Gina Montaquiza is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, she worked at Fidelity Investments for two years. Outside of her advisory role, Gina teaches Pilates in Chappaqua, New York. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Karolina Albertson is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2020 and has progressed through roles including Investment Consultant and Financial Consultant before her current appointment. Prior to joining Fidelity, she worked as a Financial Consultant at AXA Advisors from 2019 to 2020. In her role, Karolina partners with clients to develop strategies aimed at helping them pursue their financial goals efficiently. She emphasizes understanding each family's unique story and priorities to form the foundation of their financial plans. Karolina leverages the expertise and resources of her organization to provide comprehensive service to her clients.

Meredith Diamond is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc. and American Portfolios Financial Services, Inc. Meredith is also involved with MACO SHACK LLC, a business ownership venture outside of her advisory role. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations.

Cori Cass is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has owned and operated a men's retail clothing business, Menhaden Lane LLC, since 2015 and is involved in managing vending machine operations through Four Five Holdings LLC. Additionally, she works with the Town of Shelter Island Recreation Department, monitoring adult basketball activities. 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 an ESG eligibility framework to recommend approved funds and strategies.

Edward Caufield is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 1991. 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 and provides a broad range of capital markets and research resources to its clients.

Maria Ganley is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at firms including Charles Schwab, TD Ameritrade, and BNY Mellon. Additionally, she was employed at Live Nation for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rudolph Bruer is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with Ameriprise since 2010 in various capacities. He serves on the board of directors and is a past president of the Rotary Club of Southold. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Steven Nadler is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in Bridgehampton, NY. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad range of capital-markets and asset management capabilities.

Joseph Campisi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 42 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc., each for 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Ventura is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following previous roles at Wells Fargo Clearing and WELLS FARGO Advisors. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Joyce Babcock is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of her advisory work, she is a landlord with full ownership of a rental property in Warwick, NY. 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 and investment strategies, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jennifer Kraus is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 licenses. 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 provides a range of financial planning and portfolio management solutions supported by proprietary research and global market insights.

Peter Kern is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he owns Cross Path Advisors LLC, a consulting business based in Remsenburg, NY. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Howard Brodis is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked for American Portfolios Financial Services for 19 years before joining OSAIC in 2024. Outside of his advisory role, Brodis is involved in insurance sales through his activities with Zenith Marketing and Victorian Associates. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account platforms, utilizing firm-provided tools and third-party resources to construct customized portfolios.

Jesse Downing is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as the managing partner of The Downing Group, a private wealth practice based in New York City. He oversees the wealth advisory process within the practice and collaborates with the team’s financial advisors to develop planning strategies and investment guidance for clients. Jesse's expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Jesse holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Business Administration in Finance from Baruch College's Zicklin School of Business. The Downing Group operates with a multi-family office model, providing full-balance-sheet potential wealth management solutions across planning, investments, banking, credit, trust and estate, and risk mitigation. Outside of his professional commitments, Jesse lives in Brooklyn, New York with his wife and two children. His personal interests include biking, boating, cooking, fishing, music, reading, spending time with family, and traveling. He also actively supports charitable causes related to cancer research.

Erik Muller is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, combining capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Kim Caldwell is a CFP® professional with 30 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2009. She has previously sold life and long-term care insurance through Prudential and Traveler's Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary research and third-party strategies across discretionary and non-discretionary accounts.