Mark Calaci is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Lincoln Financial Securities, TIAA-CREF, and Chase Investment Services Corp. Mark is currently based in Sayville, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Howard Weinstein is a ChFC® with 41 years of industry experience and has been with Equitable Advisors since 1999. He holds Series 63 and Series 65 licenses and is located in Melville, NY. Outside of his advisory role, he is involved in outside insurance activities with Oxford Health and acts as power of attorney for his spouse, Kathleen Sullivan. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

David Molter is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. for 10 years before joining OSAIC in 2024. Outside of his advisory work, he performs as a DJ, dedicating 5-10 hours per month to this activity. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of advisors. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to build portfolios using stocks, bonds, mutual funds, ETFs, and alternative investments across discretionary and non-discretionary accounts.

David Schiebelhuth is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 provides services under both direct and corporate financial planning agreements.

Griffin Faherty is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and is currently also affiliated with Bank of America, N.A. Prior to his advisory roles, he was at Villanova University for four years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chrissy Pecora is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. She has worked at Morgan Stanley Private Bank and previously at Aon and The Law Offices of Michael Borrelli. Outside of finance, Pecora is involved with Villa Maria Pizza, a restaurant business where she manages social media. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Nicholas Aponte is a Series 66-registered financial advisor with eight years of industry experience. He has worked at UBS Financial Services since 2021 and previously held positions at Bank of America and Merrill. Outside the financial industry, he has been a professional athlete for the Chesapeake Bayhawks of Major League Lacrosse. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm delivers advisory work using proprietary research and model-based asset allocations and combines institutional trading capabilities with wealth management services.

Anthony Mendoza is a financial advisor at Charles Schwab with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Flagstar Bank, Big Think Capital, Purshe Kaplan Sterling Investments, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary managed accounts and uses multi-asset model portfolios with strategic allocation and alternative investment options.

Matthew Nuccio is a CFP® professional with 13 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

George Lorenz is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior roles include positions at Ameriprise and Merrill. He is also involved in life and disability insurance sales through several related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Paul Barbarino is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Li May Bystricky is a financial advisor at Merrill with a Series 66 designation and over 25 years of industry experience, including a long tenure at Bank of America. She joined Merrill in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Renee Pun is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Merrill, UBS Securities LLC, and other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

George Frenzel III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jacqueline Motta is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

David Israel is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-based financial planning services.

Russell Dunn is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. In addition to his advisory role, he is the owner of Dunn & Co. CPA's PA, a tax preparation firm, and is involved in teaching CPA review courses. He also serves as a board member of the Masthead Cove Yacht Club, a nonprofit organization focused on sailing activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures.

Michael Brescia is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked in the NY State Attorney General's Office Trust and Estates Division. In addition to his advisory role, Brescia is president of a legal practice specializing in estate planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jake Crimeni is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual and Mosquito Squad prior to his current role. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and various third-party asset managers.

Michael Mcdonagh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2011. He is also the sole owner of Michael Mcdonagh Lighthouse Advisors Inc. and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.