Mandy Wolk is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. Mandy helps them articulate their short- and long-term goals and recommends financial strategies aligned with their objectives. She combines personalized service with the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America. With experience in the financial services industry since 1993, Mandy focuses on connecting all aspects of clients' financial lives to help prioritize and pursue meaningful goals. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, portfolio management services, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Brooklyn College. Mandy is active in her community, having served as a board member of Girls on the Run LI. She participates with the NYRR Team For Kids and supports The Crohn's and Colitis Foundation. She lives on Long Island and enjoys horseback riding, running marathons, knitting, and crocheting in her free time.

Steven Wiener is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, having served at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Donna Mckeon is a financial advisor with LPL Financial in Hempstead, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Alma Sehovic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at New York Life Insurance Co and Nylife Securities LLC for five years and spent 15 years with EAC Inc/EAC Network. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Matthew Brennan is a financial advisor with Ameriprise in Garden City, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include independent trading and positions at Talentwave and the Town of Hempstead. He serves on the Board of Directors for the Point Lookout Park Project, where he acts as Treasurer. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research and third-party data. The firm’s approach includes detailed recommendation reports and ongoing advice tailored to clients approaching or in retirement.

Joseph Weill is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Bank Leumi, Hilton Hotels, and The Adecco Group, as well as time at Morgan Stanley Private Bank, N.A. Outside of financial services, he has been involved with The Hamlet Golf & Country Club. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs that include tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through its extensive platform.

Douglas Mongiardo is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Baillie Gifford. In addition to his advisory role, he is involved in insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Darren Olivieri is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Aegis Capital Corp. and Axa Advisors, LLC prior to joining Equitable Advisors. He also serves as trustee for The Gereldine Olivieri Trust. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Neil Mascioli is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Mascioli serves as treasurer and board member of the Business Information Network, a networking group based in Jericho, New York. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to support its advisory process.

Jonathan Kanovsky is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2004. In addition to his advisory work, he owns JK Group Tax & Accounting Inc., providing tax preparation and accounting services, and is involved with the Firefighter Sergio Villaneuva Soccer Foundation. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a range of investment strategies across multiple platforms, including proprietary and third-party models, and provides both discretionary and non-discretionary portfolio management tailored to client objectives.

Andrew Clemenza is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 16 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company, among others. Outside of his advisory role, he is involved with Acquisitions & Development LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of representatives. The firm offers a variety of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Brett Goldberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo in 2025, he worked for nine years at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Richard Rooney is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at On Deck Capital, Inc. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market-return modeling.

William Luttrell is a financial advisor at Morgan Stanley with 12 years of industry experience and holds the Series 66 designation. His prior roles include positions at Merrill, LPL Financial, The First National Bank of Long Island, Financial Resources Group Investment Services, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 using firm-approved tools and methodologies.

George Limperopoulos is a financial advisor with Ameriprise who holds CFP® and ChFC® designations and has 32 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he is involved in business ownership related to real estate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Milyn Bruno is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan in 2019, Bruno held various roles across retail and service sectors, including positions at Bloomingdale's and Amazon. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Schoenfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client’s unique financial situation and long-term goals. Jeffrey integrates insights from Merrill’s investment expertise with the banking and lending solutions offered by Bank of America to provide comprehensive wealth management services. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from New York University. Jeffrey is committed to community involvement and actively participates by volunteering with local organizations, reflecting the Merrill tradition of service within the communities they support.

Stephen Lawless is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Rico Otway is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and E*TRADE Capital Management. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dolores Mitchell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at OSAIC for 15 years before joining LPL Financial in 2025. Mitchell is also involved with A&M Financial Services, LLC, managing non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a broad platform and extensive advisor network.