Peter Che is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. He previously worked at JPMorgan Chase for 14 years before joining Merrill in 2023. Che was also the owner of a family-operated dry-cleaning business, which ceased operations in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jane Carmody is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The First National Bank of Long Island. Carmody owns and manages JSC Management Inc., an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and referral channels to provide tailored recommendations.

Donald Mccormick is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is a co-owner of NuMac Realty, LLC, a real estate business. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with significant assets under management.

Marc Selanikio is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for seven years at David Lerner Associates. Prior to his financial career, he operated Pack and Ship Port Washington, Inc. for three decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Lisa Van Der Voort is a Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in the financial services industry. She has worked with Morgan Stanley, Bank of America, and Merrill, developing expertise in quantitative data analysis to offer clients data-driven strategies aimed at building appropriate risk-adjusted portfolios. Lisa's approach starts with understanding what is important to her clients, enabling her to help them pursue a range of financial priorities including general investing, philanthropic efforts, tax-advantaged solutions, retirement planning, and preparing for unforeseen events. She also facilitates access to Bank of America specialists for banking, credit, home financing, and business solutions. Lisa holds a Bachelor’s Degree from Auburn University and maintains the Personal Investment Advisor (PIA) designation. She is actively involved with Bank of America's Military Support & Assistance Group and serves as a mentor with Statement Arts. Outside of her professional life, she enjoys activities such as hiking, boating, chess, reading, rock climbing, soccer, tennis, and spending time with her family.

Jay Brown is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley in various capacities since 2007, with prior experience at Merrill from 1997 to 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm’s planning process involves structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jamie Shapiro is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2017 and was previously with Voya Financial Advisors, Inc. from 2014 to 2017. Outside of his advisory role, Shapiro has been involved as a fixed insurance agent since 1980. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

Lee Hochheiser is a financial advisor at Cetera with a Series 65 designation and approximately three years of industry experience. He is also employed full time at Hochheiser, Deutsch and Company, Inc., a firm focused on holistic financial planning, insurance services, and retirement planning. Prior to his current roles, he worked in sports media sales and has experience in marketing and insurance business management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with both affiliated and third-party investment options.

Mary Anskat is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Riversource Distributors Inc. for 14 years. Anskat is based in Hauppauge, NY. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ashley Lang is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. She has been with Ameriprise since 2004 across its various entities and is also involved as a consultant in the wellness and skincare industries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through analysis of income sources, tax-aware withdrawal strategies, and Social Security claiming options.

Joseph Cardino Jr. is a financial advisor with Primerica Advisors in Copiague, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he is involved in managing a Primerica-related legal entity and owns a company that leases office space for Primerica operations. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Edward Oesterle is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2013, alongside a tenure at Bank of America dating back to 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Alejandro Cebrian is a financial advisor with J.P. Morgan Securities in Sayville, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes over two decades at TD Waterhouse Investor Services and 13 years at TD Ameritrade Investment Management. He has been with J.P. Morgan since 2019, working at both J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework within a model asset allocation approach.

Patricia Morrissey is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill Lynch in 1998 as a legal assistant in the Office of General Counsel and transitioned to the Islip office in 2000 as a Registered Client Associate. Since 2004, she has worked as an Analyst-Investments, implementing discretionary model portfolios, reviewing client asset composition and allocation, administering equity and options trading, and managing trust and estate matters. Throughout her career, Patricia has focused on delivering personalized, high-touch service tailored to client needs. She supports clients in adapting to Merrill's technological applications, including MyMerrill and MyMerrill mobile apps. Patricia holds professional designations including Certified Investment Management Analyst (CIMA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Patricia graduated magna cum laude from SUNY Albany with a Bachelor of Science degree in Business Administration/Finance. Outside of work, she is active in community involvement and charitable activities, including participation in marathons and support for the Leukemia and Lymphoma Society.

Samuel Plotsky is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Renewal By Anderson and CVS Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC and serves as an advisor to multiple registered investment companies and fund-of-funds.

Gregory Mallgraf is the Senior Resident Director and Wealth Management Advisor at Merrill's Southampton, New York office. He has been in the financial services industry for 24 years and has been with Merrill Lynch Wealth Management since 2008. In his current role, Greg provides personalized investment management strategies focused on legacy planning, personal retirement planning, tax minimization, and retirement income, working closely with individuals and families to understand their goals. Greg holds a Bachelor of Science degree in Finance from the University of Florida. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in November 2015 and obtained the Chartered Retirement Planning Counselor™ (CRPC™) designation in November 2017. Throughout his career at Merrill, Greg has held various leadership positions and serves as Wealth Management Advisor with the Martorana-Mallgraf Group. He resides in Northport, New York, with his wife and three daughters. Greg supports community involvement and participates in local volunteer activities.

Timothy Frohberg is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked with firms including Avantax and Equitable Advisors and served in the NYPD for ten years. Frohberg is also the author of an investment-related book on retirement planning and operates his own advisory firm, Timothy Michael Wealth Management, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Anthony Martino is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Martino operates under the DBAs Latitude Wealth Advisors and Steadwise Wealth Advisors, providing comprehensive financial planning services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with portfolio optimization and offers a range of brokerage and advisory services through a multi-advisor platform.

Sean Vail is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Chase Investment Services Corp., and JPMorgan Chase Bank, N.A. prior to his current roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria within a non-discretionary framework.

Brad Foster is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, relying on a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning guidance.