Stephanie Zayicek is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets Corporation for 19 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and market analyses.

Keith Juengerkes is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors. Outside of his advisory role, he is involved with RAM Catering. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Brady is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1997. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

David Karr is a financial advisor at Equitable Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with Equitable Advisors since 1988 and has managed Karr Barth Financial Planning, Inc. since 2005. Outside of his advisory work, he serves as an administrator or trustee for family estates and trusts. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers to provide advisory and brokerage solutions, with a delivery model that relies heavily on LPL-sponsored programs and endorsed TAMPs.

Anthony Cappiello is a financial advisor with UBS Financial Services in Southampton, NY, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and model-based asset allocations.

Stephen Hiller is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2012, respectively. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teresa Venesina is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is a co-owner and secretary of a restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Philip Krauss is a financial advisor with Cetera, holding a Series 63 designation and with 47 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021, and previously spent seven years with VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment strategies, including affiliated and third-party model portfolios.

Glenn Halsey Jr. is a Series 66-licensed financial advisor with Merrill, with 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Outside of his advisory role, Halsey serves as a director of a family foundation and holds several advisory positions in local Southampton nonprofit and governmental committees, including budget and audit advisory boards. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donna Wess is a Series 66-licensed advisor at Morgan Stanley in Riverhead, NY, with five years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a wide range of investment and planning strategies.

Kristina Clemenz is a financial advisor at Merrill with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Merrill since 2014. 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.

Scott Steinberg is a CFP®-designated financial advisor with Morgan Stanley, based in Riverhead, NY, with 22 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, N.A. since 2020. Steinberg maintains a broker affiliation to manage renewals and service for his previous life insurance clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured financial planning process using firm-approved tools and provides access to extensive investment resources through its parent company.

Frederick Polaniecki is a financial advisor at J.P. Morgan Securities with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he serves as a trustee for Art Kibbutz, an international Jewish artist residency program, where he contributes to strategy, programming, and fundraising. 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. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Brad Parpan is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Morgan Stanley since 2016, working with both Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Brendan Kenny is a financial advisor with Mass Mutual Investors Services and Lenox Advisors, Inc., holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Mass Mutual and its affiliates since 2004. In addition to his advisory role, he is involved in group life and group health sales. Mass Mutual 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 comprehensive financial planning, including asset management and educational seminars, with a structured, collaborative approach to client engagements.

Paul Pucilowski is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He has worked with firms including Summit Advisors, Cetera Advisor Networks LLC, and Vicus Capital Inc. Since 2021, he has also been associated with FNB Long Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Meredith Diamond is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc. and American Portfolios Financial Services, Inc. Meredith is also involved with MACO SHACK LLC, a business ownership venture outside of her advisory role. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations.

Christopher Drew is a financial advisor with UBS Financial Services in Southampton, NY, holding a Series 66 designation and 12 years of industry experience. He previously worked at City National Bank and RBC Capital Markets, LLC. Outside of his advisory role, he serves as a committee member on the advisory council for Our Lady of the Hamptons Regional Catholic School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Maria Ganley is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at firms including Charles Schwab, TD Ameritrade, and BNY Mellon. Additionally, she was employed at Live Nation for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mary Broidy is a financial advisor at LPL Enterprise with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill, JPMorgan Chase Bank, and Prudential Insurance Company of America. Outside of her advisory role, she serves as an adjunct professor at LIU Post. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, and institutional clients, offering financial planning, brokerage services, and access to model portfolios and third-party asset management. The firm combines advisory programs with insurance sales and lending solutions on an integrated platform.