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.

Cori Cass is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She is also the owner of Menhaden Lane, LLC, a retail clothing business serving a local community with plans for online sales. Additionally, Cass is involved with the Town of Shelter Island's Recreation Department, where she monitors adult basketball activities three nights per week, and owns a vending machine business operating ATMs on Shelter Island. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making remaining final.

Matthew Naarden is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America (Merrill Lynch) and involvement in the UMass Lowell Masters Program. Outside of finance, he has participated in community sports events, such as War at the Shore Baseball. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and providing centralized custody and operational support.

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.

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.

Maria Ganley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, BNY Mellon, and Live Nation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through Wealth Advisors. The firm’s advisory process combines quantitative and qualitative due diligence to develop asset allocation recommendations, focusing on non-discretionary, customized advice while clients retain final decision-making authority.

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.

Stacey Sankow is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 65 and Series 63 credentials and has previously worked at Ameriprise, MacKinstry Financial & Investments LLC, and YellowBrickRoad Financial Advisors. Prior to her financial services career, she was involved with Sankows Beaver Brook Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced advisor tools and a large network of over 22,900 advisors.

Ashley Humphreys is a financial advisor with Ameriprise in Old Lyme, CT, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Penfield is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he held positions at Girard Motors, Vista Lounge At Wombie Rock, and Brustolon Buick GMC Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Adeletti is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 38 years of industry experience. He previously worked at UBS Financial Services from 1987 to 2024. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

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.

Carrie O'neil is the Resident Director and Wealth Management Advisor at Merrill, where she has been a member of the Merrill Lynch Wealth Management team since 2010. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Carrie holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), with FINRA Series 7, 9, 10, and 66 registrations and Life and Variable Life insurance licenses. Carrie specializes in customized wealth planning tailored to each client's unique financial goals and objectives. Her expertise encompasses a range of integrated strategies including wealth transfer, tax minimization, lending, philanthropic strategies, and support for client needs such as divorce transition planning, family wealth management, services for endowments and non-profits, managing new wealth, socially responsible investing, retirement income, and investment strategies for individuals and corporations. She takes an individualized approach that considers clients' financial needs alongside their lives, family, and interests. She holds a Bachelor's Degree from Central Connecticut State University and has completed an accredited certificate program from the American College. Carrie is a member of Elm City BNI. Outside of her professional work, she enjoys camping, music, painting, reading, traveling, and spending time with her husband, Patrick, and their four children in Clinton.

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.

Darrell Fox is a financial advisor with Ameriprise in Old Saybrook, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Vice President of Public Relations on the Board of Directors for the nonprofit Light For All. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.

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.

Howard Brodis is a financial advisor at Osaic with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services for 19 years. Outside of advisory work, he is involved in insurance sales through two separate broker activities. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through multiple programs. The firm employs a model-based investment process with various portfolio management options and is notable for its scale, affiliate network, and recent consolidation efforts.

Jack Giegerich is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Synchrony Financial and held roles at Fairfield University. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Mark Mohan is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including UBS Financial Services, Janney Montgomery Scott, and Prudential Equity Group. Mohan joined Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Busby is a financial advisor with Charles Schwab in Old Saybrook, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Scottrade, Inc. for 16 years and spent time at TD Ameritrade Investment Management and TD Ameritrade, Inc. before joining Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services with a multi-asset model portfolio approach and centralized operational structure.