Jacqueline Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public in Albany, NY. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Lockhart is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior work history includes extensive tenure at Merrill and Bank of America before joining Morgan Stanley in 2023. Outside of his advisory work, he is a silent partner in local rental property ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm‑approved planning tools and methodologies.

Christopher Ferrari is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also associated with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Baldi is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ and Series 63 designations and bringing 20 years of industry experience. His career includes prior roles at LPL Financial and American Portfolios Financial Services. He serves as a board trustee for St. Patricks Smithtown and holds other community and advisory roles. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, incorporating proprietary and third-party strategies across multiple custody platforms.

Adam Friedman is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. 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, using firm-approved software and collaborative annual planning engagements to support client goals.

John Demertzis is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. He has worked at firms including LPL Financial and Avantax before joining Cetera. Outside of advising, he is involved in acting, currently participating in the Amazon Prime fictional show "Mob Mentality." Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Jeffrey Gash is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Primerica Advisors and Primerica Financial Services for a combined six years. Before entering the financial services industry, he spent over three decades at Jaco Electronics, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Alexandra Kolessar is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and Bank of America, among other roles. Outside of finance, she owns Crafted.Chapter, a business creating and posting content videos related to crafts, books, and drinks. 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 investment strategies for a range of individual and institutional clients.

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 in Bohemia, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop customized recommendations.

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 who holds Series 66 and Series 63 licenses and has 11 years of industry experience. She has previously worked at American Portfolios Financial Services, Inc. and serves as an investment advisor representative at PPS Advisors, Inc., where she provides life insurance and fixed annuities when applicable. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through a large network of advisors, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers to construct portfolios across multiple asset classes.

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 37 years of industry experience, currently serving as a financial advisor at Ameriprise in Melville, NY. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns Lilli&Sophie Inc., an LLC established to hold a health insurance policy. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicholas Leone is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has previously worked at The Vanguard Group and Equitable Advisors. Prior to entering the financial sector, he was involved with Lifetime Athletics. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and maintains a centralized operational structure to support its extensive client network.

Andrew Mastrole is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at United Rentals, St. John's University, and the Village of Westhampton Beach. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Ellen Houston is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.