Richard Bucaro is a financial advisor with Morgan Stanley in Port Jefferson, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a board member of the St George Golf and Country Club, a nonprofit organization in East Setauket, New York. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Brady Drozdowski is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Stifel and several positions outside the financial sector, such as at TJ Maxx, Fish Daddy's Grill House, and Bass Pro Shops. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Monaco is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Steven Dombrower is a CFA® charterholder with 30 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at American Portfolios Financial Services Inc., ACLI, Inc. d/b/a Anago of Long Island, and Ascensus Broker Dealer Services, Inc. He is also involved with Janco Planning, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Jacqueline Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public in Albany, NY. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Lockhart is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior work history includes extensive tenure at Merrill and Bank of America before joining Morgan Stanley in 2023. Outside of his advisory work, he is a silent partner in local rental property ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm‑approved planning tools and methodologies.

Drew Parisi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and Chelsea Financial Services. He is also active in health insurance sales through Parisi Capital Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Christopher Ferrari is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also associated with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Keith Ryan is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Anlon Financial Strategies, Commonwealth Financial Network, and KSG Advisors. In addition to advising, Ryan provides legal consulting services through Savage Holdings, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Robert Wess is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 1995. 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.

Heather Levine is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes a decade at UBS Financial Services Inc. before joining Merrill. 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.

Steven Ruttgeizer is a financial advisor with OSAIC based in Melville, NY, holding CFP® and ChFC® designations and over 40 years of industry experience. His career includes roles at John Hancock Life Insurance Company and Signator Investors, Inc. He serves as treasurer of the Musella Foundation for Brain Tumor Research and Information and is a board member of Roslyn Gardens. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Nicole Mcardelle is a financial advisor with Ameriprise in West Babylon, NY, holding a Series 66 designation and 12 years of experience at the firm. She is also involved in managing an advisory business through One Ten Partners LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations.

John Baldi is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ designation and Series 63 license, and has 21 years of industry experience. His prior experience includes roles at LPL Financial and American Portfolios Financial Services. Outside of advisory work, he serves as a board trustee for St. Patricks Smithtown and holds board membership at Hauppauge Office Condo. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, with access to both proprietary and unaffiliated strategies across multiple custody platforms.

Adam Friedman is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. 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, using firm-approved software and collaborative annual planning engagements to support client goals.

Peter Bernard is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2000. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Demertzis is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. He has worked at firms including LPL Financial and Avantax before joining Cetera. Outside of advising, he is involved in acting, currently participating in the Amazon Prime fictional show "Mob Mentality." Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Babita Trivedi is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, she worked at Sii from 2014 to 2018. Outside of her advisory role, she is involved with Lighthouse Financial Network, LLC as a financial planner and also operates an insurance brokerage as a sole proprietor. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various investment tools and third-party platforms.

Stefano Airo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the West Islip, New York branch. He joined Merrill Lynch in 1995 and has over 30 years of experience serving clients. He holds the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC) designations, as well as the Personal Investment Advisor (PIA) designation. Stefano specializes in helping individuals, families, and businesses define their financial goals and develop strategies to optimize the likelihood of success. His client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to tailor wealth management strategies based on their risk tolerance, time horizon, liquidity needs, and overall financial objectives. He earned a Bachelor of Science degree in Business Administration from the New York Institute of Technology in 1992 and is a member of the Delta Mu Delta National Honor Society. Stefano is involved with community organizations including Catholic Health Good Samaritan University Hospital and Living Waters Fellowship. He is multilingual, speaking Italian, Spanish, and English.

Jeffrey Gash is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Primerica Advisors and Primerica Financial Services for a combined six years. Before entering the financial services industry, he spent over three decades at Jaco Electronics, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.