John Brady is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with J.P. Morgan entities since 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG factors, with implementation support from affiliated investment management entities.

David Karr is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, having worked at Equitable Advisors since 1988 and previously at Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as an administrator or trustee for family and trust estates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Anthony Cappiello is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2015 and holds a Series 63 designation. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Teresa Venesina is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is a co-owner and secretary of a restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Philip Krauss is a financial advisor with Cetera, holding a Series 63 designation and with 47 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021, and previously spent seven years with VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment strategies, including affiliated and third-party model portfolios.

Glenn Halsey Jr. is a Series 66-licensed financial advisor with Merrill, with 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Outside of his advisory role, Halsey serves as a director of a family foundation and holds several advisory positions in local Southampton nonprofit and governmental committees, including budget and audit advisory boards. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donna Wess is a Series 66-licensed advisor at Morgan Stanley in Riverhead, NY, with five years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a wide range of investment and planning strategies.

Jeffrey Bonilla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining J.P. Morgan Securities in 2021, he worked at The Vertical Trading Group and Axiom Capital Management. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Kristina Clemenz is a financial advisor at Merrill with 12 years of industry experience. She holds Series 65 and Series 63 designations and has been with Merrill since 2014. 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, and institutional investors.

Scott Steinberg is a CFP®-designated financial advisor with Morgan Stanley, based in Riverhead, NY, with 22 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, N.A. since 2020. Steinberg maintains a broker affiliation to manage renewals and service for his previous life insurance clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured financial planning process using firm-approved tools and provides access to extensive investment resources through its parent company.

Gina Montaquiza is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, she worked at Fidelity Investments for two years. Outside of her advisory role, Gina teaches Pilates in Chappaqua, New York. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Frederick Polaniecki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, Polaniecki serves as a trustee for Art Kibbutz, an international Jewish artist residency program, where he is involved in strategy, programming, and fundraising. 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 combines quantitative and qualitative research in its advisory process and incorporates broader derivatives and commodities capabilities compared with many institutional advisory programs.

Karolina Albertson is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2020 and has progressed through roles including Investment Consultant and Financial Consultant before her current appointment. Prior to joining Fidelity, she worked as a Financial Consultant at AXA Advisors from 2019 to 2020. In her role, Karolina partners with clients to develop strategies aimed at helping them pursue their financial goals efficiently. She emphasizes understanding each family's unique story and priorities to form the foundation of their financial plans. Karolina leverages the expertise and resources of her organization to provide comprehensive service to her clients.

Brendan Kenny is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Mass Mutual and its affiliates since 2004 and previously worked at New England Securities. Outside of his advisory role, he is involved in group life and group health sales through Lenox Advisors. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Paul Pucilowski is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His career includes prior roles at Cetera Advisor Networks, Summit Advisors, and FNB Long Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolios, and institutional platforms to a broad client base, including individuals and institutions. The firm supports advisors with a range of investment strategies and uses advanced operational tools while overseeing significant discretionary assets.

Meredith Diamond is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc. and American Portfolios Financial Services, Inc. Meredith is also involved with MACO SHACK LLC, a business ownership venture outside of her advisory role. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations.

Cori Cass is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She is also the owner of Menhaden Lane, LLC, a retail clothing business serving a local community with plans for online sales. Additionally, Cass is involved with the Town of Shelter Island's Recreation Department, where she monitors adult basketball activities three nights per week, and owns a vending machine business operating ATMs on Shelter Island. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making remaining final.

Christopher Drew is a financial advisor with UBS Financial Services in Southampton, NY, holding a Series 66 designation and 12 years of industry experience. He previously worked at City National Bank and RBC Capital Markets, LLC. Outside of his advisory role, he serves as a committee member on the advisory council for Our Lady of the Hamptons Regional Catholic School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Bryant O'Donnell is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, N.A., Brown Harris Stevens, and Marist University. He has been involved with the Sag Harbor Cove Yacht Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Maria Ganley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, BNY Mellon, and Live Nation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through Wealth Advisors. The firm’s advisory process combines quantitative and qualitative due diligence to develop asset allocation recommendations, focusing on non-discretionary, customized advice while clients retain final decision-making authority.