Samuel Thorp Nichols is a CFP® professional with nine years of experience in the financial services industry. He is currently with MML Investors Services, LLC, a subsidiary of MassMutual, and has held previous roles at Northwestern Mutual entities. MML Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers specialized programs including divorce planning, estate settlement, and employer-sponsored plans.

Bradley Cooke is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked for American Portfolios Financial Services Inc. for nine years. He also holds a position as Director of Investments at PPS Advisors, Inc. Outside of his advisory roles, he has been affiliated with Montclair State University for over a decade. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by advanced tools and multiple custodial arrangements.

Thomas Gallagher III is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He has been with Mass Mutual Investors Services since 2017. Mass Mutual 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 programs, structuring planning engagements as annual collaborative relationships.

Andrew Sirvis is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera and its related entities since 2019 and has ownership interests in multiple financial services firms, including North Fork Asset Management Inc. and A. Asset Wealth Management, Inc. He also serves as a trustee for a family trust and works as an insurance agent selling life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, planning, and consulting services and operates a multi-manager platform with access to both affiliated and third-party managers.

Vincenza Draper is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Her career includes 15 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that incorporate various modeling techniques without offering individual security recommendations as part of the standalone planning program.

Michael Marziotto is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting business owners, professionals, and entrepreneurs in maximizing long-term efficiency in their personal and professional finances while minimizing the effects of taxes and inflation. Michael’s approach begins with a comprehensive understanding of his clients’ full financial picture, enabling him to tailor flexible wealth management strategies aligned with current market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients’ goals. Michael's expertise includes divorce transition planning, employee benefits planning, managing defined benefit and contribution plans, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. His team comprises professionals experienced in asset management, ERISA retirement plans, business and personal banking, and residential and commercial lending, with a focus on serving business owners and entrepreneurs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His education includes a non-accredited certificate program from the American College for Financial Program. Michael is committed to community involvement, reflecting Merrill’s tradition, and spends time volunteering with local organizations. Outside of work, his personal interests include adventure sports, camping, hiking, photography, scuba diving, woodworking, and spending time with his family.

Andrew Cohn is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and IJ White. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house programs and third-party asset managers to deliver its services.

Lauren Conway serves as Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial planners. In her role, she is responsible for hiring, training, and coaching the team to work collaboratively with clients on significant financial decisions. Lauren has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Assistant Branch Leader before assuming her current position in 2023.

Antonio Cunha is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Metlife Securities, Inc. and Massmutual Life Insurance Co before joining his current firm in 2017. MML 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, structuring planning engagements as ongoing, collaborative relationships using firm-approved analytical tools.

Donald Gleason is a financial advisor with Cetera who has 43 years of industry experience. His prior experience includes roles at North Ridge Securities Corp and Cetera Wealth Services, LLC. He is also involved as an insurance agent, selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of program structures and custodial relationships.

Ariel Baez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2024. Ariel collaborates with clients and their families to create and execute financial plans tailored to their specific investment goals and risk tolerance, utilizing the resources and tools available at Fidelity. Prior to this role, Ariel worked as an Investment Consultant at Fidelity Investments from 2022 to 2023 and at Charles Schwab from 2020 to 2022. Ariel's financial career also includes positions as a Financial Advisor at Merrill Lynch from 2018 to 2020, a Relationship Manager at Bank of America from 2017 to 2018, and a Banker at Citibank from 2016 to 2017. Outside of their professional work, Ariel has personal interests in cars, cooking and baking, fitness, football, soccer, and traveling.

Charles Marchese is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has operated Charles E. Marchese Wealth Management since 2012 and has been involved with Cetera and its affiliated entities since 1999. In addition to his advisory work, Marchese owns and manages an accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party managers.

Jonathan Kuttin is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he is involved in several consulting and tax preparation businesses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

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.