Andrew Baris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and offering 28 years of industry experience. He previously worked at Morgan Stanley Private Bank for ten years before joining Wells Fargo in 2019. Baris serves on the East Hampton Village Zoning Board of Appeals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Howard Brodis is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services for 19 years. Outside of his advisory role, he is involved in insurance sales through two businesses, Zenith Marketing and Victorian Associates. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and third-party money managers, and operates through a large network of affiliated financial advisers.

Lisa Saladino is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently serving as one of three Financial Advisors at The Hackett Group since January 2017. She collaborates closely with clients to analyze their financial situations, focusing on opportunities to restructure liabilities and plan for future liquidity needs. Her role involves providing personalized wealth management strategies aligned with clients' long-term goals. Lisa has over 35 years of experience in the financial services industry, beginning her career with Citibank in 1989 after earning a Bachelor of Science degree in Business Administration/Finance from SUNY College at Oneonta. Before joining Merrill Lynch Wealth Management in 2011, she held roles including Private Mortgage Banker at Wells Fargo and positions in Retail Banking Sales and Lending management. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her advisory work, Lisa participates in community activities as a member of the Parrish Art Museum Business Council. She also spends time with her family and engages in interests such as baseball and yoga.

Dakota Gross is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, Dakota was self-employed and has engaged in private golf instruction through Iris Golf LLC and his own business, providing swing instruction, training, and custom club fitting. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence within an ESG eligibility framework.

Rocco Carriero is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Carriero serves on the board of the Southampton Business Alliance, holds an honorary presidency with Mondi Lucani APS in Italy, and is an author of a forthcoming business guide titled *The Three Cords: A Business Owner's Guide*. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation overseen by a dedicated team, emphasizing managed accounts and affiliated investment products.

Brian Nydegger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at RBC Dain Rauscher Inc. for 19 years before joining LPL Financial in 2021. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Edward Nolan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Edward earned a Bachelor's Degree from Kings College. His role involves providing guidance and strategies to help clients manage and grow their financial assets.

Mark Johnson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of Riverview LLC, a for-profit business managing family rental housing. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Collin Beardslee is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016, including two years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kateryna Skliarenko is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Point 32 Investment Partners, Bank of America Private Bank, Merrill Lynch, and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management options.

Michael Schmid is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. Schmid is also involved in insurance sales and service activities affiliated with his LPL business. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Shannon Murphy is a Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized financial strategies tailored to meet each client's unique priorities and goals. With more than 15 years of experience in financial services, she began her career in 2010 and became licensed and registered in 2014. Her previous role as a Bank Manager gave her insight into diverse financial needs and emphasized the importance of individualized guidance. Since joining Merrill Lynch Wealth Management in 2019, Shannon has focused on wealth management, retirement planning, investment strategies, and client relationship management. She holds her NY State Life Insurance License and FINRA Series 6, 7, 63, and 66 registrations. Additionally, she has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Shannon earned her Bachelor's Degree from Saint Joseph's College. Outside of her professional role, Shannon is passionate about animal rescue and supporting organizations dedicated to the care and advocacy of animals in need. She also enjoys dancing, music, reading, singing, spending time with her family, swimming, and yoga.

Kim Caldwell is a CFP®-certified financial advisor with 30 years of industry experience. She has been with LPL Financial since 2009. Caldwell has previously sold life and long-term care insurance through Prudential and Traveler's Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ramona Farrington is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for 12 years. Farrington is also an owner of a rental property in Southampton, New York. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Trent Dattoli is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Charles Schwab Bank. Outside of his financial career, he owns a sports and recreation retailer specializing in surfboards and related supplies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts within an integrated, large-scale operational framework.

Helen Minieri Stacy is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.