Matthew Foley is a financial advisor with LPL Financial, holding a Series 63 license and bringing 11 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. He is involved with Business Bartitone Inc, a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by extensive technology tools and a broad platform of investment options.

Lora Caglioti is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab and its affiliates since 2002, including a two-year period at TD Ameritrade from 2022 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

John Yerkes is a financial advisor with MassMutual Investors Services in Hauppauge, NY. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with MassMutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver collaborative, goal-oriented recommendations.

Salvatore Dileo is a CFP® with 42 years of industry experience. He is currently with MassMutual Investors Services and has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company. He also operates as an independent insurance agent specializing in fixed life 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, emphasizing collaborative, goal-based planning without investment discretion.

Cara Angelo is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. She has held roles at multiple firms, including Avantax and KC Wealth Management LLC, where she is a partner and oversees client relationships, operations, and staff management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Robert Mantle is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at TD Waterhouse Investor Services Inc., TD Bank N.A., and American Portfolios. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Evan Kearns is a CFP® credentialed financial advisor with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2015, and previously held positions at E*TRADE Capital Management LLC and E*Trade Securities LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Kathleen Bresnan is a CFP® professional with 29 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as a financial advisor in Cutchogue, NY. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Walter Brown is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the Series 63 designation and previously worked at American Portfolios Financial Services for 11 years. Outside of his advisory role, he is the owner of WALTER H BROWN LLC, which he uses for managing business expenses, and he also operates as an independent agent for fixed insurance. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm offers client-specific advisory models often implemented through third-party managers and provides ERISA fiduciary services to qualified plans.

Chad Esposito is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 14 years at Scottrade, Inc., followed by five years at TD Ameritrade and its investment management affiliate. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Jack Schiff is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2012. In addition to his advisory role, Schiff is a partner at Getzel, Schiff & Pesce CPAs, LLP, where he has been involved in tax preparation since 1987. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Rizzo is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to develop personalized financial strategies tailored to their individual goals. His approach includes providing access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. Rizzo has expertise in serving corporate executives, professional women, and business owners. His work with corporate executives focuses on tax mitigation and diversification strategies related to equity compensation. When advising professional women, he addresses diverse financial matters with a tailored wealth management approach. For business owners, he aligns business objectives with the personal goals of those involved in the enterprise. His areas of focus also include corporate benefits, divorce transition planning, executive compensation, retirement planning, and small business strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, as well as the Personal Investment Advisor (PIA) title. Rizzo earned a bachelor's degree from SUNY Cortland. Recognized among FORBES MAGAZINE’s "Best-in-State Wealth Management Teams" in 2024, he is committed to building long-term relationships and participating in community volunteer activities. His personal interests include basketball, boating, fishing, football, golfing, music, running marathons, swimming, and traveling.

David Mahler is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He worked at Metlife Securities Inc. for 41 years before joining MassMutual and its affiliated firms in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Nicholas Maggi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously worked at Wellington Management and Bain Capital. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its services.

Michael Vela is a financial advisor at OSAIC with 44 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 21 years. He is also licensed as a life and health insurance agent with various companies. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options delivered via affiliated broker-dealer and RIA relationships.

Neil Palazzo is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Gianfranco Calio is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the Town of Oyster Bay Housing Authority, ADP, SUNY Plattsburgh, and work in the restaurant business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research and quantitative analysis. The firm also serves as an adviser to multiple registered investment companies and employs algorithmic and AI-driven methods in its investment process.

Keith Mccormack is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting corporate executives and individual clients in optimizing their retirement plans and managing equity compensation, including RSUs, stock options, and concentrated stock positions. His professional approach focuses on tax-efficient planning, diversification strategies, and liquidity planning to align financial flexibility with personal goals. Keith holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's degree from Florida Atlantic University. Keith has been with Merrill Lynch Wealth Management since 2008, after seven years at other insurance and wealth management firms. He is responsible for running training programs for new advisors within his office. Originally from Floral Park, Keith lives in Deer Park with his wife, son, daughter, and two dogs. His personal interests include antiquing, cooking, football, gardening, and spending time with his family.

Seth Rothman is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, and David Lerner Associates. Since 2024, he has been with both J.P. Morgan Securities and JPMorgan Chase Bank. 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 non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tomislav Govorcin is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds a Series 63 designation and previously worked at Metlife Securities Inc. for 23 years. In addition to his advisory role, he operates as an independent insurance agent offering life, accident, health, dental, disability, fixed annuities, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-oriented planning supported by firm-approved analytical tools.