Kwan Rok Kong is a financial advisor with Ameriprise in Great Neck, NY, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2018. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, offering comprehensive written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Erica Lupinacci is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and with 17 years of industry experience, all at Morgan Stanley since 2009. Outside of her advisory role, she is involved in spiritual healing as an energy healer and clairvoyant reader. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from comprehensive advisory programs to corporate financial planning agreements.

Gary Kogel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since March 2000. He leads The Kogel Donato Wealth Management Group, a multigenerational team that partners with executives, business owners, and professionals in sports and entertainment to develop personalized financial strategies. The group focuses on long-term client relationships, providing proactive, organized, and trusted guidance to align financial plans with clients' goals. With over 30 years of experience in the financial services industry, Gary previously worked as a Bank Manager at Bank of America. He founded The Kogel Group in 2017, which evolved into The Sullivan Kogel Wealth Management Group in 2019 before becoming The Kogel Donato Wealth Management Group in 2024. His expertise encompasses areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Gary holds a Bachelor's Degree from SUNY Albany and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in community activities, notably supporting the New York Blood Center. In his personal time, Gary enjoys golfing, ice skating, reading, running, and spending time with his family.

Aldo Valente is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his work at Wells Fargo, he has a partial ownership interest in The Hamlet Group Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services that are tailored to clients with a net-worth threshold, including specialized areas such as business-owner transition planning and special-needs analysis.

Hussain Butt is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to managing clients' wealth by understanding their full financial picture and creating personalized strategies that adapt to changing market conditions. Hussain provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. Growing up with self-employed parents, Hussain has insight into the challenges and opportunities of running a business. He specializes in delivering solutions that combine banking, cash management, investments, lending, and tax-efficient strategies. His approach emphasizes sound advice and serving as a single point of contact for both banking and wealth management needs. Hussain holds a Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). He completed his high school education at Valley Stream South High School. Outside of work, Hussain enjoys cooking, football, golfing, spending time with his family, and watching movies.

David Rispler is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1986, including its prior affiliation as Axa Advisors. Outside of his advisory role, Rispler serves as Vice President of Equitable Agents Reinsurance Company and is the managing partner of Premier Consulting Partners LLC. 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, combining advisory and brokerage channels tailored to clients’ goals and risk tolerances.

Dawn Eggers is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1996. 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 plans, corporations, and charitable organizations.

David Birns is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC for over two decades. Outside of his advisory role, he is a partner in a life insurance general agency. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to a range of asset management options through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Thomas Geneva is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved in selling health insurance and fixed life insurance products through several affiliated businesses. 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 advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a range of investment products and third-party platforms.

Alex Olteanu is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Bridgeway Analytics and Tulane University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Handel is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in guiding individuals and families through their financial journeys. He focuses on a range of client needs including family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, special needs planning, individual and corporate investment strategies, tax minimization, and retirement income. Michael holds a Bachelor's Degree from the University of Michigan and carries the Personal Investment Advisor (PIA) designation. He adheres to a client-centered philosophy, working one-on-one to develop personalized financial strategies tailored to long-term goals. In addition to his professional work, Michael is involved in his community as a youth sports coach. Outside of work, his personal interests include golfing, ice hockey, music, pickleball, reading, skiing, and yoga.

Daniel Malone is a financial advisor with J.P. Morgan Securities in North Massapequa, NY. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and with JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Robeson Hilton is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has 11 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Robeson has been involved with the Plainview Old Bethpage Soccer Club since 2013. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Cheryl Giustiniano is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Citibank and Verizon Wireless. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Marlatt is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a notary public in Suffolk County, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Russell Mcmanus is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Kaitlin Martinez is a Series 66 licensed financial advisor with J.P. Morgan Securities, with 13 years of industry experience. She has held multiple roles within J.P. Morgan, including her current position since 2026 and prior experience at the firm from 2015 to 2023. Outside of her advisory work, Martinez serves as Director of Strategic Partnerships at a home health care company, focusing on relationship development and education for navigating home care needs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Heslin is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves on the Investment Committee of the Tomorrow’s Hope Foundation, an education-focused nonprofit in Uniondale, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Damon Silverstein is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 financial planning process supported by proprietary tools and committee-driven investment estimates.

Ashley May is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in helping clients build solid financial frameworks tailored to each chapter of their lives. Ashley's focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and retirement income. Ashley has been in the financial services industry since 2011. She holds the Certified Private Wealth Advisor (CPWA) designation and the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from New York University, where she graduated magna cum laude and was awarded the College Prize in Politics for excellence in her field and service to the department. Ashley lives in Locust Valley, New York. She is involved with Cove Animal Rescue and participates in walking shelter dogs. Her personal interests include biking, reading, yoga, and spending time with her family.