Nicole Poteat is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs from 2015 to 2017. Outside of her advisory role, she serves as a committee member of Gaingels, a venture capital syndicate focused on early-stage companies with LGBT leadership, and holds board positions with the Ackerman Institute for the Family and Congregation Emanu-El of Westchester. 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, offering both model-based and discretionary strategies tailored to individual, high-net-worth, and institutional investors.

Craig Valentine is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He also works as an associate for Hendel Wealth Management Group, assisting with client account services and new business solicitation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Robert Galian is a CFP® and ChFC® with 19 years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2016 and previously held roles at TIAA-CREF and Wells Fargo Clearing. 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 and qualitative research to build model asset allocations, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.

Stefan Kaplan is a financial advisor with Cetera, holding a Series 63 designation and over 33 years of industry experience. He has worked at Cetera and its affiliated entities since 2017, as well as at MetLife Securities from 2011 to 2017. Outside of his advisory role, he is involved in life insurance sales as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Sameer Aga is a financial advisor with J.P. Morgan Securities in Bay Shore, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has roles with JPMorgan Chase Bank, NA. Outside of finance, he is a partner in an import business specializing in fruit beverages and is involved in a computer parts sales and repair venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory approach combines centralized due diligence, quantitative and qualitative research, and a focus on written asset allocation advice, with final investment decisions made by clients.

Guillermo Bautista Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016. Bautista is also the sole member of Target Rock Group LLC and works as an associate for First Harbor Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation to a municipal advisor and programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Natasha Mitra is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Citigroup Global Markets Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leonard Baldassare is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with his clients' individual goals. Leonard focuses on areas such as education planning, executive and equity compensation services, institutional and corporate benefits, legacy planning, retirement planning, investment strategy, tax minimization, and retirement income. With a background that includes 20 years at a Fortune 100 company, Leonard transitioned to financial advising to pursue his passion for helping clients develop and achieve their financial goals. He holds a Bachelor's Degree from Hofstra University and is a Personal Investment Advisor (PIA). Leonard follows Merrill’s tradition of community involvement and dedicates time to volunteering with Rotary International. Outside of work, he enjoys biking, boating, cooking, dancing, football, traveling, and spending time with his family.

Thomas Moehringer is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He has worked at LPL Financial since 2016 and also has experience with Webster Bank and Astoria Bank. 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 and brokerage services, including financial planning and access to various investment platforms, supported by a large network of advisors and extensive operational resources.

John L'abbate is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and has previously worked for Cadaret, Grant & Co., Inc. and American Investment Planners, LLC. L'abbate is also involved in tax preparation and accounting through his work with American Taxes, Inc. and John L'Abbate LLC. 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 wide range of financial planning and asset management services, including access to third-party asset managers and institutional platforms, supported by advanced research and operational tools.

Anthony Rutigliano is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a consulting business that supports his wealth management practice. LPL Enterprise serves a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Clifford Sieber is a financial advisor with Ameriprise in Huntington, NY, holding a Series 66 designation and five years of industry experience. He previously worked at Sweet Hollow Management Corporation from 2014 to 2020. Outside of financial advising, Sieber is president and sole employee of CS2 Equipment Leasing Corp, a truck leasing business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Dennis Weil is a ChFC® credentialed financial advisor with 48 years of industry experience, currently affiliated with Cetera since 2019. His prior experience includes roles at North Ridge Securities Corp and extensive work through his own firm, The Planning Group. He is also an instructor at the POHS Institute of New York, teaching continuing education classes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Eric Abney is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is the president of EA Operating Corp, where he manages day-to-day operations and provides independent insurance brokering. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice primarily through Ameriprise-managed accounts.

Steven Cellen is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Equity Services, Inc and National Life Group for 14 years each. He is also an insurance agent operating under Cellen Financial, selling life, disability, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Justino is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked previously at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Matthew Hill is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining OSAIC in 2018, he spent 12 years with SII / John Hancock Financial Network. Hill markets his investment and securities business under multiple DBAs, including Client Focused Advisors and Hook Wealth Management. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach with portfolio optimization and offers a range of programs such as financial planning, Unified Managed Accounts, and third-party money manager solutions.

Kevin Ovington is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has worked at firms including Baystate Financial and Family Wealth Decisions Group. Prior to his advisory roles, he had professional experience at Coopersburg Kenworth and in educational positions at Endicott College and William Tennent High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced tools and multiple program options.

Matthew Mahabadi is a financial advisor at Cetera with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and its related entities since 2019, following earlier roles at Foresters Financial Services. He is a 35% owner of Angarola & Mahabadi Wealth Management, a business affiliated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, including access to third-party managers and various discretionary authorities.

Michael Lupia is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Chase Investment Services Corp. Outside of his advisory role, he is involved as an owner in an investment-related real estate business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.