Peter Beneke is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his primary advisory roles, he provides notary services and maintains a minimal role as a financial professional with New York Retirement Planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing both affiliated and third-party managers across diverse program structures.

Joseph Ilg is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has nine years of experience in the financial services industry, working with business owners and families to address their complex financial needs. Joseph leverages Merrill Lynch’s investment insights alongside Bank of America’s banking services to create tailored financial strategies aimed at helping clients achieve both short- and long-term goals. Joseph holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Accredited Financial Advisor (RAFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a bachelor’s degree in Economics from the University of Connecticut. Additionally, Joseph served in the U.S. Navy for over seven years. He is actively involved in his community as a member of the Kiwanis Club of Patchogue. Outside of his professional pursuits, Joseph enjoys football, ice hockey, and spending time with his family. He resides in Farmingville, New York, with his wife and two sons.

Joseph Matarazzo is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. He has previously worked at SUNY New Paltz and Repeal XVIII, and he has also been involved in financial advisory work outside the firm at Matarazzo Staiger Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Charles Capilets III is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and was involved with 4U Marketing Solutions. He is also associated with MBCAP LLC, doing business as Sound Private Wealth. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Lori Pirrone is a financial advisor with Equitable Advisors in Bayside, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, all of which have been with Equitable Advisors and its predecessor, Axa Advisors. Outside of her advisory role, she is involved with Outside Ins. 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 a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model combining advisory and brokerage/insurance channels.

Francis Girard III is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following a 21-year tenure at Ameriprise Financial Services, Inc. Girard is a member of two active business ventures established in 2025. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Roselle is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and New York Life Insurance Company. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gerald Slattery is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. In his role, he focuses on retirement planning and investment strategies tailored to clients' needs. Gerald entered Merrill Lynch through their financial consultant training program in 1992, bringing prior experience as a Financial Analyst with Unisys Corporation. Gerald earned a B.S. in Business Administration with a concentration in Management Information Systems from the New York Institute of Technology, graduating Magna cum Laude in 1988. He holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, and women and wealth. Gerald enjoys outdoor activities such as biking, boating, hiking, scuba diving, swimming, and spending time with his family.

Thomas Peguillan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked with AXA Advisors and spent three years at SUNY Oneonta. Equitable Advisors serves a diverse clientele, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Mark Amon is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a trustee and power of attorney for his mother’s trust. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Samuel Thorp Nichols is a CFP® professional with nine years of experience in the financial services industry. He is currently with MML Investors Services, LLC, a subsidiary of MassMutual, and has held previous roles at Northwestern Mutual entities. MML Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers specialized programs including divorce planning, estate settlement, and employer-sponsored plans.

Jake Deacy is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked at Sheep Pasture Tree & Nursery Supply and completed several years of full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kristian Reinbachs is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Prior to that, he worked briefly at S&D Construction of LI Inc. 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. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Mark Vaimberg is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent over two decades at Investacorp Advisory Services. Vaimberg is a licensed insurance agent who sells life insurance, annuities, and group medical insurance to business owners. He also serves as executor of his mother’s estate. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Bradley Cooke is a financial advisor at OSAIC with a Series 66 designation and seven years of industry experience. He previously worked at American Portfolios Financial Services Inc. for nine years. Outside of OSAIC, he serves as Director of Investments at PPS Advisors, Inc. He has also been affiliated with Montclair State University since 2014. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers and various advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that include diverse investment vehicles, with options for discretionary or non-discretionary management.

Thomas Gallagher III is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He has been with Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual collaborative relationships.

Peter Johnston is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has worked with Cetera and its affiliated entities for over a decade and is also president of EKA Planning Services, Inc., where he has been involved in insurance sales since 1997. Outside of his advisory work, he is a silent investor and owner in energy auditing firms and is involved in multiple real estate investment ventures. Cetera Investment Advisers LLC is an SEC-registered firm supporting a network of over 10,000 independent advisors nationwide. It serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services across multiple program structures and custodial arrangements.

Andrew Sirvis is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera and its related entities since 2019 and has ownership interests in multiple financial services firms, including North Fork Asset Management Inc. and A. Asset Wealth Management, Inc. He also serves as a trustee for a family trust and works as an insurance agent selling life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, planning, and consulting services and operates a multi-manager platform with access to both affiliated and third-party managers.

Vincenza Draper is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Her career includes 15 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that incorporate various modeling techniques without offering individual security recommendations as part of the standalone planning program.

Mark Amella is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Letter Leverage and in various customer service roles. Outside of his advisory work, he is employed as a waiter at Tap Room. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, offering 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, emphasizing program-based solutions through third-party managers.