Michael Mooney is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wachovia Securities Financial Network since 2009. Mooney has a one-third ownership stake in Premier Wealth Management LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

James Hachadoorian is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and held roles outside the financial sector, including positions at BMW and community organizations. He also serves as a trustee and holds power of attorney responsibilities for family trusts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and various endorsed TAMPs.

Dominick Di Benedetto is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Kuttin Wealth Management Ameriprise Financial Services and Super Coffee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Scott Kaufman is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise in Melville, NY. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns Lilli&Sophie Inc., an LLC established to hold a health insurance policy. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicholas Leone is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has previously worked at The Vanguard Group and Equitable Advisors. Prior to entering the financial sector, he was involved with Lifetime Athletics. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and maintains a centralized operational structure to support its extensive client network.

Sean Garner is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Bank of America and Merrill since 2006. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brendan Carey is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Cetera, MassMutual, and AXA Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Rosenberg is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Andrew Mastrole is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at United Rentals, St. John's University, and the Village of Westhampton Beach. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Ellen Houston is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. 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 affiliated brokerage and investment management capabilities.

Marguerite Danaher is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at LPL Financial from 2012 to 2019. Outside of her advisory role, she teaches an adult education course on Social Security without compensation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, emphasizing managed accounts and algorithmic support.

Thomas Schilling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Charles Schwab. 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 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-making authority.

Tyler Alvarez is a Senior Financial Advisor with the Miranda Wealth Management Group at Merrill Lynch Wealth Management. In this role, he assists clients with managing their wealth to meet individual needs, focusing on a comprehensive approach that begins with understanding each client's goals. Tyler joined Merrill Lynch Wealth Management in 2019 and works alongside a team with over 30 years of combined experience in helping individuals and families simplify financial complexities. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds a Bachelor of Science degree in Business Management and a Master of Business Administration (MBA) in Finance, both from Stony Brook University. Tyler also has FINRA Registration Series 7 and 66, and the Personal Investment Advisor (PIA) designation. He is a member of the Stony Brook University Men's Lacrosse organization and actively supports East End Disability Associates, Inc. and the Muscular Dystrophy Association in his community.

Anthony Buglino is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. He has previously worked at S&P Associates of LI Inc, Avantax Insurance Agency, Avantax Advisory Services, Safe Harbor Asset Management, and Brookstone Capital Management. He is also CEO of Anthony J. Buglino CPA P.C., a firm providing accounting, tax, and financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment platforms and third-party managers.

Joseph Miller is a financial advisor at Merrill with 52 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1980, as well as at Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Szczurowski is a CFP® and holds a Series 66 designation with 23 years of experience in financial advising. He has been with Ameriprise since 2005, currently serving at their Hauppauge, NY office. Outside of financial advising, he owns Bryant Park Consulting Group LLC, a consulting business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

Gabrielle Cardillo is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Interstate Home Loan Center, SUNY Farmingdale State College, Smashburger, and Island Trees Middle School/High School. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Irving is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Pioneer Investment Management, American Portfolios, and OSAIC. 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 and financial planning services, utilizing model portfolios, research, and technologies such as machine learning to support diverse investment strategies.

James Quinn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Quinn has also worked with Ams Market Research and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

John Callea is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Callea is currently based in Hauppauge, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by proprietary planning tools and investment committee insights.