James Kessler is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Outside of his advisory work, he is an owner of a rental property in Hilton Head, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and adaptable to client needs.

Cathy Argentieri is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at HSBC Securities and BNY Mellon Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives capabilities.

Scott Posner is a CFP® with 37 years of industry experience and has been with Edward Jones since 1998. He serves as president and chairman of the board of the St. James Chamber of Commerce, where he facilitates and arranges meetings and oversees chamber activities. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Reid Paoli is a Series 66 licensed financial advisor with Equitable Advisors, based in Melville, NY. He has been with Equitable Advisors since 2026 and has prior experience in various roles including positions at Drive21 and Energy Fitness. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of investment products and third-party advisory models to meet client needs.

Michael Rodriguez is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at PHX Financial, Inc. and Make Life Happen LLC. Outside of advising, he is involved with Gatsby Brothers LLC, where he provides personal training services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Steven Higgins is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, Charles Schwab, Rockline Wealth Management LLC, and Ameriprise Financial. Outside of finance, he has experience working at Umbertos Family Pizzeria. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and due diligence from its affiliated investment management and research teams.

Brandon De Ramo is a financial advisor with Charles Schwab holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab and related entities since 2022 and previously held positions at TD Ameritrade and Morgan Stanley. Charles Schwab & Co., Inc. serves primarily 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 and discretionary investment management solutions supported by multi-asset model portfolios and a centralized operational structure.

Eric Stubbs is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016, with prior experience at J.P. Morgan Securities. Outside of his advisory work, he serves on the doctoral dissertation committee at the University of Iceland, is treasurer on the board of a condominium association, and assists exonerees through the New England Innocence Project by providing financial education. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Jason Tejero is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model‑delivery strategies and a limited number of separately managed account options to individual and high‑net‑worth clients. The firm curates third‑party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Robert Lyons is a financial advisor with OSAIC in Hauppauge, NY, holding Series 63 and 65 licenses and bringing 44 years of industry experience. His career includes roles at Royal Alliance, National Planning Corporation, and Nathan & Lewis Securities. Outside of advising, he is a partner in an apple orchard business, Southern Tier Apples LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, with an investment process focused on model-based asset allocation and portfolio optimization.

Jonathan Tong is a financial advisor with Ameriprise in Commack, NY, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018 and also works part-time as a golf instructor at Sunken Meadow State Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform serving a broad client base.

Kevin Lazar is a Series 66-registered financial advisor with Equitable Advisors, based in Melville, NY. He has one year of industry experience and prior work history in various roles outside of financial services, including positions at Ben's Furniture Co. and Salve Regina University. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a range of third-party advisory models and tools.

Miguel Rodriguez is a financial advisor with J.P. Morgan Securities in Islip, NY, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions, with recommendations limited to eligible strategies that may incorporate an ESG framework.

Paul Casavecchia is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Axa Advisors, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he serves as executor and power of attorney for his deceased father's estate. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Daniel Lambert is a financial advisor at Merrill with 21 years of industry experience. He has been with Merrill since 2014 and holds Series 63 and Series 65 designations. Merrill, along 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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. Carey is also involved in bookkeeping through JB Greco & Associates. 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, utilizing both proprietary and third-party investment strategies and supporting its advisors with advanced operational and research tools.

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.

Nicholas Meoli is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, following a prior role at AXA Advisors, LLC. Outside of his advisory work, Meoli has involvement in ancillary product sales and administration of a tax account program for Realty Benefit Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both proprietary programs and third-party asset management platforms.