Marie Taylor is a financial advisor with Edward Jones in West Hempstead, NY, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory work, she serves as Vice President of the West Hempstead Chamber of Commerce, is a continuing education instructor at Kingsborough Community College, and holds a National Notary Public position. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Robert Nero is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1996 and joined Merrill Lynch in 2015 following a successful career at Bank of America where he worked in various divisions including retail, small business, and global banking. Robert specializes in portfolio construction, retirement income planning, and financial management with a focus on both sides of a client’s balance sheet. He works closely with clients to develop individualized strategies aimed at achieving their short- and long-term objectives. Robert holds a bachelor’s degree in English and American literature from Tufts University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus areas include college education planning, family wealth management, legacy planning, socially responsible investing, and services tailored for women investors and medical professionals. He values clear communication, deep understanding of client needs, and accessibility in his advisory role. Outside of his professional work, Robert lives in Huntington Village with his wife, Davina. He is involved in his community through volunteering with organizations such as the New York Blood Center and New York Cares and is a member of the Huntington Chamber of Commerce. His personal interests include music, photography, reading, tennis, traveling, watching movies, and yoga.

Nicholas Curmi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Binghamton University and 2ndlife Batteries. Merrill 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.

Oscar Bonilla is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at MBSC Securities Corporation, Maxim Group LLC, Safavieh, and Baruch College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and corporate financial planning agreements.

Steven Jaenichen is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Jaenichen holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and firm-approved methodologies.

Melanie Jovanovic is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Del Prete is a financial advisor with Primerica Advisors based in Farmingdale, NY. He holds a Series 63 designation and has 27 years of industry experience. His prior work includes roles at Starbridge and the West Irondequoit Central School District. Outside of advising, he is involved in the sale of non-investment home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Arturo Ripepe is a Series 66-registered financial advisor with Morgan Stanley, based in Garden City, NY, and has eight years of industry experience. He has been with Morgan Stanley and its related entities since 2017. Prior to his current role, he worked at Invision Events and attended Hofstra University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Joseph Providenti is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 63 designation and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Stephen Stern is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns and oversees a mail order industrial blades business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Gary Ferrugiari is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. His prior experience includes over 40 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Outside of advising, he also works as an insurance broker. 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 affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction tools and access to third-party money managers.

Victor Tejada is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory capabilities with brokerage, distribution, and investment management functions.

Anthony Santucci is a financial advisor at Osaic with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Invesco Distributors, Inc. and Oppenheimer Funds. He also served four years at the New York County District Attorney's Office. Outside his advisory role, he is a committee member of the State of New York Grievance Committee for the 10th Judicial District. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios that include a range of securities and alternative investments.

Patrick Lively is a financial advisor at UBS Financial Services with seven years of industry experience. He held prior roles at Merrill and Fora Financial and has teaching experience at Molloy College. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers research and capital markets services through its platform.

Michael Wieber is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Bank of America, Citi, and Ambrotrans Inc., as well as four years associated with the New York Islanders and Hofstra University. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Seren Lass is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 credential. Prior to joining Merrill in 2024, Seren worked at Morgan Stanley from 2017 to 2024 and Wells Fargo Clearing Services from 2018 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Fykes is a financial advisor with Primerica Advisors in Uniondale, NY, holding a Series 63 designation and 14 years of industry experience. She has been associated with PFS Investments Inc. since 2012 and has also worked with the NYS Department of Labor since 2009. Outside of her advisory role, she is involved in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Gary Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been associated with Cetera since 2013 and operates additional financial services businesses, including Horizon Financial Services, where he provides investment advice. Outside of his advisory roles, he co-owns an office rental business. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, accommodating various discretionary and non-discretionary program structures.

Dominic Villani is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He previously worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model potential outcomes.

Perry Fishbein is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.