Miguel Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, offering both advisory and brokerage services.

Daniel Lambert is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Michael T. Rooney, CRPC™, serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1998, he has dedicated his career to assisting high-net-worth individuals and their families by developing financial strategies aimed at achieving both short- and long-term goals. His client focus encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategy for individuals and corporations. With over 30 years in the financial services industry, Michael employs a consultative approach centered on connecting all aspects of his clients' financial lives to prioritize and pursue their most important goals. He holds a Bachelor of Science degree in Marketing from the University of Scranton and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael resides in Dix Hills, NY with his wife Katrina and their three daughters, Kaitlin, Amanda, and Jessica. Outside of his professional responsibilities, he enjoys golfing, music, skiing, and spending time with his family.

Aaron Schenkman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameriprise since 2005 and is also associated with Robbins, Greene, Horowitz, Lester & Co. Additionally, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a large client base with a wide range of advisory, brokerage, and insurance solutions typical of a major institutional provider.

Sean Carey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Ernst and Young from 2017 to 2020 and attended Rensselaer Polytechnic Institute from 2013 to 2017. Carey is involved in bookkeeping through JB Greco & Associates in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Karen Godfrey is a Series 63 licensed financial advisor with 24 years of industry experience. She has held positions at Cetera and its affiliates since 2025 and previously worked with Avantax Advisory Services and MKC Associates for nearly two decades. In addition to her advisory roles, she is affiliated with S&P Financial Services, providing investment management, retirement planning, business succession, and estate planning services. Karen is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves a wide range of clients including individuals, 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 third-party money managers.

Edmond Irwin Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC, where he worked for 21 years. 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Jon Schlueter is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 21 years of industry experience. His prior experience includes roles at Lion Street Financial and Madison Planning Group, Inc., among others. Outside of advisory services, he owns and operates several corporations involved in insurance sales and consulting. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

Maryellen Passanisi is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Cristina Terzi is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. Outside of her advisory role, she was involved with The Max Challenge of Commack from 2020 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates ESG eligibility criteria. The firm offers non-discretionary services through a select group of Wealth Advisors.

Brian Bradley is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and 24 years of industry experience. He has been with Mass Mutual Investors Services and Massmutual Life Insurance Co since 2009. Outside of his advisory role, he works as a producer selling business health insurance plans. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Philip Nicosia is a CFA® charterholder and holds a Series 63 license with one year of industry experience. He is currently affiliated with OSAIC and Strategic Financial & Tax Planning Services, having previously worked at Paychex, Inc. and Manning & Napier Advisors, Inc. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Mark Caulo is a financial advisor with Cetera who holds a Series 63 designation and has 15 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and manages a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored 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 both affiliated and third-party investment strategies.

Benjamin Campbell is a financial advisor with Morgan Stanley in Port Jefferson, NY. He holds the Series 66 designation and has recently joined the industry, starting his role at Morgan Stanley in 2025. His prior experience includes positions at Bryant University and the Ross School. Outside of finance, he has been involved with the Shelter Island Yacht Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by firm-approved tools and emphasizes a structured discovery process without individual security recommendations as part of standalone plans.

Maria Mauceli is a financial advisor with LPL Financial and holds a Series 63 designation. She has 22 years of industry experience, including 12 years at FSC Securities Corporation before joining LPL Financial in 2019. Outside of advising, she provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Peter Beneke is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his primary advisory roles, he provides notary services and maintains a minimal role as a financial professional with New York Retirement Planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing both affiliated and third-party managers across diverse program structures.

Joseph Matarazzo is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. He has previously worked at SUNY New Paltz and Repeal XVIII, and he has also been involved in financial advisory work outside the firm at Matarazzo Staiger Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Francis Girard III is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following a 21-year tenure at Ameriprise Financial Services, Inc. Girard is a member of two active business ventures established in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Roselle is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and New York Life Insurance Company. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gerald Slattery is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. In his role, he focuses on retirement planning and investment strategies tailored to clients' needs. Gerald entered Merrill Lynch through their financial consultant training program in 1992, bringing prior experience as a Financial Analyst with Unisys Corporation. Gerald earned a B.S. in Business Administration with a concentration in Management Information Systems from the New York Institute of Technology, graduating Magna cum Laude in 1988. He holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, and women and wealth. Gerald enjoys outdoor activities such as biking, boating, hiking, scuba diving, swimming, and spending time with his family.