Kevin Cunningham is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Merrill since 2011 and Bank of America, N.A. since 2013. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Augustine Ezechi is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory role, he is involved in a child care-related human services activity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Maria De Gennaro is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Ameriprise since 2014, including six years at Ameriprise Financial Services, Inc. and six years with Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Sheri Savage is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 1995. She also serves as a compensated personal fiduciary trustee for a family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Ira Miller is a financial advisor with Ameriprise in Plainview, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advising, he owns a tax preparation business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, offering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Brandon Sperling is a CFP®-designated financial advisor with seven years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Raymond James Financial Services and Bank of America, among others. He also owns Sperling Consulting Group Inc., a small investment-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Shamir Hirsch is a financial advisor with Ameriprise in Plainview, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul Shipkoskie is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Thomas Easow is a financial advisor with Ameriprise in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Asset Management and Equitable Advisors. Easow is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Matthew Ludack is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Wells Fargo and TD Ameritrade. He is also an operations associate at North Ridge Wealth Planning LLC, where he manages back-office operations and processing. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

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.