Edward Caufield is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 1991. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Christopher Drew is a financial advisor with UBS Financial Services in Southampton, NY, holding a Series 66 designation and 12 years of industry experience. He previously worked at City National Bank and RBC Capital Markets, LLC. Outside of his advisory role, he serves as a committee member on the advisory council for Our Lady of the Hamptons Regional Catholic School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

W Keith Schmidt is a financial advisor with Mass Mutual Investors Services in Montauk, NY, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 2015. Schmidt is also a managing partner at Retirement Income Specialists, LLC, where he oversees business management duties. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.

Bryant O'Donnell is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, N.A., Brown Harris Stevens, and Marist University. He has been involved with the Sag Harbor Cove Yacht Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Nicole Behrens is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience helping individuals reach their financial goals through personalized wealth management strategies. Nicole’s areas of focus include college education planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Nicole holds a Personal Investment Advisor (PIA) designation and earned her high school diploma from Schreiber High School. She is actively involved in her community through participation with The Retreat. Outside of her professional work, Nicole enjoys boating, horseback riding, and spending time with her family.

Steven Nadler is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in Bridgehampton, NY. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad range of capital-markets and asset management capabilities.

Joseph Gaviola is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, liquidity management, and individual and corporate investment strategies. Joseph aims to work closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals, utilizing the global resources available through Merrill. Joseph holds a Bachelor's Degree from the University of Rhode Island and has earned the Personal Investment Advisor (PIA) designation. His approach centers on placing clients at the center of the wealth management process, emphasizing personalized service and care. In addition to his professional work, Joseph is actively involved in his community. He serves as the President of the Montauk Historical Society and is known as the Keeper of the Montauk Point Lighthouse. He also participates in various adventure sports including biking, boating, fishing, golfing, running marathons, surfing, and traveling.

Michael Ventura is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling.

Joyce Babcock is a financial advisor with Wells Fargo Advisors in Bridgehampton, NY, holding Series 63 and Series 65 licenses and having 29 years of industry experience. She previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors. Outside of her advisory role, she is a landlord of a rental property in Warwick, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies tailored to clients who meet specified net-worth criteria.

Ryan Zarras is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Vanguard Advisers. Outside of his advisory work, he also works as a caddy in Southampton, New York. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a noted role in managing registered investment companies and employing systematic investment methodologies.

Jennifer Kraus is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and global market insights.

Andrew Baris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and offering 28 years of industry experience. He previously worked at Morgan Stanley Private Bank for ten years before joining Wells Fargo in 2019. Baris serves on the East Hampton Village Zoning Board of Appeals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lisa Saladino is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently serving as one of three Financial Advisors at The Hackett Group since January 2017. She collaborates closely with clients to analyze their financial situations, focusing on opportunities to restructure liabilities and plan for future liquidity needs. Her role involves providing personalized wealth management strategies aligned with clients' long-term goals. Lisa has over 35 years of experience in the financial services industry, beginning her career with Citibank in 1989 after earning a Bachelor of Science degree in Business Administration/Finance from SUNY College at Oneonta. Before joining Merrill Lynch Wealth Management in 2011, she held roles including Private Mortgage Banker at Wells Fargo and positions in Retail Banking Sales and Lending management. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her advisory work, Lisa participates in community activities as a member of the Parrish Art Museum Business Council. She also spends time with her family and engages in interests such as baseball and yoga.

Dakota Gross is a Series 66-credentialed advisor with four years of industry experience, currently affiliated with J.P. Morgan Securities in Southampton, NY. Prior to this role, Gross has been self-employed and has experience with JPMorgan Chase Bank, N.A. Outside of his financial advisory activities, he provides private golf instruction, including swing training and custom club fitting, through his involvement with Iris Golf LLC and his own private practice. J.P. Morgan Securities offers 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 searches, and customized performance reporting. The advisory process incorporates centralized due diligence with quantitative and qualitative research, and recommendations may include an ESG eligibility framework.

Mark Johnson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of Riverview LLC, a for-profit business managing family rental housing. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Erik Muller is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, combining capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Eric Gioia is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank from 2010 to 2021. He is also an adjunct professor teaching public policy seminars at New York University’s College of Arts and Science and Macaulay Honors College. Additionally, he serves on the board of trustees of the Marymount School and supports the Queens Library Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings to tailor investment plans aligned with clients' goals and risk tolerance.

Shannon Murphy is a Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized financial strategies tailored to meet each client's unique priorities and goals. With more than 15 years of experience in financial services, she began her career in 2010 and became licensed and registered in 2014. Her previous role as a Bank Manager gave her insight into diverse financial needs and emphasized the importance of individualized guidance. Since joining Merrill Lynch Wealth Management in 2019, Shannon has focused on wealth management, retirement planning, investment strategies, and client relationship management. She holds her NY State Life Insurance License and FINRA Series 6, 7, 63, and 66 registrations. Additionally, she has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Shannon earned her Bachelor's Degree from Saint Joseph's College. Outside of her professional role, Shannon is passionate about animal rescue and supporting organizations dedicated to the care and advocacy of animals in need. She also enjoys dancing, music, reading, singing, spending time with her family, swimming, and yoga.

Ramona Farrington is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for 12 years. Farrington is also an owner of a rental property in Southampton, New York. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Trent Dattoli is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 2012, with prior roles at E*TRADE, Valic Financial Advisors, Fidelity, and Quick & Reilly. Outside of finance, he owns a sports and recreation retailer specializing in surfboards and surf supplies. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment due diligence.