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.

Scott Standel is a financial advisor with J.P. Morgan Securities, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Glenn Turano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with JPMorgan Securities LLC since 2001 and JPMorgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence with model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Rory Pinsky is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Cetera and its affiliates since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Peter Okin is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market assumptions and asset allocation guidance.

Roy Grant is a Series 63 licensed financial advisor with Primerica Advisors in Lynbrook, NY, where he has worked since 2000, totaling 24 years of industry experience. His activities include the sale of loan products and home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers and supported by third-party trade execution and custody providers.

Sean Sittambalam is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc for seven years. Outside of his advisory role, he is also an entertainer specializing in mentalism and illusion. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products and acts as an ERISA fiduciary when providing investment advice.

Santo Nunnari is a financial advisor at Cetera with a Series 66 credential and has been in the industry for less than one year. He has held positions at Cetera Wealth Services and Gregory Matthew Wealth Management. Outside of finance, he has been involved with Enzo's Pizzeria & Restaurant since 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and both affiliated and unaffiliated third-party managers.

Brian Sheehan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing decades of experience since joining the firm in April 1985. He specializes in working with individuals who are retired or nearing retirement, including corporate executives, police, firefighters, as well as retirement plans and non-profit organizations. Brian’s approach focuses on developing personalized financial strategies tailored to each client’s financial goals and aspirations. This process involves thorough information gathering and risk assessment, addressing areas such as retirement and education planning, insurance, long-term care, and investment objectives. Brian holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) credential. He began his career at Merrill Lynch in an operations role, which enhances his ability to help clients understand administrative and reporting processes. Brian attended Regis High School and the NYU School of Business and Public Administration on academic scholarships. Outside of his professional work, Brian is active in his community and involved in multiple organizations. He is a Third Degree member of the Knights of Columbus, an advisory board member of The Irish Studies Institute at Molloy College, and Vice President of the Central Nassau Athletic Association. Brian also participates in charitable activities through The Friendly Sons of St. Patrick. He lives in Westbury with his wife and three children and enjoys spending time with family, traveling, and practicing yoga.

James Lareddola is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at OPES Private Wealth Management and Stifel Financial Corporation, as well as various positions outside the financial industry. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a variety of investment vehicles.

Gary Marcus is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1993 and has operated his own CPA practice since 1971. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selected separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure in its operational model.

Yong Kun Li is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its advisory process, offering a broad range of retail and institutional investment services.

Joseph Kaplan is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 66 and Series 63 credentials with 13 years of industry experience. He previously worked at Citigroup for 15 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, offering a broad range of advisory programs including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its advisory services.

Karen Cacioppo is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she manages a custom jewelry business that she operates with her daughters. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive asset management.

Robert Palombo is a financial advisor with Cetera, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cetera since 2005 and has operated his own advisory business since 1976. Outside of financial advising, he owns an accounting and tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program structures.