Robert Wess is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 1995. 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.

Steven Ruttgeizer is a financial advisor at OSAIC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including John Hancock Life Insurance Company and Signator Investors, Inc. Outside of advising, he serves as treasurer of the Musella Foundation for Brain Tumor Research and Information and is a board member of the Roslyn Gardens cooperative. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and access to alternative investments through third-party platforms.

Marco Franzella is a Financial Consultant at Fidelity Investments Plainview Investment Center. He works with individuals to strengthen and secure their financial well-being by developing strong relationships and guiding clients through various phases of their lifetime. Marco and his team design well thought out strategies tailored to clients' financial needs and goals. Marco has been a Financial Consultant at Fidelity Investments since 2023. Prior to this, he worked as a Financial Advisor at Equitable Advisors from 2018 to 2023, and at MassMutual from 2017 to 2018. He also served as a Financial Services Representative at MetLife from 2010 to 2017. He holds a California Insurance License. Outside of his professional work, Marco has interests in cooking and baking, golf, and traveling.

Steven Christie is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2014 to 2020. Outside of his advisory role, he is a limited partner in Drawing Away Stable, a thoroughbred horse racing limited partnership. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning processes supported by advanced modeling tools.

Nicole Mcardelle is a financial advisor with Ameriprise in West Babylon, NY, holding a Series 66 designation and 12 years of experience at the firm. She is also involved in managing an advisory business through One Ten Partners LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations.

Aneel Mall is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked for UBS Financial Services Inc for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services supported by firm-approved tools and investment modeling techniques.

Thomas Johnson is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

John Baldi is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. His prior work includes roles at LPL Financial and American Portfolios Financial Services. He holds the PFS™ designation and Series 63 license. Outside of advising, he serves as a board trustee at St. Patrick’s in Smithtown and is involved in local community board activities. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and third-party advisers across multiple platforms.

Adam Friedman is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements to support client goals.

Peter Bernard is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2000. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Demertzis is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and over 30 years of industry experience. His career includes roles at Avantax and LPL Financial, as well as founding Demertzis Wealth Management, Inc., where he remains a shareholder. Outside of finance, he is also involved in acting, currently participating in an Amazon Prime fictional show about organized crime. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies and incorporates both affiliated and third-party investment managers.

Babita Trivedi is a CFP® professional with 12 years of experience in the financial services industry. She has worked at OSAIC since 2018 and previously spent four years at Sii. In addition to her advisory role, she is a financial planner with Lighthouse Financial Network, LLC, and operates a sole proprietorship as an insurance broker. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization techniques and supports various investment strategies through its extensive affiliate network.

Stefano Airo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the West Islip, New York branch. He joined Merrill Lynch in 1995 and has over 30 years of experience serving clients. He holds the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC) designations, as well as the Personal Investment Advisor (PIA) designation. Stefano specializes in helping individuals, families, and businesses define their financial goals and develop strategies to optimize the likelihood of success. His client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to tailor wealth management strategies based on their risk tolerance, time horizon, liquidity needs, and overall financial objectives. He earned a Bachelor of Science degree in Business Administration from the New York Institute of Technology in 1992 and is a member of the Delta Mu Delta National Honor Society. Stefano is involved with community organizations including Catholic Health Good Samaritan University Hospital and Living Waters Fellowship. He is multilingual, speaking Italian, Spanish, and English.

Jeffrey Gash is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services, and before entering financial services, he spent over three decades at Jaco Electronics, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sandy Poon Wing is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 using firm-approved tools without providing individual security recommendations as part of standalone plans.

Alexandra Kolessar serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with Merrill clients to assess their current financial situations and provides information about solutions available through Merrill and Bank of America. She holds a High School Diploma from Sachem East, a Bachelor's Degree from Saint John's University, and a Master of Business Administration (MBA) from Saint John's University. Alexandra's approach centers on helping clients identify what matters most to them and their families, aiming to develop strategies that support their financial goals.

Michael Jeshiva is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and various Morgan Stanley entities over a span of more than a decade. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources, tax-aware withdrawal strategies, and Social Security options.

Arthur Rooney is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Merrill for 25 years. Rooney holds Series 63 and Series 65 licenses and is based in Hauppauge, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support its financial planning process.

Sabrina Lin is a Planning Consultant at Fidelity Investments. In her current role, she partners with Financial Consultants to understand clients' personal needs and explore how Fidelity can assist them. She has been with Fidelity Investments since 2024, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2026. This progression reflects her experience within the company and her roles involving client relationship management and financial planning support.

Mitchell Pearson is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 18 years of industry experience. He has worked with Equitable Advisors since 2007 and previously with AXA Advisors, LLC. Outside of his advisory role, he is a partner at Equinox Financial Partners LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party asset managers to tailor solutions based on client needs and risk tolerance.