by building and managing personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, she may manage strategies on a discretionary basis. Mary earned her Associate's Degree from Suffolk County Community College and a Bachelor's degree in economics from the State University of New York at Albany. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Chrysanthe Pietramala is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds a Series 63 designation and has been with UBS since 2016. Outside of her advisory role, she is involved with G. P. Carpentry Inc., a home improvement business. UBS Financial Services serves individual, corporate, and institutional clients combining brokerage and advisory services. The firm provides a range of investment solutions including fee-based financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Sydney Marks is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at several firms, including RBC Capital Markets, Merrill, and Granite Family. Her background also includes roles outside finance, such as involvement with Kix n Stylz and Mixology. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Veronica Anner is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities since 2001, also maintaining a concurrent role at JPMorgan Chase Bank since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program leverages both quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Gloria Dios is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2018 and previously worked at JS Casting from 2015 to 2018. Outside of finance, she is a sole proprietor of a film and TV production company, Gloria Dios LLC, and serves on the board of directors for Hearts to Homes, a nonprofit supporting young adults transitioning out of foster care. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial planning and portfolio management.

Jordan Mayer is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 39 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and also has been employed by JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative research with an ESG eligibility framework and broader derivatives and commodities capabilities.

Benjamin Segal is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the boards of two technology companies focused on battery and optical technology and drone inspections. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.