Stephen Bishop Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized plans through a centralized consulting team.

Nicholas Agnone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 28 years of industry experience. He has previously worked at Osaic Wealth, Inc. for 15 years and has operated Nicholas Agnone & Co., LLC since 2001. Outside of his advisory role, he is actively involved in tax preparation and accounting services through his own firm, Nicholas Agnone & Co. LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erin Mayernik is a Planning Consultant currently working at Fidelity Investments. She has been with Fidelity since 2023, serving in the role of Investment Consultant. Prior to her current position, Erin worked as a Financial Advisor Associate at Morgan Stanley from 2021 to 2023 and as a Financial Advisor at Merrill Lynch from 2019 to 2021. Erin focuses on integrity, compassion, understanding, confidentiality, open-mindedness, and teamwork in her work with clients. She aims to listen deeply and work purposefully to help clients improve the quality of their lives. Outside of her professional role, Erin enjoys food, social events with friends, reading, snowboarding, softball, and traveling.

Scott Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Jericho office. He has been with Merrill Lynch since 2002, leveraging his background as a global commodity and derivative trader on Wall Street and his education from Hofstra University, where he earned a bachelor's degree in banking and finance. Scott provides tailored financial strategies for high net worth individuals and business owners, with expertise in areas such as college education planning, divorce transition planning, family wealth management, corporate retirement plans, tax minimization, and retirement income. His approach emphasizes understanding clients' financial priorities through attentive listening and developing customized investment guidance based on disciplined wealth management principles adaptable to changing economic conditions. Scott holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Scott participates in community activities, notably volunteering with youth hockey organizations. His personal interests include boating, cooking, golfing, ice hockey, music, skiing, surfing, and spending time with his family.

Robert Ungerer is a CFP®-certified financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Benjamin Lingenfelter is a financial advisor with LPL Financial in Lake Grove, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked primarily with LPL Financial since 2011, with a one-year tenure at Ameriprise Financial Services Inc. Additionally, he serves as a Code Enforcement officer in his local community. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Tracy Prush is a financial advisor with Raymond James Financial holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, Tracy worked at Edward Jones, Kestra Advisory Services, Coastline Wealth Management, and Lincoln Investment. Tracy is also involved with Hendel Wealth Management Group, a non-investment-related business activity based in Smithtown, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals across its extensive advisor network.

Jenna Muscarella is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC before joining Morgan Stanley in 2022. Muscarella serves as a board member of the Garden City Chamber of Commerce, participating in community events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and firm-approved tools, offering a range of services including estate planning and investment advisory.

Mitchell Foster is a financial advisor with Osaic Wealth, Inc. in Melville, NY, holding a Series 65 designation and with 52 years of industry experience. He previously worked at JHFN Signator Investors, Inc. for 44 years before joining Osaic in 2018. Foster serves as a trustee for the Yokun Brook Condominium Association, a homeowners association. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk assessment, and portfolio management that includes a broad range of investment products.

James Quigley is a financial advisor at LPL Financial in Melville, NY, holding a Series 66 designation with 20 years of industry experience. His previous roles include positions at Wells Fargo Clearing Services, Capital One Investing, E*TRADE, and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various strategies delivered primarily by investment adviser representatives.

George Christodoulou is a financial advisor at Charles Schwab with two years of industry experience. He previously worked at Edward Jones and JPMorgan Chase. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Drew Miller is Vice President, Wealth Planner at Fidelity Investments, where he currently develops personalized strategies tailored to clients' retirement objectives, financial situations, and long-term goals. He has held this role since 2022. Prior to this, he served in various capacities at Fidelity Investments including Financial Consultant and Planning Consultant roles between 2021 and 2022. Before joining Fidelity, Drew worked at Prudential Financial as a Retirement Counselor from 2016 to 2021 and as an Annuity Wholesaler from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Drew's personal interests include fishing, golf, hiking, skiing, and tennis.

Ryan Rielly is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held positions at Morgan Stanley since 2017 and previously worked at First Empire Securities, Inc. from 2015 to 2017. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Daniel Eisenberg is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Deutsche Bank Trust Company Americas, Deutsche Bank Securities Inc., and Banc Of America Investment Services, Inc. Outside of his advisory role, he serves as trustee for a family irrevocable living trust. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Grand is a CFP® with 20 years of industry experience. He is currently a financial advisor at OSAIC and has previously worked at Fidelity Investments and Pacific Investment Management Company LLC (PIMCO). Outside of his advisory role, he serves as a director on the board of a Manhattan residential cooperative and founded RevUp Private Wealth, LLC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs a variety of asset-allocation tools and offers both discretionary and non-discretionary portfolio management options.

Fred Tantillo is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked for Royal Alliance Associates, Inc./Osaic Wealth, Inc. for 33 years. He is also involved in tax preparation as an owner of a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools for research and operations.

Linda Kuhn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Long Island Vision Management, North American Partners in Anesthesia, and Fuentes Cosmetic Surgery Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Sonia Karia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing. Outside of her advisory role, she owns and operates a jewelry store and a 5G internet business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Larson Bennett is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Brown Brothers Harriman & Co, and has also been affiliated with Dartmouth College. 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 plans, corporations, and charitable organizations.

Gina Ayasse is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.