Jacqueline Bianco is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Laura Jayne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of services including investment advisory, financial planning, and retirement plan consulting, supported by large-scale research and analytics.

Eric Potoker is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2020, with previous roles at DLD Asset Management and 40 North Investments. He is a lifetime trustee of the Calhoun School in New York. 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 operates across trading, wealth management, and capital markets services with a broad service platform.

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.

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.

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.

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.

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.

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.

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.