Marissa Dabbraccio is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Collin Krieg is a financial advisor with Ameriprise in Stony Brook, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in various roles related to lacrosse and education. He also manages an advisory business, Certainty of the Uncertainty, LLC, and serves as a part-time consultant supporting advisor transitions to the Ameriprise platform. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jennifer Segura is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in managing a family home rental investment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Spencer Lam is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Flagstar Bank and First Republic Bank, as well as experience with Good Friends Hawaiian Poke. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Karen Guthart is a financial advisor at Morgan Stanley with 18 years of industry experience. She previously worked at UBS for 19 years before joining Morgan Stanley Smith Barney. She holds the Series 63 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Peter Montalvo is a financial advisor at Ameriprise with 27 years of industry experience. He has previously worked at LPL Financial and INVEST Financial Corporation. In addition to his advisory role, he owns Montalvo Tax Inc., a tax preparation business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports in collaboration with clients' advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Salvatore Caruso is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Aegis Capital Corp for 10 years before joining Equitable Advisors in 2022. Outside of his advisory role, he serves as president of two real estate management companies. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, employing a hybrid referral and implementation model that integrates advisory, brokerage, and insurance services.

Lorraine Brady is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Thomas Matera is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Matera serves on the Board of Directors for the SWFL Magic association and performs as a professional close-up magician. Ameriprise is an institutional firm that offers retirement-income planning services targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations, supported by a centralized consulting team and algorithmic tools.

Jeanann Lella is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following five years at JPMorgan Chase Bank. 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 large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rupal Doshi is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2006 and led Doshi Capital Partners LLC from 2008 to 2020. Outside of her advisory role, she participates as a panelist for ProSapient. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Greg Selg is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior work includes roles at American Portfolios Financial Services and OSAIC. Outside of his advisory work, he is a partner in a small vending machine business and serves on a nonprofit homeowner association board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Richard Ciufo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized investment management strategies and financial plans that align with their individual goals. His areas of focus include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Rich prioritizes building long-term relationships and providing ongoing support to help clients navigate the complexities of wealth management. Rich began his career at Merrill in November 2021. He assists clients with a wide range of financial needs, including asset management, estate planning services, retirement planning, and financing options. By collaborating with Merrill's specialists, he ensures his clients receive tailored strategies and attentive service. His approach combines disciplined investment processes with personalized attention to consider clients' entire financial picture. A native of Long Island, New York, Rich attended Patchogue-Medford High School and Phillips Academy in Andover, MA. He earned a bachelor's degree in economics from Brown University in 2020 while serving as captain of the Brown Bears baseball team during his junior and senior years. He then earned a master's degree from the University of Richmond, where he was a member of the Richmond Spiders baseball team. In his free time, Rich enjoys baseball, football, golfing, photography, skiing, spending time with family and friends, and traveling.

Robert Diamond is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 1998 and has worked with MassMutual Life Insurance Company since 1968. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales, as well as life settlements and viatical sales. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap programs, and educational seminars, focusing on collaborative, goal-driven financial planning engagements.

Linda Brucia is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Advisors since 2014, including time at Wells Fargo Clearing, and is currently based in Melville, NY. Outside of her advisory role, she is a commissioned notary public in Glen Cove, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Gregory Page Romer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and S&P Global, Inc. He is a co-founder and CFO/CTO of Deeper Dating, Inc., an online dating site, and serves on the board of directors for the Long Island Crisis Center, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage portfolios under discretionary and non-discretionary arrangements.

Jacob Grier is a CFP® and holds a Series 66 license, currently working at Charles Schwab with four years of industry experience. His prior roles include positions at The Vanguard Group and JPMorgan Chase Bank. Outside of finance, he has been involved with the Southampton Town Democratic Committee and worked in educational settings such as Hofstra University and Suffolk Community College. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure.

Anna Cheng is a financial advisor with Wells Fargo Clearing in Great Neck, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various Wells Fargo entities since 2015. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. 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 IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related products and bank deposit sweep programs.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Nicola Caporaso is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 20 years of industry experience. He has worked with MassMutual and affiliated firms since 2010 and is the owner and president of Elite Planning Solutions, a business focused on individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning engagements.