Alicia Ruberti is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 2007 and joined Merrill Lynch in 2010. Alicia uses a goals-based wealth management process to develop financial strategies that are tailored to meet the specific needs of her clients. She offers guidance in investments, retirement lifestyle planning, insurance needs, education funding, home financing, multi-generational wealth transfer strategies, as well as banking and lending needs. Alicia holds a Bachelor's Degree from Adelphi University in Garden City, NY. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With the support of Merrill Lynch Wealth Management and Bank of America, she works to provide an exceptional level of care and service for her clients. Outside of her professional commitments, Alicia enjoys ice hockey, reading, skiing, soccer, spending time with her family, and traveling. She has lived on Long Island since 2003.

Gary Marcus is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1993 and has operated his own CPA practice since 1971. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selected separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure in its operational model.

Daniel Mcallister is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 63 designation and over 43 years of industry experience. His prior roles include positions at Raymond James & Associates and New York Wealth Management LLC. Outside of advisory work, he is the owner of Breton Partners and Grey Neck LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory solutions, offering fee-based planning, portfolio management, and access to mutual funds and alternative investments. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor client strategies.

Joseph Barone is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 63 designation and has worked with Primerica Advisors since 2014, following prior roles at Primerica Financial Services and LANCO. Outside of advising, Barone owns and operates a personal income tax preparation service and is an author. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a network of nearly 3,700 advisors, offering model-based investment strategies supported by third-party managers and custody services.

Vincent Keaveny is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Merrill since 2009. He has also been affiliated with Bank of America since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Kessler is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property in Hilton Head, South Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business transitions and special-needs analysis. The firm provides tailored recommendations supported by proprietary research and tools, with services offered on a discrete engagement basis.

Cathy Argentieri is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Michael Rodriguez is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked at PHX Financial, Inc. and is involved in personal training through Gatsby Brothers LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Jason Tejero is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model‑delivery strategies and a limited number of separately managed account options to individual and high‑net‑worth clients. The firm curates third‑party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Andre Lee is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on building lasting relationships with clients through trust, transparency, and communication. He works closely with clients to identify their financial goals and objectives, leveraging tools like the Personal Wealth Analysis to prioritize these goals and implement strategies aimed at achieving them. Andre has expertise in areas including college education planning, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the New York Institute of Technology. Residing in Nassau County, Andre is a father of two children. Outside of his professional work, he enjoys spending time outdoors, engaging in activities such as camping, football, golf, and soccer. He has been an athlete throughout his life and played college soccer at the Division 1 and 2 levels for UNC Charlotte and New York Institute of Technology. Andre is also involved with the Nation Negro Golf Association (NNGA).

Robert Lyons is a financial advisor with OSAIC in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Royal Alliance from 2017 and National Planning Corporation from 2003 to 2017. Outside of his advisory role, Lyons is a partner in an apple orchard business, Southern Tier Apples LLC. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Cheryl Rambler Goveia is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She is involved with the Islip Rotary Club and participates in the Rotary District 7255 Mental Health Committee, focusing on mental health awareness and stigma reduction. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Tong is a financial advisor with Ameriprise in Commack, NY, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018 and also works part-time as a golf instructor at Sunken Meadow State Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform serving a broad client base.

Pierre Awadalla is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018, following twelve years at Signator Investors Inc. and John Hancock Life Insurance Company. In addition to his advisory role, he operates as an insurance broker assisting clients with group and health insurance benefits. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party money manager access.

Thomas Morra is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 32 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he serves as an attorney-in-fact for fiduciary activities and health care directives. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Kevin Lazar is a financial advisor at Equitable Advisors with a Series 66 designation. He has been with the firm since 2026 and has prior experience at Ben's Furniture Co. and Salve Regina University. Outside of his advisory role, he has worked in various other industries, including retail and parking systems. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Vincent Petrosini Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. Prior to joining LPL Financial in 2018, he spent 13 years at INVEST Financial Corp. Outside of finance, he is involved in tax preparation and accounting services and has worked as an actor and producer since 2004. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by various model portfolios and research resources.

Miguel Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, offering both advisory and brokerage services.

Michael Berk is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with OSAIC. He previously worked at Signator Investors, Inc. for 29 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, Berk operates a sole proprietorship selling Long Term Care insurance and acts as an insurance broker for life, annuities, disability, and group benefits. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and third-party platforms to support varied investment needs.

Paul Casavecchia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has previously worked with Raymond James Financial Services and Axa Advisors. Outside of his advisory role, he serves as executor and power of attorney for his deceased father's estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.