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.

Stuart Berg is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2016, previously working at H&R Block Financial Advisors and Primerica Financial Services. Outside of advisory work, he is the CFO of the nonprofit Summer's Care, Inc. and is involved in tax preparation and resolution services through his own firm, The One Holding LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients. The firm manages advisory services at scale through model-driven strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

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.

Joshua Marino is a ChFC® and holds a Series 66 designation with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent seven years at both Bank of America, N.A. and Merrill. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Tina Morgan is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked in research and healthcare-related roles before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Whalter Ponce is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes nearly a decade at Citigroup/Citibank and Citigroup Global Markets. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers these services on a non-discretionary basis through a select group of advisors.

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.

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.

Thomas Sconzo is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Chase Investment Services, and Merrill. Outside of his advisory work, he serves part-time as a mixed martial arts referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor resources and technology tools.

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.

David Willmott III is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Edward Jones, Joseph Stone Capital, and entrepreneurial ventures outside finance such as Skate Safe America and People Pool Valet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with various non-advisory financial activities.

Yong Kim is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Paul Tuttle is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services from 2017 to 2022 and Munistat Services, Inc from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across various financial topics without managing client portfolios directly.

Robert Ward is the Senior Resident Director at Merrill, leading the Riverhead Merrill Lynch Wealth Management office since 2018. He has over 30 years of experience in the financial services industry, including 17 years in banking and 12 years as a branch manager. Since joining Merrill in 2015, he has focused on serving the wealth management needs of business owners, entrepreneurs, and affluent individuals by developing tailored strategies to address both short- and long-term financial goals. Bob holds multiple professional designations including Chartered Financial Consultant®, Certified Plan Fiduciary Advisor®, and Retirement Benefits Consultant, enabling him to provide fiduciary services and oversee corporate retirement plans as well as nonprofit endowment and foundation assets. His expertise encompasses areas such as divorce transition planning, family wealth management, legacy planning, and philanthropic planning. In addition to his professional work, Bob serves on the boards of East End Arts and Riverhead Rotary, and supports organizations such as Big Brothers Big Sisters of Long Island and Junior Achievement. He has received the Presidential Volunteer Award three times and was recognized as Man of the Year by Big Brothers Big Sisters in 2011. Bob resides in Manorville with his wife Laura and their two children and enjoys boating, golf, skiing, mountain biking, and photography.

Azhar Shah is a financial advisor with LPL Financial who holds a Series 66 designation and has 11 years of industry experience. He has worked at LPL Financial since 2015 and has been affiliated with Webster Bank since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Galletta is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for the Twin Forks Networking Group, a nonprofit organization in Manorville, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

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.