Jessica Ferares is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with JPMorgan Chase Bank, NA since 2007, including her current roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where applicable.

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 bringing 17 years of industry experience. He has been affiliated with Primerica Advisors since 2007 and Primerica Financial Services since 2006, while also working at NBC Universal since 2010. Outside of advising, he is involved in sales of home security and automation products through a co-located affiliate of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of nearly 3,700 financial professionals.

Lawrence Kreutzberg is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and possessing 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 owns rental property. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and various asset-management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

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.

Donald Freeman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Main Street Management Company. In addition to his advisory role, he serves as Treasurer and President of Carlson & Carlson, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and offering multiple platform solutions and proprietary model strategies.

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, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining LPL in 2025, she worked at Cadaret, Grant & Co., Inc. and Signature Securities Group Corp./Signature Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 Series 66-registered advisor with Equitable Advisors, where he has worked since 2003. He has 36 years of industry experience, including 17 years at Axa Advisors, LLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party advisory models and programs.

Peter Hall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and is also a partner at Hall & Raynoha CPA's LLP, where he has worked since 2001. In addition to his advisory work, Hall is involved in independent insurance sales and is a part-owner of a sports memorabilia business. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages assets across multiple platforms, with proprietary model strategies and access to third-party advisers.

Paul Southard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Equitable Advisors since 1999 and has also been involved with Southard General Group Inc., an insurance sales business he has operated since 1984. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party program sponsors to match clients with appropriate investment solutions.

Robert Fusaro is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and possessing 29 years of experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family trusts and manages several rental property investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers a range of brokerage and advisory solutions supported by extensive resources and analytics.

Rufus Davenport is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of his advisory role, he is involved in the healthcare sector through Emerson Rogers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary offerings and third-party advisory platforms.

Dino Carfora is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.