Robert Milstein is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hartfield, Titus & Donnelly, LLC for eight years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses that support client decision-making.

Tristan Amone is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he was involved with 365 Athletics and attended Fairfield University. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies. The firm’s retirement offering involves a centralized service team using proprietary research and tools, with implementation carried out by clients or their advisors.

James Duffy is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Joanne Jacobs Perkins is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Merrill from 2009 to 2017 before joining Morgan Stanley in 2017. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and manages approximately $2.74 trillion in client assets.

Gracjana Sawicki is a Resident Director and Wealth Management Advisor at Merrill, specializing in family wealth management strategies, personal retirement planning, and small business strategies. Leveraging extensive experience as a former U.S. Army Judge Advocate General's Corps officer and over 18 years as a civilian attorney and small business owner, she now focuses on proactively assisting clients in developing their financial needs and goals and creating personalized financial strategies to help achieve them. Gracjana emphasizes understanding clients' life priorities to tailor plans aligned with their aspirations. She holds a Bachelor's degree from Michigan State University and a Juris Doctorate degree from the University of Detroit School of Law. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gracjana is a member of the American Legion and is involved in her children's schools, reflecting her commitment to community engagement. Gracjana combines her legal and business background with the resources and technology provided by Merrill to deliver competent and timely financial guidance. While no longer practicing law, she draws on her advisory experience to build trusted client relationships, prioritizing a professional yet personable approach. Outside of work, she enjoys hobbies such as chess, football, golfing, hunting, and spending time with her family.

Michael Mccarrick is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Philip Sicuro is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Bank of America, Merrill, and Institutional Investor. Outside of his advisory role, he is a 20% owner of Andrew Rich Selections LLC, which imports organic and bio-dynamic wines from Germany and Italy. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization, with various program options including third-party money manager programs and Unified Managed Accounts.

Zachary Stagno is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses, with five years of industry experience. He has worked at Spartan Capital Securities, Forte Capital, and SUNY Maritime, and currently operates as an insurance broker specializing in life, disability, long-term care, fixed annuities, 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Stephanie Zayicek is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets Corporation for 19 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and market analyses.

Keith Juengerkes is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Morgan Stanley & Co. LLC. Outside of his advisory role, he is involved in RAM Catering, a business he has operated since 2014. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Brady is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with J.P. Morgan entities since 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG factors, with implementation support from affiliated investment management entities.

Paul Cuneo is a financial advisor at UBS Financial Services with 39 years of industry experience. He has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the advisory boards of Oakcliff Sailing, a charitable organization providing sailing opportunities for underprivileged youth, and St. Francis Heart Hospital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Glenn Halsey Jr. is a Series 66-licensed financial advisor with Merrill, with 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Outside of his advisory role, Halsey serves as a director of a family foundation and holds several advisory positions in local Southampton nonprofit and governmental committees, including budget and audit advisory boards. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donna Wess is a Series 66-licensed advisor at Morgan Stanley in Riverhead, NY, with five years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a wide range of investment and planning strategies.

Jeffrey Bonilla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining J.P. Morgan Securities in 2021, he worked at The Vertical Trading Group and Axiom Capital Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Kristina Clemenz is a financial advisor at Merrill with 12 years of industry experience. She holds Series 65 and Series 63 designations and has been with Merrill since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Scott Steinberg is a CFP®-designated financial advisor with Morgan Stanley, based in Riverhead, NY, with 22 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, N.A. since 2020. Steinberg maintains a broker affiliation to manage renewals and service for his previous life insurance clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured financial planning process using firm-approved tools and provides access to extensive investment resources through its parent company.

Gina Montaquiza is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, she worked at Fidelity Investments for two years. Outside of her advisory role, Gina teaches Pilates in Chappaqua, New York. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Karolina Albertson is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2020 and has progressed through roles including Investment Consultant and Financial Consultant before her current appointment. Prior to joining Fidelity, she worked as a Financial Consultant at AXA Advisors from 2019 to 2020. In her role, Karolina partners with clients to develop strategies aimed at helping them pursue their financial goals efficiently. She emphasizes understanding each family's unique story and priorities to form the foundation of their financial plans. Karolina leverages the expertise and resources of her organization to provide comprehensive service to her clients.

Paul Pucilowski is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His career includes prior roles at Cetera Advisor Networks, Summit Advisors, and FNB Long Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolios, and institutional platforms to a broad client base, including individuals and institutions. The firm supports advisors with a range of investment strategies and uses advanced operational tools while overseeing significant discretionary assets.