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 and JPMorgan Chase Bank since 1995. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending 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.

Jordan Mayer is a CFP® professional with 39 years of industry experience, currently serving at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008 and 2010, respectively. Based in Sag Harbor, NY, he holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and offers advisory services alongside affiliated brokerage and investment management capabilities.

Laura Saver is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

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.

Steven Diamond is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses. He has over a decade of experience, including 13 years as a self-employed advisor before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a comprehensive range of advisory programs with an emphasis on tailored financial planning and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services utilizing firm-approved tools and methodologies.

Ariel Jacobs is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving high-net-worth, multi-generational families since 2007. She leads a team of five advisors and three client service associates, working closely with internal specialists in credit, lending, and trusts to provide comprehensive financial strategies. Ariel focuses on uncovering clients' most important financial goals and helping them achieve these through thoughtful planning, covering areas such as education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Ariel holds a Bachelor's degree in Psychology from the University of Michigan and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her client-centered approach emphasizes building meaningful relationships by understanding clients personally and collaborating with their other professional advisors to simplify complex financial lives. In addition to her professional work, Ariel serves as a Board Member for the Kaplen JCC on the Palisades. She lives in Demarest with her husband and two sons and spends her personal time playing tennis, traveling, entertaining, and watching movies with her family.

John Sullivan Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at Citigroup for one year. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Reuben is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a 1% investor in Salad Power, a business focused on creating healthy vegetable drinks. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, it delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Marc Balducci is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on providing a multifaceted approach to wealth management. He assists clients with various aspects of their financial situations, including retirement and estate planning, wealth preservation, and risk management strategies. Since joining Merrill Lynch Wealth Management in 2002, Marc has served affluent clients, including senior-level business executives and partners at major law and accounting firms, helping them develop strategies for preserving and growing their accumulated wealth. Marc holds a Bachelor's degree in Communications from Duquesne University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. As a qualified Portfolio Manager, he offers traditional advice and personalized portfolio management, employing strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages his strategies on a discretionary basis through the firm's Investment Advisory Program. Marc is involved with the charitable organization American Corporate Partners, where he mentors military veterans transitioning into the private sector. He lives in Montauk, Long Island, with his wife, Denice, and their daughter, Valentina. In his leisure time, Marc enjoys outdoor activities and spending time with his family.

Alexander Mayer is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously held roles at Bank of America and Merrill. Outside of his advisory work, Mayer is the sole owner of Bad Daddy LLC, an agriculture-related business based in New York. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers financial planning and investment services within a large institutional framework.

Gregory Mallgraf is the Senior Resident Director and Wealth Management Advisor at Merrill's Southampton, New York office. He has been in the financial services industry for 24 years and has been with Merrill Lynch Wealth Management since 2008. In his current role, Greg provides personalized investment management strategies focused on legacy planning, personal retirement planning, tax minimization, and retirement income, working closely with individuals and families to understand their goals. Greg holds a Bachelor of Science degree in Finance from the University of Florida. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in November 2015 and obtained the Chartered Retirement Planning Counselor™ (CRPC™) designation in November 2017. Throughout his career at Merrill, Greg has held various leadership positions and serves as Wealth Management Advisor with the Martorana-Mallgraf Group. He resides in Northport, New York, with his wife and three daughters. Greg supports community involvement and participates in local volunteer activities.

Roger Matloff is a financial advisor with Merrill, holding Series 63 and Series 65 certifications and bringing 43 years of industry experience. He has worked at Merrill since 1994 and is also affiliated with Bank of America since 2009. Outside of advising, he is the author of a book on nonprofit finance titled *Nonprofit Investment and Development: A Complete Guide to Finance and Economic*. Merrill, along 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 offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Bieber is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Treasurer for the nonprofit Friends of Sheba Medical Center. 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 advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Michael Illari is a CFP®-designated financial advisor with 20 years of industry experience, currently serving clients at Charles Schwab since 2012. He is president of Illari Corp, a management company established for his independent broker relationship with Schwab. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Alexander Fridell is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a range of capital markets solutions.

Kevin Power is a CFP® professional with seven years of industry experience, currently serving at Mass Mutual Investors Services. His prior roles include positions at Morgan Stanley and Halliday Financial. In addition to his advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also conducts educational seminars.