Panayota Deluca is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley since 2017 and previously at Merrill from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by proprietary planning tools and investment models.

Andrew Baris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and offering 28 years of industry experience. He previously worked at Morgan Stanley Private Bank for ten years before joining Wells Fargo in 2019. Baris serves on the East Hampton Village Zoning Board of Appeals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Howard Brodis is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services for 19 years. Outside of his advisory role, he is involved in insurance sales through two businesses, Zenith Marketing and Victorian Associates. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and third-party money managers, and operates through a large network of affiliated financial advisers.

Lisa Saladino is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently serving as one of three Financial Advisors at The Hackett Group since January 2017. She collaborates closely with clients to analyze their financial situations, focusing on opportunities to restructure liabilities and plan for future liquidity needs. Her role involves providing personalized wealth management strategies aligned with clients' long-term goals. Lisa has over 35 years of experience in the financial services industry, beginning her career with Citibank in 1989 after earning a Bachelor of Science degree in Business Administration/Finance from SUNY College at Oneonta. Before joining Merrill Lynch Wealth Management in 2011, she held roles including Private Mortgage Banker at Wells Fargo and positions in Retail Banking Sales and Lending management. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her advisory work, Lisa participates in community activities as a member of the Parrish Art Museum Business Council. She also spends time with her family and engages in interests such as baseball and yoga.

Dakota Gross is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, Dakota was self-employed and has engaged in private golf instruction through Iris Golf LLC and his own business, providing swing instruction, training, and custom club fitting. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence within an ESG eligibility framework.

Jesse Downing is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves as the managing partner of The Downing Group, a private wealth practice based in New York City. He oversees the wealth advisory process within the practice and collaborates with the team’s financial advisors to develop planning strategies and investment guidance for clients. Jesse's expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Jesse holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Business Administration in Finance from Baruch College's Zicklin School of Business. The Downing Group operates with a multi-family office model, providing full-balance-sheet potential wealth management solutions across planning, investments, banking, credit, trust and estate, and risk mitigation. Outside of his professional commitments, Jesse lives in Brooklyn, New York with his wife and two children. His personal interests include biking, boating, cooking, fishing, music, reading, spending time with family, and traveling. He also actively supports charitable causes related to cancer research.

Collin Beardslee is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016, including two years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Erik Muller is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, combining capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Shannon Murphy is a Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2010, bringing over 15 years of experience in banking, wealth management, and client relationship management. She joined Merrill Lynch Wealth Management in 2019, building on her background as a former Bank Manager to deliver personalized financial guidance. Shannon's expertise includes college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She holds her NY State Life Insurance License and FINRA Series 6, 7, 63, and 66 registrations, as well as professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her bachelor's degree in Human Relations from Saint Joseph's College. Outside of her professional career, Shannon enjoys dancing, music, reading, singing, spending time with her family, swimming, and yoga. She is also passionate about animal rescue and supporting charitable causes, and values spending time in nature to maintain balance and live in alignment with her values.

Kim Caldwell is a CFP®-certified financial advisor with 30 years of industry experience. She has been with LPL Financial since 2009. Caldwell has previously sold life and long-term care insurance through Prudential and Traveler's Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.