Michael Marziotto is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting business owners, professionals, and entrepreneurs in maximizing long-term efficiency in their personal and professional finances while minimizing the effects of taxes and inflation. Michael’s approach begins with a comprehensive understanding of his clients’ full financial picture, enabling him to tailor flexible wealth management strategies aligned with current market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients’ goals. Michael's expertise includes divorce transition planning, employee benefits planning, managing defined benefit and contribution plans, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. His team comprises professionals experienced in asset management, ERISA retirement plans, business and personal banking, and residential and commercial lending, with a focus on serving business owners and entrepreneurs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His education includes a non-accredited certificate program from the American College for Financial Program. Michael is committed to community involvement, reflecting Merrill’s tradition, and spends time volunteering with local organizations. Outside of work, his personal interests include adventure sports, camping, hiking, photography, scuba diving, woodworking, and spending time with his family.

Andrew Cohn is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at Axa Advisors, LLC and IJ White. 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, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

James Milani is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2017, following a year at HSBC Securities and HSBC Bank USA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Tyler Petersen is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes academic positions at Huntington University and Trinity Christian College. Equitable Advisors serves a diverse client base, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

James Senese is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Aegis Capital Corp. for 11 years. He serves as a trustee for a Medicare trust for his parents. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Lauren Conway serves as Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial planners. In her role, she is responsible for hiring, training, and coaching the team to work collaboratively with clients on significant financial decisions. Lauren has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Assistant Branch Leader before assuming her current position in 2023.

Jesse Romano is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2018. Prior to joining Equitable, he worked at Axa Advisors and held various roles outside the financial sector. Romano is also involved with TransAmerica Term Life. 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 third-party programs. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels and utilizes multiple third-party asset managers and platforms.

Michael Mirando is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with Charles Schwab and has prior experience at Bank of America, Merrill, and PlanMember Securities Corporation. Outside of advising, he has worked in collegiate athletics with Pro Game Athletics and has teaching experience from Hofstra University and Islip High School. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Antonio Cunha is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Metlife Securities, Inc. from 2012 to 2017. He has been with MassMutual Life Insurance Company since 2016 and MassMutual Investors Services since 2017. MassMutual 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 seminars, emphasizing collaborative, goal-oriented planning with the use of advanced analytical tools.

John Nicosia is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Royal Alliance. Outside of his advisory role, he serves as Vice President of Strategic Financial & Tax Planning Services, which prepares and services personal and business tax returns. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Donald Gleason is a financial advisor with Cetera who has 43 years of industry experience. His prior experience includes roles at North Ridge Securities Corp and Cetera Wealth Services, LLC. He is also involved as an insurance agent, selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of program structures and custodial relationships.

Ariel Baez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2024. Ariel collaborates with clients and their families to create and execute financial plans tailored to their specific investment goals and risk tolerance, utilizing the resources and tools available at Fidelity. Prior to this role, Ariel worked as an Investment Consultant at Fidelity Investments from 2022 to 2023 and at Charles Schwab from 2020 to 2022. Ariel's financial career also includes positions as a Financial Advisor at Merrill Lynch from 2018 to 2020, a Relationship Manager at Bank of America from 2017 to 2018, and a Banker at Citibank from 2016 to 2017. Outside of their professional work, Ariel has personal interests in cars, cooking and baking, fitness, football, soccer, and traveling.

Philip Siegel is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 18 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Charles Marchese is a financial advisor at Cetera with 26 years of industry experience and holds a Series 63 designation. He is also the owner of Charles E. Marchese CPA, where he has managed accounting and tax practices since 1996. In addition to his financial advisory roles, Marchese owns and operates Cem Payroll Services Inc. and is involved in health insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program options.

Jonathan Kuttin is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he is involved in several consulting and tax preparation businesses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Robert Lozzi is a CFP® professional with 25 years of experience in the financial advisory industry. He has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. He is a member of the Financial Planning Association of Long Island and the Estate Planning Council of Nassau County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Tyler Wuchte is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Hilton Capital Management and Fairfield University. Outside of his advisory role, he volunteers as a lacrosse coach. 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 various third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

James Diapoules is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Equitable Advisors since 2005 and also has a long-standing role at Diapoules & Feinstein, a CPA firm he has been associated with since 1989. Outside of his advisory work, he is involved with a general agency focused on group health insurance and professional disability plans. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.

Daniel Staiger is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Bohemia, NY. He has been involved with Matarazzo & Associates for over a decade and works as a financial advisor under the Matarazzo Staiger Wealth Management DBA. Outside of his advisory role, he dedicates significant time to client service and advice through related support companies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses non-discretionary planning and analytical tools tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Burns is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding a Series 63 designation and 17 years of industry experience. His prior roles include six years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of his advisory duties, he owns and operates The Bespoke Advantage Corp, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and planning tools.