Vincent Smith is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at the University of Rhode Island, Distinctive Consulting LLC, and NY Invent Co. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Andrew Mullane is a CFP® certified financial advisor with 18 years of industry experience. He is currently with Cetera and has previously worked at Sterne Agee Investment Advisor Services and Wrp Investments. Mullane is also vice president of Omnia Financial, LLC, a firm focused on branding, marketing, and website services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Charles G Healy Jr. is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and totaling 10 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, as well as prior positions at Scottrade Investment Management and Scottrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting using a process supported by centralized due diligence and a combination of quantitative and qualitative research.

Luis Hernandez Peralta is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2024, he held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his financial advisory work, he serves as a community habilitation specialist for Eihab Human Services, assisting with social and developmental support. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Christa Pinero is a financial advisor at Merrill with 25 years of industry experience and holds Series 63 and Series 65 designations. She has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Rosoff is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory role, he is president of Omnia Financial, LLC, which focuses on branding, marketing, and website services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services with a multi-manager platform, managing over $256 billion in assets.

Mark Badami is a CFP® with 30 years of industry experience, currently serving at Mass Mutual Investors Services since 2016. He is president of the Financial Planning Association of Long Island chapter and operates a cosmetic enhancement center as an owner/investor. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers using firm-approved tools and collaborative planning methods.

Kyle Nielsen is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, N.A., where he remains employed. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG eligibility in its recommendations.

Thomas Ierna is a ChFC® credentialed financial advisor with 32 years of industry experience. He has been with LPL Financial since 2025 and previously worked at Next Financial Group for 19 years. Outside of his advisory role, he coaches hockey for the Peconic Hockey Foundation. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dennis Gur is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant and Financial Representative, starting in 2022. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Canoga Wealth Management from 2021 to 2022. Dennis focuses on co-creating disciplined and tailored financial plans that aim to grow wealth while managing risk. He emphasizes the importance of managing personal finances as a lifelong journey and partners with clients to develop strategies suited to their individual needs. Outside of his professional work, Dennis has personal interests in cars, fitness, golf, movies, pets, and traveling.

Dennis Leahy is a financial advisor with LPL Financial in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at MML Investors Services Inc. and MassMutual, spanning 16 years, as well as involvement with Strategic Retirement Partners and Global Retirement Partners. Outside of LPL, he maintains active roles in other advisory businesses, including Caswell Advisors and Global Retirement Partners. 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 and brokerage services supported by extensive technology and operational resources, with a broad platform encompassing financial planning, model portfolios, third-party asset management, and institutional solutions.

Ian Rubin is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. His prior roles include a year at Equitable Advisors and several positions unrelated to financial services. Outside of his advisory work, he coaches volleyball teams, including a club team at Sportime Clubs. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Robert Martino Jr. is a CFP® and ChFC® with 23 years of industry experience. He is currently with OSAIC and was previously at Ameriprise Financial Services, Inc. for 19 years. Martino serves on the board of the Boy Scouts of America Suffolk County Council and is CEO of MBPG Assoc Inc., a financial advisory firm. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

John Thomson Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including AXA Advisors and Mass Mutual Life Insurance Company. Thomson is also involved in outside fixed insurance sales, focusing on servicing existing clients and renewals. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Brian Slattery is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Slattery Wealth Management Group. In his role, he focuses on retirement planning and helping clients develop strategies tailored to their long-term financial goals. Brian offers expertise in areas including college education planning, family wealth management, legacy planning, managing new wealth, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income planning. Brian began his career at Merrill in 2016 as a part-time Client Associate while attending Stony Brook University, where he earned both a Bachelor's and a Master's degree in Accounting, graduating in 2020. After five years in the Client Associate role, he entered Merrill's Financial Advisor Training program in 2021. He holds the designation of Personal Investment Advisor (PIA). Born and raised in Smithtown, Brian played lacrosse at SUNY Oswego and continues to participate in adult recreational leagues. His personal interests include golfing, skiing, music, and spending time with his family. Brian's approach emphasizes working one-on-one with clients to develop personalized financial strategies aligned with their individual goals.

Keith Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2016 and has been with Dime Community Bank (formerly Bridgehampton National Bank) since 2008, serving in senior private banking and investment-related roles. 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 financial planning, portfolio management, and institutional platforms, utilizing various investment strategies supported by advanced operational and research tools.

Mark Peterson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 65 and Series 63 designations and bringing 24 years of industry experience. He has been with Ameriprise since 2018 and previously worked at St. James Investment Advisors, LLC, Chase Investment Services Corp., and Home Depot. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that delivers written recommendation reports and annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Mark Parrott is a financial advisor with OSAIC based in Medford, NY, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. He has been affiliated with Creative Retirement Planning and OSAIC for over 30 years. Outside of advising, he performs as a musician in nightclubs and has authored a book on economic trends. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.