Theodore Dickson is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Yorkbridge Wealth Partners, LLC and E.T. Dayton Inc. He is based in Bridgehampton, NY. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

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.

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.

Thomas Leonard is a Financial Advisor with Merrill Lynch Wealth Management. With a 30-year career in the financial markets, he has led Institutional Sales teams for several major global financial firms and guided sophisticated investors through significant market events including the 1987 Stock Market Crash, the ERM Currency Crisis, the Dot-Com Stock Crisis, 9/11, and the 2008 Great Financial Crisis. This extensive experience has equipped him with practical knowledge to help individual investors navigate financial uncertainty. Thomas specializes in a broad range of client focus areas such as college education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, special needs planning, and retirement income. He and his team adopt a consultative approach to develop customized financial strategies tailored to each client’s unique goals. As an active manager, Thomas is adept at adjusting clients’ portfolios to shifting market conditions, emphasizing organization and planning as keys to successful investing. He holds a Bachelor’s degree from Fairfield University and a Master of Business Administration from Fordham University, and he holds the Professional Investment Advisor (PIA) designation. Thomas participates in community service through involvement with the American Cancer Society. In addition to his professional interests, he enjoys golfing, traveling, yoga, and spending time with his wife and four daughters.

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.

Brian Krauthamer is a CFP®-certified financial advisor with 20 years of industry experience. He currently works at Morgan Stanley and has previously held positions at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and comprehensive asset management.

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.

Lauren Parente is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 firm-approved processes in its advisory services.

Timothy Bourke is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.

Preston Schoenfeld is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. He has been with Morgan Stanley since 2010 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Michael Lagnese is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over seven years of experience in providing financial guidance to clients. He and his team employ a Goals-Based Wealth Management approach that places client priorities at the center of the wealth planning process. Leveraging the global resources of Merrill Lynch, Michael assists clients in identifying and prioritizing key financial objectives such as college education funding, retirement income planning, health care cost coverage, and family wealth preservation. Michael’s expertise encompasses a broad range of client focus areas, including personal retirement planning, portfolio management, employee and corporate benefits, as well as strategies tailored for small business owners and the LGBT community. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Hicksville High School, followed by an Associate's Degree from Nassau Community College. In addition to his professional activities, Michael is involved with the community organization Long Island Cares. His personal interests include biking, chess, cooking, golfing, and yoga.

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.

Lisa Sciuto is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jorge Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Giorgio Armani for five years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

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.