Christopher Casano is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience spanning construction, food services, and education. Casano has maintained a long-term association with Laronde Beach Club since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage a variety of registered investment companies.

Christopher Battaglia is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management's 5th Avenue Office. He has been with Merrill Lynch since 2013, focusing on providing personalized financial strategies to his clients. Christopher serves two primary client groups: corporate executives and key employees managing concentrated stock positions, deferred compensation, and liability management; as well as small groups of affluent families nationwide, offering multi-generational wealth and estate planning services. His expertise includes college education planning, corporate benefits, divorce transition planning, liquidity management, managing new wealth, sports and entertainment, and tax minimization. He holds a Bachelor's Degree in Business Administration from Boston University with concentrations in Finance and Entrepreneurship. Christopher is also a Personal Investment Advisor (PIA). In 2019, he was named to Forbes' "Best-in-State Next-Gen Wealth Advisors."

Richard Nicolich is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at American Portfolios Financial Services, Inc., LPL Financial, Invest Financial Corporation, and Uvest Financial Services Group, Inc. His outside business activities include working as an insurance broker. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party managers, using tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Kasten Carter is a financial advisor with Morgan Stanley in Riverhead, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and AXA Advisors, LLC for two years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, relying on structured discovery processes and firm-approved planning tools.

Susan Palmer is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Outside of her advisor role, she is a general partner in a family limited partnership and serves on the Board of Advocates for the College of Arts & Sciences at Stony Brook University. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured planning tools and proprietary investment models.

Scott Neuberger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in January 2018 to continue a family legacy of providing wealth-building and retirement strategies to families, along with access to co-fiduciary services for 401(k) plans. His client focus areas include divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, women and wealth, and retirement income. Scott holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Fairleigh Dickinson University and a Master's degree from New York University. He is associated with professional organizations such as FDU Men's Lacrosse and Sigma Chi. Outside of his professional work, Scott participates in community activities such as Movember. His personal interests include baseball, ice hockey, soccer, spending time with his family, and watching movies.

Michael Illari is a CFP® professional with 21 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at TD Ameritrade, INC. and TD Ameritrade Investment Management, LLC from 2007 to 2012. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formal alternative-investment onboarding process.

Marc Koch is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms, including JPMorgan Chase Bank and First Republic Investment Management. Koch currently serves clients in Quogue, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Lisa Zarro is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliated private bank since 2009. 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 financial and estate planning, and manages approximately $2.74 trillion in client assets.

Irma Amador is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 63 designation and has worked at LPL Financial since 2009, with prior experience at Astoria Federal Savings and Webster Bank. Outside of her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Laura Jayne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of services including investment advisory, financial planning, and retirement plan consulting, supported by large-scale research and analytics.

Lawrence Shields is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1980 and brings extensive experience in assisting clients with personalized wealth management strategies. Lawrence and his team emphasize a comprehensive approach to managing wealth that starts with listening carefully to clients in order to understand their specific goals and develop informed financial strategies. Lawrence’s areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income solutions. He also works with clients in the sports and entertainment sectors. Lawrence holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Cornell University as well as an MBA from Pace University. Outside of his professional work, Lawrence enjoys golfing, swimming, tennis, and writing. He commits to working one-on-one with clients to create personalized financial strategies designed to help them pursue their long-term goals.

James Covell is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, following seven years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies tailored to clients' risk profiles, utilizing both in-house and third-party managers.

Christian Greco is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. His prior roles include positions at Equitable Advisors, Axa Advisors LLC, Andrew Garrett, Inc., and the Suffolk County DA. Outside of finance, he has had involvement with National Golf Links of America and Eugene Greco DDS. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

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.

Jay Diesing is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, he serves as an officer with the Eastern Long Island Coastal Conservation Association, a nonprofit focused on coastal environmental issues. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client solutions.

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.

Francis X O'connor Jr. is a financial advisor at UBS Financial Services with 35 years of industry experience. He has held positions at UBS since 2011 and previously worked at Merrill from 2004 to 2009. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Ryan Cooper is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at KL Wealth Strategies, North East Financial Network, and Park Avenue Securities, as well as experience in hospitality and education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary advisory services that support client goals.