Matt Hughes is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Sabrina Catapano is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and JPMorgan Chase Bank, N.A., as well as work with the University of South Carolina and the Babylon Yacht Club. She also has entrepreneurial experience managing Stacey Rose Card & Gift Shop. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of wealth advisors.

Michael Mogavero is a CFA® charterholder with 25 years of industry experience. He is currently with Fidelity Investments and has a background that includes seven years at New York Life Insurance Company and NYLIFE Securities, LLC. He serves as a board member of Temple Or Elohim in Jericho, NY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Pierangelo Bonda Riva is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and EisnerAmper, as well as time spent as a full-time student at Fairfield University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning reports and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data within a structured product ecosystem.

Lee Lessing is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has been involved with his own business, Lessing's Inc, since 2007. 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, employing both internal and third-party portfolio management strategies within an integrated platform that includes financial planning and access to various financial products.

Peter Viveiros is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 16 years and has been affiliated with Keystone Realty USA as a real estate agent, though he is not currently active in that role. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of advisers. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

John Sikula III is a financial advisor with J.P. Morgan Securities in Mineola, NY, holding a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he was involved with Big Apple Umpires for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions.

Gerard Kuzniewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Primerica Financial Services since 1993 and the New York City Department of Education from 1983 to 2020. Outside of advising, he is an independent contractor with Melaleuca, receiving residual income. Primerica Advisors provides discretionary asset management 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 rather than fixed fees.

Dakota Lambrou is a Series 66-licensed financial advisor with one year of industry experience, currently at J.P. Morgan Securities. Prior to joining J.P. Morgan, Dakota worked at Equitable Advisors for two years. Outside of finance, Dakota has experience working as a server at Krischs Ice Cream Parlor and Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

William Considine is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 66 licenses and having four years of industry experience. He has been with Ameriprise and its affiliates since 2008. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized team and integrates algorithmic automation with oversight to generate tailored retirement income strategies.

Jeffrey Reiss is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

David Cwalina is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach.

Susan Wahba is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 63 designation and has previously worked at Avantax Advisory Services and Joseph Scarpa, CPA. Outside of advising, she owns tax preparation and tax planning businesses and is involved as an investor in a film production project. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies supported by a large national network of advisors.

David Gustin is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and possessing 45 years of industry experience. Prior to joining OSAIC in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as president of the Melville Chamber of Commerce and holds board positions with the Townwide Fund of Huntington and the Help America Hear Foundation. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct diversified portfolios, offering discretionary and non-discretionary management options alongside access to third-party money managers and wrap programs.

Elvia Macri is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and JPMorgan Securities LLC. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Pilz is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Equitable Advisors since 2011, including time with its predecessor, Axa Advisors. Outside of his advisory role, he is a partner at Se-Kure Insurance Agency, where he is involved in property and casualty insurance, and he also engages in health insurance activities with Globe Life Insurance Company of New York. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels.

John O'Day is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. O'Day is also an officer and member of the executive team and Sponsorship committee for Financial Executives International New York City. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Michael Di Silvio is a financial advisor at Raymond James Financial Services Advisors, Inc. with 49 years of industry experience. He held prior roles at Wells Fargo Advisors for 34 years and was involved with Di Silvio Wealth Management from 2020 to 2023. He is also an owner and managing partner of several wealth management support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Colin Pedersen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and previously held positions at Quinnipiac University, Piping Rock Club, Friends Academy, and Chaminade High School. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregg Cohen 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 2013 and previously worked at AXA Advisors. Outside of his advisory work, Cohen is involved in tax preparation and serves on the board of directors and as secretary for the St. James Smithtown Little League. Equitable Advisors serves a broad client base, including 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 managers. The firm employs a hybrid referral and implementation model and provides advisory and brokerage/insurance channels to implement client recommendations.