Mark Caulo is a financial advisor with Cetera who holds a Series 63 designation and has 15 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and manages a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Sophia Tzemis is a Wealth Management Advisor and co-founder of the Genalo-Tzemis Team at Merrill Lynch Wealth Management in Melville, New York. She has been a Financial Advisor with Merrill Lynch since 2000 and began her career in the financial services industry in 1994. Sophia works with affluent families focusing on investment, retirement income planning, tax minimization strategies, estate and wealth preservation goals. She applies a distinctive financial planning process that involves understanding each client's specific situation to develop personalized strategies. Sophia utilizes the full range of services offered by Merrill to help clients meet their unique financial objectives. Sophia holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. and has a Bachelor's degree in Economics from Binghamton University, part of the State University of New York System. She also holds the Personal Investment Advisor (PIA) designation. She lives in Smithtown, New York with her husband and two children. Sophia volunteers as a tour guide at the World Trade Center Tribute Center, serves as a hospitality member of the Guide Dog Foundation, and has been involved with Island Harvest. In her free time, she enjoys fishing, gardening, hiking, reading, traveling, and spending time with her family.

Matthew D'Addario is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously spent one year at ITI Strategies Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Ilg is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has nine years of experience in the financial services industry, working with business owners and families to address their complex financial needs. Joseph leverages Merrill Lynch’s investment insights alongside Bank of America’s banking services to create tailored financial strategies aimed at helping clients achieve both short- and long-term goals. Joseph holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Accredited Financial Advisor (RAFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a bachelor’s degree in Economics from the University of Connecticut. Additionally, Joseph served in the U.S. Navy for over seven years. He is actively involved in his community as a member of the Kiwanis Club of Patchogue. Outside of his professional pursuits, Joseph enjoys football, ice hockey, and spending time with his family. He resides in Farmingville, New York, with his wife and two sons.

Maria Avento is a financial advisor at LPL Financial with 36 years of industry experience. She previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. for 19 years. Maria holds Series 63 and Series 66 licenses. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options.

Joseph Matarazzo is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. He has previously worked at SUNY New Paltz and Repeal XVIII, and he has also been involved in financial advisory work outside the firm at Matarazzo Staiger Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Shannon Barone is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 15 years of industry experience. She has been with Bank of America and Merrill Lynch Pierce Fenner & Smith since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal and third-party portfolio management teams and supports a range of investment approaches including tax-sensitive strategies.

Charles Capilets III is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and was involved with 4U Marketing Solutions. He is also associated with MBCAP LLC, doing business as Sound Private Wealth. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Lori Pirrone is a financial advisor with Equitable Advisors in Bayside, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, all of which have been with Equitable Advisors and its predecessor, Axa Advisors. Outside of her advisory role, she is involved with Outside Ins. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model combining advisory and brokerage/insurance channels.

John Fulton Jr is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He previously worked at Neuberger Berman LLC for 12 years. Fulton is the CEO and founder of the John F Fulton Foundation, a nonprofit organization that donates to cancer research and local high school scholarships. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options as part of its investment menu, serving institutional clients with tailored plan-level investment solutions.

Rachel Slovinsky is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Rawle & Henderson LLP for seven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning such as business-owner transition and special-needs analysis.

Thomas Peguillan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked with AXA Advisors and spent three years at SUNY Oneonta. Equitable Advisors serves a diverse clientele, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Cherie Cohen is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018. Her prior experience includes roles at Private Prep, Purshe Kaplan Sterling Investments, and Omnia Family Wealth. 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.

Mark Amon is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a trustee and power of attorney for his mother’s trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Hadi Hachem is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes a two-year period at CitiGroup and over 20 years at Bank of America. 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.

John Mulligan is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, NYLife Securities LLC, and New York Life Insurance Co. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through the firm’s brokerage or advisory programs.

Donald Casler is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2009. He also maintains a role with Bank of America, N.A. since 2008. 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Deacy is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked at Sheep Pasture Tree & Nursery Supply and completed several years of full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Raymond Miranda is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his investment and insurance planning career in 1987 and joined Merrill Lynch in 1997. He holds a Bachelor's degree in Economics from Stony Brook University. Raymond holds several professional designations including Chartered Retirement Planning Counselor (CRPC) and CERTIFIED FINANCIAL PLANNER (CFP). He is also registered with FINRA Series 7, Series 65, and Series 63. Raymond provides a disciplined and educated approach to wealth management strategies, drawing on over three decades of industry experience. His expertise encompasses investment and insurance planning, and he serves as a Portfolio Manager. He resides in Dix Hills with his wife Laurie and their four sons. Outside of work, Raymond enjoys coaching baseball, soccer, and football with his sons. He is involved in the community through participation with Long Island Cares, Inc Food Bank.

Charles Mazziotti is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 13 years with Invest Financial Corporation. Outside of his advisory work, Mazziotti is a joint owner of LCM Marketing Corp, a non-investment business entity. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to multiple model portfolios and research sources.