Jonathan Ehrlich is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2019. Ehrlich is also a certified public accountant and a partner at EB Group CPAs LLP, where he provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Patrick Byrne Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Cetera and its related entities since 2013 and has also worked with Maximus Financial Services since 2002. Outside of financial advisory, he serves as president of the Smithtown/Brookhaven Civic Association and hosts a weekly public access television program discussing local civic issues. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment solutions.

Steven Vitale is a financial advisor with Stifel, holding the CFP® and CFA® designations and bringing 30 years of industry experience. He worked at UBS Financial Services Inc from 2008 to 2020 before joining Stifel Nicolaus & Co Inc in 2020. Outside of his advisory work, he serves as president of several LLCs managing rental properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategy uses proprietary forward-looking capital market models developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Timothy Grosso is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors in 2022, he worked at Pro Quality Home Improvements and has experience in education and retail. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and third-party managers to deliver advisory and brokerage solutions.

Dervinder Singh is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he operates a law practice under DERVINDER SINGH, ESQ PLLC. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Ira Bergman is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked previously at North Ridge Securities Corp. and Cetera Wealth Services, LLC. Outside of advising, he serves as treasurer for St. John Lutheran Church, where he prepares budgets and reviews financial statements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Maria Morhous is a financial advisor at Stifel with 32 years of industry experience. She has held Series 63 and Series 66 designations and previously worked at First Empire Securities, Inc. for 21 years before joining Stifel in 2019. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Daniel Liff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Jonathan Rekedal is a Series 66-credentialed financial advisor with Osaic and Steadwise Advisors, starting his advisory career in 2025. He has been involved with the Community Synagogue of Rye since 2016. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools like asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Kristine Sabatino is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Merrill since 2012. 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.

Steve Shepherd is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Tompkins Trust Company and LPL Financial. 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-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and algorithmic support within its advisory process.

Dennis Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at UBS since 2018, following a 16-year tenure at Scottrade, Inc. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Ryan Mcdermott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, NA, and Janney Montgomery Scott. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services through a non-discretionary program supported by an in-house manager solutions team and centralized due-diligence framework.

Maria Zoll is a financial advisor with LPL Financial holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Royal Alliance, Equitable Advisors, Axa Advisors, Computer Associates/Broadcom, and Deloitte & Touche. Outside of her advisory work, she is involved in tax preparation and accounting through her own business, Maria Zoll Tax & Advisory Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Stephanie Caen is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2021. Prior to that, she spent nine years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Erik Stevens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Raymond James, he worked at Citigroup for eight years. He is also involved with Hendel Wealth Management Group as a financial advisor serving existing clients. 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 entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Derick Pantoja is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Wells Fargo since 2007, including ten years at Wells Fargo Bank and nine years at Wells Fargo Clearing. Outside of his advisory role, he is a notary public in Yonkers, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Donaldson is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Blue Ocean Wealth Solutions and has a diverse background including roles at Binghamton University and other organizations. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Robert Papaleo is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and bringing 41 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Christopher Mirandi is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. He has been with Ameriprise since 2016, working across both the LLC and Inc. entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning through written reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.