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.

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.

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 Series 66-licensed financial advisor with Morgan Stanley in Riverhead, NY, bringing 14 years of industry experience. His background includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and broad investment capabilities, managing approximately $2.74 trillion in client assets.

Philip Sicuro is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Woodbury Financial, Bank of America, Merrill, and Institutional Investor. Outside of his advisory work, he is a 20% owner of Andrew Rich Selections LLC, a company that imports organic and biodynamic wines from Germany and Italy. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

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.

Kenneth Frankman is a financial advisor with Morgan Stanley in Vero Beach, FL, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

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 with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors. Outside of his advisory role, he is involved with RAM Catering. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Brady is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1997. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Stephen Hiller is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at both Merrill and Bank of America since 2011 and 2012, respectively. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of investment strategies including model-based, discretionary, and CIO-constructed options. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Glenn Halsey Jr. is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, Mr. Halsey serves as a director of a family foundation, participates on advisory boards for local nonprofits and governmental committees in Southampton, NY, and manages family partnership and LLC entities related to estate planning and land holdings. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at The Vertical Trading Group and Axiom Capital Management. Based in Montauk, NY, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Kristina Clemenz is a financial advisor with Merrill, holding Series 65 and Series 63 designations and 12 years of industry experience. She has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.