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 with LPL Financial who holds a Series 63 designation and has 39 years of industry experience. She has been associated with Sound View Financial Services and LPL Financial since 2006. She provides financial planning and consulting services through Sound View Financial Services, an independent registered investment advisor firm. Additionally, she serves in a fiduciary capacity for supplemental needs trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory, and retirement plan consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

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.

Bradley Cooke is a financial advisor at OSAIC with a Series 66 designation and seven years of industry experience. He previously worked at American Portfolios Financial Services Inc. for nine years. Outside of OSAIC, he serves as Director of Investments at PPS Advisors, Inc. He has also been affiliated with Montclair State University since 2014. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers and various advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that include diverse investment vehicles, with options for discretionary or non-discretionary management.

Thomas Gallagher III is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He has been with Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual collaborative relationships.

Andrew Sirvis is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera and its related entities since 2019 and has ownership interests in multiple financial services firms, including North Fork Asset Management Inc. and A. Asset Wealth Management, Inc. He also serves as a trustee for a family trust and works as an insurance agent selling life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, planning, and consulting services and operates a multi-manager platform with access to both affiliated and third-party managers.

Michael Marziotto is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting business owners, professionals, and entrepreneurs in maximizing long-term efficiency in their personal and professional finances while minimizing the effects of taxes and inflation. Michael’s approach begins with a comprehensive understanding of his clients’ full financial picture, enabling him to tailor flexible wealth management strategies aligned with current market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients’ goals. Michael's expertise includes divorce transition planning, employee benefits planning, managing defined benefit and contribution plans, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. His team comprises professionals experienced in asset management, ERISA retirement plans, business and personal banking, and residential and commercial lending, with a focus on serving business owners and entrepreneurs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His education includes a non-accredited certificate program from the American College for Financial Program. Michael is committed to community involvement, reflecting Merrill’s tradition, and spends time volunteering with local organizations. Outside of work, his personal interests include adventure sports, camping, hiking, photography, scuba diving, woodworking, and spending time with his family.

Andrew Cohn is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at Axa Advisors, LLC and IJ White. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Lauren Conway serves as Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial planners. In her role, she is responsible for hiring, training, and coaching the team to work collaboratively with clients on significant financial decisions. Lauren has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Assistant Branch Leader before assuming her current position in 2023.

Antonio Cunha is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Metlife Securities, Inc. from 2012 to 2017. He has been with MassMutual Life Insurance Company since 2016 and MassMutual Investors Services since 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning with the use of advanced analytical tools.

Ariel Baez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2024. Ariel collaborates with clients and their families to create and execute financial plans tailored to their specific investment goals and risk tolerance, utilizing the resources and tools available at Fidelity. Prior to this role, Ariel worked as an Investment Consultant at Fidelity Investments from 2022 to 2023 and at Charles Schwab from 2020 to 2022. Ariel's financial career also includes positions as a Financial Advisor at Merrill Lynch from 2018 to 2020, a Relationship Manager at Bank of America from 2017 to 2018, and a Banker at Citibank from 2016 to 2017. Outside of their professional work, Ariel has personal interests in cars, cooking and baking, fitness, football, soccer, and traveling.

Charles Marchese is a financial advisor at Cetera with 26 years of industry experience and holds a Series 63 designation. He is also the owner of Charles E. Marchese CPA, where he has managed accounting and tax practices since 1996. In addition to his financial advisory roles, Marchese owns and operates Cem Payroll Services Inc. and is involved in health insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, 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 various third-party managers and program options.

Daniel Staiger is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Bohemia, NY. He has been involved with Matarazzo & Associates for over a decade and works as a financial advisor under the Matarazzo Staiger Wealth Management DBA. Outside of his advisory role, he dedicates significant time to client service and advice through related support companies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses non-discretionary planning and analytical tools tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Burns is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding a Series 63 designation and 17 years of industry experience. His prior roles include six years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of his advisory duties, he owns and operates The Bespoke Advantage Corp, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and planning tools.

Bruce Keenan Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel. His prior work includes roles at Arkansas State University, Amazon, and Bucknell University. He is also involved with Valley View Cottage, LLC, coordinating short-term rental operations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Alexi Caligiuri is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, Alexi held roles at Bankers Life and NY State Solar. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Steeve Koven Augustin is a financial advisor with LPL Enterprise, holding a Series 63 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over a decade. He serves as a board member for the Babylon Chamber of Commerce. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product sales, leveraging a platform that integrates multiple financial services.

Matthew Murphy is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with LPL Financial since 2016 and also has a role with Bridgehampton National Bank beginning in 2015. Outside of his advisory work, he is the owner of Kella Agency LLC, a wholesale distribution service to insurance carriers, and is involved in business development for Kuvare Corporate Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors, and supports both discretionary and non-discretionary management approaches.

Carmelo Vazquez is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial guidance for individuals and businesses. Fluent in both English and Spanish, Carmelo focuses on developing tailored strategies that address clients’ unique ambitions across various stages of their financial journeys, including college education planning, retirement income, corporate benefits, and socially responsible investing. Carmelo holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a High School Diploma from Cardinal Hayes High School and attended Hunter College. Carmelo emphasizes building long-term client relationships through clear and transparent communication, serving as a resource for investing, retirement planning, tax strategies, and wealth management. He also collaborates with Bank of America specialists to provide comprehensive banking, credit, home financing, and small business solutions. Outside of his professional work, Carmelo is involved with the Leukemia & Lymphoma Society. His personal interests include baseball, basketball, cooking, football, golfing, music, reading, running marathons, traveling, and volleyball.

James Kaufmann is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at American Portfolios Advisors, Inc., and Avantax Investment Services, Inc. Outside of his advisory role, he is president and owner of JK Tax Strategies, a tax preparation business serving individuals and small businesses. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored 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 both affiliated and third-party money managers.