Archibald Walker is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and more than 40 years of industry experience. He has worked at Merrill since 1983 and has also been associated with Bank of America since 2011. Outside of his advisory role, he manages family-owned farm businesses in Sussex, New Jersey. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Stephan Shatarah is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial Services from 2015 to 2019. Outside of his advisory role, he is involved with the Ramallah Club of New York and participates part-time in a PEO benefit referral program for businesses. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures and investment options.

Chase Grosse is a financial advisor at Osaic with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and National Securities Corporation. He is also the managing director of Freedom Wealth Partners, an S-Corporation providing investment advisory, securities, and insurance services through Osaic Wealth. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Ayman Ibrahim is a financial advisor with Cetera, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at multiple firms, including Avantax Advisory Services and Fortis Lux Financial. Outside of advisory roles, he owns a tax preparation and accounting business and is involved in managing financial and tax reporting for holding companies. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Barry Cahn is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 10 years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Allison Fliegler is a financial advisor at Stifel with four years of industry experience. She holds the Series 66 designation and has been with Stifel, Nicolaus & Company, Incorporated since 2021. Outside of her advisory role, she serves as a board member for The Foundation for Roslyn's Educational Advancement and Development, a nonprofit focused on funding educational improvements in the Roslyn School District. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Mark Hopper is a Series 66-licensed financial advisor with Morgan Stanley in Jericho, NY, bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured tools and analysis techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

John Lantier is a financial advisor with Ameriprise in Wantagh, NY, holding a Series 66 designation and having two years of industry experience. His prior work includes roles with Copley Financial Group, the Law Office of Marina Moreno, and the New York Islanders, as well as service in the United States Marine Corps. He has held teaching positions at SUNY Old Westbury and Nassau Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing investment research and algorithmic tools to provide tailored recommendations.

Sonya Stanley is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is involved with LifeWatch USA, a company she has worked with since 2013, and she also participates in part-time referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Lisa Reddo is Vice President Private Wealth Management Advisor at Fidelity Investments. She assists clients in leveraging Fidelity's resources to develop and execute retirement, income, and wealth planning strategies tailored to their needs. She has 36 years of experience working with high-net-worth clients. Her professional background includes positions as Vice President Financial Advisor at Fidelity Investments from 2012 to 2023, Financial Advisor at MBSC Securities Corp from 2010 to 2012, Investment Consultant at TD Ameritrade from 2008 to 2010, and Financial Advisor at Dreyfus Service Corp from 1990 to 2006. Outside of her professional work, Lisa enjoys boating, fitness, gardening, spending time at the lake, skiing, and practicing yoga.

Katerina Angelidakis is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior experience with JPMorgan Chase Bank and LoveShackFancy LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Richard Morrow is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked for Bank of America, N.A. for 13 years and Merrill for 30 years. He holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Santucci is a financial advisor at OSAIC with 30 years of industry experience. He has been with OSAIC since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the boards of the Boys & Girls Club of Metro Queens and the Queens Chamber of Commerce, and he acts as a hearing officer for FINRA disciplinary cases. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm uses asset-allocation tools and risk-tolerance assessments to build diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments, with options for discretionary or non-discretionary management.

William Grillo III is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. He serves as a trustee for a family trust, dedicating a small portion of his time to this role. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, including proprietary research, model-based asset allocations, and fee-based financial planning.

Michael Kuhner is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Stuart Schoenfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position he has held since 1999. He has over 20 years of experience in the financial services industry and specializes in areas including liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Stuart holds a Bachelor of Arts in Economics from Binghamton University, earned in 1997, and a Master of Business Administration with a focus on Finance and a minor in Entrepreneurship from the NYU Stern School of Business, completed in 2004. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Outside of his professional career, Stuart enjoys adventure sports, baseball, biking, bowling, football, hiking, music, softball, spending time with his family, and traveling. He resides on Long Island and has a daughter.

Alan Cohen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Capital One for ten years and Northwell Health for another ten years. He serves on the scholarship committee of the Glenwood Fire Department, where he coaches and interviews children of fire department members as they begin their college careers. 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, pension plans, corporations, and charitable organizations.

Susanne Desgaines is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Charles Carson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for more than 25 years, providing one-on-one financial advice to business owners, executives, and multigenerational families. Charles focuses on helping clients pursue a secure and purposeful financial future by listening to their priorities and offering tailored strategies that consider the broader economic environment. His expertise spans multiple facets of wealth management, including investment strategies, trust and estate planning services, retirement planning, charitable giving, and business succession planning. Charles holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned his education from SUNY Buffalo. Born and raised in Long Island, Charles has supported community initiatives in the area and is a past board member of the Long Island Leukemia Society. He resides in Northport and enjoys boating, spending time with his two children, and pursuing his interest in cars.

John Merendino is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of a real estate business unrelated to investments. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to create tailored, algorithm-supported recommendation reports.