Jon Schlueter is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Lion Street Financial and Madison Planning Group. Outside of advisory work, he owns Empire State Planning Group, Inc., which provides fixed insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm uses model-based asset allocation and portfolio optimization to offer advisory and brokerage services through a complex multi-advisor platform.

Christopher Barber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Barber serves on the board of Northwell Hospital in Huntington, NY, and is a board member of the New York State Police Signal 30 organization, which provides financial support to families of fallen officers. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client needs and risk tolerance.

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.

Matthew Davis is a Series 66 licensed financial advisor at Equitable Advisors with two years of industry experience. His prior roles include positions at Intellisun, Hampton Implantology, SunRun, and Tesla. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory solutions including third-party managed programs and ERISA fiduciary services, focusing on matching clients to suitable investment models and strategies.

Cristina Terzi is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. Outside of finance, she was involved with The Max Challenge of Commack from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Edward Zbytniewski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with prior experience at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he performs locally as a musician in two bands. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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 with one year of industry experience, currently serving as a financial advisor at OSAIC. His prior work includes roles at Strategic Financial & Tax Planning Services, Paychex, Inc., and Manning & Napier Advisors, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment process focused on asset allocation and portfolio optimization, offering a range of brokerage and advisory services.

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.

Maria Mauceli is a financial advisor with LPL Financial, holding a Series 63 license and bringing 23 years of industry experience. She previously worked for FSC Securities Corporation for 12 years before joining LPL Financial in 2019. Outside of advising, she provides tax preparation services on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

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.

Charles Capilets III is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to his current role, he worked at AXA Advisors and was involved with 4U Marketing Solutions and St. Joseph’s College. He is also associated with MBCAP LLC, doing business as Sound Private Wealth. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party program sponsors to deliver customized investment solutions.

Lori Pirrone is a ChFC® credentialed financial advisor with 26 years of industry experience, currently working at Equitable Advisors since 2001. She previously worked at Axa Advisors, LLC from 2001 to 2020. Outside of her advisory role, she is involved with an entity named OUTSIDE INS. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs and third-party asset managers, focusing on client information gathering, risk assessment, and matching clients to appropriate investment models.

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 nine years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Prior to that, he worked at New York Life Insurance Company and NYLife Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

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.

Thomas Peguillan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously spent two years with AXA Advisors, LLC. Prior to his advisory career, he was affiliated with SUNY Oneonta from 2015 to 2018. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary advisory programs and offers ERISA fiduciary services to qualified plans.

Mark Amon is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, AXA Advisors, LLC. Outside of his advisory role, he serves as trustee and power of attorney for his mother’s trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm employs a variety of advisory models, often utilizing third-party program sponsors and offering both proprietary and third-party investment solutions.

Jake Deacy is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked at Sheep Pasture Tree & Nursery Supply and completed several years of full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”