Daniel Wyllie is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, JPMorgan Chase Bank, JP Morgan Securities LLC, and Citibank. Outside of his advisory role, he is the owner of Wyllie Enterprises, LLC, a limited liability company originally formed for social media marketing and advertising, which is currently not operational. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing roughly $671 billion in assets and employing more than 14,000 financial advisors.

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.

Mark Labriola is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves as co-trustee and holds power of attorney for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robert Blair is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo in various capacities since 2015. Outside of his advisory role, he serves as a board member of the Briarwood Estates Home Owners Association in Niantic, CT, and acts as a power of attorney and trustee for family members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support diversified investment strategies and offers both brokerage and advisory solutions.

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 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.

Erica Lupinacci is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and with 17 years of industry experience, all at Morgan Stanley since 2009. Outside of her advisory role, she is involved in spiritual healing as an energy healer and clairvoyant reader. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from comprehensive advisory programs to corporate financial planning agreements.

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 experience in the financial services industry. He is currently associated with LPL Financial, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Based in Huntington, NY, Mr. Murphy holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across multiple platforms.

David Rispler is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Equitable Advisors since 1986, including prior tenure with Axa Advisors. Outside of his advisory role, he serves as Vice President of Equitable Agents Reinsurance Company and is a managing partner at Premier Consulting Partners LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes various advisory models, including third-party program sponsors and LPL-sponsored advisory programs, and offers ERISA fiduciary services to qualified plans.

Paul Cabrera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Birns is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses. He has 35 years of industry experience, including over two decades with AXA Advisors and more than 20 years at Equitable Advisors. Outside of his advisory role, he is a partner in a life insurance general agency. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

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.

Alex Olteanu is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Bridgeway Analytics and Tulane University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 financial advisor at Equitable Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2015, including its predecessor Axa Advisors. Hilton is involved with the Plainview Old Bethpage Soccer Club. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management services, utilizing a variety of advisory programs and third-party managers.