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.

Brendan Kenny is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Mass Mutual and its affiliates since 2004 and previously worked at New England Securities. Outside of his advisory role, he is involved in group life and group health sales through Lenox Advisors. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Meredith Diamond is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc. and American Portfolios Financial Services, Inc. Meredith is also involved with MACO SHACK LLC, a business ownership venture outside of her advisory role. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations.

Cori Cass is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has owned and operated a men's retail clothing business, Menhaden Lane LLC, since 2015 and is involved in managing vending machine operations through Four Five Holdings LLC. Additionally, she works with the Town of Shelter Island Recreation Department, monitoring adult basketball activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

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.

Maria Ganley is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at firms including Charles Schwab, TD Ameritrade, and BNY Mellon. Additionally, she was employed at Live Nation for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mary Broidy is a financial advisor with LPL Enterprise in Hampton Bays, NY, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Merrill, JPMorgan Chase Bank, and Prudential Insurance Company. She also serves as an adjunct professor at LIU Post. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Rudolph Bruer is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with Ameriprise since 2010 in various capacities. He serves on the board of directors and is a past president of the Rotary Club of Southold. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Nicholas Toscano is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Dime Community Bank. Toscano has also been involved with educational institutions such as Stony Brook University and the University of Tampa. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining unique affiliations that enhance its municipal and public finance services.

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.

Joseph Campisi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 42 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc., each for 19 years. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Ventura is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following previous roles at Wells Fargo Clearing and WELLS FARGO Advisors. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Joyce Babcock is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of her advisory work, she is a landlord with full ownership of a rental property in Warwick, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing Wells Fargo research and tools to develop tailored recommendations.

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.

Peter Kern is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he owns Cross Path Advisors LLC, a consulting business based in Remsenburg, NY. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, combining 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 a large institutional provider.

Kelli Ann Lanino is a financial advisor with Raymond James Financial in Hampton Bays, NY, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James Financial Services since 2011. Lanino is also the owner of KL Wealth Strategies LLC and serves as a Certified Divorce Financial Analyst through her involvement with East End Divorce Planning LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and analytical tools to support client decision-making.