David Willmott III is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Edward Jones, Joseph Stone Capital, and entrepreneurial ventures outside finance such as Skate Safe America and People Pool Valet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with various non-advisory financial activities.

Yong Kim is a CFP® and ChFC® with 17 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and incorporates ESG criteria within its recommendations.

Paul Tuttle is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2017 to 2022 and Munistat Services, Inc. from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers options that combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Robert Ward is the Senior Resident Director at Merrill, leading the Riverhead Merrill Lynch Wealth Management office since 2018. He has over 30 years of experience in the financial services industry, including 17 years in banking and 12 years as a branch manager. Since joining Merrill in 2015, he has focused on serving the wealth management needs of business owners, entrepreneurs, and affluent individuals by developing tailored strategies to address both short- and long-term financial goals. Bob holds multiple professional designations including Chartered Financial Consultant®, Certified Plan Fiduciary Advisor®, and Retirement Benefits Consultant, enabling him to provide fiduciary services and oversee corporate retirement plans as well as nonprofit endowment and foundation assets. His expertise encompasses areas such as divorce transition planning, family wealth management, legacy planning, and philanthropic planning. In addition to his professional work, Bob serves on the boards of East End Arts and Riverhead Rotary, and supports organizations such as Big Brothers Big Sisters of Long Island and Junior Achievement. He has received the Presidential Volunteer Award three times and was recognized as Man of the Year by Big Brothers Big Sisters in 2011. Bob resides in Manorville with his wife Laura and their two children and enjoys boating, golf, skiing, mountain biking, and photography.

Nicholas Galletta is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for the Twin Forks Networking Group, a nonprofit organization in Manorville, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Jane Ringel is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Eugene Christensen is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. He has 42 years of industry experience, including 22 years at Merrill and 15 years at Bank of America, N.A. In addition to his advisory work, he owns a seasonal rental property in Beckett, Massachusetts. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kerri Biondo is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Riverhead, NY. She provides tailored financial advice and guidance to both individual and corporate clients. Kerri’s expertise spans various areas, including divorce transition and settlement planning, corporate and institutional benefit services, personal and corporate retirement planning, institutional and individual investment strategy, tax minimization, philanthropic planning, and trust management. She also specializes in working with endowments, foundations, and non-profits, focusing on aligning growth goals and managing corporate cash reserves. Kerri holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma at Rocky Point High School and an associate’s degree from Briarcliffe College. Fluent in English and Italian, she collaborates closely with her clients to develop personalized financial strategies designed to support their long-term goals and adapt to changing market conditions. Kerri prioritizes being available to clients throughout different stages of their financial and personal journeys to help position their assets for both growth and risk mitigation. In addition to her professional role, Kerri is active in her community through volunteering, reflecting a deep commitment aligned with the Merrill tradition of service. Her personal interests include cooking, interior decorating, reading, soccer, and spending time with her family.

Tyler Conway is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bank of America. 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. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Paige Bentz is a Series 66-licensed financial advisor with Morgan Stanley, based in Riverhead, NY, and has 11 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that utilizes structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and provides investment advisory and brokerage services across multiple client segments.

David Terry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and with 13 years of industry experience. He has been with JP Morgan Securities since 2013 and is also a general partner at Neatlydone, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative analysis to deliver asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Christopher Mauceri is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at NorthCoast Asset Management for two years before joining Morgan Stanley Private Bank and Morgan Stanley in 2022. His background also includes nine years of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients model potential outcomes.

Cindy Hubbard is a financial advisor at Morgan Stanley with 21 years of industry experience, including 17 years at Morgan Stanley. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in real estate as a sole proprietor and serves as a trustee for a trust based in Riverhead, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Mary Barty is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm most recently in 2008 and had previously worked there earlier in her career. Mary began her career in the financial industry in 1996. She works with clients interested in retirement planning, estate planning services, and overall wealth management. As a qualified Portfolio Manager, Mary provides traditional advice and guidance and helps clients pursue their objectives by building and managing personalized or defined strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, she may manage strategies on a discretionary basis. Mary earned her Associate's Degree from Suffolk County Community College and a Bachelor's degree in economics from the State University of New York at Albany. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Chrysanthe Pietramala is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds a Series 63 designation and has been with UBS since 2016. Outside of her advisory role, she is involved with G. P. Carpentry Inc., a home improvement business. UBS Financial Services serves individual, corporate, and institutional clients combining brokerage and advisory services. The firm provides a range of investment solutions including fee-based financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Sydney Marks is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at several firms, including RBC Capital Markets, Merrill, and Granite Family. Her background also includes roles outside finance, such as involvement with Kix n Stylz and Mixology. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Veronica Anner is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities since 2001, also maintaining a concurrent role at JPMorgan Chase Bank since 1995. 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 asset allocation advice, investment manager searches, and customized performance reporting. The program leverages both quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Jeffrey Quinn is a CFP® and ChFC® with 27 years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at firms including M&T Bank, LPL Financial LLC, Morgan Stanley, and HSBC Securities. Outside of his advisory work, he serves as treasurer for Hurricane Hoopers Incorporated, a nonprofit supporting high school boys basketball. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and employs both brokerage and advisory strategies.

Gloria Dios is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2018 and previously worked at JS Casting from 2015 to 2018. Outside of finance, she is a sole proprietor of a film and TV production company, Gloria Dios LLC, and serves on the board of directors for Hearts to Homes, a nonprofit supporting young adults transitioning out of foster care. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial planning and portfolio management.

Benjamin Segal is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the boards of two technology companies focused on battery and optical technology and drone inspections. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.