Lauren Bellizzi is a financial advisor with Merrill based in Holbrook, NY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Equitable Advisors and Whaler's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Yonatan Wachspress is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014, including six years under its prior affiliation as AXA Advisors, LLC. Wachspress serves as a board member of the Beis Torah U'Tefillah Synagogue. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs, including third-party managed accounts and firm-led solutions, without sponsoring its own wrap fee program.

Jane Heller Gerard is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 1995. 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 supported by internal and third-party investment teams.

Kevin Vasilik is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and having 29 years of industry experience. He previously worked at Ameriprise for 11 years before joining Raymond James in 2025. Outside of his advisory role, Vasilik is President and CEO of Wayfinder Wealth Management, a business involved in supporting his Raymond James activities and other business functions. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical modeling tools and supports various advisory programs, with additional capabilities in municipal and public finance.

John Cristello is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Cetera and has held prior roles at firms including Voya Investment Management and JP Morgan Chase. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary account structures.

Vincenzo Formato is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has three years of industry experience. His background includes multiple roles in hospitality and service businesses. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party investment models delivered through a network of Investment Adviser Representatives.

Stephen Barbosa is a Series 63 licensed financial advisor with 34 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent 32 years at Pruco Securities, LLC. Barbosa is involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Robert Dunn is a financial advisor with UBS Financial Services in St. James, NY, holding a Series 66 designation and 29 years of industry experience. He worked at Morgan Stanley & Co. LLC from 2002 to 2008 before joining UBS Financial Services, where he has been since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market models to tailor plans aligned with clients’ goals and risk tolerances.

Pat Ingrassia is a CFP® professional with 43 years of industry experience, currently with Wells Fargo Advisors in Melville, NY. He previously worked at Janney Montgomery Scott LLC for five years and Wells Fargo Clearing for four years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Jeffrey Wenzel is a financial advisor with Ameriprise in Northport, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 33 years at Ameriprise and its affiliated entities. 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-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Douglas Lake is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked at Cetera since 2019 and previously was with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Outside of his advisory role, he serves as a finance committee member for Saints Peters & Paul Church and is a director and board member of the Kiwanis Foundations of Hicksville. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and a suite of affiliated providers that influence product offerings.

Michael Cassidy is a Planning Consultant at Fidelity Investments, where he has been serving since 2021. He holds the CFP® designation and collaborates with clients to develop comprehensive financial plans and recommend suitable investments tailored to their individual needs and goals. His approach utilizes Fidelity's extensive resources to help clients feel comfortable and confident in their financial decisions. Michael's career in financial services began as a NYS Licensed Agent at Allstate in 2017, followed by roles at Janney Montgomery Scott, LLC, including Private Client Associate and Intern positions from 2018 to 2021. Since joining Fidelity, he has also worked as a Financial Consultant before assuming his current role. Outside of his professional work, Michael enjoys biking, cars, cooking and baking, fitness, kayaking, and traveling.

Lars Kofod is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC as a contractor. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a large institutional platform that includes advisory, brokerage, and insurance solutions.

Kevin Wilson Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at Top Golf, American Pie, Con Edison, and longstanding involvement in the music industry as a musician and producer with Bigg Badd Wolf. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm utilizes a range of investment products and advisory models, providing fiduciary services and focusing on personalized risk assessment and program matching.

Gregg Marano is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial industry since 1992 and joined Merrill Lynch in early 2000. Gregg began his career as a foreign currency broker servicing large institutions. He holds the Certified Exit Planning Advisor1E, Chartered Retirement Planning Counselor1E, Accredited Domestic Partnership Advisor1E, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant designations. Drawing on his extensive experience and Merrill Lynch's global resources, Gregg develops personalized, strategic recommendations tailored to the complex financial needs of high net-worth clients and business owners. His expertise includes portfolio construction, business transition, retirement planning, home financing, insurance, corporate retirement plans, and tax minimization. He also focuses on planning areas such as divorce transition, education planning, family wealth management strategies, and services for defined benefit plans. Gregg was named to Forbes' "Best-in-State Wealth Advisors" list multiple times, including in 2019, 2023, 2024, 2025, and 2026. Gregg holds a bachelor's degree from Dowling College. Outside of his professional commitments, he is involved in the community organization "Gavins Got Heart." His personal interests include biking, music, spending time with family, and tennis.

Kevin Fitzpatrick is a financial advisor with J.P. Morgan Securities based in Smithtown, NY. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Joseph Gunnar & Co. LLC, and National Securities Corp. Fitzpatrick also briefly worked at Spring Lake Country Club. 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. Their process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

Salvatore Mannino is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized wealth management strategies that take into account their full financial picture and evolving needs. Salvatore coordinates investment, banking, lending, and wealth planning solutions aligned with his clients' goals. He holds a Bachelor's Degree from SUNY Binghamton and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Growing up in a family of entrepreneurs provided him with insight into the challenges and opportunities involved in building and preserving wealth. Salvatore emphasizes building and maintaining strong client relationships, aiming to help clients focus on their financial priorities and make informed decisions with confidence. He combines his guidance with the investment insights of Merrill and the banking and lending capabilities of Bank of America.

Ronald Bergmann is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory role, he is president and owner of American Premier Financial Group, an insurance business. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex network of affiliated broker-dealers, asset managers, insurance, and trust companies.

Marie Wilson is a Series 63 licensed financial advisor with Primerica Advisors in Hempstead, NY, where she has worked since 1996, accumulating 28 years of industry experience. Her background includes sales of investment-related products and part-time referrals of home security and automation products through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Giammarino is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. Before joining LPL Enterprise, he worked in various roles including at the Long Island Weight Loss Institute and Ahold Delhaize–Stop and Shop. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to financial planning, third-party asset managers, and other affiliated financial services.