Scott Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Jericho office. He has been with Merrill Lynch since 2002, leveraging his background as a global commodity and derivative trader on Wall Street and his education from Hofstra University, where he earned a bachelor's degree in banking and finance. Scott provides tailored financial strategies for high net worth individuals and business owners, with expertise in areas such as college education planning, divorce transition planning, family wealth management, corporate retirement plans, tax minimization, and retirement income. His approach emphasizes understanding clients' financial priorities through attentive listening and developing customized investment guidance based on disciplined wealth management principles adaptable to changing economic conditions. Scott holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Scott participates in community activities, notably volunteering with youth hockey organizations. His personal interests include boating, cooking, golfing, ice hockey, music, skiing, surfing, and spending time with his family.

Robert Ungerer is a CFP®-certified financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Benjamin Lingenfelter is a financial advisor with LPL Financial in Lake Grove, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked primarily with LPL Financial since 2011, with a one-year tenure at Ameriprise Financial Services Inc. Additionally, he serves as a Code Enforcement officer in his local community. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Tracy Prush is a financial advisor with Raymond James Financial holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, Tracy worked at Edward Jones, Kestra Advisory Services, Coastline Wealth Management, and Lincoln Investment. Tracy is also involved with Hendel Wealth Management Group, a non-investment-related business activity based in Smithtown, NY. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals across its extensive advisor network.

Mitchell Foster is a Series 65-licensed financial advisor with 52 years of industry experience, currently with OSAIC since 2018. Prior to this, he worked for 44 years at Jhfn Signator Investors, Inc. Outside of his advisory role, he serves as a trustee for the Yokun Brook Condominium Association in Lenox, Massachusetts. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

James Quigley is a financial advisor at LPL Financial in Melville, NY, holding a Series 66 designation with 20 years of industry experience. His previous roles include positions at Wells Fargo Clearing Services, Capital One Investing, E*TRADE, and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various strategies delivered primarily by investment adviser representatives.

Ryan Rielly is a financial advisor at Morgan Stanley in Melville, NY, with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2017, following two years at First Empire Securities, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Notarfrancesco is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including HSBC Bank USA, N.A., Cetera, and INVESTORS BANK. Outside of his advisory role, he is also an active drummer and band member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Daniel Eisenberg is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. Outside of his advisory role, he serves as trustee of a family living trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Fred Tantillo is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked for Royal Alliance Associates, Inc./Osaic Wealth, Inc. for 33 years. He is also involved in tax preparation as an owner of a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools for research and operations.

Linda Kuhn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Long Island Vision Management, North American Partners in Anesthesia, and Fuentes Cosmetic Surgery Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Larson Bennett is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Brown Brothers Harriman & Co and Dartmouth College. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Gina Ayasse is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Matthew Mandell is a financial advisor with Ameriprise in Melville, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mandell serves on the Board of Directors for Appliance World. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Richard Catucci is a financial advisor at MassMutual Investors Services with 40 years of industry experience. He holds a Series 63 designation and has worked at MassMutual Investors Services since 2017, following a long tenure at MetLife Securities Inc. He also operates as an independent insurance agent specializing in life, accident, health, property, and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to clients' goals.

Salvatore Aprile is a financial advisor with OSAIC, holding the Series 63 designation and bringing 33 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 17 years with Signator Investors Inc. Aprile is a part owner of M&B Associates, an accounting and tax preparation firm. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, operating a large multi-advisor platform with both proprietary and third-party investment strategies.

Philip Johann is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He previously worked for American Portfolios Financial for ten years before joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Frank Heraghty is a financial advisor with LPL Financial in Stony Brook, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His work history includes roles at Bethpage Federal Credit Union since 2019, LPL Financial since 2008, and Astoria Federal Savings and Ifmg Securities from 2006 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Theodore Rogu is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has held positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Morgan Stanley. Outside of his advisory role, he is co-owner of T&T Bedrock LLC, a real estate investment company focused on residential properties. Mass Mutual Investors Services 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, and educational seminars, providing tailored strategies generally without investment discretion as part of planning engagements.

Lawrence Schimel is a financial advisor with Ameriprise in Plainview, NY, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.