Mark Filiberto is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 39 years of industry experience. He has worked at LPL Financial since 2019 and has been affiliated with Suffolk Federal Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, and institutional platforms with a broad range of investment strategies and operational support tools.

Rocco Carriero is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Carriero serves on the board of the Southampton Business Alliance, holds an honorary presidency with Mondi Lucani APS in Italy, and is an author of a forthcoming business guide titled *The Three Cords: A Business Owner's Guide*. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation overseen by a dedicated team, emphasizing managed accounts and affiliated investment products.

Peter Donahue is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2025. Prior to that, he was employed at Bank of America and Merrill from 2022 to 2025 and at State Farm from 2019 to 2022. Outside of finance, he has experience working at Great South Bay Brewery and Farmingdale State College. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brett Heyder is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he has been involved with local youth soccer programs in the Lake Grove, NY area. 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 brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Francis Jr. is a financial advisor with Ameriprise who holds a Series 63 designation and has 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice, and engages in independent insurance brokering focused on fixed annuities. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, emphasizing management of assets within Ameriprise accounts and integrating algorithmic automation overseen by dedicated committees.

Anthony Barone is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors. Outside of his advisory work, he owns a financial services company and a real estate holding corporation. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-based recommendations that incorporate tax-efficient withdrawal strategies and asset management within Ameriprise accounts.

Katherine Connors is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cetera. She has held roles at firms including Avantax and 1st Global Advisors and operates KC Wealth Management LLC, through which she provides comprehensive financial planning and investment management services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and allows advisors to implement model portfolios or bespoke strategies across multiple program structures.

Joseph Depietro is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. His prior roles include positions at M&T Bank, TD Bank N.A., TD Private Client Wealth LLC, Morgan Stanley, and several other financial firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive technology tools and a broad network of over 22,800 advisors.

Matthew Kelley is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. He previously worked at Lincoln Financial Advisors for 12 years before joining Cetera in 2024. Outside of his advisory role, he is also involved in selling fixed insurance products and works as a financial advisor at Economic Planning Group East. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Edward Nolan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Edward earned a Bachelor's Degree from Kings College. His role involves providing guidance and strategies to help clients manage and grow their financial assets.

John Yerkes is a financial advisor with MassMutual Investors Services in Hauppauge, NY. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with MassMutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver collaborative, goal-oriented recommendations.

Salvatore Dileo is a CFP® with 42 years of industry experience. He is currently with MassMutual Investors Services and has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company. He also operates as an independent insurance agent specializing in fixed life 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, emphasizing collaborative, goal-based planning without investment discretion.

Cara Angelo is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. She has held roles at multiple firms, including Avantax and KC Wealth Management LLC, where she is a partner and oversees client relationships, operations, and staff management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Robert Mantle is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TD Waterhouse Investor Services Inc and TD Private Client Wealth LLC. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Chad Esposito is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 14 years at Scottrade, Inc., followed by five years at TD Ameritrade and its investment management affiliate. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Jack Schiff is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2012. In addition to his advisory role, Schiff is a partner at Getzel, Schiff & Pesce CPAs, LLP, where he has been involved in tax preparation since 1987. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Deborah Kamer is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on providing goals-based wealth management to affluent families, individuals, and professionals. She joined Merrill in 1997 and has since offered customized service support to clients and internal services to the advisor team. Deborah works alongside a team of specialists to deliver tailored advice and a disciplined approach to investing. Her areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and both individual and corporate investment strategy. Before transitioning into wealth management, Deborah had a career as a CPA specializing in audit, tax, and business management in New York City. She holds a Bachelor's Degree from SUNY Buffalo and has earned the Professional Investment Advisor (PIA) designation. Outside of her professional responsibilities, Deborah enjoys equestrian sports, going to the gym, and spending time with friends. She values cultivating long-lasting relationships through exceptional service and customized advice. Deborah is interested in connecting with clients seeking an experienced and hands-on advisor, those looking to simplify their financial life, or individuals who would benefit from her professional network.

Philip Scaglione is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank and DRW Holdings. He also serves on the investment committee for the Holy Cross Society Endowment Fund for the Dormition of the Virgin Mary Church. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing a structured financial planning process supported by firm-approved tools and insights from its Global Investment Committee.

David Mahler is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He worked at Metlife Securities Inc. for 41 years before joining MassMutual and its affiliated firms in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Gianfranco Calio is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the Town of Oyster Bay Housing Authority, ADP, SUNY Plattsburgh, and work in the restaurant business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research and quantitative analysis. The firm also serves as an adviser to multiple registered investment companies and employs algorithmic and AI-driven methods in its investment process.