Mark Labriola is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves as co-trustee and holds power of attorney for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robert Blair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has over a decade of experience with Wells Fargo Bank. Outside of his advisory role, Blair serves as a board member of the Briarwood Estates Home Owners Association in Niantic, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eduardo Matute is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Outside of his advisory role, Eduardo serves as Vice-President and Partner of A&M Food Adventures INC, a family-owned takeout restaurant where he assists with financial management. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan La Mar is a financial advisor with Ameriprise in Sayville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Steel Ridge Advisors and has been involved with Binghamton University since 2022. He has also participated in community activities with the Sayville Yacht Club and local schools. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisor oversight and delivers a broad range of advisory and insurance solutions through its large institutional platform.

Gary Kogel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since March 2000. He leads The Kogel Donato Wealth Management Group, a multigenerational team that partners with executives, business owners, and professionals in sports and entertainment to develop personalized financial strategies. The group focuses on long-term client relationships, providing proactive, organized, and trusted guidance to align financial plans with clients' goals. With over 30 years of experience in the financial services industry, Gary previously worked as a Bank Manager at Bank of America. He founded The Kogel Group in 2017, which evolved into The Sullivan Kogel Wealth Management Group in 2019 before becoming The Kogel Donato Wealth Management Group in 2024. His expertise encompasses areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Gary holds a Bachelor's Degree from SUNY Albany and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in community activities, notably supporting the New York Blood Center. In his personal time, Gary enjoys golfing, ice skating, reading, running, and spending time with his family.

Aldo Valente is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his work at Wells Fargo, he has a partial ownership interest in The Hamlet Group Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services that are tailored to clients with a net-worth threshold, including specialized areas such as business-owner transition planning and special-needs analysis.

Hussain Butt is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to managing clients' wealth by understanding their full financial picture and creating personalized strategies that adapt to changing market conditions. Hussain provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. Growing up with self-employed parents, Hussain has insight into the challenges and opportunities of running a business. He specializes in delivering solutions that combine banking, cash management, investments, lending, and tax-efficient strategies. His approach emphasizes sound advice and serving as a single point of contact for both banking and wealth management needs. Hussain holds a Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). He completed his high school education at Valley Stream South High School. Outside of work, Hussain enjoys cooking, football, golfing, spending time with his family, and watching movies.

David Rispler is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1986, including its prior affiliation as Axa Advisors. Outside of his advisory role, Rispler serves as Vice President of Equitable Agents Reinsurance Company and is the managing partner of Premier Consulting Partners LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels tailored to clients’ goals and risk tolerances.

David Birns is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC for over two decades. Outside of his advisory role, he is a partner in a life insurance general agency. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to a range of asset management options through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Ivy Peterson is a financial advisor with Ameriprise in Mount Sinai, NY, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Gold Coast Wealth Advisors LLC, a business used to manage staff and office expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and automated tools overseen by a committee to generate and tailor retirement income recommendations.

Dominic Stilletti is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, Inc., and previously at Capital One Investment Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Robeson Hilton is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has 11 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Robeson has been involved with the Plainview Old Bethpage Soccer Club since 2013. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Cheryl Giustiniano is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Citibank and Verizon Wireless. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Marlatt is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a notary public in Suffolk County, 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 investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Richard Punturo is a CFP® professional with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge since 2013 and has maintained his own accounting and financial services firms for over two decades. Punturo also serves as a director of the Nassau/Suffolk chapter of the National CPA organization and is co-chair of a committee for the Long Island Alzheimer Foundation's annual event. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, with multiple platform options and both discretionary and non-discretionary investment strategies.

Luca Boast is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and entering his first year in the industry. Prior to joining Equitable Advisors, he spent six years with Safetots Limited. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to provide advisory and brokerage solutions and operates as both an SEC-registered investment adviser and broker-dealer.

Spencer Lathrop is a financial advisor at Merrill with nine years of industry experience, including one year as a registered representative. He holds the Series 66 designation. Prior to joining Merrill in 2017, he worked at Mindshare for one year. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Paul Weiss is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and having 26 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America N.A. since 2008. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vincent Parziale is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Massachusetts Mutual Life Insurance Co., and LPL Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation through various brokerage or advisory programs as an option for clients.

Sandra Jacklett is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2007. Based in Hauppauge, NY, her career includes over 17 years specifically with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.