Ryan Roselle is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes eight years with J.P. Morgan Securities and ten years at J.P. Morgan Chase Bank NA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and managing approximately $2.74 trillion in client assets.

Michael Mooney is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wachovia Securities Financial Network since 2009. Mooney has a one-third ownership stake in Premier Wealth Management LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

James Hachadoorian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and has experience with organizations such as Gift of Life and BMW. He also serves as a trustee and holds power of attorney responsibilities for family trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations, utilizing a range of proprietary and third-party investment programs delivered through a large network of advisors.

Dominick Di Benedetto is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and one year of industry experience. His prior roles include work at Kuttin Wealth Management Ameriprise Financial Services and Super Coffee. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Scott Kaufman is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Kaufman is also the owner of Lilli&Sophie Inc., a business that holds a health insurance policy. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Leone is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior experience at The Vanguard Group and Equitable Advisors, as well as engagements outside finance including roles at Lifetime Athletics and University at Buffalo. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Sean Garner is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Bank of America and Merrill since 2006. 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 plans, corporations, and charitable organizations.

John Grazioli is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Grazioli is also president of JMG Ventures, a holding company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling.

Brendan Carey is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Cetera, MassMutual, and AXA Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Rosenberg is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2016, including roles at Wells Fargo Clearing and Wells Fargo Advisors. His prior experience includes positions at Morgan Stanley and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, addressing diverse client needs from retirement and wealth-transfer planning to specialized areas such as business-owner transition and special-needs analysis.

Andrew Mastrole is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at United Rentals, St. John's University, and municipal government in Westhampton Beach and Southampton. OSAIC serves a diverse client base—including retail investors, retirement plan sponsors, charities, and corporate clients—through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party managers.

Ellen Houston is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria in some recommendations.

Marguerite Danaher is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at LPL Financial from 2012 to 2019. Outside of her advisory role, she teaches an adult education course on Social Security without compensation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, emphasizing managed accounts and algorithmic support.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity Investments, TD Ameritrade, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence combining quantitative and qualitative research and incorporates a range of eligible strategies, including ESG frameworks.

Tyler Alvarez is a Senior Financial Advisor with the Miranda Wealth Management Group at Merrill Lynch Wealth Management. In his role, he assists clients by managing their wealth and helping them achieve their individual financial goals. Tyler emphasizes a comprehensive approach that begins with understanding each client’s needs to ensure tailored financial solutions. He holds a bachelor's degree in Business Management and a Master of Business Administration (MBA) in Finance, both from Stony Brook University. Tyler also maintains FINRA Registration Series 7 and Series 66 and holds the Personal Investment Advisor (PIA) designation. Tyler's expertise includes education planning, family wealth management strategies, legacy planning, retirement planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His team has been recognized on FORBES MAGAZINE's "Best-in-State Wealth Management Teams" list for four consecutive years from 2023 to 2026. Outside of his professional work, Tyler is an active member of the community, supporting organizations such as East End Disability Associates, Inc. and the Muscular Dystrophy Association. He resides in Huntington, NY, and enjoys personal interests including golfing, racquetball, running marathons, tennis, and spending time with his family.

Anthony Buglino is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. He has previously worked at S&P Associates of LI Inc, Avantax Insurance Agency, Avantax Advisory Services, Safe Harbor Asset Management, and Brookstone Capital Management. He is also CEO of Anthony J. Buglino CPA P.C., a firm providing accounting, tax, and financial advisory services. 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 with access to multiple investment platforms and third-party managers.

Joseph Miller is a financial advisor at Merrill with 52 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1980, as well as at Bank of America, N.A. since 2011. 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.

Eric Szczurowski is a CFP® and holds a Series 66 designation with 23 years of experience in financial advising. He has been with Ameriprise since 2005, currently serving at their Hauppauge, NY office. Outside of financial advising, he owns Bryant Park Consulting Group LLC, a consulting business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

Jason Viviani is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning. The firm utilizes structured planning tools and models client outcomes but generally does not provide individual security recommendations within its standalone planning services.

Joseph Nosworthy is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Sales Associate at Dominick & Dominick LLC from 2007 to 2012. Joseph's professional focus is on providing clients with the tools, guidance, and support necessary to make educated financial decisions aligned with their goals. His approach emphasizes the importance of a well-executed plan to achieve client outcomes. Outside of his professional role, Joseph enjoys fishing, golf, hiking, skiing, traveling, and volunteering.