Troy Prochazka is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at Fisher Investments and Fidelity, where he worked from 2013 to 2021. 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 services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Joanne Bennett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in Patchogue, NY. Outside of her advisory role, Bennett is involved with the Patchogue Chamber of Commerce, where she serves as 2nd Vice President and is a member of the board of directors, and she participates in educational seminars at Patchogue-Medford High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Amanda O'Neal is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2007. Outside of her advisory role, she serves on the board of the Suffolk Cheerleading Officials Association and is a partner and director of premium finance at Greco & O'Neal Wealth Strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning engagements using firm-approved software and offers a range of programs including divorce planning and employer-sponsored planning.

Kerri Biondo is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Riverhead, NY. She provides tailored financial advice and guidance to both individual and corporate clients. Kerri’s expertise spans various areas, including divorce transition and settlement planning, corporate and institutional benefit services, personal and corporate retirement planning, institutional and individual investment strategy, tax minimization, philanthropic planning, and trust management. She also specializes in working with endowments, foundations, and non-profits, focusing on aligning growth goals and managing corporate cash reserves. Kerri holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma at Rocky Point High School and an associate’s degree from Briarcliffe College. Fluent in English and Italian, she collaborates closely with her clients to develop personalized financial strategies designed to support their long-term goals and adapt to changing market conditions. Kerri prioritizes being available to clients throughout different stages of their financial and personal journeys to help position their assets for both growth and risk mitigation. In addition to her professional role, Kerri is active in her community through volunteering, reflecting a deep commitment aligned with the Merrill tradition of service. Her personal interests include cooking, interior decorating, reading, soccer, and spending time with her family.

Johnpaul Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 extensive research and model portfolios.

Tyler Conway is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, AXA Advisors, and Stony Brook University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paige Bentz is a Series 66-licensed financial advisor with Morgan Stanley, based in Riverhead, NY, and has 11 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that utilizes structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and provides investment advisory and brokerage services across multiple client segments.

David Terry is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a general partner at Neatlydone, LLC. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Christopher Mauceri is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at NorthCoast Asset Management for two years before joining Morgan Stanley Private Bank and Morgan Stanley in 2022. His background also includes nine years of full-time education. 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 that utilize structured discovery processes and firm-approved tools to help clients model potential outcomes.

Cindy Hubbard is a financial advisor at Morgan Stanley with 21 years of industry experience, including 17 years at Morgan Stanley. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in real estate as a sole proprietor and serves as a trustee for a trust based in Riverhead, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

John Dennehy Jr. is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and operates out of Mount Sinai, NY. In addition to his advisory role, Dennehy owns and leads a tax preparation business and serves in fiduciary capacities such as trustee and executor. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining assets in Ameriprise-managed accounts.

Roland Driscoll is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation. He also has ten years of experience with Bethpage Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Amy Wilcox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2019, following prior roles at Suffolk Federal Credit Union and HSBC Securities (USA) Inc. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Stephanie Browne is a financial advisor at Morgan Stanley with six years at the firm and two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she has been involved with the National Golf Links of America for ten years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to help clients build and manage their financial plans.

David Disunno is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 36 years of industry experience, including 26 years at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. In addition to his advisory role, he is licensed as an insurance agent specializing in individual life, property and casualty, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that use firm-approved software and tools to analyze client goals.

Thomas Bourke is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

Ira Friedman is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Merrill and Bank of America before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. 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, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Louis Ardito is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with Merrill from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Val Franklin is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling.

Deborah Minch is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 44 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.