Jane Heller Gerard is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. Gerard is also affiliated with Bank of America, N.A., where she has been employed since 1995. 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.

Kevin Vasilik is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and having 29 years of industry experience. He previously worked at Ameriprise for 11 years before joining Raymond James in 2025. Outside of his advisory role, Vasilik is President and CEO of Wayfinder Wealth Management, a business involved in supporting his Raymond James activities and other business functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical modeling tools and supports various advisory programs, with additional capabilities in municipal and public finance.

John Cristello is a CFP® certified financial advisor with 25 years of industry experience. He is currently with Cetera and has previously worked at firms including Voya Investments, JP Morgan Chase, Merrill, and Bank of America. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers and provides access to multiple program structures and custodial relationships.

Vincenzo Formato is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His background includes various roles in the food service and event venue industries. Equitable Advisors serves a diverse client base including 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 primarily through program sponsors and endorsed third-party managers, managing a mix of discretionary and non-discretionary assets.

Stephen Barbosa is a financial advisor with LPL Enterprise holding a Series 63 designation and 34 years of industry experience. He worked at Pruco Securities, LLC for 32 years before joining LPL Enterprise in 2024. Barbosa is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Pat Ingrassia is a CFP® with 43 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Janney Montgomery Scott and Wells Fargo Clearing, among other roles within Wells Fargo entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services like business-owner transition and special-needs analysis. The firm combines tailored recommendations with integrated financial products and referral channels.

Jeffrey Wenzel is a financial advisor with Ameriprise in Northport, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 33 years at Ameriprise and its affiliated entities. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Lars Kofod is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC as a contractor. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a large institutional platform that includes advisory, brokerage, and insurance solutions.

Kevin Wilson Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at several organizations including Con Edison and Top Golf. Outside of finance, he is involved as a musician and producer with Bigg Badd Wolf. 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 and offers both advisory and brokerage/insurance channels to meet client needs.

Salvatore Mannino is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized wealth management strategies that take into account their full financial picture and evolving needs. Salvatore coordinates investment, banking, lending, and wealth planning solutions aligned with his clients' goals. He holds a Bachelor's Degree from SUNY Binghamton and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Growing up in a family of entrepreneurs provided him with insight into the challenges and opportunities involved in building and preserving wealth. Salvatore emphasizes building and maintaining strong client relationships, aiming to help clients focus on their financial priorities and make informed decisions with confidence. He combines his guidance with the investment insights of Merrill and the banking and lending capabilities of Bank of America.

Ronald Bergmann is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he spent 23 years at American Portfolios Financial Services, Inc. He is also president of American Premier Financial Group, where he acts as an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing various asset-allocation tools and third-party solutions to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Marie Wilson is a Series 63 licensed financial advisor with Primerica Advisors in Hempstead, NY, where she has worked since 1996, accumulating 28 years of industry experience. Her background includes sales of investment-related products and part-time referrals of home security and automation products through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Giammarino is a financial advisor at LPL Enterprise with a Series 66 credential. He joined the firm in 2026 and previously worked for the Long Island Weight Loss Institute and Ahold Delhaize–Stop and Shop. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, brokerage, and insurance products through an integrated platform.

Christopher Picone is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has prior experience at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and operates PRS Capital Group, a full-service mortgage brokerage, and assists with tax preparation at Spatola and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with both affiliated and third-party investment strategies.

Michael Klein is a financial advisor with Osaic Wealth, Inc. based in Melville, NY, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes 38 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Klein also operates as an insurance broker and serves as an investment advisor representative under Lighthouse Financial Network, LLC. Osaic Wealth, Inc. provides services to a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a variety of investment products, and supports multiple advisory platforms and third-party managed account solutions.

Mark Gajowski II is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at American Portfolios for 16 years. Outside of his advisory role, he is a volunteer fireman and serves as the financial secretary for the Peconic River Sportsman’s Club, a 501(c)(7) fraternal organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large adviser network, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Brian Katz is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various asset management programs through an integrated platform that combines adviser programs with insurance and lending products.

Tristan Pesqueira is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation. He began his advisory career with Equitable Advisors in 2026. Prior to this, his work experience includes roles at Shoprite, Amerivents, and Uber, as well as positions in education and public library services. 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 various third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Linda Sanders is a CFP® with 42 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Merrill and Bank of America. Sanders serves as a board member of the Sunshine Prevention Center, a nonprofit focused on children, youth, education, and health. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

Robert Gerbe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.