Peter Kim is a financial advisor with UBS Financial Services Inc. and holds Series 63 and Series 66 credentials. He has 16 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses research from its Chief Investment Office and global teams to tailor client solutions.

Alain Mahase is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at TD Ameritrade from 2013 to 2021. Outside of his advisory role, Mahase is a silent partner in Al's Marketplace Inc., a West Indian grocery store in Queens, New York. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies.

Robert Diamond is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 1998 and has worked with MassMutual Life Insurance Company since 1968. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales, as well as life settlements and viatical sales. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap programs, and educational seminars, focusing on collaborative, goal-driven financial planning engagements.

Linda Brucia is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Advisors since 2014, including time at Wells Fargo Clearing, and is currently based in Melville, NY. Outside of her advisory role, she is a commissioned notary public in Glen Cove, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Gregory Page Romer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and S&P Global, Inc. He is a co-founder and CFO/CTO of Deeper Dating, Inc., an online dating site, and serves on the board of directors for the Long Island Crisis Center, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage portfolios under discretionary and non-discretionary arrangements.

Anna Cheng is a financial advisor with Wells Fargo Clearing in Great Neck, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various Wells Fargo entities since 2015. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related products and bank deposit sweep programs.

Anthony Castro Guzman is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and teaching at Adelphi University and Westbury High School. He serves as Secretary Treasurer on the board of a Manhattan professional networking organization and as a director on the Westbury Carle Place Chamber of Commerce board. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and offers asset management, wrap programs, and educational seminars.

Leszek Michniewicz is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and Wunderlich Securities. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Ryan Meca is a Wealth Management Advisor specializing in developing personalized financial strategies that align with each client's unique goals and circumstances. As a Merrill Resident Director, he integrates investment insights from Merrill with banking and lending solutions from Bank of America to offer comprehensive wealth management services. Ryan focuses on areas including family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint John's University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Ryan enjoys baseball, cooking, music, traveling, and spending time with his family. He works directly with clients to create tailored financial plans aimed at achieving and maintaining financial independence.

Esteban Sarmiento is a financial advisor with J.P. Morgan Securities LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he works as a contractor helping set up events such as birthday parties, weddings, and fundraisers, often supporting causes like servicemen and pet adoption centers. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence.

Vincent Toscano is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously with Lincoln Financial Advisors and Lincoln Financial Advisors Corporation over a 27-year period. He is the sole owner and president of Loucon Resources, Inc., a firm offering accident and health insurance and various life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation tools and supports multiple account management options across diverse investment types.

Christopher Ferguson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Charles Schwab since 1998. 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 provides a range of integrated brokerage, custody, and advisory services.

Pei Jye Wang is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 15 years. Outside of his advisory duties, he manages Rich Eternity LLC, which focuses on estate planning and fixed life insurance. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a wide network of affiliated advisers, offering integrated brokerage and advisory services with both discretionary and non-discretionary portfolio management options.

Keith Simon is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Guardian Life and Meadowbrook Capital Fund. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and managers, with a substantial portion of assets managed on a non-discretionary basis.

Stephen Bishop Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized plans through a centralized consulting team.

David Rubin is a Senior Financial Advisor at Merrill Lynch Wealth Management in Lynbrook, New York. He provides personalized portfolio management and wealth management services to affluent families, accomplished professionals, and successful business owners. David works closely with his clients to understand their financial situations, define future objectives, and develop flexible strategies to help attain and maximize their financial goals. His approach emphasizes cultivating long-term relationships and educating clients on financial matters. David's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Queens College, a Master's Degree from Rutgers, and the Personal Investment Advisor (PIA) designation. David communicates with clients in English and Hebrew. Outside of his professional responsibilities, David is an avid cyclist who has trained for bike marathons supporting charitable fundraising. He enjoys cooking dinners for friends and family and participates actively in his community and synagogue.

Nicholas Agnone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked at Osaic Wealth, Inc. for 15 years and has operated Nicholas Agnone & Co., LLC for over two decades. His outside business activities include tax preparation and accounting services through his own firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Erin Mayernik is a Planning Consultant currently working at Fidelity Investments. She has been with Fidelity since 2023, serving in the role of Investment Consultant. Prior to her current position, Erin worked as a Financial Advisor Associate at Morgan Stanley from 2021 to 2023 and as a Financial Advisor at Merrill Lynch from 2019 to 2021. Erin focuses on integrity, compassion, understanding, confidentiality, open-mindedness, and teamwork in her work with clients. She aims to listen deeply and work purposefully to help clients improve the quality of their lives. Outside of her professional role, Erin enjoys food, social events with friends, reading, snowboarding, softball, and traveling.

Jonathan Pugach is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Merrill, AXA Advisors, and other firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.