Lawrence Shields is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1980 and brings extensive experience in assisting clients with personalized wealth management strategies. Lawrence and his team emphasize a comprehensive approach to managing wealth that starts with listening carefully to clients in order to understand their specific goals and develop informed financial strategies. Lawrence’s areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income solutions. He also works with clients in the sports and entertainment sectors. Lawrence holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Cornell University as well as an MBA from Pace University. Outside of his professional work, Lawrence enjoys golfing, swimming, tennis, and writing. He commits to working one-on-one with clients to create personalized financial strategies designed to help them pursue their long-term goals.

Christian Greco is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. His prior roles include positions at Equitable Advisors, Axa Advisors LLC, Andrew Garrett, Inc., and the Suffolk County DA. Outside of finance, he has had involvement with National Golf Links of America and Eugene Greco DDS. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Robert Milstein is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hartfield, Titus & Donnelly, LLC for eight years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses that support client decision-making.

Jay Diesing is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, he serves as an officer with the Eastern Long Island Coastal Conservation Association, a nonprofit focused on coastal environmental issues. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client solutions.

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.

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. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Bank of America, Merrill, and Institutional Investor. Outside of his advisory role, he is a 20% owner of Andrew Rich Selections LLC, which imports organic and bio-dynamic wines from Germany and Italy. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization, with various program options including third-party money manager programs and Unified Managed Accounts.

Rosemarie Dios is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience since joining UBS in 1985. Outside of her advisory role, she is involved in several entrepreneurial ventures including a custom fashion design and tailoring boutique, managing an apparel manufacturing and wholesaling company, and retailing products through an LLC. She also serves on the boards of South Fork Bakery, which provides employment and training for people with disabilities, and Albertus Magnus College. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services with a variety of offerings such as fee-based financial planning, portfolio management, and underwriting. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

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.

Keith Juengerkes is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Morgan Stanley & Co. LLC. Outside of his advisory role, he is involved in RAM Catering, a business he has operated since 2014. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Brady is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with J.P. Morgan entities since 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG factors, with implementation support from affiliated investment management entities.

David Karr is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, having worked at Equitable Advisors since 1988 and previously at Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as an administrator or trustee for family and trust estates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Anthony Cappiello is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2015 and holds a Series 63 designation. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

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.

Todd Kingsley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

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 27 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining J.P. Morgan Securities in 2021, he worked at The Vertical Trading Group and Axiom Capital Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.