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.

Scott Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Jericho office. He has been with Merrill Lynch since 2002, leveraging his background as a global commodity and derivative trader on Wall Street and his education from Hofstra University, where he earned a bachelor's degree in banking and finance. Scott provides tailored financial strategies for high net worth individuals and business owners, with expertise in areas such as college education planning, divorce transition planning, family wealth management, corporate retirement plans, tax minimization, and retirement income. His approach emphasizes understanding clients' financial priorities through attentive listening and developing customized investment guidance based on disciplined wealth management principles adaptable to changing economic conditions. Scott holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Scott participates in community activities, notably volunteering with youth hockey organizations. His personal interests include boating, cooking, golfing, ice hockey, music, skiing, surfing, and spending time with his family.

Amy Curley is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2017 and at Morgan Stanley from 2014 to 2017. She holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Joshua Soto is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with individuals, families, and business owners to develop personalized financial strategies aimed at pursuing short-, mid-, and long-term goals. He provides resources and guidance on investing, retirement planning, education funding, and small business solutions, including access to specialists in banking, credit, home financing, and small business services. His areas of focus include college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Joshua approaches financial planning by understanding what matters most to each client and tailoring strategies accordingly, serving as a trusted resource to help clients make informed financial decisions. Joshua holds a Personal Investment Advisor (PIA) designation. He earned an associate's degree from Suffolk County Community College and a bachelor's degree from Pace University, following his graduation from William Floyd High School. He is affiliated with Merrill professional organizations.

Andrew Surace is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and AXA Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Jenna Muscarella is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC before joining Morgan Stanley in 2022. Muscarella serves as a board member of the Garden City Chamber of Commerce, participating in community events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and firm-approved tools, offering a range of services including estate planning and investment advisory.

Mark Fitzpatrick is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 40 years of experience in the financial services industry. Prior to joining Merrill Lynch in 2001, he spent 18 years trading U.S. Treasury bonds on Wall Street. He specializes in personal retirement planning, portfolio management services, and retirement income strategies. Mark holds a Bachelor of Arts degree in English Literature from Amherst College and graduated from Chaminade High School in Mineola, NY. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Garden City, NY with his wife Dolores and their four grown children. In addition to his professional work, Mark serves on the Board of Governors for both the Cherry Valley Club in Garden City and the Lawrence Beach Club in Atlantic Beach, NY. His personal interests include golfing, hiking, skiing, and spending time with his family.

Mitchell Foster is a financial advisor with Osaic Wealth, Inc. in Melville, NY, holding a Series 65 designation and with 52 years of industry experience. He previously worked at JHFN Signator Investors, Inc. for 44 years before joining Osaic in 2018. Foster serves as a trustee for the Yokun Brook Condominium Association, a homeowners association. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk assessment, and portfolio management that includes a broad range of investment products.

John Deluca is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Outside of his advisory role, he has ownership interests in software and consulting businesses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Charles Menacho IV is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2013 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, Menacho serves as an officer of the Suffolk Harley Owners Group, a recreational organization in Oakdale, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Quigley is a financial advisor at LPL Financial based in Melville, NY, with 20 years of industry experience and a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing Services and E*TRADE Capital Management. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Martin Schwartz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1983 and has over four decades of experience serving multiple generations of clients across various financial stages. His practice focuses on areas such as college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Throughout his career, Martin has worked with entrepreneurs, real estate investors, physicians, teachers, attorneys, CPAs, retirees, and diverse family structures, providing comprehensive planning and coordination with clients' CPAs and attorneys for tax-minimization and estate planning strategies. His approach involves acting as a full-service team that prioritizes and plans for clients' futures, simplifying complex financial decisions, and addressing various life transitions including retirement, wealth transfer, and long-term care planning. Martin holds a Bachelor's Degree from the University of Michigan and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He resides on Long Island, New York with his spouse and enjoys baseball, football, golfing, ice hockey, reading, and spending time with his family. He has also served the community for 26 years through his affiliation with the Five Towns Kiwanis Club, holding positions such as Past President and Treasurer Emeritus.

George Christodoulou is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Edward Jones, JPMorgan Chase, and Prudential Borrowing. 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Rhonda Sossner is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has previously worked with Commonwealth Financial Network, Avantax Investment Services, and several entities named Strickoff Financial Services. Outside of her advisory work, she serves as Treasurer and Secretary of a retail hardware store. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a combination of proprietary research, third-party data, and algorithmic tools.

Kaylee Mc Fadzen is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to joining Morgan Stanley, she was employed at the Town of Huntington Assessor's Office and studied at Binghamton University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Ryan Rielly is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held his current position since 2017 and previously worked at First Empire Securities, Inc. from 2015 to 2017. He holds Series 66 and Series 63 registrations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.