Keith Schreiber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance-related business activities. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Brian Slattery is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Slattery Wealth Management Group. In his role, he focuses on retirement planning and helping clients develop strategies tailored to their long-term financial goals. Brian offers expertise in areas including college education planning, family wealth management, legacy planning, managing new wealth, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income planning. Brian began his career at Merrill in 2016 as a part-time Client Associate while attending Stony Brook University, where he earned both a Bachelor's and a Master's degree in Accounting, graduating in 2020. After five years in the Client Associate role, he entered Merrill's Financial Advisor Training program in 2021. He holds the designation of Personal Investment Advisor (PIA). Born and raised in Smithtown, Brian played lacrosse at SUNY Oswego and continues to participate in adult recreational leagues. His personal interests include golfing, skiing, music, and spending time with his family. Brian's approach emphasizes working one-on-one with clients to develop personalized financial strategies aligned with their individual goals.

Thomas Curry is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his background includes multiple roles with the Village of Mineola and academic experience at Fairfield University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christine Brogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has prior work experience at Integrated Controls Environmental, LLC and DC Services & Maintenance. Outside of her advisory role, she is involved in the sale 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 separately managed account options. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

David Hanford is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Keith Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2016 and has been with Dime Community Bank (formerly Bridgehampton National Bank) since 2008, serving in senior private banking and investment-related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing various investment strategies supported by advanced operational and research tools.

Mark Peterson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 65 and Series 63 designations and bringing 24 years of industry experience. He has been with Ameriprise since 2018 and previously worked at St. James Investment Advisors, LLC, Chase Investment Services Corp., and Home Depot. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that delivers written recommendation reports and annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

David Hungerford is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC from 2002 to 2020. He serves as a board member of the Summer Sands Condominium Association, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory models implemented through third-party asset managers and offers a range of investment products including mutual funds, ETFs, and select alternative investments.

Ilyaas Fedaie is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Long Island Cannabis Club and Aflac. His background also includes roles in education and content creation. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Mark Parrott is a financial advisor with OSAIC based in Medford, NY, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. He has been affiliated with Creative Retirement Planning and OSAIC for over 30 years. Outside of advising, he performs as a musician in nightclubs and has authored a book on economic trends. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Rony Nehme is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1998. LPL Enterprise provides investment advisory and brokerage services to a broad client base that includes individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Nick Scarimbolo is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo Advisors, Merrill, Maxim Group, and PHX Financial. Scarimbolo serves as a board member of the Ferro Foundation, a nonprofit organization. Equitable Advisors provides financial planning and investment management services to individuals, retirement plans, corporations, and institutions. The firm offers various advisory programs through a network of representatives and utilizes third-party asset managers and sponsored advisory platforms.

Benjamin Cotter is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2023, following a 13-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

Gus Catanzaro is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services, Inc. for 14 years and Equitable Advisors for eight years. Outside of his advisory role, Catanzaro is involved in management activities as a partner and COO at PPS Advisors, a firm focused on management and marketing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and risk management, supported by a broad range of program offerings and third-party platforms.

Kyle Abruzzo is a financial advisor at Stifel with one year of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2024, he has worked in various roles including positions at Whole Foods Market and academic institutions. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Joseph Minieri is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 42 years of industry experience, including roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is a member of the Farmingdale Chamber of Commerce and serves as an agent in group health. 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 emphasizes collaborative, annual planning relationships and offers specialized programs such as divorce planning and employer-sponsored planning.

Joseph Marano is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Merrill since 1989. 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, and institutional investors.

Michael Damiano is a financial advisor with Morgan Stanley in Hauppauge, NY. He holds a Series 66 designation and has one year of industry experience, including prior roles at Raymond James Financial and RBC Capital Markets. Outside of his advisory work, he assists with operations and customer service at Girard Wealth Management Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

Morgan Dorado is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA before joining Fidelity. Outside of his advisory role, he occasionally works as an independent contractor providing technical support services for an organization assisting independent living. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves various clients including charitable funds and registered investment companies, and is known for its use of systematic methodologies and its advisory role in multiple registered funds.