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.

Kristina Clemenz is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 12 years of industry experience. She 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Frederick Polaniecki is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, he 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 LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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.

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.

Maria Ganley is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at firms including Charles Schwab, TD Ameritrade, and BNY Mellon. Additionally, she was employed at Live Nation for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mary Broidy is a financial advisor with LPL Enterprise in Hampton Bays, NY, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Merrill, JPMorgan Chase Bank, and Prudential Insurance Company. She also serves as an adjunct professor at LIU Post. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Rudolph Bruer is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with Ameriprise since 2010 in various capacities. He serves on the board of directors and is a past president of the Rotary Club of Southold. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Stanley Lozinski III is a CFP® with 36 years of industry experience, currently advising through LPL Financial since 2025. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. for 19 years, and spent one year at PGP Financial, Inc. In addition to his advisory role, Lozinski is involved in coaching sports and fitness. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Toscano is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Dime Community Bank. Toscano has also been involved with educational institutions such as Stony Brook University and the University of Tampa. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining unique affiliations that enhance its municipal and public finance services.

Nicole Behrens is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience helping individuals reach their financial goals through personalized wealth management strategies. Nicole’s areas of focus include college education planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Nicole holds a Personal Investment Advisor (PIA) designation and earned her high school diploma from Schreiber High School. She is actively involved in her community through participation with The Retreat. Outside of her professional work, Nicole enjoys boating, horseback riding, and spending time with her family.

Jeffrey Kussoy is a financial advisor at Equitable Advisors with 49 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Kussoy is also involved in an outside brokerage contract. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Agne Rakauskas is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides goals-based wealth management services to families, accomplished professionals, and business owners. Agne’s approach centers on understanding each client’s full financial picture to develop personalized strategies aimed at pursuing their long-term objectives. Her areas of focus include college education planning, family wealth management strategies, international wealth management, LGBT wealth planning, retirement income, socially responsible and ESG investing, special needs planning, and managing new wealth. Agne collaborates with a team of specialists to recommend financial strategies tailored to clients’ unique circumstances and to adjust those plans over time as needed. Agne holds a Bachelor's Degree from St Joseph's College and a Master's Degree from Hofstra University. She is a Personal Investment Advisor (PIA) and communicates professionally in both English and Russian. Outside of work, Agne enjoys activities such as cooking, gardening, hiking, painting, photography, running, skiing, tennis, and traveling.

Linda Kelban is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and approximately five years of experience in the financial services industry. Her prior roles include positions at J.P. Morgan Securities LLC, Cetera Wealth Services, and Allstate Insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Carl Neuberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings 40 years of experience in financial advising, focusing on delivering comprehensive wealth management tailored to clients' individual needs and goals. Carl emphasizes understanding clients' financial situations and priorities to develop flexible strategies that adapt to changing market conditions. His expertise includes education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategies, and retirement income. Carl provides clients with access to investment insights from Merrill and banking services through Bank of America. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Stony Brook University. Beyond his professional role, Carl is involved in volunteering with community organizations, reflecting Merrill's tradition of community participation. His personal interests include golfing, playing the guitar, reading, and spending time with his family.