Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Brian Slattery is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Slattery Wealth Management Group. In his role, he focuses on retirement planning and helping clients develop strategies tailored to their long-term financial goals. Brian offers expertise in areas including college education planning, family wealth management, legacy planning, managing new wealth, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income planning. Brian began his career at Merrill in 2016 as a part-time Client Associate while attending Stony Brook University, where he earned both a Bachelor's and a Master's degree in Accounting, graduating in 2020. After five years in the Client Associate role, he entered Merrill's Financial Advisor Training program in 2021. He holds the designation of Personal Investment Advisor (PIA). Born and raised in Smithtown, Brian played lacrosse at SUNY Oswego and continues to participate in adult recreational leagues. His personal interests include golfing, skiing, music, and spending time with his family. Brian's approach emphasizes working one-on-one with clients to develop personalized financial strategies aligned with their individual goals.

Keith Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2016 and has been with Dime Community Bank (formerly Bridgehampton National Bank) since 2008, serving in senior private banking and investment-related roles. 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 financial planning, portfolio management, and institutional platforms, utilizing various investment strategies supported by advanced operational and research tools.

Mark Peterson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 65 and Series 63 designations and bringing 24 years of industry experience. He has been with Ameriprise since 2018 and previously worked at St. James Investment Advisors, LLC, Chase Investment Services Corp., and Home Depot. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that delivers written recommendation reports and annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Mark Parrott is a financial advisor with OSAIC based in Medford, NY, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. He has been affiliated with Creative Retirement Planning and OSAIC for over 30 years. Outside of advising, he performs as a musician in nightclubs and has authored a book on economic trends. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Benjamin Cotter is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2023, following a 13-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

Gus Catanzaro is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services, Inc. for 14 years and Equitable Advisors for eight years. Outside of his advisory role, Catanzaro is involved in management activities as a partner and COO at PPS Advisors, a firm focused on management and marketing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and risk management, supported by a broad range of program offerings and third-party platforms.

Kyle Abruzzo is a financial advisor at Stifel with one year of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2024, he has worked in various roles including positions at Whole Foods Market and academic institutions. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Joseph Minieri is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 42 years of industry experience, including roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is a member of the Farmingdale Chamber of Commerce and serves as an agent in group health. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and offers specialized programs such as divorce planning and employer-sponsored planning.

Joseph Marano is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Merrill since 1989. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Damiano is a financial advisor with Morgan Stanley in Hauppauge, NY. He holds a Series 66 designation and has one year of industry experience, including prior roles at Raymond James Financial and RBC Capital Markets. Outside of his advisory work, he assists with operations and customer service at Girard Wealth Management Group. 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 proprietary planning tools.

Richard Nicolich is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including American Portfolios Financial Services, Inc., LPL Financial, Invest Financial Corporation, and Uvest Financial Services Group, Inc. OSAIC serves a diverse client base comprising individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, and supports a range of managed portfolio programs and third-party manager options.

Linda Springer is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and over 22 years of industry experience. She has worked with PFS Investments Inc, Primerica Financial Services, and Theodore Roussis & Associates since 1999. In addition to her advisory role, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management services primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee approach.

Michael Poncet is a Series 66-licensed advisor at Ameriprise with two years of industry experience. Before joining Ameriprise, he worked at Equitable Advisors, LLC and has held various roles including outside operations at Meadow Brook Club, where he serves as a caddie providing shot-to-shot strategy and practice facility maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers customized retirement-income planning and tax-aware withdrawal strategies.

Jessica Istchenko is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 63 designation and previously worked at Equity Services, Inc. and National Life Group. In addition to her advisory role, she acts as an insurance agent through her business, Cellen Financial, offering life, disability, and health insurance products. 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, with advice delivered through a large network of investment adviser representatives.

Robert Whitehead is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. He is also involved as a contractor with Certainity of Uncertainty, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party tools within a defined investment framework.

Louise Fallica is a financial advisor at OSAIC with 41 years of industry experience. She holds Series 63 and Series 66 designations and has worked at American Portfolios Financial Services, Inc. for 10 years before joining OSAIC in 2024. Louise is also the Vice President of Design Capital Planning Group, Inc., a financial services firm where she has been involved since 1979. Additionally, she serves as a board member of the International Association of Registered Financial Consultants. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with multiple program options, supported by an extensive network of affiliated broker-dealer and RIA relationships.

Adam Cafarella is currently serving as Vice President, Financial Consultant. He assists individuals and businesses in achieving their financial goals by developing personalized strategies tailored to each client's unique needs. Adam emphasizes transparency, education, and ongoing support to empower clients in making informed financial decisions. Adam's professional experience includes roles as a Financial Consultant at Fidelity Investments from 2021 to 2024, and as an Investment Consultant at the same firm from 2014 to 2021. Prior to that, he was a Financial Advisor at Stifel Nicolaus & Company Inc in 2014 and at Wells Fargo Advisors from 2012 to 2014. His earlier positions include Client Associate roles at Wells Fargo and Merrill Lynch and a Financial Representative at Northwestern Mutual. Outside of his professional work, Adam enjoys activities such as beach outings, boating, cars, family activities, golf, and reading.

Brandon Kustek is the Vice President, Financial Consultant at Fidelity Investments. In this role, he works closely with local individuals and families to develop and maintain financial plans focused on building, preserving, and distributing their wealth to provide peace of mind. Prior to this, he held positions as a Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, as well as a Financial Professional at AXA Advisors. Brandon's experience spans various financial advisory and planning roles, providing him with a broad understanding of wealth management strategies. His career progression within Fidelity Investments demonstrates a continued commitment to supporting clients' financial goals. Outside of his professional responsibilities, Brandon enjoys spending time at the beach, boating, and golfing.

Brenda Connolly is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023, with previous experience at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.