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 at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he owns and operates The Bespoke Advantage Corp, an investment-related business based in Mineola, NY. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse planning needs including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.

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.

Glenn Mehl is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for 13 years and Guardian Life for 5 years. Outside of his advisory role, he is a partner in Term Solutions Network LLC and president of Glenn Mehl & Associates Inc., both entities involved in the sale of individual and group insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies to meet client needs across multiple programs.

Alexi Caligiuri is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Alexi held roles at Bankers Life and NY State Solar, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Matthew Murphy is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 63 credential and over 31 years of industry experience. He has been with LPL Financial since 2016 and also serves at Bridgehampton National Bank. Beyond his advisory roles, Murphy is involved in business development with Kuvare Corporate Management. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

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.

Emma Leiman is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. She has been with Morgan Stanley since 2023. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

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.

Robert Garofallou is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for six years and Northeast Securities, Inc. for 27 years. Outside of advisory work, he is president and partner of RJG Tax & Capital Solutions, Inc., a tax preparation and guidance firm. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party management strategies.

Robert Kowaleski is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Axa Advisors, David Lerner Associates, Mass Mutual Life Insurance Company, and Mutual of Omaha Investor Services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models delivered through its network of representatives and third-party managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Fliegelman is a financial advisor at OSAIC with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC, he worked at G&G Planning Concepts, Inc. and American Portfolios Advisors, Inc. among other firms. He is involved in coaching and training licensed insurance agents on insurance and estate planning. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization and offers discretionary and advisor-managed strategies alongside third-party manager programs.

Christian Campbell is a financial advisor with LPL Financial holding a Series 66 designation. Although he has no prior industry experience, his background includes roles at Teachers Federal Credit Union and Equitable Advisors, along with several years in educational and public sector positions. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Mosca is a CFP® with 36 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Serena Cole is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms including Principal Financial and Principal Securities prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Maura O'Brien is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners directly with advisors and the team to provide personalized financial planning for clients. Prior to this, Maura worked as a Relationship Manager at Fidelity Investments from 2019 to 2024. Her experience at Fidelity spans several years, focusing on client relationship management and financial planning services. Details about her education, credentials, personal interests, or community involvement have not been provided.

Laura Hoffman is a CFP® professional with 13 years of experience in the financial industry. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Michael Rooney is a financial advisor with Morgan Stanley, holding a Series 63 credential and bringing 36 years of industry experience. He has worked at Merrill from 1989 to 2016 and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through corporate financial planning agreements.

Kelly Powers is a financial advisor with Cetera and holds the ChFC® designation, along with Series 63, 65, and 66 licenses. He has 32 years of industry experience and previously worked at firms including UBS Financial Services and Avantax Advisory Services. Powers also serves as vice president of S & P Associates of LI, Inc., where he manages investment portfolios and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base 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.

Stephen Levine is a financial advisor at Cetera with 62 years of industry experience. He holds the ChFC® and Series 63 designations. His professional background includes long-term roles at Cetera Wealth Services, LLC and his own firm, Stephen Levine & Associates Ltd. He also works as an independent insurance agent in life, accident, and health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a large nationwide network of advisors and operates a multi-manager platform with access to both affiliated and third-party investment managers.