Peter Halliwell is a financial advisor at Raymond James Financial with 42 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 32 years and has operated his own advisory business since 2004. Additionally, he serves as an independent contractor financial advisor at Hendel Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kevin McAvoy is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Mass Mutual in 2016, McAvoy spent 35 years at MetLife Securities Inc. He also works as an insurance agent specializing in property/casualty, life, disability, long-term care, health, and fixed annuities. 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 software tools.

Pradeep Kaur is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan and J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Reilly is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rafferty Capital Markets, LLC, Cold Spring Harbor Asset Management, and Fidelity. Outside of his advisory work, he is involved in human resource cost reduction through Provision Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by various programs and third-party manager options.

Alexandra Bartonik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

James Vandewalle is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, previously spending nine years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

Daniel Jensen is a Financial Advisor at Heisler, MacKenzie & Associates, a team within Merrill Lynch Wealth Management. He joined Merrill in May 2015 and earned his CERTIFIED FINANCIAL PLANNER® (CFP) certification in April 2020. In July 2025, he advanced his career by joining Heisler, MacKenzie & Associates as a Team Financial Advisor. Daniel holds a bachelor's degree from Indiana University, Bloomington. He specializes in family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Daniel emphasizes that financial planning is an ongoing process that evolves with clients' changing priorities and life circumstances. His approach involves careful listening, asking insightful questions, and tailoring advice to help clients make confident financial decisions with clarity and focus. Daniel resides in Fairfield, CT with his wife, Megan, their two daughters, and their English Cocker Spaniel. His personal interests include fishing, football, music, reading, soccer, and spending time with his family.

Suzanne Pfau is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1994 and holds the Series 63 and Series 65 licenses. Outside of her advisory role, she serves as an administrator for a fiduciary entity in Naples, Florida. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Anderson is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at MSA Security and has experience with the US Department of State and Madison Square Garden Company. He also serves as an assistant ice hockey coach for the PAL Jr Islanders. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, pension, and charitable clients. The firm employs a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.

Christopher Taylor is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at JPMorgan Chase from 2023 to 2025 and Capital One from 2008 to 2023. Outside of his advisory role, he serves as an Information Officer on the board of the Bethpage Baseball Association and owns TX4 Enterprises LLC, an e-commerce business. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jay Szerencsy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.

Emanuel Lord is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 63 designation and previously worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with access to discretionary strategies, third-party managers, and alternative investments.

Peter Kappel is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Merrill Lynch since 1996 and at Bank of America, NA since 2009. Additionally, he has a longstanding association with Connecticut Metallurgical Processes Inc dating back to 1968. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Nicole Nunag is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citibank for eight years. Nunag serves as a board member for Carnegie Hill Neighbors, a charitable organization based in New York. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jairzinho Skair is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he owns and manages a laundromat business. 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, offering both model-based and discretionary strategies for a range of individual and institutional clients.

Andrew Cameron is a financial advisor at Osaic with four years of industry experience and a Series 66 designation. He has previously worked at Royal Alliance and is also a tax preparer at Mid Island Tax. Outside of his advisory role, Cameron is a business teacher at South Country Central School District and serves as an assistant swim coach for the Sayville swim team. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance assessments and rebalancing strategies.

Jeffrey Thiele is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his mother. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Jenna Adams is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo since 2016, following a prior role at J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm incorporates research and analytics from Wells Fargo Investment Institute and third parties, focusing on diversification and modern portfolio theory.

Arnaldo Zelada is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and previously worked at Citizens Bank from 2016 to 2021. Outside of his advisory role, he works as an Uber driver in Stamford, CT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets through more than 14,000 advisors and combines research and analytics with diversification principles to support its investment approach.

Vionca Murray Saxon is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual financial goals and develop personalized strategies that address short-, mid-, and long-term objectives. Her approach includes providing guidance on investing, retirement planning, and saving for unforeseen circumstances. Additionally, she facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Vionca specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and sports and entertainment financial matters. Vionca holds a Bachelor's Degree from Syracuse University and a Master of Business Administration (MBA) from Ohio University. She is a Personal Investment Advisor (PIA). Drawing on her passion for helping clients manage complex financial priorities, she partners with individuals to define their goals and select portfolio strategies designed to achieve those goals. Vionca provides ongoing advice and adjusts strategies as clients' situations evolve. Outside of her professional work, Vionca has personal interests that include basketball, cooking, dancing, golfing, music, running, and spending time with her family.