Adam Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a background as an estate planning attorney, Adam spent nearly a decade running his own law firm, gaining insight into how accomplished individuals approach wealth, succession planning, and legacy decisions. Since joining Merrill in 2019, he has transitioned into a financial advisory role focused on providing comprehensive wealth planning to affluent entrepreneurs, business founders, and executives. Adam combines his legal knowledge with the resources of Merrill and Bank of America to help clients streamline their advisory relationships and understand the importance of structuring wealth to achieve financial, business, philanthropic, and intergenerational goals. He is attentive to client needs during challenging life transitions and encourages open communication to alleviate emotional burdens that can impact financial decision-making. He holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor’s degree from the University of Scranton, where he played lacrosse. Adam prioritizes fitness and nutrition and serves as Chairman of the Board of Directors for the United Veterans Beacon House. He and his wife, Allyson, reside in Kings Park, New York with their three children.

Christopher Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for INVEST Financial Corp. for 22 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 a large network of over 22,800 advisors.

Damon Marra is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and LPL Financial. He is also a co-owner of Retirement Plan Consulting Group LLC, where he is actively involved in retirement plan consulting. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Justin Moore is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Macy's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

James Griffin Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at The Arena Hub Inc. and Markens 23 LTD. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process is supported by centralized due diligence combining quantitative and qualitative research, with recommendations that may include ESG considerations.

Kristine Moraitis is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked with the American Cancer Society and True North Community Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

Brendan Husch is a financial advisor at Merrill with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and NYLIFE Securities LLC. Outside of finance, he has been involved with the Royal Health and Racquet Club for six years. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Anthony Gippetti is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His tenure at J.P. Morgan Securities began in 2015, and he has also worked with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Anthony Del Prete is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at several firms, including Kovack Advisors and TD Tax & Financial Solutions. He is the owner of Legacy Tax Specialist, Inc., where he prepares and advises clients on their taxes. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap programs, money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Anthony Barone is a financial advisor with Primerica Advisors in Brookhaven, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Barone is also involved in investment-related business activities through two entities he leads, Personal Power Development, Inc. and Anthony Barone Marketing, Inc., both established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through oversight and disclosure.

Christina Barbante is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including OSAIC, Woodbury Financial Services, and Capital One Investing. Outside of her advisory role, she is involved with Personalized Wealth Management, LLC, providing financial planning services, and writes life insurance and annuity policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by research and technology tools and serves more than 22,800 advisors nationwide.

William Hytner is a financial advisor with Osaic, holding the CFP® designation and securities licenses Series 63 and 65, with 32 years of industry experience. His previous roles include positions at Royal Alliance from 2017 and National Planning Corporation from 2003 to 2017. He is also the owner of Wealth Preservation Group, a sole proprietorship focusing on financial, estate, and investment planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with discretionary management options and access to alternative investments via third-party platforms.

Shown Kumar is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining MassMutual’s affiliated firms in 2025, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2025. Outside of his advisory role, he is involved in several business activities including ownership of a taxi medallion and managing administrative support through multiple LLCs and S-Corps. 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, emphasizing collaborative, goal-oriented planning engagements.

Brian Jacobs is a financial advisor with Ameriprise in Stony Brook, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. before continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, tax-smart income strategies through a centralized consulting team. The firm combines research, modeling, and adaptive withdrawal advice, with a focus on assets held in Ameriprise-managed accounts.

James Forbes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2007 and concurrently works with STOP & SHOP for 29 years. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm relies on model-based strategies managed by unaffiliated asset managers and offers various portfolio approaches, including those investing in cryptocurrency ETFs.

Jeffrey Nagel is a CFP® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services and Albrecht Viggiano Zureck & Co. He serves as a board member of the Bellport Country Club and the Patchogue YMCA. Cetera Investment Advisers LLC is a large nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary accounts.

Lauren Bellizzi is a financial advisor with Merrill based in Holbrook, NY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Equitable Advisors and Whaler's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kevin Vasilik is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and having 29 years of industry experience. He previously worked at Ameriprise for 11 years before joining Raymond James in 2025. Outside of his advisory role, Vasilik is President and CEO of Wayfinder Wealth Management, a business involved in supporting his Raymond James activities and other business functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical modeling tools and supports various advisory programs, with additional capabilities in municipal and public finance.

Robert Dunn is a financial advisor with UBS Financial Services in St. James, NY, holding a Series 66 designation and 29 years of industry experience. He worked at Morgan Stanley & Co. LLC from 2002 to 2008 before joining UBS Financial Services, where he has been since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market models to tailor plans aligned with clients’ goals and risk tolerances.

Douglas Lake is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked at Cetera since 2019 and previously was with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Outside of his advisory role, he serves as a finance committee member for Saints Peters & Paul Church and is a director and board member of the Kiwanis Foundations of Hicksville. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and a suite of affiliated providers that influence product offerings.