Alexandra Kolessar serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with Merrill clients to assess their current financial situations and provides information about solutions available through Merrill and Bank of America. She holds a High School Diploma from Sachem East, a Bachelor's Degree from Saint John's University, and a Master of Business Administration (MBA) from Saint John's University. Alexandra's approach centers on helping clients identify what matters most to them and their families, aiming to develop strategies that support their financial goals.

Arthur Rooney is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Merrill for 25 years. Rooney holds Series 63 and Series 65 licenses and is based in Hauppauge, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support its financial planning process.

Vincent Batteria is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked within Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Michael Newins is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities, Guardian Life Insurance, and New York Life among others. Outside of his advisory role, he serves as Treasurer of Potunk Lodge #1071 F&AM, a Masonic Lodge and charity in Westhampton, NY. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services with investment guidance based on proprietary forward-looking methodologies developed by its Investment Strategy Group.

Nicole Wood is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at American Portfolios Financial Services, Inc. for nine years and has been affiliated with PPS Advisors, Inc. for over a decade, where she also serves as an investment advisor representative with a focus on life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies.

Ariel Cruz is a financial advisor with Morgan Stanley in Hauppauge, NY, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at J.P. Morgan Securities, Equitable Advisors, Argo Partners, and The Nanz Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Brandon Sperling is a CFP®-designated financial advisor with seven years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Raymond James Financial Services and Bank of America, among others. He also owns Sperling Consulting Group Inc., a small investment-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides 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 sports & entertainment planning.

Ryan Roselle is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes eight years with J.P. Morgan Securities and ten years at J.P. Morgan Chase Bank NA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and managing approximately $2.74 trillion in client assets.

Michael Mooney is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wachovia Securities Financial Network since 2009. Mooney has a one-third ownership stake in Premier Wealth Management LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Scott Kaufman is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Kaufman is also the owner of Lilli&Sophie Inc., a business that holds a health insurance policy. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Colligan is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Oppenheimer and has been with Ameriprise since 2019. Outside of his advisory role, Colligan serves on the Board of Directors for the Fairfield Republican Town Committee and is Assistant Director of the FBI New Haven Citizen's Academy Alumni Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Andrew Mastrole is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at United Rentals, St. John's University, and municipal government in Westhampton Beach and Southampton. OSAIC serves a diverse client base—including retail investors, retirement plan sponsors, charities, and corporate clients—through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party managers.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity Investments, TD Ameritrade, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence combining quantitative and qualitative research and incorporates a range of eligible strategies, including ESG frameworks.

Anthony Buglino is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. He has previously worked at S&P Associates of LI Inc, Avantax Insurance Agency, Avantax Advisory Services, Safe Harbor Asset Management, and Brookstone Capital Management. He is also CEO of Anthony J. Buglino CPA P.C., a firm providing accounting, tax, and financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment platforms and third-party managers.

Joseph Miller is a financial advisor at Merrill with 52 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1980, as well as at Bank of America, N.A. since 2011. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Szczurowski is a CFP® and holds a Series 66 designation with 23 years of experience in financial advising. He has been with Ameriprise since 2005, currently serving at their Hauppauge, NY office. Outside of financial advising, he owns Bryant Park Consulting Group LLC, a consulting business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

David Irving is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Pioneer Investment Management, Merrill, American Portfolios, OSAIC, and Cantella & Co., Inc. He is based in Smithtown, NY. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of advisors and various technology and operational tools.

James Quinn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Quinn has also worked with Ams Market Research and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

John Callea is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Callea is currently based in Hauppauge, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by proprietary planning tools and investment committee insights.

Joseph Bonanno is a financial advisor with LPL Financial in Hauppauge, NY, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Sterling National Bank, People's United Advisors, People's Securities, Chase Investment Services, and Wamu Investments. Outside of his advisory work, he is involved with Fi Logistix, a company that provides armed guard services for ATM machines. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services supported by proprietary research and technology tools.