Josue Castro is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at several firms, including Equitable Advisors, Axa Advisors, NYLIFE Securities, and New York Life Insurance Company. Castro also has a background that includes a position at Suffolk Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

James Kessler is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property in Hilton Head, South Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business transitions and special-needs analysis. The firm provides tailored recommendations supported by proprietary research and tools, with services offered on a discrete engagement basis.

Cathy Argentieri is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Scott Posner is a CFP® with 37 years of industry experience and has been with Edward Jones since 1998. He serves as president and chairman of the board of the St. James Chamber of Commerce, where he facilitates and arranges meetings and oversees chamber activities. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Kussoy is a financial advisor at Equitable Advisors with 49 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Kussoy is also involved in an outside brokerage contract. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Brandon De Ramo is a financial advisor with Charles Schwab holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab and related entities since 2022 and previously held positions at TD Ameritrade and Morgan Stanley. 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 offers both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and a centralized operational structure.

Agne Rakauskas is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides goals-based wealth management services to families, accomplished professionals, and business owners. Agne’s approach centers on understanding each client’s full financial picture to develop personalized strategies aimed at pursuing their long-term objectives. Her areas of focus include college education planning, family wealth management strategies, international wealth management, LGBT wealth planning, retirement income, socially responsible and ESG investing, special needs planning, and managing new wealth. Agne collaborates with a team of specialists to recommend financial strategies tailored to clients’ unique circumstances and to adjust those plans over time as needed. Agne holds a Bachelor's Degree from St Joseph's College and a Master's Degree from Hofstra University. She is a Personal Investment Advisor (PIA) and communicates professionally in both English and Russian. Outside of work, Agne enjoys activities such as cooking, gardening, hiking, painting, photography, running, skiing, tennis, and traveling.

Karen Godfrey is a Series 63 licensed financial advisor with 24 years of industry experience. She has held positions at Cetera and its affiliates since 2025 and previously worked with Avantax Advisory Services and MKC Associates for nearly two decades. In addition to her advisory roles, she is affiliated with S&P Financial Services, providing investment management, retirement planning, business succession, and estate planning services. Karen is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edmond Irwin Jr. is a financial advisor with Equitable Advisors in Port Jefferson Station, NY, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a combination of firm-offered programs and third-party asset managers, focusing on aligning client risk tolerance with appropriate investment models.

Linda Kelban is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and approximately one year of experience at the firm. Her prior experience includes roles at Cetera Wealth Services, J.P. Morgan Securities LLC, and Allstate Insurance, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Bradley is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and 24 years of industry experience. He has been with Mass Mutual Investors Services and Massmutual Life Insurance Co since 2009. Outside of his advisory role, he works as a producer selling business health insurance plans. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Mark Caulo is a financial advisor with Cetera who holds a Series 63 designation and has 15 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and manages a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Benjamin Campbell is a financial advisor with Morgan Stanley in Port Jefferson, NY. He holds the Series 66 designation and has recently joined the industry, starting his role at Morgan Stanley in 2025. His prior experience includes positions at Bryant University and the Ross School. Outside of finance, he has been involved with the Shelter Island Yacht Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by firm-approved tools and emphasizes a structured discovery process without individual security recommendations as part of standalone plans.

Joseph Matarazzo is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. He has previously worked at SUNY New Paltz and Repeal XVIII, and he has also been involved in financial advisory work outside the firm at Matarazzo Staiger Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Francis Girard III is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following a 21-year tenure at Ameriprise Financial Services, Inc. Girard is a member of two active business ventures established in 2025. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carl Neuberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings 40 years of experience in financial advising, focusing on delivering comprehensive wealth management tailored to clients' individual needs and goals. Carl emphasizes understanding clients' financial situations and priorities to develop flexible strategies that adapt to changing market conditions. His expertise includes education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategies, and retirement income. Carl provides clients with access to investment insights from Merrill and banking services through Bank of America. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Stony Brook University. Beyond his professional role, Carl is involved in volunteering with community organizations, reflecting Merrill's tradition of community participation. His personal interests include golfing, playing the guitar, reading, and spending time with his family.

James Roselle is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2017. Prior to that, he was employed at New York Life Insurance Company and NYLife Securities LLC from 2016 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gerald Slattery is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. In his role, he focuses on retirement planning and investment strategies tailored to clients' needs. Gerald entered Merrill Lynch through their financial consultant training program in 1992, bringing prior experience as a Financial Analyst with Unisys Corporation. Gerald earned a B.S. in Business Administration with a concentration in Management Information Systems from the New York Institute of Technology, graduating Magna cum Laude in 1988. He holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, and women and wealth. Gerald enjoys outdoor activities such as biking, boating, hiking, scuba diving, swimming, and spending time with his family.

Nancy Kayekirsch is a financial advisor at LPL Financial with 39 years of industry experience. She holds a Series 63 designation and has worked at Sound View Financial Services and LPL Financial since 2006, as well as at Nathan & Lewis Securities, Inc. from 2000 to 2003. Outside of her advisory role, she provides financial planning and consulting services through Sound View Financial Services, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Samuel Thorp Nichols is a CFP® professional with nine years of experience in the financial services industry. He is currently with MML Investors Services, LLC, a subsidiary of MassMutual, and has held previous roles at Northwestern Mutual entities. MML Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers specialized programs including divorce planning, estate settlement, and employer-sponsored plans.