Joseph Campisi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 42 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc., each for 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Ventura is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling.

Joyce Babcock is a financial advisor with Wells Fargo Advisors in Bridgehampton, NY, holding Series 63 and Series 65 licenses and having 29 years of industry experience. She previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors. Outside of her advisory role, she is a landlord of a rental property in Warwick, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies tailored to clients who meet specified net-worth criteria.

Ryan Zarras is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Vanguard Advisers. Outside of his advisory work, he also works as a caddy in Southampton, New York. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a noted role in managing registered investment companies and employing systematic investment methodologies.

Jennifer Kraus is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 licenses. 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 provides a range of financial planning and portfolio management solutions supported by proprietary research and global market insights.

Peter Kern is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he owns Cross Path Advisors LLC, a consulting business based in Remsenburg, NY. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrew Baris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and offering 28 years of industry experience. He previously worked at Morgan Stanley Private Bank for ten years before joining Wells Fargo in 2019. Baris serves on the East Hampton Village Zoning Board of Appeals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lisa Saladino is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently serving as one of three Financial Advisors at The Hackett Group since January 2017. She collaborates closely with clients to analyze their financial situations, focusing on opportunities to restructure liabilities and plan for future liquidity needs. Her role involves providing personalized wealth management strategies aligned with clients' long-term goals. Lisa has over 35 years of experience in the financial services industry, beginning her career with Citibank in 1989 after earning a Bachelor of Science degree in Business Administration/Finance from SUNY College at Oneonta. Before joining Merrill Lynch Wealth Management in 2011, she held roles including Private Mortgage Banker at Wells Fargo and positions in Retail Banking Sales and Lending management. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her advisory work, Lisa participates in community activities as a member of the Parrish Art Museum Business Council. She also spends time with her family and engages in interests such as baseball and yoga.

Dakota Gross is a Series 66-credentialed advisor with four years of industry experience, currently affiliated with J.P. Morgan Securities in Southampton, NY. Prior to this role, Gross has been self-employed and has experience with JPMorgan Chase Bank, N.A. Outside of his financial advisory activities, he provides private golf instruction, including swing training and custom club fitting, through his involvement with Iris Golf LLC and his own private practice. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates centralized due diligence with quantitative and qualitative research, and recommendations may include an ESG eligibility framework.

Mark Johnson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of Riverview LLC, a for-profit business managing family rental housing. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Erik Muller is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, combining capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Eric Gioia is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank from 2010 to 2021. He is also an adjunct professor teaching public policy seminars at New York University’s College of Arts and Science and Macaulay Honors College. Additionally, he serves on the board of trustees of the Marymount School and supports the Queens Library Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings to tailor investment plans aligned with clients' goals and risk tolerance.

Shannon Murphy is a Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized financial strategies tailored to meet each client's unique priorities and goals. With more than 15 years of experience in financial services, she began her career in 2010 and became licensed and registered in 2014. Her previous role as a Bank Manager gave her insight into diverse financial needs and emphasized the importance of individualized guidance. Since joining Merrill Lynch Wealth Management in 2019, Shannon has focused on wealth management, retirement planning, investment strategies, and client relationship management. She holds her NY State Life Insurance License and FINRA Series 6, 7, 63, and 66 registrations. Additionally, she has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Shannon earned her Bachelor's Degree from Saint Joseph's College. Outside of her professional role, Shannon is passionate about animal rescue and supporting organizations dedicated to the care and advocacy of animals in need. She also enjoys dancing, music, reading, singing, spending time with her family, swimming, and yoga.

Ramona Farrington is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for 12 years. Farrington is also an owner of a rental property in Southampton, New York. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Trent Dattoli is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 2012, with prior roles at E*TRADE, Valic Financial Advisors, Fidelity, and Quick & Reilly. Outside of finance, he owns a sports and recreation retailer specializing in surfboards and surf supplies. 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 models with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment due diligence.

Helen Minieri Stacy is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

Janet Hidalgo is a financial advisor based in Montauk, NY, with 12 years of experience operating under her own independent firm. She provides portfolio management and investment advisory services, managing assets primarily on a non-discretionary basis. Hidalgo, Janet serves a very small client base, focusing on individualized portfolio management for higher-net-worth or institutional-type clients. The firm’s approach involves client consent for all trade decisions, resulting in a highly concentrated and collaborative investment process.