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 at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and IJ White. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house programs and third-party asset managers to deliver its services.

Tyler Petersen is a Series 66 licensed financial advisor with Equitable Advisors, based in Melville, NY. He has been with Equitable Advisors since 2026 and has prior experience in academia, having worked at Huntington University and Trinity Christian College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both firm-offered and third-party advisory programs.

James Senese is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. He previously worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Senese serves as a trustee of a Medicare Trust for parents since 2022. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through a network of Investment Adviser Representatives.

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 Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held a role at Axa Advisors. His other business activities include involvement with TransAmerica Term Life. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party asset managers and its SAM program, and offers ERISA fiduciary services to qualified plans.

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 with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Metlife Securities, Inc. and Massmutual Life Insurance Co before joining his current firm in 2017. MML 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, structuring planning engagements as ongoing, collaborative relationships using firm-approved analytical tools.

John Nicosia is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Royal Alliance. Outside of his advisory role, Nicosia serves as Vice President of Strategic Financial & Tax Planning Services, focusing on personal and business tax return preparation and servicing. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process featuring asset allocation, portfolio optimization, and access to third-party managers.

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 CFP® with 18 years of industry experience. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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.

Charles Marchese is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has operated Charles E. Marchese Wealth Management since 2012 and has been involved with Cetera and its affiliated entities since 1999. In addition to his advisory work, Marchese owns and manages an accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party managers.

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 financial advisor with Equitable Advisors in Melville, NY, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. He is a member of the Financial Planning Association of Long Island and the Estate Planning Council of Nassau County. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Tyler Wuchte is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Hilton Capital Management and has been involved with volunteer lacrosse coaching since 2018. He also has experience as a sales associate with Realty Benefit Services. Equitable Advisors serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing third-party asset managers and proprietary tools.

Thomas Proce is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience in various roles including positions at Flagstar Bank and Harold Levinson Associates. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of adviser representatives and third-party managers, serving both non-high-net-worth and high-net-worth clients.

James Diapoules is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and has maintained a business relationship with Diapoules & Feinstein CPAs PC since 1989. Outside of his advisory work, he is involved in health insurance through the General Agency Benefit Mall and participates in professional group health plans. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized client assessments and diversified investment solutions.

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 at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he owns and operates The Bespoke Advantage Corp, an investment-related business based in Mineola, NY. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse planning needs including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.