Greg Selg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His previous roles include positions at American Portfolios Financial Services, TIAA-CREF, UBS International Inc., Banc of America Investment Services, Inc., and Citicorp Investment Services. Outside of his advisory work, he is a partner in a small vending machine business and serves on a nonprofit homeowners association board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by advanced research and operational tools.

Richard Ciufo is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he assists clients with various financial needs including asset management, estate planning services, retirement planning, financing options, college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He emphasizes building long-term client relationships and offers personalized investment management strategies and financial plans aligned with clients' individual goals. He began his career at Merrill in November 2021. Richard combines a disciplined investment process with personalized attention, partnering with Merrill’s specialists to provide clients with comprehensive strategies and services. His approach focuses on understanding clients’ personal and professional circumstances to deliver holistic financial guidance. Richard earned a bachelor's degree in economics from Brown University in 2020, where he was captain of the Brown Bears baseball team during his junior and senior years. He also holds a master's degree from the University of Richmond, where he was a member of the Richmond Spiders baseball team. He completed his high school education at Phillips Academy Andover. Richard holds professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, he enjoys baseball, football, golfing, photography, skiing, spending time with family, and traveling.

Robert Diamond is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 1998 and has worked with MassMutual Life Insurance Company since 1968. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales, as well as life settlements and viatical sales. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap programs, and educational seminars, focusing on collaborative, goal-driven financial planning engagements.

Linda Brucia is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Advisors since 2014, including time at Wells Fargo Clearing, and is currently based in Melville, NY. Outside of her advisory role, she is a commissioned notary public in Glen Cove, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Gregory Page Romer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and S&P Global, Inc. He is a co-founder and CFO/CTO of Deeper Dating, Inc., an online dating site, and serves on the board of directors for the Long Island Crisis Center, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage portfolios under discretionary and non-discretionary arrangements.

Jacob Grier is a CFP® and holds a Series 66 license, currently working at Charles Schwab with four years of industry experience. His prior roles include positions at The Vanguard Group and JPMorgan Chase Bank. Outside of finance, he has been involved with the Southampton Town Democratic Committee and worked in educational settings such as Hofstra University and Suffolk Community College. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure.

Anna Cheng is a financial advisor with Wells Fargo Clearing in Great Neck, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various Wells Fargo entities since 2015. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. 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 IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related products and bank deposit sweep programs.

Leszek Michniewicz is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management from 2017 to 2025, and at Wunderlich Securities, Inc. from 2015 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Esteban Sarmiento is a Series 66-licensed financial advisor with six years of industry experience, currently working at J.P. Morgan Securities. His prior experience includes roles at Bank of America, Merrill, Equitable Advisors, and JPMorgan Chase Bank. Outside of finance, he has worked as an employee and contractor for an entertainment service that supports events such as fundraisers for servicemen and pet adoption centers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Vincent Toscano is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously with Lincoln Financial Advisors and Lincoln Financial Advisors Corporation over a 27-year period. He is the sole owner and president of Loucon Resources, Inc., a firm offering accident and health insurance and various life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation tools and supports multiple account management options across diverse investment types.

Nicola Caporaso is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 20 years of industry experience. He has worked with MassMutual and affiliated firms since 2010 and is the owner and president of Elite Planning Solutions, a business focused on individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning engagements.

Keith Simon is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. His prior experience includes roles at Guardian Life and Meadowbrook Capital Fund. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partners.

Nicholas Agnone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 28 years of industry experience. He has previously worked at Osaic Wealth, Inc. for 15 years and has operated Nicholas Agnone & Co., LLC since 2001. Outside of his advisory role, he is actively involved in tax preparation and accounting services through his own firm, Nicholas Agnone & Co. LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erin Mayernik is a Planning Consultant currently working at Fidelity Investments. She has been with Fidelity since 2023, serving in the role of Investment Consultant. Prior to her current position, Erin worked as a Financial Advisor Associate at Morgan Stanley from 2021 to 2023 and as a Financial Advisor at Merrill Lynch from 2019 to 2021. Erin focuses on integrity, compassion, understanding, confidentiality, open-mindedness, and teamwork in her work with clients. She aims to listen deeply and work purposefully to help clients improve the quality of their lives. Outside of her professional role, Erin enjoys food, social events with friends, reading, snowboarding, softball, and traveling.

Scott Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Jericho office. He has been with Merrill Lynch since 2002, leveraging his background as a global commodity and derivative trader on Wall Street and his education from Hofstra University, where he earned a bachelor's degree in banking and finance. Scott provides tailored financial strategies for high net worth individuals and business owners, with expertise in areas such as college education planning, divorce transition planning, family wealth management, corporate retirement plans, tax minimization, and retirement income. His approach emphasizes understanding clients' financial priorities through attentive listening and developing customized investment guidance based on disciplined wealth management principles adaptable to changing economic conditions. Scott holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Scott participates in community activities, notably volunteering with youth hockey organizations. His personal interests include boating, cooking, golfing, ice hockey, music, skiing, surfing, and spending time with his family.

Robert Ungerer is a CFP®-certified financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Benjamin Lingenfelter is a financial advisor with LPL Financial in Lake Grove, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked primarily with LPL Financial since 2011, with a one-year tenure at Ameriprise Financial Services Inc. Additionally, he serves as a Code Enforcement officer in his local community. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Tracy Prush is a financial advisor with Raymond James Financial holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, Tracy worked at Edward Jones, Kestra Advisory Services, Coastline Wealth Management, and Lincoln Investment. Tracy is also involved with Hendel Wealth Management Group, a non-investment-related business activity based in Smithtown, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals across its extensive advisor network.

Jenna Muscarella is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC before joining Morgan Stanley in 2022. Muscarella serves as a board member of the Garden City Chamber of Commerce, participating in community events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and firm-approved tools, offering a range of services including estate planning and investment advisory.