Daniel Rossiter is a financial advisor with OSAIC, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and has operated Rossiter Financial Services since 2002. Rossiter also serves as a board member for the Visiting Nurse Service Hospice House. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, utilizing multiple third-party platforms and investment solutions.

Joseph Muro is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Since 2020, he has been with Stifel Nicolaus & Co Inc in Melville, NY. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methods developed by its Investment Strategy Group, which inform client planning without guaranteeing outcomes.

Jamie Camhi is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Camhi also has a long tenure at Bank of America, spanning over two decades. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Sanchez is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and also works with Wells Fargo Bank NA. Outside of finance, he works as a customer service representative at Nordstrom Rack. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of investment vehicles including insurance-related products.

Charles Mccann is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, MML Investors Services, and Northwestern Mutual. Outside of advising, he coaches basketball skill development through Offseason LLC and serves as a first responder for the New York City Fire Department. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform that combines advisory programs with brokerage and insurance offerings.

Julia Bellontine is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked at Paramount Placement and in various roles outside finance, including positions in retail and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes various model portfolios and research resources.

Thomas Mc Guire is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Flagstar Bank and has held positions at various educational institutions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Ronald La Serra Sr. is a financial advisor at Cetera with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include National Life, LPL Financial, and Webster Investments. Outside of his advisory work, he officiates youth and high school football and lacrosse and serves as a FINRA arbitrator; he is also chancellor at the Knights of Columbus, involved in member recruitment and insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services with multiple program structures and a platform that allows advisors to utilize affiliated and third-party managers.

Kathleen Raseman is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Traynor is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked previously at Fiduciary Trust International, Northwestern Mutual Investment Services, and other firms. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on 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 both direct client relationships and corporate financial planning agreements.

Michael Montuori is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Susan Mulvehill is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has held positions at EVO Payments International, UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. Outside of her advisory work, she is involved in Parts and Labor Design, a manufacturing and contracting business based in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client goals.

Douglas Riccitelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Citizens Securities Inc. for 24 years before joining LPL Financial and Flagstar Bank N.A. in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by research and model portfolios.

William Robins is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch as part of the Accelerated Growth Program in 2020, bringing experience in addressing the financial needs of affluent clients. William holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from New York University with a concentration in Economics. His advisory approach centers on providing a holistic and strategic planning process focused on the overall client experience. William works with business leaders and entrepreneurs to prioritize and achieve life goals through services including balance sheet analysis, cash flow management, retirement planning, and portfolio construction. As a Senior Portfolio Advisor, he manages discretionary investment strategies utilizing model portfolios and third-party investments, emphasizing short-term volatility reduction and long-term risk management while collaborating with clients' advisors on tax, liability, and estate considerations. Outside of his professional role, William resides in Pound Ridge, New York, with his wife and two sons. His personal interests include golfing, and he is a member of the Whippoorwill Club in Chappaqua, New York. The family enjoys spending time in Vermont where his sons compete in alpine racing.

Katherine Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera since 2019 and previously had roles at RC Dugans and Foresters Financial Services. She is also involved in health and disability insurance and owns KGM Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm features a multi-manager platform with various program structures and affiliations, managing over $256 billion in assets across more than 10,000 advisors.

Thomas Houlihan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Kuttin Wealth Management, and Ameriprise. Outside of advising, he coaches youth lacrosse through Long Island Express Lacrosse. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored client recommendations.

John Flynn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience with NY Life Securities LLC and New York Life Insurance Company. Outside of financial services, he is involved with Inicio Ventures, Inc., operating Sit Still Kids Salon in Port Washington. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services to qualified plans.

Alexandra Allen is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Raem Capital for nine years before joining Merrill. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Dornan serves as the Resident Director and Wealth Management Advisor at Merrill Lynch's Darien, Connecticut office. He has been with Merrill Lynch since 2008 and is a partner of the Anderson Dornan Kennedy Group. In his role, he works with successful individuals, families, and business owners, focusing on helping multi-generational families navigate investment management, retirement planning, wealth transfer, and legacy planning. His approach centers on tailoring strategies that align with clients’ financial goals, values, and long-term aspirations. Mr. Dornan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor of Science degree from Fordham University and graduated from Fairfield College Preparatory School. His credentials support his expertise in personalized financial planning and retirement planning. Outside of his professional work, Thomas Dornan lives with his wife and two children in Darien, Connecticut. He contributes to the community by serving on the Board of Directors of the Darien YMCA and The Community Fund of Darien. His past volunteer activities include involvement with Filling in the Blanks and Shatterproof. In his personal time, he enjoys skiing, paddle sports, golf, and tennis.

Christian Buzzanca is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors and ownership of Economic Planning Group. Buzzanca serves as president of the Society of Financial Service Professionals, where he plans meetings and directs board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.