Stuart Berg is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2016, previously working at H&R Block Financial Advisors and Primerica Financial Services. Outside of advisory work, he is the CFO of the nonprofit Summer's Care, Inc. and is involved in tax preparation and resolution services through his own firm, The One Holding LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients. The firm manages advisory services at scale through model-driven strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Lauren Parente is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes in its advisory services.

Joshua Marino is a ChFC® and holds a Series 66 designation with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent seven years at both Bank of America, N.A. and Merrill. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kate Tastrom is a CFP® professional with 18 years of experience in financial advising. She currently works at OSAIC, where she has been since 2017. Her prior roles include positions at National Planning Corporation, TimeCapital Investor Advisory Services Inc, and Neuberger Berman BD LLC. Outside of her advisory work, Tastrom serves as recording secretary for the Shoreham Civic Organization and is a member of the Shoreham Village Finance Committee. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Amanda Gonzalez is a financial advisor at Osaic with nine years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Securities America Advisors and AXA Advisors. In addition to her advisory role, she is involved in insurance sales through Heritage Harbor Financial Associates and Highland Capital Brokerage. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach centers on model‑based asset allocation and portfolio optimization, with tools that support discretionary strategies and third‑party manager selection.

Tina Morgan is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked in research and healthcare-related roles before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Whalter Ponce is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Citigroup Global Markets and Citibank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in recommendations.

Timothy Bourke is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Chris Occhipinti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2016 and previously held positions at Axa Advisors, LLC and B. Riley Wealth Advisors, Inc. He serves on the board of Contractors For Kids. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, relying on third-party asset managers and advisory programs for much of its portfolio management.

Preston Schoenfeld is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. He has been with Morgan Stanley since 2010 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Michael Lagnese is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over seven years of experience in providing financial guidance to clients. He and his team employ a Goals-Based Wealth Management approach that places client priorities at the center of the wealth planning process. Leveraging the global resources of Merrill Lynch, Michael assists clients in identifying and prioritizing key financial objectives such as college education funding, retirement income planning, health care cost coverage, and family wealth preservation. Michael’s expertise encompasses a broad range of client focus areas, including personal retirement planning, portfolio management, employee and corporate benefits, as well as strategies tailored for small business owners and the LGBT community. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Hicksville High School, followed by an Associate's Degree from Nassau Community College. In addition to his professional activities, Michael is involved with the community organization Long Island Cares. His personal interests include biking, chess, cooking, golfing, and yoga.

Thomas Sconzo is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Chase Investment Services, and Merrill. Outside of his advisory work, he serves part-time as a mixed martial arts referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor resources and technology tools.

Robert Notarfrancesco is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including HSBC Bank USA, N.A., Cetera, and INVESTORS BANK. Outside of his advisory role, he is also an active drummer and band member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Lisa Sciuto is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jorge Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Giorgio Armani for five years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

David Willmott III is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Edward Jones, Joseph Stone Capital, and entrepreneurial ventures outside finance such as Skate Safe America and People Pool Valet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with various non-advisory financial activities.

Jessica Baker is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior work includes roles at Copper Beach Builders, Stage Door School of Dance, Baker Septic Installations Inc, and involvement with The Performing Arts Center of Suffolk County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Yong Kim is a CFP® and ChFC® with 17 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and incorporates ESG criteria within its recommendations.

Nathaniel Mccabe is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Suffolk Federal Credit Union, Big Think Capital, and The Prudential Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Paul Tuttle is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2017 to 2022 and Munistat Services, Inc. from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers options that combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”