Samuel Plotsky is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Renewal By Anderson and CVS Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, including multi-manager and fund-of-funds structures.

Timothy Frohberg is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked with firms including Avantax and Equitable Advisors and served in the NYPD for ten years. Frohberg is also the author of an investment-related book on retirement planning and operates his own advisory firm, Timothy Michael Wealth Management, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Anthony Martino is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 13 years. Martino is also involved in insurance sales and operates under the DBAs Latitude Wealth Advisors and Steadwise Wealth Advisors, offering comprehensive financial planning services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Sean Vail is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with Jpmorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brad Foster is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, relying on a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning guidance.

Jonathan Ehrlich is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2019, he worked at Ameriprise Financial Services for nine years and has been a CPA and partner at EB Group CPAs LLP since 2011. His additional professional activity includes tax preparation and client assistance through his CPA partnership. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and has a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Patrick Byrne Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Cetera and its related entities since 2013 and has also worked with Maximus Financial Services since 2002. Outside of financial advisory, he serves as president of the Smithtown/Brookhaven Civic Association and hosts a weekly public access television program discussing local civic issues. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment solutions.

Steven Vitale is a financial advisor with Stifel, holding the CFP® and CFA® designations and bringing 30 years of industry experience. He worked at UBS Financial Services Inc from 2008 to 2020 before joining Stifel Nicolaus & Co Inc in 2020. Outside of his advisory work, he serves as president of several LLCs managing rental properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategy uses proprietary forward-looking capital market models developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Timothy Grosso is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has a background that includes roles at Pro Quality Home Improvements and the State University of New York College at Cortland. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Dervinder Singh is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he operates a law practice under DERVINDER SINGH, ESQ PLLC. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Ira Bergman is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked previously at North Ridge Securities Corp. and Cetera Wealth Services, LLC. Outside of advising, he serves as treasurer for St. John Lutheran Church, where he prepares budgets and reviews financial statements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Maria Morhous is a financial advisor at Stifel with 32 years of industry experience. She has held Series 63 and Series 66 designations and previously worked at First Empire Securities, Inc. for 21 years before joining Stifel in 2019. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Daniel Liff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Jonathan Rekedal is a Series 66-credentialed financial advisor with Osaic and Steadwise Advisors, starting his advisory career in 2025. He has been involved with the Community Synagogue of Rye since 2016. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools like asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Kristine Sabatino is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Steve Shepherd is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Tompkins Trust Company and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and algorithmic support within its advisory process.

Dennis Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at UBS since 2018, following a 16-year tenure at Scottrade, Inc. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Ryan Mcdermott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, NA, and Janney Montgomery Scott. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services through a non-discretionary program supported by an in-house manager solutions team and centralized due-diligence framework.

Maria Zoll is a financial advisor with LPL Financial holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Royal Alliance, Equitable Advisors, Axa Advisors, Computer Associates/Broadcom, and Deloitte & Touche. Outside of her advisory work, she is involved in tax preparation and accounting through her own business, Maria Zoll Tax & Advisory Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Stephanie Caen is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. Prior to that, she spent nine years with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s corporate platform, providing access to a broad set of financial products and services.