Vionca Murray Saxon is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual financial goals and develop personalized strategies that address short-, mid-, and long-term objectives. Her approach includes providing guidance on investing, retirement planning, and saving for unforeseen circumstances. Additionally, she facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Vionca specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and sports and entertainment financial matters. Vionca holds a Bachelor's Degree from Syracuse University and a Master of Business Administration (MBA) from Ohio University. She is a Personal Investment Advisor (PIA). Drawing on her passion for helping clients manage complex financial priorities, she partners with individuals to define their goals and select portfolio strategies designed to achieve those goals. Vionca provides ongoing advice and adjusts strategies as clients' situations evolve. Outside of her professional work, Vionca has personal interests that include basketball, cooking, dancing, golfing, music, running, and spending time with her family.

Georgia Lentzeres is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018 and previously at Sii from 2013 to 2018. Outside of her advisory role, she has been involved with the Peter Pan Diner for over 20 years. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Thomas Flanagan is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory work, he operates a sole proprietorship providing fixed annuities, disability, health, and life insurance, and he engages in motivational speaking at local churches and libraries. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles.

Jessica Ferares is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and worked within various J.P. Morgan Chase entities from 2007 onward. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Lauren Madia is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brendan Conlon is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has been with Mass Mutual Investors Services since 2021 and concurrently associated with MassMutual Life Insurance Company since 2020. Prior to his financial services career, he worked at Mortons the Steakhouse for five years. Mass Mutual Investors Services, LLC 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 offers a range of investment programs and educational seminars, delivering financial planning through collaborative annual engagements using firm-approved analytical tools.

Connor Wilson is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019. Outside of his advisory role, he owns Wilson Securities, Inc., a small independent securities practice. Wells Fargo Advisors 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 and integrates advisory solutions with other financial products and referral channels.

Lawrence Sangirardi is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 34 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 1991. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Long Island and oversees accounting activities for a business entity, Larry Joseph & Associates. Ameriprise provides comprehensive retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Erik Wolf is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing clients with personalized financial guidance since 2016. In his role, Erik delivers comprehensive wealth management services, leveraging access to a wide range of specialists and resources within Merrill Lynch and Bank of America. His approach focuses on understanding clients’ individual goals and life priorities to create tailored investment strategies that address asset management, estate planning, retirement strategies, and risk management. Erik’s expertise spans corporate executive services, executive compensation, equity compensation, institutional and corporate benefit services, philanthropic planning, and portfolio management. He emphasizes a client-centric, goals-based approach, working closely with clients and their families to navigate the complexities of their financial lives and evolving needs. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's degree from Dowling College. Outside of his professional work, Erik is involved in community organizations including the March of Dimes, Surfrider Foundation, and serves as a volunteer soccer coach for the West Islip Soccer Club. His personal interests include antiquing, fishing, photography, soccer, surfing, and yoga.

David Reyes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 16 years of industry experience. He has worked at Primerica Advisors since 2007 and Primerica Financial Services since 2006, alongside a concurrent role at NBC Universal since 2010. Outside of advising, he 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, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lawrence Kreutzberg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is an owner of rental property. 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 that includes both advisory and brokerage/insurance channels.

Edward O'Neill is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been involved with Cetera and its affiliated entities since 2004. In addition to his advisory role, O'Neill owns an accounting and tax practice, serves as vice president of the Culinary Institute of Long Island, and acts as treasurer for Locust Valley Cemetery’s advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to both affiliated and third-party portfolio managers, providing various program options ranging from automated allocations to customized strategies.

Robert Giaccone is a CFP® with 28 years of experience in the financial services industry. He has been with OSAIC since 2025 and previously worked for Lincoln Financial Advisors Corp for 20 years. In addition to his advisory role, he is a registered tax preparer and holds a license as an insurance agent offering various insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses a combination of proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Robert Knox IV is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services since 2016, following a prior role at Foresters Financial. He serves as co-executor for his father's estate and holds limited medical power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform through a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services with access to affiliated and third-party money managers across various program structures.

Lauren O'Connell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, with prior roles at Pruco Securities, LPL Enterprise, Primerica Advisors, and Guardian Life Insurance Company. Outside of her financial advisory work, she also works as a jewelry specialist at Signet/Jared Galleria Jewelers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software and provides specialized event-driven planning programs.

Bonnie Maute is a financial advisor with LPL Financial in Jericho, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Signature Securities Group Corp./Signature Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research.

Matthew Shore is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Binghamton University for three years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michael Ambrosio is a financial advisor with Equitable Advisors, holding a Series 66 designation and 35 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Peter Hall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and is a partner at Hall & Raynoha CPA's LLP, practicing for 25 years. Outside of advisory work, he is a part-owner of a sports memorabilia business and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing various portfolio management options and proprietary as well as third-party strategies.

Paul Southard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and has maintained a business, Southard General Group Inc, focusing on insurance sales since 1984. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and a variety of endorsed third-party money managers.