Andrew Krauss is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved with Savoy Associates/FNA Insurance, focusing on health insurance, and Guardian dental insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Pornpimon Pongvitayapanu is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Pruco Securities, LLC for 12 years and has a long tenure with Prudential Insurance Company of America dating back to 1999. She is also involved in life and health insurance sales through her activities with PALO Agency, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party asset management, and an integrated platform that combines financial planning with insurance and lending products.

Charles Matisi is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 10 years and has been involved with 4 Thought Financial Group, Inc. since 2014. Outside of his advisory roles, Matisi is also engaged in the sale and service of insurance products, including fixed annuities, life insurance, long-term care, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment vehicles, managing accounts on either a discretionary or non-discretionary basis.

Michael Barch is a financial advisor at Merrill with 19 years at the firm and 10 years of industry experience. He holds the Series 66 credential. In addition to his advisory role, he serves as a trustee for the Welles Remy Crowther Charitable Trust and is a board member of Habitat for Humanity of Long Island. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, plans, corporations, and charitable organizations.

Gary Tietjen is a financial advisor with Cetera, holding a Series 63 license and over 35 years of industry experience. He has been with Cetera since 2001 and also serves as president of WTI Advisors Inc., where he manages and markets insurance products. Outside of his advisory role, he works as an investigator for All Island Investigations NY Inc. and serves as an election official for the Suffolk County Board of Election. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and affiliated and third-party investment managers.

Joseph Vicari is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations through a centralized consulting team.

Jesse Neumyer is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients, utilizing both internal and third-party portfolio management approaches.

Jennifer Shaw is a financial advisor at Merrill with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for 12 years. Outside of her advisory role, she serves as a managing member of Home Place Greenwich LLC and holds officer and committee positions related to residential property management in Connecticut and New York. 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 plans, corporations, and charitable organizations.

Lois Goldstein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. She worked at Invest Financial Corporation for 13 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Scott Edgemont is a financial advisor with Wells Fargo Clearing in Larchmont, NY, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sudip Mukherjee is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he develops long-term financial goals and implements customized wealth strategies tailored to each client. He brings extensive institutional experience gained since 1998, having worked in investment banking at JP Morgan, equity research at Credit Suisse, management consulting at McKinsey & Co, and investment management at New York Life. Sudip serves high-net-worth individuals, business owners, corporate executives, and also addresses the needs of institutions, foundations, and endowments through philanthropic and charitable strategy development. Sudip holds a BS in engineering from Cornell University and an MBA from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He is also registered with FINRA Series 7 and 66, and holds licenses in Life, Accident/Health and Annuities, and Long-Term Care Insurance. In addition to his professional work, Sudip is active in community and not-for-profit organizations. He serves on the Board of Directors for the Yale Alumni Association of New York and formerly served on boards including Queens Community House, Hunger Free America, and AFS Intercultural Programs USA. He is also involved with the Association of Yale Alumni and volunteers as a Parent Coach with the Jericho Athletic Association. Sudip enjoys boating, cooking, music, reading, tennis, and spending time with his family.

Paul Stettnisch is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1996 and has held positions at Titan Global LLC and Binder and Binder. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Travers III is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Merrill since 1985 and also has tenure at Bank of America beginning in 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Santiago Alzate is a financial advisor at Morgan Stanley in Hauppauge, NY, holding Series 63 and 66 licenses with five years of industry experience. His prior work includes roles at Phoenix Capital Partners and Robinson and Muller Engineering, PC, as well as previous positions within Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct arrangements and corporate financial planning agreements.

Richard Morse is a Wealth Management Advisor with Merrill Lynch Wealth Management, primarily based in Melville, New York. He provides an integrated approach to the needs of affluent families, foundations, endowments, and retirement plans, focusing on multi-generational wealth planning, business succession planning, tax-aware investing, and investment manager evaluation and selection. Richard began his financial services career at Smith Barney in 1993 and has experience working with Loeb & Troper CPA's specializing in healthcare and not-for-profit organizations. He was also a co-founder of Advanced Institutional Management Software, Inc., a developer of application software for the alternate healthcare industry. Richard graduated from Ithaca College in 1978 with a Bachelor of Science degree in accounting. He holds the Certified Investment Management Analyst® designation from The Wharton School, University of Pennsylvania, the CERTIFIED FINANCIAL PLANNER® certification, and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He is a member of the CFP Board of Standards and the Investments and Wealth Institute. In the community, Richard has served on the boards of the Dix Hills Jewish Center, the Jewish Education Project, and the Kenya Education Fund. He currently serves on the UJA/Federation Long Island Executive Committee and was co-chair of the UJA/Federation Suffolk Business and Professional Leaders Exchange. Richard and his wife Arlene have been recognized with the Community Service Award by UJA/Federation in 2010, and Richard received the Business Leaders Award in 2023. They reside in Commack, New York.

Vincent Di Marco is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized guidance to clients in pursuit of their financial goals. His approach involves taking the time to understand each client's unique situation and priorities, enabling him to develop tailored strategies that address short-, mid-, and long-term objectives. His expertise encompasses a range of areas including executive compensation, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, special needs planning, sports and entertainment financial considerations, tax minimization, and retirement income. As a Merrill Financial Solutions Advisor, Vincent also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Vincent holds a Bachelor's Degree from Seton Hall University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys fishing, golfing, hunting, skiing, and spending time with his family.

Paul Adamo is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at American Portfolios Advisors, Equity Services, and NL Financial Alliance/National Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Gavin Moran is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Today's Business, Jones Beach State Park, Grant Wilfley Casting, and St. John's University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Anthony Zambri is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc, Global Process Service and Investigations, and Cortland State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Luis Marroquin Mejia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and emergency savings, and can facilitate access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Luis holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Lancaster High School. Fluent in both English and Spanish, he works closely with clients to discuss their goals and concerns, providing ongoing advice and support as their financial needs evolve.