Stephanie Zayicek is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets Corporation for 19 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and market analyses.

Anthony Barone is a financial advisor with Primerica Advisors in Brookhaven, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Barone is also involved in investment-related business activities through two entities he leads, Personal Power Development, Inc. and Anthony Barone Marketing, Inc., both established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through oversight and disclosure.

Jeffrey Nagel is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Avantax Advisory Services and Albrecht Viggiano Zureck & Co. Nagel serves on the boards of the Bellport Country Club and the Patchogue YMCA. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services, employing a multi-manager platform with both discretionary and non-discretionary account options.

James Quinlivan is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has a diverse work history including roles at Troy Enterprises, Smile Logistics, and Pets Warehouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a centralized operational structure.

Douglas Lake is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked at Cetera since 2019 and previously was with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Outside of his advisory role, he serves as a finance committee member for Saints Peters & Paul Church and is a director and board member of the Kiwanis Foundations of Hicksville. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and a suite of affiliated providers that influence product offerings.

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.

Philip Krauss is a financial advisor with Cetera, holding a Series 63 designation and with 47 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021, and previously spent seven years with VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment strategies, including affiliated and third-party model portfolios.

Brandon Cruz is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Aegis Capital Corp, and National Income Life Insurance. He has also been involved in businesses outside finance, including solar energy and private investigation. 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Andrew Hawson is a Series 65 licensed financial advisor with LPL Financial, where he has worked since 2008. He has 43 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Donna Wess is a Series 66-licensed advisor at Morgan Stanley in Riverhead, NY, with five years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a wide range of investment and planning strategies.

Brian Thornton is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Cetera Wealth Services, National Asset Management, North Fork Asset Management, and National Securities Corporation. Outside of his advisory work, he is an insurance agent specializing in life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Kristina Clemenz is a financial advisor at Merrill with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Merrill since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Steinberg is a CFP®-designated financial advisor with Morgan Stanley, based in Riverhead, NY, with 22 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, N.A. since 2020. Steinberg maintains a broker affiliation to manage renewals and service for his previous life insurance clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured financial planning process using firm-approved tools and provides access to extensive investment resources through its parent company.

Frederick Polaniecki is a financial advisor at J.P. Morgan Securities with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he serves as a trustee for Art Kibbutz, an international Jewish artist residency program, where he contributes to strategy, programming, and fundraising. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jarred Giordano is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at LPL Financial and Fidelity Investments, as well as experience at the Internal Revenue Service. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset portfolios and centralized operational infrastructure.

Brian Lanze is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with oversight controls and specialized roles including commodity pool operator registration and advisory services to registered investment companies.

Paul Pucilowski is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He has worked with firms including Summit Advisors, Cetera Advisor Networks LLC, and Vicus Capital Inc. Since 2021, he has also been associated with FNB Long Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Maria Ganley is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at firms including Charles Schwab, TD Ameritrade, and BNY Mellon. Additionally, she was employed at Live Nation for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mary Broidy is a financial advisor at LPL Enterprise with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill, JPMorgan Chase Bank, and Prudential Insurance Company of America. Outside of her advisory role, she serves as an adjunct professor at LIU Post. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, and institutional clients, offering financial planning, brokerage services, and access to model portfolios and third-party asset management. The firm combines advisory programs with insurance sales and lending solutions on an integrated platform.

Stanley Lozinski III is a CFP®-certified financial advisor with 36 years of industry experience. He is currently with LPL Financial, joining the firm in 2025 after 19 years at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory work, Lozinski is involved in coaching sports and fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.