Demetrious Phuros is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kevin Cleary is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he is involved as a trustee for family trusts and holds ownership interests in various investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with banking, securities-based lending, trustee services, and affiliated fund strategies.

Antonio Cunha is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Metlife Securities, Inc. from 2012 to 2017. He has been with MassMutual Life Insurance Company since 2016 and MassMutual Investors Services since 2017. 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, emphasizing collaborative, goal-oriented planning with the use of advanced analytical tools.

John Nicosia is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Royal Alliance. Outside of his advisory role, he serves as Vice President of Strategic Financial & Tax Planning Services, which prepares and services personal and business tax returns. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Nelson Martins is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. In addition to his role at Wells Fargo, he holds a partial ownership stake in Hamlet Group Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through discrete engagements.

John Holst is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2006 as a Financial Advisor and has since developed expertise in retirement and investment management strategies, family wealth management, philanthropic planning, and small business strategies. John employs his engineering problem-solving skills and the resources provided by Merrill to assist clients in creating comprehensive retirement plans and managing legacy and liquidity needs. He also works with non-profit organizations to help them manage endowments and foundations. Before transitioning to wealth management, John earned a Bachelor of Science degree in Electrical Engineering from the New York Institute of Technology in Westbury. He spent eighteen years in the technology sector designing communications equipment and serving as a manufacturer's representative for semiconductor manufacturers. John has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also held supervisory roles, including serving as Resident Director of the Broadhollow Merrill Lynch office until 2024. Outside of his professional work, John is an experienced sailor, amateur astronomer, cyclist, and coastal rower. He enjoys spending his free time exploring the Great South Bay of Long Island with his wife and two sons. John is also involved in several professional organizations such as the Astronomical Society of Long Island, Babylon Yacht Club, Custer Institute, LeTip of Babylon where he serves as President, South Bay Cruising Club, and Suffolk Archers.

Matthew Vacchiano is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has nine years of industry experience, including roles at TP ICAP and the New York Red Bulls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop customized recommendations.

Kathryn Kroleski is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. Kathryn is committed to providing ongoing advice and adapting strategies as clients' situations evolve. Her areas of focus include college education planning, family wealth management strategies, LGBT wealth planning, and women and wealth. Kathryn holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Hamilton College. Kathryn is involved with the LGBT Chamber of Commerce and participates in the community through the Heckscher Museum of Art. In her personal time, she enjoys cooking, football, ice hockey, reading, soccer, softball, spending time with her family, and watching movies.

Philip Siegel is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 18 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jonathan Kuttin is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he is involved in several consulting and tax preparation businesses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Lisa Vandetti is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning and non-discretionary investment consulting through various advisory programs.

Tnyetta Mitchell is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. She has been affiliated with Merrill since 1993 and has worked at Bank of America, N.A. since 2012. 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.

Robert Lozzi is a CFP® professional with 25 years of experience in the financial advisory industry. He has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. He is a member of the Financial Planning Association of Long Island and the Estate Planning Council of Nassau County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Tyler Wuchte is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Hilton Capital Management and Fairfield University. Outside of his advisory role, he volunteers as a lacrosse coach. 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 various third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Roslyn Wilenchik is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors since 2006 and has worked with Primerica Financial Services since 2003. Outside of her advisory role, she works part-time as an advertising assistant for Manhattan Fashion Magazine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading, offering a tiered wrap-fee structure and maintains oversight of its investment models.

Rosanne Gil is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials and 17 years of industry experience. She previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 15 years. In addition to her advisory role, she owns a small business that manages administrative support staff and associate expenses and works as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without discretionary authority.

James Diapoules is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Equitable Advisors since 2005 and also has a long-standing role at Diapoules & Feinstein, a CPA firm he has been associated with since 1989. Outside of his advisory work, he is involved with a general agency focused on group health insurance and professional disability plans. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.

Daniel Staiger is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Bohemia, NY. He has been involved with Matarazzo & Associates for over a decade and works as a financial advisor under the Matarazzo Staiger Wealth Management DBA. Outside of his advisory role, he dedicates significant time to client service and advice through related support companies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses non-discretionary planning and analytical tools tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gary Frisina is a CFP® with 49 years of industry experience, currently serving as an advisor at Osaic Wealth since 2018. Prior to this, he spent 44 years at Signator Investors, Inc. He is also president of Atlantic Advisors LLC, an investment advisory firm. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across a wide range of investment types.

Spencer Luthin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2020 and previously was employed at Bank of America and Merrill from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.