Mia Wallack is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Webster Bank and LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

David Dinatali is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at DDK Capital LLC for eight years. He is also involved in managing an advisory business through Centurion Holdings LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Armand Fisher is a financial advisor with OSAIC, holding a Series 63 designation and 39 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, MSI Financial Services, and Equity Services, Inc. Outside of advisory work, he is involved in life insurance sales and holds a leadership position as president of a life insurance firm. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its large scale, complex affiliate network, and comprehensive multi-advisor platform.

Thomas Riedy is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of Riedy & Associates. He has been recognized on Forbes Magazine's "Best-in-State Wealth Advisors" list multiple times, including in 2019, 2022, 2023, 2024, 2025, and 2026. He holds several professional designations including the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and the Merrill Lynch Wealth Management title of Wealth Management Advisor (WMA). Additionally, he is an approved Merrill Lynch Wealth Management Discretionary Portfolio Manager and holds FINRA Series 7, 8, 9, 63, and 65 registrations, along with life and health insurance licenses. His areas of expertise include college education planning, corporate executive services, divorce transition planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He earned a Certificate of Professional Development from the Wharton School of Business and holds a High School Diploma from Smithtown High School. Thomas serves on the Board of Trustees for the Cradle of Aviation Museum and is a member of the Advisory Board for the Town of Islip-MacArthur Airport. He is a past board member of ADDAPT and a member of the TPC River Highlands Golf Club. He is also an instrument rated private airplane pilot. In addition to his professional commitments, Thomas mentors new employees at Merrill Lynch. His personal interests include baseball, cooking, golfing, ice hockey, music, and skiing.

Leonard Lye is a financial advisor with LPL Financial in Kensington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior employment includes roles at Citigroup, Santander Bank, KeyBank, and Wells Fargo Clearing. Currently, he also serves as a Private Client Relationship Manager at Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management through a large network of investment adviser representatives.