Daniel Lambert is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Merrill since 2014. 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 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 teams.

Paul Catanzarite is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 22 years of industry experience and has been associated with Primerica Financial Services since 2003 and PFS Investments Inc. since 2004. Outside of his advisory role, he is involved with Lighthouse Tabernacle COG and engages in part-time sales of non-investment related products including home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies developed by unaffiliated asset managers.

Michael T. Rooney, CRPC™, serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1998, he has dedicated his career to assisting high-net-worth individuals and their families by developing financial strategies aimed at achieving both short- and long-term goals. His client focus encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategy for individuals and corporations. With over 30 years in the financial services industry, Michael employs a consultative approach centered on connecting all aspects of his clients' financial lives to prioritize and pursue their most important goals. He holds a Bachelor of Science degree in Marketing from the University of Scranton and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael resides in Dix Hills, NY with his wife Katrina and their three daughters, Kaitlin, Amanda, and Jessica. Outside of his professional responsibilities, he enjoys golfing, music, skiing, and spending time with his family.

Marc Perez is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2004. Perez serves as a board member of the New York Bankers Association, representing Bank of America. 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. 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 Robdau is a financial advisor with Primerica Advisors based in Farmingdale, NY. He holds a Series 63 designation and has 19 years of industry experience, including roles at PFS Investments Inc. since 2007 and Primerica Financial Services since 2004. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and BNY Mellon Advisors for portfolio implementation and uses a tiered wrap fee structure rather than fixed fees.

Arthur Reyling is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role starting in 2018 at Royal Alliance Associates, INC., he worked at John Hancock from 2005 to 2018. Outside of his financial advising activities, he serves as an officer for the Knights of Columbus, a fraternal charitable organization. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct and manage portfolios across various asset classes.

Aaron Schenkman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameriprise since 2005 and is also associated with Robbins, Greene, Horowitz, Lester & Co. Additionally, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a large client base with a wide range of advisory, brokerage, and insurance solutions typical of a major institutional provider.

Sean Carey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Ernst and Young from 2017 to 2020 and attended Rensselaer Polytechnic Institute from 2013 to 2017. Carey is involved in bookkeeping through JB Greco & Associates in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Michael Stern is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he teaches spin classes at Crunch Fitness and Gold’s Gym and has acted in local television commercials. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory services integrated alongside other financial products and referral channels.

Dominick Bonanno is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, he is the owner and director of Yellow Brick Road Theatrical Inc., a theatrical company based in Lindenhurst, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Karen Godfrey is a Series 63 licensed financial advisor with 24 years of industry experience. She has held positions at Cetera and its affiliates since 2025 and previously worked with Avantax Advisory Services and MKC Associates for nearly two decades. In addition to her advisory roles, she is affiliated with S&P Financial Services, providing investment management, retirement planning, business succession, and estate planning services. Karen is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Meoli is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2016, including prior experience with AXA Advisors, LLC. Beyond his advisory role, he is involved in sales of tax accounting programs and ancillary insurance products through associations with multiple firms. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and other third-party managers, offering both non-discretionary and discretionary advisory solutions.

James Zabatta is a CFA® charterholder with 23 years of industry experience. He is currently affiliated with LPL Enterprise and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Zabatta serves on the boards of nonprofit organizations including The Compassionate Friends of Rockville Centre and the Zachary James Zabatta Foundation, and volunteers with the Boy Scouts of America. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Christopher Barber is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Barber serves on the board of directors at Northwell Hospital in Huntington, NY, and is a board member of NYS Police Signal 30, an organization that provides financial support to families of police officers who die in the line of duty. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a focus on both discretionary and non-discretionary asset management through various sponsored programs.

Maryellen Passanisi is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. She holds a Series 63 designation. 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, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Matthew Davis is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Intellisun, Hampton Implantology, SunRun, and Tesla. Equitable Advisors serves individual investors, retirement plans, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Amy Hochfelsen is a financial advisor with Cetera, holding a Series 63 designation and over 20 years of industry experience. She has worked with Cetera since 2013 and maintains active roles in Skye Legacy Planning LLC and Compass Benefit Planning LLC. Outside of her advisory work, she serves as co-president of a local Parent Teacher Organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services via a multi-manager platform, including access to affiliated and third-party managers, with assets under management exceeding $256 billion.

Brian Bradley is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and 24 years of industry experience. He has been with Mass Mutual Investors Services and Massmutual Life Insurance Co since 2009. Outside of his advisory role, he works as a producer selling business health insurance plans. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Dillon Carrino is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2020, he worked at Robert Moses State Park and West Islip High School. He is also an independent insurance broker and serves as an investment advisor representative with Lighthouse Financial Network. OSAIC Wealth, Inc. provides services to a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, including access to third-party money managers and managed-account solutions.

Philip Nicosia is a CFA® charterholder and holds a Series 63 license with one year of industry experience. He is currently affiliated with OSAIC and Strategic Financial & Tax Planning Services, having previously worked at Paychex, Inc. and Manning & Napier Advisors, Inc. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.