Catherine Buckley is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years. She is also associated with Vail and Associates in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Frank Gregorio is a financial advisor with Merrill in East Islip, NY, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2014 to 2019. Outside of his advisory role, he is a general partner and managing member of a private investment entity that pools funds with partners to explore real estate opportunities. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Daige is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and held prior roles at Bank of America, Merrill, and Wells Fargo Clearing. Daige is based in Smithtown, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes ESG considerations, with implementation supported by affiliated investment-management entities.

Benjamin DiMaio is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings over 20 years of experience in financial services with a focus on income planning and tax-efficient investing. Throughout his career, Benjamin has held various roles including Director at Piedmont Capital Distributors and Regional Marketing Director at Lincoln Financial Distributors. Prior to these, he was Vice President and Retirement Planning Specialist at Merrill Lynch from 2002 to 2010. His approach emphasizes understanding clients' goals, values, and family priorities to develop personalized financial plans. Outside of his professional work, Benjamin enjoys spending time at the beach, boating, fishing, golf, and lake activities.

Geoffrey Brown is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked for American Portfolios Financial Services, Inc. for ten years. Outside of his advisory role, he is a registered sales assistant at American Premier Financial Group, focusing on insurance and wealth planning. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, providing advisors with various discretionary and non-discretionary management options.

Philip Caporusso is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at American Portfolios Financial Services, Inc. and Rossiter & Ganderman Inc. He is also co-owner and co-president of Ferrera, Destefano, & Caporusso, CPA, where he dedicates significant time. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and provides access to various managed account programs and alternative investments.

Maria Cappa is a financial advisor with Ameriprise in Smithtown, NY, holding a Series 66 designation and 24 years of industry experience. She has worked with Ameriprise and its affiliate since 2005. Outside of financial advising, she is involved in fitness coaching through her business ownership of MJC Times 3 Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing tailored recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Patrick Passaretti is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services, Inc. and Progressive Advisory Solutions. Outside of his advisory role, he is involved in insurance and fixed annuities through PPS Advisors, Inc. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization across multiple platforms and investment strategies.

William Hermanek is a Financial Consultant at Fidelity Investments, where he collaborates with local individuals and families to develop transparent financial plans. His approach focuses on building, preserving, and distributing wealth to align with clients' lifetime goals. Prior to his current role, William gained experience as a Private Client Advisor at JP Morgan from 2023 to 2024, and as a Financial Advisor at Equity Services from 2021 to 2023. Through these roles, he has developed expertise in managing client wealth and financial planning. Outside of his professional work, William has interests in beach activities, biking, movies, parenthood, and photography.

Vincent Giardini Jr. is a financial advisor with Primerica Advisors in Holbrook, NY, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Primerica Advisors in 2021, he worked at Primerica Financial Services beginning in 2020 and has experience at Data Device Corp and Stony Brook University. His activities include the sale of loan products and referrals for home security and automation services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program that serves individual investors, corporate, and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party managers and custodians.

Yolene Justafort is a financial advisor with Primerica Advisors, holding a Series 63 designation and 25 years of industry experience. She has been with Primerica Advisors since 2000 and has worked with Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and an independent due-diligence process to oversee its investment models.

Frank Carpentiere is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Nicholas Kurdziel is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked at Coastal Business Marketing and in education within the Sachem school district for 14 years. Outside of finance, he has been involved with Shaolin Self Defence Centers of Bayport. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party managed strategies.

Christopher Barnes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2016 to 2021. His earlier experience includes roles as Associate Wealth Management Advisor at Robert Kilroy, Northwestern Mutual from 2015 to 2016, and Financial Advisor at Northwestern Mutual from 2011 to 2015. Christopher focuses on building long-term relationships with clients based on trust and transparency. He emphasizes understanding each client's unique goals, concerns, and vision for the future to develop personalized financial plans. His approach involves partnering with clients to prioritize goals, analyze risks, and continually monitor and adjust plans as life circumstances change. Outside of his professional work, Christopher enjoys family activities, golf, and traveling.

Samantha Cala is a Planning Consultant at Fidelity Investments, where she collaborates with clients throughout the financial planning process to align strategies with their financial goals and priorities. She emphasizes ongoing relationships with clients to accommodate changes in their financial situations over time. Samantha has been with Fidelity Investments since 2020, initially serving as a Relationship Manager before assuming her current role in 2023. Prior to joining Fidelity, she worked as a Financial Representative at AXA Equitable from 2017 to 2020. Outside of her professional role, Samantha engages in activities such as family gatherings, social events, Pilates, reading, running, and soccer.

James Gaughran is a financial advisor at Merrill with 42 years of industry experience. He has held positions at Merrill since 1984 and has worked with Bank of America, N.A. since 2009. He holds a Series 63 designation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Bryan Finger is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Oppenheimer & Co Inc, Fisher Investments, and Wells Fargo Advisors. He also operated the Bryan Finger Insurance Agency from 2021 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive network of advisors and branches, as well as its affiliated trusts, mutual funds, and securities-based lending options.

Jerrold Silverman is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2013. Outside of his advisory role, he is involved in tax preparation through his ownership of Silverman Neu, LLP, and serves as a director and accountant at Singer & Falk CPAs PC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Jennifer Riek is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, with prior experience at CUNA Brokerage Services, CUNA Mutual Group, and HSBC Bank USA. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Robert Mason Jr. is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2012 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.