Mark Derosa is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors since 2013. Derosa is also the founder of the Woodhaven Foundation and serves as a board member. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through multiple platforms and proprietary model strategies.

Jacob Fruchter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Cetera and its affiliates since 2013 and has operated his own advisory practice since 1982. Outside of his advisory work, he serves as vice president and main preparer at Mutual Income Tax Service Inc. and acts as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Sanchez is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Wells Fargo Bank NA beginning in 2016 and a brief position at The Pawn Shop in 2017. Outside of finance, he works as a customer service representative at Nordstrom Rack in West Palm Beach. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dedghra Christie is a financial advisor with Edward Jones in Saint Albans, NY, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Prior to joining Edward Jones in 2022, Christie worked at Rocket Mortgage and Prudential Annuities Distributors Inc., among other roles. Outside of finance, Christie has worked as a sortation warehouse associate at Amazon. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationally.

John Vigh is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Citigroup and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Vince Zorskas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Citigroup, M&T Securities, E*TRADE Capital Management, and Wells Fargo Clearing. Outside of his advisory work, he was involved with Lax Out Loud LLC for eight years. 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, supported by extensive technology and oversight of substantial discretionary assets.

Ronald La Serra Sr. is a financial advisor at Cetera with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include National Life, LPL Financial, and Webster Investments. Outside of his advisory work, he officiates youth and high school football and lacrosse and serves as a FINRA arbitrator; he is also chancellor at the Knights of Columbus, involved in member recruitment and insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services with multiple program structures and a platform that allows advisors to utilize affiliated and third-party managers.

Douglas Riccitelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Citizens Securities Inc. for 24 years before joining LPL Financial and Flagstar Bank in 2023. 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, supporting advisors with research, technology, and a broad suite of non-advisory financial products.

Renu Jain is a financial advisor at Stifel in Garden City, NY, holding Series 63 and Series 65 credentials with 31 years of industry experience. Jain has worked at Stifel since 2007. Outside of her advisory role, she serves as a trustee for a 501(c)(3) charitable foundation and as treasurer for a nonprofit organization, managing charitable giving and related administrative responsibilities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Katherine Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Cetera and its related entity since 2019, and previously held roles at RC Dugans and Foresters Financial Services. Outside of her advisory role, she is involved in health and disability insurance and owns KGM Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program structures and access to third-party managers, overseeing more than $256 billion in assets.

Cynthia Jones is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Raymond James Financial Services. Outside of her advisory role, she is involved in music as a singer and songwriter through Buddy Jones Music LLC and owns a hair products business, DemelerHair.com. 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Raeana Georgopoulos is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016 and previously worked at Bank of America, N.A. since 2025. 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, and institutional investors.

Zachary Herrera is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 designation and 18 years of industry experience. His career includes prior roles at Raymond James & Associates and New York Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Josephine Noto is a financial advisor with UBS Financial Services in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes two decades at UBS Financial Services from 1995 to 2019, a two-year period at Morgan Stanley, and a return to UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm’s platform integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Robert Pizzimenti is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a brief period of unemployment between 2023 and 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Myles Landau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at Aegis Capital Corp and Blue Ocean Wealth Solutions, along with experience outside finance in a service business and a medical office. 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 through a centralized due diligence process.

Marlin Gillespie is a financial advisor with LPL Financial in Amityville, NY, holding a Series 63 designation and having 11 years of industry experience. He has worked at LPL Financial since 2016 and previously spent three years at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset managers through a network of advisors, supporting a broad range of investment strategies.

Salvatore Calio is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Salvatore worked as an Associate Financial Planner at Woodhull Capital Advisors from 2020 to 2021. In his current role, Salvatore partners with clients to develop comprehensive financial plans that align with their long-term aspirations. He focuses on building meaningful relationships to enhance and support clients' financial well-being, utilizing Fidelity's resources to implement customized strategies tailored to each family's unique goals.

Luis Simal is a financial advisor at Stifel with 25 years of industry experience and holds the Series 66 credential. His prior roles include positions at Morgan Stanley Private Bank, Wells Fargo Clearing, and Merrill. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Caterisano is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and New York Life. Outside of his financial career, he serves as a board of finance member for the Town of East Hampton and is involved with Major League Baseball in a junior support capacity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.