Patrick Salerno is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors since 1994 and was previously with Primerica Financial Services starting in 1993. Outside of his advisory role, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies developed by third-party asset managers and supports trade execution and custody through established custodians, focusing primarily on individual investors rather than institutional or pension plan clients.

Steven Davidson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the Davidson Wealth Management Group, which manages investment portfolios for high net worth individuals and executives of many Fortune 500 companies. His practice emphasizes consulting and advisory services tailored to the unique financial goals and concerns of each client. With more than thirty years of experience, Steven and his team utilize a goals-based wealth management process to address a range of client needs including retirement income planning, education funding, legacy planning, and portfolio management. Their knowledge extends to equity and bond portfolio management, restricted stock management, trust services, employee stock options, as well as home and business financing. Steven’s approach is grounded in client collaboration and access to the investment insights of Merrill Lynch Wealth Management combined with the banking capabilities of Bank of America. Steven holds a Bachelor's Degree from Hofstra University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, basketball, billiards, boating, music, spending time with his family, tennis, volleyball, and watching movies.

Michael Davidson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the team in 2015 after earning a Bachelor of Science degree in Finance from the University of Delaware. Michael is also a member of the Sigma Alpha Epsilon fraternity. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael's expertise covers education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional role, Michael enjoys baseball, basketball, soccer, spending time with his family, and watching movies.

Richard Blatt is a financial advisor with Primerica Advisors in Massapequa, NY, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2020 and previously spent six years at COMMPATH. Outside of his advisory work, Blatt is a self-employed independent representative for Axxess Networks and Find a Top Doc, Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

James Ryan Jr. is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a range of advisory and brokerage services.

Allison Hudson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at firms including Kestra Advisory and LPL Financial and operates her own financial services and planning businesses. Outside of advisory roles, she serves as treasurer for Merrick Cares, a 501(c)(3) organization supporting law enforcement officers and their communities, and is president of NY Safety Driving, which provides defensive driving classes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program platforms and third-party managers.

Keith Galanti is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning, managing approximately $2.74 trillion in client assets.

Evan Fischer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Ameriprise since 2016, working at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Abbe Spector is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 38 years of industry experience. Her work history includes nearly a decade at Morgan Stanley Private Bank and Morgan Stanley, eight years at Bank of America, and 25 years at Merrill. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and operates across a broad spectrum of financial products and services.

Michael Gorokhovsky is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Scottrade, Inc. and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.

William Bermel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Citigroup, Ocean Road Advisors Inc., Arbor Realty Trust, and Goldman Sachs. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Robert De Stefano is a financial advisor with Ameriprise, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he is involved in managing a business entity that handles practice expenses. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Anthony Ziniti is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2025. His prior roles include positions at OSAIC, American Portfolios Financial Services, Inc., and Cantor Fitzgerald & Co. He is also involved in estate planning activities through MAP Estate Planning in Westbury, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a diverse investment approach spanning strategic, tactical, and alternative allocations.

Jenson Kurien is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., BankUnited, and various J.P. Morgan entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Thomas English II is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at several firms including American Independence Financial Services and Matrix Capital Group before joining Mass Mutual in 2019. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual financial planning relationships using firm-approved software to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Jack Seng is a financial advisor at Ameriprise with 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 licenses. Outside of advisory work, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.

Rosepreet Batth is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity in 2026, she held roles at Bank of America, Merrill, J.P. Morgan Securities, and Solutions Valet. Outside of finance, she has worked at Solutions Valet, providing parking services for events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Antonio Racanelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Morgan Stanley and the Morgan Stanley Private Bank, National Association since 2017, following earlier roles at Bank of America and Merrill from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning and access to broad retail and institutional investment options.

David Kaminsky is a financial advisor at Stifel with Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Michael Branigan is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 63 designation and previously worked for Morgan Stanley Smith Barney LLC for nine years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.