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.

Eugene Christensen is a financial advisor at Merrill with Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Merrill since 2004 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of a seasonal rental property in Massachusetts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

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.

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).

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.

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.

Stephanie Browne is a financial advisor at Morgan Stanley with six years at the firm and two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she has been involved with the National Golf Links of America for ten years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to help clients build and manage their financial plans.

Thomas Bourke is a financial advisor at Morgan Stanley with 41 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously worked at Citigroup Global Markets starting in 1993. Bourke holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Louis Ardito is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with Merrill from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Val Franklin is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling.

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.

George Kreuscher is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, while delivering a broad range of advisory, brokerage, and insurance solutions.

James Cook is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. His prior experience includes roles at Mass Mutual Life Insurance Co. and various real estate and insurance firms. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan financial organization.

Stephen Murray is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Merrill since 2006 and Bank of America since 2009. Outside of his advisory role, he serves as executor of a family estate and works as a golf caddy on weekends. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Bryan Durso is a financial advisor with Ameriprise in Southampton, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies and a centralized consulting team to deliver tailored recommendations.