Roger Cahn is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he has a minority ownership interest in a stable that owns racehorses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Purcell is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he serves as a trustee of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and third-party asset managers, offering diversified investment options including mutual funds, ETFs, and alternative investments.

Keith Schreiber is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation as Axa Advisors. Schreiber is also involved in outside insurance activities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers, focusing on customized solutions matched to client risk tolerance and plan needs.

Marilyn Stefans is a CFP® with 35 years of experience in financial advising, currently with Cetera. She has held roles at multiple firms including Gold Coast Capital Management Corp and has maintained ownership of Stefans Associates Inc. since 1996. Outside of advisory work, she is an enrolled agent providing accounting and tax preparation services and owns businesses focused on financial services and marketing. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rachel Weissman is a Financial Consultant currently working at Fidelity Investments. In her role, she partners with clients to develop personalized financial plans that address their individual needs and goals. She aims to help clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Rachel's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2022. Prior to this, she was an Investment Consultant at Fidelity Investments from 2020 to 2022 and a Registered Associate at Morgan Stanley from 2019 to 2020. Outside of her professional work, Rachel has interests in concerts, cooking and baking, fitness, food, music, and pets.

Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Brian Slattery is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Slattery Wealth Management Group. He focuses on retirement planning and offers expertise in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Brian graduated from Stony Brook University with a Bachelor's Degree and a Master's Degree in Accounting in 2020. He worked as a part-time Client Associate at Merrill from 2016 while pursuing his education and entered Merrill's Financial Advisor Training program in 2021 before becoming a Financial Advisor. Born and raised in Smithtown, Brian played college lacrosse at SUNY Oswego and continues to play in adult recreational leagues. His personal interests include golfing, music, skiing, and spending time with his family.

Thomas Curry is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his background includes multiple roles with the Village of Mineola and academic experience at Fairfield University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christine Brogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has prior work experience at Integrated Controls Environmental, LLC and DC Services & Maintenance. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

Robert Rosenberg is a CFP® professional with nine years of industry experience, currently serving at Mass Mutual Investors Services. His prior roles include positions at Northwestern Mutual and New York Life, as well as involvement with the Police Athletic League. Rosenberg holds Series 63 and Series 65 licenses. Mass Mutual Investors Services 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 employs a collaborative, annual planning process using firm-approved software and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

David Hanford is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Carrie Marone is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 63 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Anthony Walia is a Financial Consultant currently working at Fidelity Investments since 2022. He has previous experience as a Financial Consultant at LPL Financial from 2021 to 2022 and served as a Wealth Management Advisor at TIAA from 2015 to 2021. In his role, he partners with clients to understand their financial goals and challenges, working together to identify and pursue both short-term and long-term objectives such as retirement savings and wealth growth. Anthony emphasizes collaboration in developing financial plans tailored to clients' evolving life circumstances, providing ongoing support to ensure alignment with their goals. Outside of his professional work, he has interests in baseball, beach activities, fitness, golf, theater, and volunteering.

Keith Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2016 and has been with Dime Community Bank (formerly Bridgehampton National Bank) since 2008, serving in senior private banking and investment-related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing various investment strategies supported by advanced operational and research tools.

Mark Peterson is a financial advisor with Ameriprise Financial Services in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at St. James Investment Advisors, Chase Investment Services, and Home Depot. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Christine Columbia is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 credentials. She has 13 years of industry experience and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Hungerford is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2002, including time at its predecessor, Axa Advisors. He serves as a board member of the Summer Sands Condominium Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm delivers solutions through a network of advisers and uses a variety of third-party program sponsors and asset managers to implement customized investment strategies.

Ilyaas Fedaie is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Long Island Cannabis Club and Aflac. His background also includes roles in education and content creation. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Mark Parrott is a financial advisor with OSAIC based in Medford, NY, holding Series 63, 65, and 66 credentials and 37 years of industry experience. He has worked at Creative Retirement Planning and OSAIC since 1996. Outside of his advisory role, he is a musician who performs in nightclubs and has authored a book on economic trends. OSAIC Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and third-party money manager access.

Rony Nehme is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1998. LPL Enterprise provides investment advisory and brokerage services to a broad client base that includes individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.