Kyle Kochevar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Outpost Capital Partners and JPMorgan Chase Bank, N.A., as well as positions at The Player Service and his own business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Brady Drozdowski is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Stifel and several positions outside the financial sector, such as at TJ Maxx, Fish Daddy's Grill House, and Bass Pro Shops. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Monaco is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Steven Dombrower is a CFA® charterholder with 30 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at American Portfolios Financial Services Inc., ACLI, Inc. d/b/a Anago of Long Island, and Ascensus Broker Dealer Services, Inc. He is also involved with Janco Planning, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Zachary Deschaine is a CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at Morgan Stanley in Garden City, NY, where he has worked since 2020. Prior to joining Morgan Stanley, he was with UBS Financial Services from 2016 to 2020. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with various specialized investment activities.

Toni Carlo is a financial advisor with Morgan Stanley, holding a Series 63 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. 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 and tailored financial planning services supported by established planning tools and investment research.

James Kelly is a CFP® with 15 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 through 2025. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Drew Parisi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and Chelsea Financial Services. He is also active in health insurance sales through Parisi Capital Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Christopher Ferrari is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also associated with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Keith Ryan is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Anlon Financial Strategies, Commonwealth Financial Network, and KSG Advisors. In addition to advising, Ryan provides legal consulting services through Savage Holdings, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Gregory Ferdinand is a Financial Advisor at Merrill Lynch Wealth Management. He has over three decades of experience in the financial services industry, beginning his career in 1991. Greg works with high net worth individuals, families, and businesses to provide goals-based wealth management, focusing on personalized financial strategies that address what matters most to each client as they plan for future life stages. His expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, retirement income, tax minimization, portfolio management, and investment strategies for both individuals and corporations. He serves affluent families, accomplished professionals, and successful business owners, collaborating with a team of specialists to deliver customized advice and disciplined investment approaches. Greg holds a Bachelor's degree in Business Administration from Adelphi University. Outside of his professional work, he enjoys a variety of sports and outdoor activities, including baseball, basketball, boating, fishing, football, gardening, golfing, ice hockey, skiing, and tennis. Greg is also a member of the Heart Of Worship organization.

Robert Wess is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 1995. 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.

Heather Levine is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes a decade at UBS Financial Services Inc. before joining Merrill. 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.

James Bilger is a financial advisor with Thrivent Investment Management in Westbury, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based analyses and written recommendations on a wide range of financial topics, though implementation of advice is separate from the planning service.

Steven Ruttgeizer is a financial advisor with OSAIC based in Melville, NY, holding CFP® and ChFC® designations and over 40 years of industry experience. His career includes roles at John Hancock Life Insurance Company and Signator Investors, Inc. He serves as treasurer of the Musella Foundation for Brain Tumor Research and Information and is a board member of Roslyn Gardens. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Jimmy Kuhn is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for American Portfolios Financial Services, Inc. for 15 years. Outside of his advisory role, Kuhn serves as president of the nonprofit Good Fellow of Suffolk County and holds board positions with the nonprofits Moonjumpers and PAL, where he is involved in fundraising activities. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services supported by a range of investment tools and third-party platforms. The firm provides portfolio management across various asset classes with both discretionary and non-discretionary options.

Marsha Alexis is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2021. Prior to this, she worked as a Dedicated Retirement Planner at Fidelity Investments from 2015 to 2021. From 2008 to 2015, she served as an Insurance Advisor at the United Nations Federal Credit Union. In her current role, Marsha focuses on understanding her clients' needs, goals, and priorities to help integrate key benefits decisions into their overall financial plans. She works with executives to utilize Fidelity's wealth planning tools to develop plans that align with what is most important to them.

Marco Franzella is a Financial Consultant at Fidelity Investments Plainview Investment Center. He works with individuals to strengthen and secure their financial well-being by developing strong relationships and guiding clients through various phases of their lifetime. Marco and his team design well thought out strategies tailored to clients' financial needs and goals. Marco has been a Financial Consultant at Fidelity Investments since 2023. Prior to this, he worked as a Financial Advisor at Equitable Advisors from 2018 to 2023, and at MassMutual from 2017 to 2018. He also served as a Financial Services Representative at MetLife from 2010 to 2017. He holds a California Insurance License. Outside of his professional work, Marco has interests in cooking and baking, golf, and traveling.

Paul Celentano Jr. is a financial advisor with LPL Financial in Rockville Centre, NY, holding a Series 66 designation and offering 26 years of industry experience. Prior to joining LPL Financial in 2018, he spent nine years with Harbor Financial Services, LLC. Outside of financial advising, he owns a classic car import business called Carrosserie Imports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a wide range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses various technologies such as machine learning to support its investment strategies.

Steven Christie is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2014 to 2020. Outside of his advisory role, he is a limited partner in Drawing Away Stable, a thoroughbred horse racing limited partnership. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning processes supported by advanced modeling tools.