Anthony Vlachos is a ChFC®-designated financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Melville, NY. He has previously worked at NATIONAL PLANNING CORPORATION and has been involved with WizdomTower Risk LLC since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technology solutions.

Peter Che is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at JPMorgan Chase from 2009 to 2023. Outside of his advisory role, he is the owner of a family dry-cleaning business that ceased operations in 2022. 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, and institutions.

Michael Viola is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Garfunkel Wild P.C. and has held roles outside finance, including positions in education and the restaurant industry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Reuben Birnbaum is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is the sole proprietor of BWM Holdings LLC, a real estate investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 utilizes firm-approved planning tools and methodologies in its financial planning process.

Anthony Angarola Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Cetera and its affiliates since 2019 and previously worked at Foresters Financial from 2013 to 2019. Outside of his advisory role, he serves as a board member for the Shinnecock Shores Association, where he helps organize community activities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with a broad range of investment program options.

Mark Siver is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following seven years at Janney Montgomery Scott. He serves on the board of the Douglas House Foundation, a charitable organization focused on the preservation of the Douglaston Club building. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Nancy Contino is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is a co-owner and landlord of a rental property. J.P. Morgan Securities 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 multiple market-facing registrations and delivers its program on a non-discretionary basis.

Loretta Morano is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 license and bringing 27 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured planning process supported by proprietary tools and market scenario modeling.

Jane Carmody is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The First National Bank of Long Island. Carmody owns and manages JSC Management Inc., an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and referral channels to provide tailored recommendations.

Lisa Van Der Voort is a Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in the financial services industry. She has worked with Morgan Stanley, Bank of America, and Merrill, developing expertise in quantitative data analysis to offer clients data-driven strategies aimed at building appropriate risk-adjusted portfolios. Lisa's approach starts with understanding what is important to her clients, enabling her to help them pursue a range of financial priorities including general investing, philanthropic efforts, tax-advantaged solutions, retirement planning, and preparing for unforeseen events. She also facilitates access to Bank of America specialists for banking, credit, home financing, and business solutions. Lisa holds a Bachelor’s Degree from Auburn University and maintains the Personal Investment Advisor (PIA) designation. She is actively involved with Bank of America's Military Support & Assistance Group and serves as a mentor with Statement Arts. Outside of her professional life, she enjoys activities such as hiking, boating, chess, reading, rock climbing, soccer, tennis, and spending time with her family.

Arya Doshi is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, Doshi worked at Guggenheim Partners and Moelis & Company. Doshi holds an undergraduate degree from Binghamton University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone services.

Jake Grabarnick is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Klerer Financial Services, New York Life Insurance Agents, NYLIFE Securities LLC, and Capital One Financial Corporation. He also worked for Creative Games Inc. for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ira Resnick is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets over the course of his career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage capacities.

Nydia Lupo is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she is a notary public in Suffolk, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Mott is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2018 and 2019, respectively. Outside of his advisory work, he is involved in coaching and administrative roles with Long Island Sting Lacrosse, a recreational organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

John Laronga is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with individuals, families, and businesses to develop comprehensive financial strategies that are adaptable to clients' changing needs. Prior to his current position, he held multiple roles at Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. His experience also includes serving as a Senior Retirement Consultant at Empower from 2021 to 2022, and working at JPMorgan Chase Bank as a Private Client Banker from 2018 to 2020 and as a Relationship Banker from 2017 to 2018. Throughout his career, John has focused on understanding clients' objectives and working collaboratively to create holistic financial plans with ongoing guidance and support. Outside of his professional work, he has interests in beach activities, family activities, fitness, golf, running, and traveling.

Jamie Shapiro is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2014 to 2017 before joining LPL Financial in 2017. Outside of his advisory work, Shapiro is involved as an insurance agent specializing in fixed insurance products. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and a variety of specialized investment solutions.

Lee Hochheiser is a financial advisor at Cetera with a Series 65 designation and approximately three years of industry experience. He is also employed full time at Hochheiser, Deutsch and Company, Inc., a firm focused on holistic financial planning, insurance services, and retirement planning. Prior to his current roles, he worked in sports media sales and has experience in marketing and insurance business management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with both affiliated and third-party investment options.

Anthony Ferraro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives, demographics, and risk tolerances.

James Oliver is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.