Donald Gleason is a financial advisor with Cetera who has 43 years of industry experience. His prior experience includes roles at North Ridge Securities Corp and Cetera Wealth Services, LLC. He is also involved as an insurance agent, selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of program structures and custodial relationships.

Ariel Baez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2024. Ariel collaborates with clients and their families to create and execute financial plans tailored to their specific investment goals and risk tolerance, utilizing the resources and tools available at Fidelity. Prior to this role, Ariel worked as an Investment Consultant at Fidelity Investments from 2022 to 2023 and at Charles Schwab from 2020 to 2022. Ariel's financial career also includes positions as a Financial Advisor at Merrill Lynch from 2018 to 2020, a Relationship Manager at Bank of America from 2017 to 2018, and a Banker at Citibank from 2016 to 2017. Outside of their professional work, Ariel has personal interests in cars, cooking and baking, fitness, football, soccer, and traveling.

Charles Marchese is a financial advisor at Cetera with 26 years of industry experience and holds a Series 63 designation. He is also the owner of Charles E. Marchese CPA, where he has managed accounting and tax practices since 1996. In addition to his financial advisory roles, Marchese owns and operates Cem Payroll Services Inc. and is involved in health insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program options.

Jonathan Kuttin is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he is involved in several consulting and tax preparation businesses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Rosanne Gil is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials and 17 years of industry experience. She previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 15 years. In addition to her advisory role, she owns a small business that manages administrative support staff and associate expenses and works as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC 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 software and delivers written recommendations without discretionary authority.

Daniel Staiger is a CFP® certificant with 19 years of industry experience, currently affiliated with Raymond James Financial in Bohemia, NY. He has been associated with Matarazzo & Associates and Raymond James Financial Services Advisors since 2016. Staiger is involved in client service and advisory roles, including work through his practice Matarazzo Staiger Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a notable affiliation with municipal and public finance through its broader affiliate network.

Daniel Burns is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding a Series 63 designation and 17 years of industry experience. His prior roles include six years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of his advisory duties, he owns and operates The Bespoke Advantage Corp, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and planning tools.

Bruce Keenan Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel. His prior work includes roles at Arkansas State University, Amazon, and Bucknell University. He is also involved with Valley View Cottage, LLC, coordinating short-term rental operations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Dominick Benedetto is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Macy’s, and Allied Recovery Solutions Inc. He has also been involved with the Town of Brookhaven. 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.

Alexi Caligiuri is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, Alexi held roles at Bankers Life and NY State Solar. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Jose Ocasio III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Chase Bank and its affiliated entities since 2003. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Matthew Murphy is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with LPL Financial since 2016 and also has a role with Bridgehampton National Bank beginning in 2015. Outside of his advisory work, he is the owner of Kella Agency LLC, a wholesale distribution service to insurance carriers, and is involved in business development for Kuvare Corporate Management. 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 and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors, and supports both discretionary and non-discretionary management approaches.

Carmelo Vazquez is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial guidance for individuals and businesses. Fluent in both English and Spanish, Carmelo focuses on developing tailored strategies that address clients’ unique ambitions across various stages of their financial journeys, including college education planning, retirement income, corporate benefits, and socially responsible investing. Carmelo holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a High School Diploma from Cardinal Hayes High School and attended Hunter College. Carmelo emphasizes building long-term client relationships through clear and transparent communication, serving as a resource for investing, retirement planning, tax strategies, and wealth management. He also collaborates with Bank of America specialists to provide comprehensive banking, credit, home financing, and small business solutions. Outside of his professional work, Carmelo is involved with the Leukemia & Lymphoma Society. His personal interests include baseball, basketball, cooking, football, golfing, music, reading, running marathons, traveling, and volleyball.

Emma Leiman is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. She has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

James Kaufmann is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at American Portfolios Advisors, Inc., and Avantax Investment Services, Inc. Outside of his advisory role, he is president and owner of JK Tax Strategies, a tax preparation business serving individuals and small businesses. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Robert Garofallou is a financial advisor with Osaic who holds Series 63 and Series 65 designations and has 43 years of industry experience. His prior experience includes American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Since 1998, he has also served as president and partner of RJG Tax & Capital Solutions, Inc., a tax preparation and guidance firm. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a nationwide network of advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Michael Fliegelman is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. Prior to joining OSAIC in 2024, he worked at G&G Planning Concepts, Inc. for 11 years and American Portfolios Advisors, Inc. for 13 years. He is involved in coaching and training insurance agents on insurance and estate planning through his roles with Strategic Wealth Advisors Network LLC and Mass Mutual Brokerage. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing, offering portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stephen Mosca is a CFP® with 36 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Neil Solina is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of advising, Solina manages a home audio sales business and works as a truck driver for FedEx. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Maura O'Brien is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners directly with advisors and the team to provide personalized financial planning for clients. Prior to this, Maura worked as a Relationship Manager at Fidelity Investments from 2019 to 2024. Her experience at Fidelity spans several years, focusing on client relationship management and financial planning services. Details about her education, credentials, personal interests, or community involvement have not been provided.