Tristan Amone is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he was involved with 365 Athletics and attended Fairfield University. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies. The firm’s retirement offering involves a centralized service team using proprietary research and tools, with implementation carried out by clients or their advisors.

Ryan Cooper is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at KL Wealth Strategies, North East Financial Network, and Park Avenue Securities, as well as experience in hospitality and education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary advisory services that support client goals.

Erik Degroot is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. 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 uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Gracjana Sawicki is a Resident Director and Wealth Management Advisor at Merrill, specializing in family wealth management strategies, personal retirement planning, and small business strategies. Leveraging extensive experience as a former U.S. Army Judge Advocate General's Corps officer and over 18 years as a civilian attorney and small business owner, she now focuses on proactively assisting clients in developing their financial needs and goals and creating personalized financial strategies to help achieve them. Gracjana emphasizes understanding clients' life priorities to tailor plans aligned with their aspirations. She holds a Bachelor's degree from Michigan State University and a Juris Doctorate degree from the University of Detroit School of Law. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gracjana is a member of the American Legion and is involved in her children's schools, reflecting her commitment to community engagement. Gracjana combines her legal and business background with the resources and technology provided by Merrill to deliver competent and timely financial guidance. While no longer practicing law, she draws on her advisory experience to build trusted client relationships, prioritizing a professional yet personable approach. Outside of work, she enjoys hobbies such as chess, football, golfing, hunting, and spending time with her family.

Ryan M. O'Malley is a financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of investment products and capital markets services.

Philip Sicuro is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Woodbury Financial, Bank of America, Merrill, and Institutional Investor. Outside of his advisory work, he is a 20% owner of Andrew Rich Selections LLC, a company that imports organic and biodynamic wines from Germany and Italy. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Rosemarie Dios is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience since joining UBS in 1985. Outside of her advisory role, she is involved in several entrepreneurial ventures, including managing a custom fashion design and tailoring boutique, overseeing clothing manufacturing and wholesaling, and participating as a partner in retail and food product businesses. She also serves on the boards of South Fork Bakery, which supports employment for people with disabilities, and Albertus Magnus College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and asset allocation models to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating in multiple capacities such as a broker-dealer, investment adviser, and futures commission merchant.

Rainey Miller is a CFP® with 25 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. Miller holds Series 63 and Series 65 licenses. 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 leverages proprietary research and model-based asset allocations to tailor financial plans.

Zachary Stagno is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses, with five years of industry experience. He has worked at Spartan Capital Securities, Forte Capital, and SUNY Maritime, and currently operates as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Keith Juengerkes is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors. Outside of his advisory role, he is involved with RAM Catering. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Brady is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1997. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 brokerage, distribution, and investment management capabilities.

David Karr is a financial advisor at Equitable Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with Equitable Advisors since 1988 and has managed Karr Barth Financial Planning, Inc. since 2005. Outside of his advisory work, he serves as an administrator or trustee for family estates and trusts. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers to provide advisory and brokerage solutions, with a delivery model that relies heavily on LPL-sponsored programs and endorsed TAMPs.

Anthony Cappiello is a financial advisor with UBS Financial Services in Southampton, NY, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and model-based asset allocations.

Paul Cuneo is a financial advisor at UBS Financial Services with 39 years of industry experience. He has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the advisory boards of Oakcliff Sailing, a charitable organization providing sailing opportunities for underprivileged youth, and St. Francis Heart Hospital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Stephen Hiller is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2012, respectively. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teresa Venesina is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is a co-owner and secretary of a restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Glenn Halsey Jr. is a Series 66-licensed financial advisor with Merrill, with 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Outside of his advisory role, Halsey serves as a director of a family foundation and holds several advisory positions in local Southampton nonprofit and governmental committees, including budget and audit advisory boards. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Bonilla is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at The Vertical Trading Group and Axiom Capital Management. Based in Montauk, NY, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

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.

Brad Parpan is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Morgan Stanley since 2016, working with both Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.