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 with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. Outside of his advisory work, he is an agent selling group life, accident and health insurance, as well as Medicare supplement and Medicare Part D RX plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by model portfolios, research, and diverse investment strategies.

Robert Cohen is a financial advisor with Stifel in Melville, NY, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked for UBS Financial Services from 2008 to 2018 before joining Stifel in 2018. Outside of his advisory role, Cohen is a managing partner of several real estate-related ventures. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Adam Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a background as an estate planning attorney, Adam spent nearly a decade running his own law firm, gaining insight into how accomplished individuals approach wealth, succession planning, and legacy decisions. Since joining Merrill in 2019, he has transitioned into a financial advisory role focused on providing comprehensive wealth planning to affluent entrepreneurs, business founders, and executives. Adam combines his legal knowledge with the resources of Merrill and Bank of America to help clients streamline their advisory relationships and understand the importance of structuring wealth to achieve financial, business, philanthropic, and intergenerational goals. He is attentive to client needs during challenging life transitions and encourages open communication to alleviate emotional burdens that can impact financial decision-making. He holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor’s degree from the University of Scranton, where he played lacrosse. Adam prioritizes fitness and nutrition and serves as Chairman of the Board of Directors for the United Veterans Beacon House. He and his wife, Allyson, reside in Kings Park, New York with their three children.

Andrew Krakauer is a financial advisor at Equitable Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Krakauer has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors, LLC during overlapping years. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid model of advisory and brokerage/insurance channels.

Nicholas Quinn is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and American Express. Quinn’s early career includes roles outside finance, such as with Aquacade Swimming Pool Inc and Roslyn Restaurant Corp. 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 broker-dealer and investment adviser functions, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Christopher Cunningham is a financial advisor with LPL Financial in Babylon, NY, holding Series 63 and Series 65 licenses and 33 years of industry experience. He worked at INVEST Financial Corp. for 22 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and various portfolio management options.

Damon Marra is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and LPL Financial. He is also a co-owner of Retirement Plan Consulting Group LLC, where he is actively involved in retirement plan consulting. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Andrew Chase is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Cordoba Asset, Equitable Advisors, and the Development Corporation for Israel. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

James Griffin Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 registrations and has seven years of industry experience. His prior work includes roles at The Arena Hub Inc. and Markens 23 LTD. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Metzger is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Melville, NY branch. He began his career with Merrill Lynch in 1995 and holds the position of First Vice President, Wealth Management Advisor. Robert is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and has additional professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Robert focuses on a goals-based approach to financial planning, tailoring strategies to the unique needs of each client. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. He emphasizes building relationships based on trust and providing ongoing guidance to help clients grow, preserve, and distribute their wealth. A lifelong New Yorker, Robert was born and raised in Queens and currently resides in Garden City South with his wife, Valerie, and their four sons. He earned a bachelor's degree from Long Island University. In addition to his professional work, Robert is involved in volunteering with organizations in his community. His personal interests include football, golfing, and spending time with his family.

Peter Wright Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. Wright serves on the boards of the Our Lady of Consolation Foundation and the Salvation Army of Suffolk County. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 a range of third-party programs and managers to deliver advisory and brokerage solutions.

Nicholas Stern is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. His prior roles include positions at Applied Visions, Inc. and self-employment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristine Moraitis is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and previously worked with the American Cancer Society and True North Community Church. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Paul Schifter is a CFP® with 44 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2017 and previously at Investacorp, Inc. for 18 years. Outside of his advisory role, he serves as an independent insurance agent and manages an insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm utilizes multiple custody and platform arrangements, offers proprietary and third-party investment strategies, and supports tailored approaches ranging from discretionary management to tactical and market-timing strategies.

Daniel Crowe is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Wells Fargo firms since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs optionally.

Michael Castiglie is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Citigroup and Bank of America, as well as a four-year tenure at Amherst College. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Jacobi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His previous roles include positions at CITIGROUP, TD Bank N.A., and The Prudential Insurance Company of America. Outside of his advisory work, Jacobi serves as a boys lacrosse coach at Elwood Middle School. LPL Enterprise serves a broad client base 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 programs, and a range of brokerage and insurance products.

Stephen Birbiglia is a CFP® with 36 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Cetera Advisor Networks LLC and North Ridge Securities Corp. Birbiglia is also licensed to sell term and universal life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer supporting individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management solutions.

Brendan Husch is a financial advisor at Merrill with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill and Bank of America in 2025, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience working at the Royal Health and Racquet Club. 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, pension plans, corporations, and charitable organizations.