Gregory Warren is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes roles at BNY Securities Corporation, J.P. Morgan Securities, Merrill, and Minnesota Life Insurance Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Jacob Flikshteyn serves as a Financial Advisor and Senior Portfolio Advisor with The Leiman Morse Wealth Management Group at Merrill Lynch. He joined Merrill and the group in 2019 and focuses on clients with growing careers, businesses, and practices, including corporate executives, medical practitioners, and law firm partners. Jacob's areas of expertise include investment and risk management, wealth transfer, income and liquidity management, as well as advanced estate planning services. His approach emphasizes a disciplined investment process to help clients build, preserve, and transition wealth across generations. He also has a strong background in credit needs, managing complex balance sheets, and overseeing structured lending opportunities. He holds a Bachelor of Business Administration degree in Finance and Investment from the Zicklin School of Business at Baruch College. Jacob grew up in Queens, New York, where he played football at St. Francis Preparatory High School and played guitar and drums. He enjoys traveling internationally, skiing in the Northeast, and playing golf in Florida. In the community, Jacob volunteers at the Bowery Mission in New York City and Habitat for Humanity on Long Island.

Brandon Kustek is the Vice President, Financial Consultant at Fidelity Investments. In this role, he works closely with local individuals and families to develop and maintain financial plans focused on building, preserving, and distributing their wealth to provide peace of mind. Prior to this, he held positions as a Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, as well as a Financial Professional at AXA Advisors. Brandon's experience spans various financial advisory and planning roles, providing him with a broad understanding of wealth management strategies. His career progression within Fidelity Investments demonstrates a continued commitment to supporting clients' financial goals. Outside of his professional responsibilities, Brandon enjoys spending time at the beach, boating, and golfing.

Brenda Connolly is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023, with previous experience at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Devin Haber is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has one year of industry experience. Prior to joining Equitable Advisors, he was associated with the Premier Lacrosse League and involved in collegiate athletics at the University of Maryland. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.

David Brady is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Aegis Capital Corp. for 11 years. Outside of his advisory role, he coaches youth basketball as a consultant for Nassau Pride Hoops. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a combination of proprietary and third-party advisory models to deliver tailored investment solutions.

Paul De Santis is a Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank, a role he has held since 2019. His prior experience includes positions at Bank of America, Merrill, and UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach integrates quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Heather Steiniger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, using centralized due diligence and incorporating an ESG eligibility framework.

Joseph Schwan is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and Avantax Advisory Services. Outside of his advisory role, he is a silent partner in a payroll processing company and operates a tax and financial services practice under Joseph M. Schwan CPA, P.C. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services utilizing both affiliated and third-party managers across multiple program structures.

Ryan Danley is a Series 66-credentialed financial advisor with three years of industry experience, currently working at J.P. Morgan Securities. His prior experience includes roles at Bank of America, Equitable Advisors, and JPMorgan Chase Bank. Before entering financial services, he worked at DoorDash and in the food industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines centralized due diligence and both quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Janet Keefe is a financial advisor at Morgan Stanley with 41 years of industry experience. She has held positions at Merrill from 1979 to 2016 before joining Morgan Stanley in 2016. She holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Amy Gaborcik is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has been associated with Bank of America and Merrill since 2013. Merrill, alongside 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.

Robert Madden II is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch/Bank of America and Hartford Life Distributors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Ryan Kessler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and sports & entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Niall Patterson is a Financial Consultant with Fidelity Investments, where he partners with clients and their families to understand their financial needs and the impact of their decisions on their lives. His focus is on helping clients build a financial plan that provides confidence and peace of mind. He has over a decade of experience in the financial services industry, having held several roles at Fidelity Investments since 2015, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Brokerage Account Manager at American Capital LLC from 2013 to 2015.

Emily Parker is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 16 years of industry experience. She has worked at Bank of America and Merrill for the past nine years. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

James De Gaetano is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. His career includes nearly three decades at Metlife Securities Inc. and over ten years with MassMutual Life Insurance Company. He is also an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.

William Rugen is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. His career includes roles at Lincoln Financial Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of advisory work, he is involved in tax preparation and insurance sales, including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management options and third-party money managers, supporting both discretionary and non-discretionary account management.

Kenneth Cerini is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Cerini is involved in nonprofit activities, including serving as treasurer on the board of the Nonprofit Resource Hub and as president of the Cerini Family Foundation, and he manages a tax preparation firm. Ameriprise is an institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered in partnership with a client's financial advisor.

Dominick Carano Jr. is a financial advisor with Equitable Advisors and holds Series 66 and Series 63 credentials. He has four years of industry experience, including prior roles at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory work, he is involved with Cost Risk Planners, a separate business focusing on property and casualty sales. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of advisors and third-party managers.