Salvatore Mannino is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized wealth management strategies that take into account their full financial picture and evolving needs. Salvatore coordinates investment, banking, lending, and wealth planning solutions aligned with his clients' goals. He holds a Bachelor's Degree from SUNY Binghamton and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Growing up in a family of entrepreneurs provided him with insight into the challenges and opportunities involved in building and preserving wealth. Salvatore emphasizes building and maintaining strong client relationships, aiming to help clients focus on their financial priorities and make informed decisions with confidence. He combines his guidance with the investment insights of Merrill and the banking and lending capabilities of Bank of America.

Ronald Bergmann is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he spent 23 years at American Portfolios Financial Services, Inc. He is also president of American Premier Financial Group, where he acts as an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing various asset-allocation tools and third-party solutions to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Anthony Vann Rubino is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at J.P. Morgan Securities for nine years and has experience in various small business roles, including self-employment and positions in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

William Giammarino is a financial advisor at LPL Enterprise with a Series 66 designation and emerging experience in the industry. Prior to joining LPL Enterprise, he worked at the Long Island Weight Loss Institute and held various positions at Ahold Delhaize–Stop and Shop. Outside of finance, he has experience in healthcare and retail sectors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and an affiliated insurance agency.

Kevin Anglim is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and investment modeling techniques.

Christopher Picone is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has prior experience at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and operates PRS Capital Group, a full-service mortgage brokerage, and assists with tax preparation at Spatola and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with both affiliated and third-party investment strategies.

Michael Klein is a financial advisor with Osaic Wealth, Inc. based in Melville, NY, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes 38 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Klein also operates as an insurance broker and serves as an investment advisor representative under Lighthouse Financial Network, LLC. Osaic Wealth, Inc. provides services to a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a variety of investment products, and supports multiple advisory platforms and third-party managed account solutions.

Mark Gajowski II is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at American Portfolios for 16 years. Outside of his advisory role, he is a volunteer fireman and serves as the financial secretary for the Peconic River Sportsman’s Club, a 501(c)(7) fraternal organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large adviser network, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Kyung Yeum is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL Enterprise in 2024, Yeum worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2004 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various affiliated products and services.

Brian Katz is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tristan Pesqueira is a financial advisor with Equitable Advisors, holding a Series 66 designation. He has one year of industry experience and began his advisory role at Equitable Advisors in 2026. His prior work includes roles at Shoprite, Amerivents, and various educational institutions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a blend of proprietary and third-party investment solutions.

Linda Sanders is a CFP® with 42 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Merrill and Bank of America. Sanders serves as a board member of the Sunshine Prevention Center, a nonprofit focused on children, youth, education, and health. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

Robert Gerbe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mark Sonnenblick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include extended tenures at Cadaret, Grant & Co., Inc. and his own agency, Mark Jay Sonnenblick Agency. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Steven De Leo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2021 and previously held roles at Capital One Sharebuilder and Capital One Bank from 2009 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Edward Wess is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at institutions including JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Steven Vessa is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at M&T Bank, Merrick Financial Group, and Momentum Solar. Outside of his advisory work, he is employed at the Brookhaven Free Library. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Aaron Wolson is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Diane Honoski is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fidelity Investments and Charles Schwab in various capacities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kalle Ruga is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.