John Mikos is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Aegis Capital Corp. from 2011 to 2022. Outside of finance, he serves on the Parish Council and as a sentinel for the Greek Orthodox Cathedral of St. Paul in Hempstead, NY. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers to serve both non-high-net-worth and high-net-worth clients.

Eric Melman is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America, N.A. since 2005. 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.

Patricia Brady is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at AssetMark Brokerage, Hightower Advisors, and Dynasty Financial Partners. She is also a contributing author to a book collaboration through PinkFix Productions, with promotional activities planned via podcast and social media. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term orientation.

Elisa De Jesus is a financial advisor at Merrill with 18 years of experience at the firm and a total of 8 years in the industry. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she contributes to The Interfaith Nutrition Network Inc., a nonprofit serving the hungry and unsheltered, where she participates in planning and event activities. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lai III is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He is also a 20% owner of Premier Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and fee-based financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored financial recommendations, providing a broad range of planning services including retirement, education, and business-owner transition planning.

Barry Cohn is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Cohn teaches hand building and wheel throwing pottery at a ceramics studio he owns. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes advanced portfolio construction and management tools.

Michael Cascio is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial services industry, he has dedicated 15 years to his previous firm, J.P. Morgan, before joining Merrill Lynch in 2021. As a CERTIFIED FINANCIAL PLANNER® professional, Michael specializes in providing customized financial advice and guidance to high net worth clients, institutions, and small businesses, addressing investment, banking, and lending needs with a focus on creating goals-based strategies. Michael graduated from Hofstra University in 2002 with a Bachelor's degree in Business Administration, majoring in Banking and Finance. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His expertise covers a wide range of financial areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Michael is involved in his local community as a member of the Massapequa Chamber of Commerce and participates in the Plainedge Baseball Softball League. He enjoys spending time with his wife and two daughters, traveling, coaching youth sports, staying active through exercise and golf, and following New York sports teams.

Neal Manfredi is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007. Manfredi holds Series 63 and Series 65 designations and serves as an arbitrator for the FINRA Dispute Resolution Arbitration Program. He is also Chancellor of a local Knights of Columbus council. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies.

Steven Katz is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes 13 years at Edward Jones and 3 years at Equitable Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shuxin Li is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was employed at 51 Careers Inc. and New York University. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Sorrentino is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at PHX Financial Services, By-The-Numbers LLC, and consulting positions, as well as teaching positions at Baruch College and St. Anthony's High School. He is also involved in outside health insurance activities with United Healthcare Oxford and Anthem. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andrew Lawlor is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously at JPMorgan Securities LLC from 2015 to 2021. Outside of finance, he was involved with Fresh Air Vacations Inc. from 2012 to 2018. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and Corporate Financial Planning agreements.

Anthony Ghiglieri is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior work includes roles at Ameriprise and multiple HSBC entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Katherine Milby is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and experience with organizations such as the University of Virginia and the Embassy of Australia. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jackie Gaines is a financial advisor at Cetera with 14 years of industry experience and holds a Series 63 designation. Prior to joining Cetera in 2025, she spent 13 years with Avantax Insurance Agency and related entities. Outside of her advisory role, Gaines owns Gaines CPAs PLLC, providing tax preparation and consulting services, and operates Gaines Advisory Services, advising businesses on operations, accounting, tax planning, and process automation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated and unaffiliated managers.

Kathleen Reilley is a financial advisor at UBS Financial Services with 44 years of industry experience. She has been with UBS since 1988 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves as President and Treasurer of a condominium association, overseeing property maintenance and financial budgeting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Samuel Schiffer is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has been with MML Investors Services since 1995 and MassMutual Life Insurance Company since 1994. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools and offering event-driven planning services such as divorce and estate settlement planning.

Robert Friedman is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Jeremy Rayburn is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with I.M.M. Vista Drive, LLC, a real estate entity where he serves as an officer. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling in its approach and serves clients through both direct and employer-sponsored arrangements.

Mark Mirocco is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. In addition to advisory work, he is an agent selling group life, accident and health insurance, Medicare Supplements, and Medicare Part D plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.