Ashley Lang is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. She has been with Ameriprise since 2004 across its various entities and is also involved as a consultant in the wellness and skincare industries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through analysis of income sources, tax-aware withdrawal strategies, and Social Security claiming options.

Edward Oesterle is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2013, alongside a tenure at Bank of America dating back to 2011. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alejandro Cebrian is a financial advisor with J.P. Morgan Securities in Sayville, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes over two decades at TD Waterhouse Investor Services and 13 years at TD Ameritrade Investment Management. He has been with J.P. Morgan since 2019, working at both J.P. Morgan Chase Bank and J.P. Morgan Securities. 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. The firm’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework within a model asset allocation approach.

Patricia Morrissey is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill Lynch in 1998 as a legal assistant in the Office of General Counsel and transitioned to the Islip office in 2000 as a Registered Client Associate. Since 2004, she has worked as an Analyst-Investments, implementing discretionary model portfolios, reviewing client asset composition and allocation, administering equity and options trading, and managing trust and estate matters. Throughout her career, Patricia has focused on delivering personalized, high-touch service tailored to client needs. She supports clients in adapting to Merrill's technological applications, including MyMerrill and MyMerrill mobile apps. Patricia holds professional designations including Certified Investment Management Analyst (CIMA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Patricia graduated magna cum laude from SUNY Albany with a Bachelor of Science degree in Business Administration/Finance. Outside of work, she is active in community involvement and charitable activities, including participation in marathons and support for the Leukemia and Lymphoma Society.

Samuel Plotsky is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Renewal By Anderson and CVS Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC and serves as an advisor to multiple registered investment companies and fund-of-funds.

Gregory Mallgraf is the Senior Resident Director and Wealth Management Advisor at Merrill's Southampton, New York office. He has been in the financial services industry for 24 years and has been with Merrill Lynch Wealth Management since 2008. In his current role, Greg provides personalized investment management strategies focused on legacy planning, personal retirement planning, tax minimization, and retirement income, working closely with individuals and families to understand their goals. Greg holds a Bachelor of Science degree in Finance from the University of Florida. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in November 2015 and obtained the Chartered Retirement Planning Counselor™ (CRPC™) designation in November 2017. Throughout his career at Merrill, Greg has held various leadership positions and serves as Wealth Management Advisor with the Martorana-Mallgraf Group. He resides in Northport, New York, with his wife and three daughters. Greg supports community involvement and participates in local volunteer activities.

Timothy Frohberg is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked with firms including Avantax and Equitable Advisors and served in the NYPD for ten years. Frohberg is also the author of an investment-related book on retirement planning and operates his own advisory firm, Timothy Michael Wealth Management, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Anthony Martino is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Martino operates under the DBAs Latitude Wealth Advisors and Steadwise Wealth Advisors, providing comprehensive financial planning services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with portfolio optimization and offers a range of brokerage and advisory services through a multi-advisor platform.

Sean Vail is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Chase Investment Services Corp., and JPMorgan Chase Bank, N.A. prior to his current roles. 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 searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria within a non-discretionary framework.

Brad Foster is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, relying on a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning guidance.

Jonathan Ehrlich is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2019. Ehrlich is also a certified public accountant and a partner at EB Group CPAs LLP, where he provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Patrick Byrne Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Cetera and its related entities since 2013 and has also worked with Maximus Financial Services since 2002. Outside of financial advisory, he serves as president of the Smithtown/Brookhaven Civic Association and hosts a weekly public access television program discussing local civic issues. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment solutions.

Timothy Grosso is a Series 66-registered financial advisor at Equitable Advisors with four years of industry experience. His prior work includes roles in home improvements and various local businesses. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party asset managers and advisory programs, focusing on client-specific risk assessment and program matching without sponsoring its own wrap fee program.

Dervinder Singh is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at AXA Advisors, LLC. Outside of his advisory role, he is also a practicing attorney through his own legal firm, DERVINDER SINGH, ESQ PLLC. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a combination of firm-offered and third-party advisory models.

Maria Morhous is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for First Empire Securities, Inc. for 21 years before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and state and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning alongside access to private funds, pooled vehicles, and affiliated trust and banking services.

Daniel Liff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Jonathan Rekedal is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. He has been involved with the Community Synagogue of Rye since 2016. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and unified managed accounts. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network supporting diverse investment strategies.

Kristine Sabatino is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Merrill since 2012. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Steve Shepherd is a financial advisor with Ameriprise Financial Services in Hauppauge, NY, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior work includes roles at Tompkins Trust Company and LPL Financial from 2014 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan McDermott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes long-term roles at J.P. Morgan Securities since 2012, JPMorgan Chase Bank, NA since 2006, and Janney Montgomery Scott since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process combining quantitative screens and qualitative research.