Margreit Mc Innis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior work includes roles at Northwestern Mutual, Equity First Consultants, and several other financial firms. Outside of advising, she is an author and freelance writer with over ten years of experience publishing novels and eBooks on creative writing. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by proprietary and third-party research.

James Siciliano is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Justin Leskow is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is a co-owner of a family rental property in Rockville Centre, New York. 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 plans, corporations, and charitable organizations.

Eduardo Matute is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Outside of his advisory role, Eduardo serves as Vice-President and Partner of A&M Food Adventures INC, a family-owned takeout restaurant where he assists with financial management. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Helin is a CFP® with 24 years of industry experience, currently serving as a financial advisor with LPL Financial since 2023. Prior to joining LPL, he spent 18 years at Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Christopher Renna is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 10 years. In addition to his advisory role, Renna serves as a branch manager at Conservative Wealth. Cetera Investment Advisers LLC is an SEC-registered firm that offers services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Michael Karwoski is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since 2013, he has worked with clients to provide customized investment strategies tailored to their individual goals. His expertise includes college education planning, divorce transition planning, family wealth management, retirement income strategies, personal retirement planning, and special needs planning, among others. Michael focuses on simplifying clients’ financial lives by prioritizing their objectives and developing personalized strategies. Michael has been a registered Financial Advisor since 2010. He holds a bachelor's degree in Economics from Yale University, where he also competed in Division 1 hockey and lacrosse. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Michael enjoys coaching youth lacrosse, playing golf, and participating in various outdoor sports. He lives in Northport, NY, with his wife Brenna and daughter Caroline. He volunteers with community organizations and values the Merrill tradition of community service.

Ryan La Mar is a financial advisor with Ameriprise in Sayville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Steel Ridge Advisors and has been involved with Binghamton University since 2022. He has also participated in community activities with the Sayville Yacht Club and local schools. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisor oversight and delivers a broad range of advisory and insurance solutions through its large institutional platform.

Gary Kogel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since March 2000. He leads The Kogel Donato Wealth Management Group, a multigenerational team that partners with executives, business owners, and professionals in sports and entertainment to develop personalized financial strategies. The group focuses on long-term client relationships, providing proactive, organized, and trusted guidance to align financial plans with clients' goals. With over 30 years of experience in the financial services industry, Gary previously worked as a Bank Manager at Bank of America. He founded The Kogel Group in 2017, which evolved into The Sullivan Kogel Wealth Management Group in 2019 before becoming The Kogel Donato Wealth Management Group in 2024. His expertise encompasses areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Gary holds a Bachelor's Degree from SUNY Albany and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in community activities, notably supporting the New York Blood Center. In his personal time, Gary enjoys golfing, ice skating, reading, running, and spending time with his family.

Aldo Valente is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his work at Wells Fargo, he has a partial ownership interest in The Hamlet Group Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services that are tailored to clients with a net-worth threshold, including specialized areas such as business-owner transition planning and special-needs analysis.

Hussain Butt is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to managing clients' wealth by understanding their full financial picture and creating personalized strategies that adapt to changing market conditions. Hussain provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. Growing up with self-employed parents, Hussain has insight into the challenges and opportunities of running a business. He specializes in delivering solutions that combine banking, cash management, investments, lending, and tax-efficient strategies. His approach emphasizes sound advice and serving as a single point of contact for both banking and wealth management needs. Hussain holds a Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). He completed his high school education at Valley Stream South High School. Outside of work, Hussain enjoys cooking, football, golfing, spending time with his family, and watching movies.

Evan Murphy is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he spent 18 years at Ameriprise Financial Services, Inc. He maintains involvement with two business entities under LPL, Dune Walk Wealth Management Group and Platinum Cove Capital Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

David Rispler is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1986, including its prior affiliation as Axa Advisors. Outside of his advisory role, Rispler serves as Vice President of Equitable Agents Reinsurance Company and is the managing partner of Premier Consulting Partners LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels tailored to clients’ goals and risk tolerances.

David Birns is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC for over two decades. Outside of his advisory role, he is a partner in a life insurance general agency. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to a range of asset management options through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Ivy Peterson is a financial advisor with Ameriprise in Mount Sinai, NY, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Gold Coast Wealth Advisors LLC, a business used to manage staff and office expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and automated tools overseen by a committee to generate and tailor retirement income recommendations.

Dominic Stilletti is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, Inc., and previously at Capital One Investment Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Robeson Hilton is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has 11 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Robeson has been involved with the Plainview Old Bethpage Soccer Club since 2013. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Cheryl Giustiniano is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Citibank and Verizon Wireless. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Marlatt is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a notary public in Suffolk County, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

James Maguire is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at ABG Services Inc and ICD Securities Inc from 2014 to 2022. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.