Kevin Luss is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at MassMutual and Mmlisi for 22 years. He also owns The Luss Group Inc., an insurance agency based in Southampton, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Preston Schoenfeld is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. He has been with Morgan Stanley since 2010 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Robert Waldbauer Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously spent nine years at UBS Financial Services. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while employing a centralized due-diligence framework.

Michael Lagnese is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over seven years of experience in providing financial guidance to clients. He and his team employ a Goals-Based Wealth Management approach that places client priorities at the center of the wealth planning process. Leveraging the global resources of Merrill Lynch, Michael assists clients in identifying and prioritizing key financial objectives such as college education funding, retirement income planning, health care cost coverage, and family wealth preservation. Michael’s expertise encompasses a broad range of client focus areas, including personal retirement planning, portfolio management, employee and corporate benefits, as well as strategies tailored for small business owners and the LGBT community. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Hicksville High School, followed by an Associate's Degree from Nassau Community College. In addition to his professional activities, Michael is involved with the community organization Long Island Cares. His personal interests include biking, chess, cooking, golfing, and yoga.

Charles Teixeira is a financial advisor at UBS Financial Services with 32 years of industry experience. He has held his current position at UBS since 2016. He holds the Series 63, Series 65, and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Anthony Addison is a Senior Financial Advisor and Managing Director within the Merrill Lynch Wealth Management Group. With a professional focus on wealth management and asset management for high net worth clients, Anthony and his team have provided financial guidance since 1997 to affluent families and corporations. They take a holistic approach by reviewing clients' assets, debts, risk tolerance, time horizons, liquidity needs, and overall investment goals to tailor customized wealth management plans. Anthony also collaborates closely with clients' attorneys and CPAs to align financial strategies comprehensively. His expertise encompasses goals-based wealth management, retirement planning and distribution options from employer-sponsored plans, estate planning services, hedge fund lending, and managing concentrated stock positions with tax-efficient stock option exercises. Anthony advises on a broad range of client focus areas including college education planning, family wealth management strategies, liquidity management, small business strategies, and tax minimization. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Vermont. In addition to his professional pursuits, Anthony participates in community activities consistent with Merrill’s tradition of service. Outside of work, he enjoys biking, cooking, hiking, hunting, and spending time with his family. He emphasizes developing personalized financial strategies tailored to his clients’ long-term goals and treats his clients with a family-oriented approach.

Kevin Kitt is a financial advisor at Ameriprise with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he worked at UBS Financial Services Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research, modeling, and tax-efficiency analysis.

Lisa Sciuto is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jorge Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Giorgio Armani for five years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Alice Guimarin is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee.

Valentina Herrera Castano is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at notable firms including Bank of America and Merrill. Prior to her financial services career, she was involved with V.H. Cabinets Installation Corp. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Salvatore Farrauto is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions, including JPMorgan Chase Bank, NewRez LLC, and CIT Bank. Outside of finance, he is involved with Pizza Launcher. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Willmott III is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Joseph Stone Capital. Prior to his financial services career, he held positions in various organizations including Skate Safe America and Parks and Recreation of Southampton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Yong Kim is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2010. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jeyran Ghara is a financial advisor with UBS Financial Services, holding a Series 66 designation and 15 years of industry experience. She worked at Sanford C. Bernstein & Co., LLC for eight years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to client goals and risk tolerances.

Robert Ward is the Senior Resident Director at Merrill Lynch Wealth Management in Riverhead. He has been a financial advisor since 1990 and joined Merrill in 2015. In 2018, he was promoted to Resident Director. He and his team serve business owners, entrepreneurs, and affluent individuals by developing tailored wealth management strategies to address both professional and personal financial goals. Robert's expertise includes managing corporate 401K plans, nonprofit endowments, and foundations. He holds several professional designations such as Chartered Financial Consultant® (ChFC), Certified Plan Fiduciary Advisor® (CPFA), Chartered Advisor in Philanthropy (CAP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His educational background includes a High School Diploma from Comsewogue High School and an Associate's Degree from Suffolk County Community College. Committed to his community, Robert serves on the boards of East End Arts in Riverhead and the Riverhead Rotary. He supports organizations like Big Brothers Big Sisters of Long Island, Junior Achievement, and the United Way. He has received the Presidential Volunteer Award from the White House in 2016, 2017, and 2018, and was recognized by Big Brothers Big Sisters in 2011 as Man of the Year. Robert lives in Manorville with his wife and two children; his personal interests include boating, golf, skiing, mountain biking, and photography.

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.

Michael Gomberg is a financial advisor with Edward Jones in Bridgehampton, NY, holding a Series 66 designation and 17 years of industry experience. He has worked with Edward Jones since 2018 and previously was associated with T3 Securities, Inc. and T3 Trading Group, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.