Michael Montagnino is a financial advisor at Wells Fargo Clearing with 26 years of industry experience and holds Series 63 and Series 65 designations. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a golf coach and instructor at Farmingdale State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Levinson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bernstein Private Wealth Management, JPMorgan Chase Bank, N.A., Atria Wealth Solutions, and Deloitte Consulting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Bruce Huggins is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 1986. He specializes in a range of financial planning and investment consulting services including divorce transition planning, family wealth management strategies, retirement income, and portfolio management services. Bruce works closely with clients to develop personalized financial strategies tailored to their individual goals. He holds a Bachelor's Degree from Long Island University and an Associate in Arts from Suffolk Community College. Bruce has earned the Personal Investment Advisor (PIA) designation. Beyond his professional work, he is involved in his community through participation with Calvary Baptist Church. Bruce's approach centers on understanding each client's comprehensive financial picture and collaborating one-on-one to help pursue long-term financial objectives. His interests outside of work include baseball, billiards, boating, chess, football, golfing, softball, and woodworking.

Najala Langlois is a financial advisor with Ameriprise in Farmingdale, NY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns a consulting business, INFINITUM FINANCIAL. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate personalized retirement income recommendations.

Kenneth Ilgner is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds the Series 63 designation and has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using proprietary software and provides event-driven planning programs alongside educational seminars.

Bibi Iqbal is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Bibi worked at Bank of America, National Association for five years and at Merrill Lynch Commodities Inc for seven years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, along with trading, account administration, and custody support.

Katherine Kanes is a CFP® designated financial advisor at Edward Jones with 10 years of industry experience. She worked for Brown Brothers Harriman & Co for 22 years before joining Edward Jones in 2023. Outside of her advisory role, she owns and manages rental property businesses through Kanes DFW Properties LLC and Kanes OK Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and supports its advisory services with a large nationwide network of financial advisors and branch offices.

John Cerulli is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including JPMorgan Chase Bank, J.P. Morgan Securities, LPL Financial, and Jovia Financial Credit Union. Cerulli is also the owner of JCJr trd llc, a business unrelated to his primary advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing advisors with access to various model portfolios and investment programs.

John Marinelli is a Financial Advisor with The Erdmann Group at Merrill Lynch Wealth Management. He works closely with partners Andrew Billinghurst and Craig Andrzejewski to provide tailored financial guidance to senior executives, business owners, athletes, entrepreneurs, and ultra-affluent families. Their approach involves comprehensive analysis of clients' financial situations, addressing everything from daily cash flow needs to long-term aspirations. The team has expertise in business sales, concentrated stock positions, generational wealth transfer, and liquidity events, emphasizing customization and ongoing engagement to help clients achieve their goals. Before transitioning to financial advising, John was a football coach at various levels, including roles at The University of Arizona, Illinois, Connecticut, and as a high school head coach. He draws parallels between coaching and advising, applying leadership, communication, strategic planning, assessment, adaptability, risk management, and long-term vision skills cultivated through his coaching career. John also has background experience in Corporate Real Estate and Financial Services. He holds a Bachelor's Degree from Trinity College and a Master's Degree from Manhattanville College. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John enjoys a range of sports such as baseball, football, golfing, ice hockey, pickleball, running, and skiing, as well as cooking, watching movies, and spending time with his family.

Jack Cheshire is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Wind Watch Country Club, Binghamton University, Sayville Yacht Club, Brockport University, and Sayville Public Schools. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Bartolotta is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior work includes roles at RF Lafferty & Co Inc and Fulcrum Securities, Inc. He is also involved in Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Boccio is a financial professional with 18 years of industry experience. He holds a Series 66 designation and has worked at American Portfolios, OSAIC, and Cetera Wealth Services, LLC. He is currently affiliated with Cetera and North Ridge Wealth Planning, where he provides administrative support and customer service. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Wayne Lee is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Jericho, NY, where he has worked since 2021. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Justin Launer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. His career includes roles at First Republic Private Wealth Management and Bear Stearns Asset Management. He is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their approach combines quantitative and qualitative research to build model asset allocations, and the program incorporates broader derivatives and commodities capabilities through affiliated entities.

Thomas Fostvedt is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2016. Outside of his advisory work, he serves as an executor of a will for a client who is a family friend. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to support its investment process and provides both brokerage and advisory solutions.

Matthew Desjardin is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his financial services career, he spent 24 years with the New York City Fire Department. Outside of advising, he prepares individual tax returns through his own tax service and is a notary public. OSAIC Wealth serves a diverse client base including retail and institutional investors and offers a range of financial planning, advisory, and brokerage services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by various analytical tools.

Laura Salmon is a financial advisor with UBS Financial Services in Bethpage, NY, holding a Series 66 designation and eight years of industry experience. She has been with UBS Financial Services Inc. since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Mezzacappa is a Series 66 licensed advisor with J.P. Morgan Securities, based in Greenwich, CT, and has four years of industry experience. His prior roles include positions at Stifel Financial Corp. and Barnum Wealth Management, as well as various other short-term engagements. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Zixue Fan Soskin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining J.P. Morgan Securities, Soskin worked at ABI FI Corp, JPMorgan Chase Bank, Citibank, and DTI/Merrill Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

Alfred Haber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he has involvement with insurance-related business activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services to qualified plans.