Anthony Walia is a Financial Consultant currently working at Fidelity Investments since 2022. He has previous experience as a Financial Consultant at LPL Financial from 2021 to 2022 and served as a Wealth Management Advisor at TIAA from 2015 to 2021. In his role, he partners with clients to understand their financial goals and challenges, working together to identify and pursue both short-term and long-term objectives such as retirement savings and wealth growth. Anthony emphasizes collaboration in developing financial plans tailored to clients' evolving life circumstances, providing ongoing support to ensure alignment with their goals. Outside of his professional work, he has interests in baseball, beach activities, fitness, golf, theater, and volunteering.

Keith Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2016 and has been with Dime Community Bank (formerly Bridgehampton National Bank) since 2008, serving in senior private banking and investment-related roles. 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 financial planning, portfolio management, and institutional platforms, utilizing various investment strategies supported by advanced operational and research tools.

Joseph Purpura is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ and Series 66 credentials and bringing 20 years of industry experience. He owns and operates several tax preparation and accounting businesses, including Joseph S. Purpura, CPA, PC and Tax Intelligent Wealth, LLC, which provides tax consulting, accounting, and wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with access to a broad range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Mark Peterson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 65 and Series 63 designations and bringing 24 years of industry experience. He has been with Ameriprise since 2018 and previously worked at St. James Investment Advisors, LLC, Chase Investment Services Corp., and Home Depot. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that delivers written recommendation reports and annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Christine Columbia is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 credentials. She has 13 years of industry experience and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Hungerford is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC from 2002 to 2020. He serves as a board member of the Summer Sands Condominium Association, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory models implemented through third-party asset managers and offers a range of investment products including mutual funds, ETFs, and select alternative investments.

Ilyaas Fedaie is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Long Island Cannabis Club and Aflac. His background also includes roles in education and content creation. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Mark Parrott is a financial advisor with OSAIC based in Medford, NY, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. He has been affiliated with Creative Retirement Planning and OSAIC for over 30 years. Outside of advising, he performs as a musician in nightclubs and has authored a book on economic trends. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Nick Scarimbolo is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo Advisors, Merrill, Maxim Group, and PHX Financial. Scarimbolo serves as a board member of the Ferro Foundation, a nonprofit organization. Equitable Advisors provides financial planning and investment management services to individuals, retirement plans, corporations, and institutions. The firm offers various advisory programs through a network of representatives and utilizes third-party asset managers and sponsored advisory platforms.

Jeffrey Silverman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2017. Prior to this, he worked at Ameriprise Financial Services and operates a legal practice as a New York State licensed attorney. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Benjamin Cotter is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2023, following a 13-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

Gus Catanzaro is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services, Inc. for 14 years and Equitable Advisors for eight years. Outside of his advisory role, Catanzaro is involved in management activities as a partner and COO at PPS Advisors, a firm focused on management and marketing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and risk management, supported by a broad range of program offerings and third-party platforms.

Jonathan Wiener is a financial advisor at Morgan Stanley in Melville, NY, with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including PitchBook and Cohen & Steers before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm-approved tools and modeling techniques.

Kyle Abruzzo is a financial advisor at Stifel with one year of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2024, he has worked in various roles including positions at Whole Foods Market and academic institutions. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Kristen Parmiter is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with three years of industry experience. Her prior roles include work at the YES Community Counseling Center and Huntington Learning Center. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client relationships and Corporate Financial Planning agreements.

Joseph Minieri is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 42 years of industry experience, including roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is a member of the Farmingdale Chamber of Commerce and serves as an agent in group health. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and offers specialized programs such as divorce planning and employer-sponsored planning.

Joseph Marano is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Merrill since 1989. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Damiano is a financial advisor with Morgan Stanley in Hauppauge, NY. He holds a Series 66 designation and has one year of industry experience, including prior roles at Raymond James Financial and RBC Capital Markets. Outside of his advisory work, he assists with operations and customer service at Girard Wealth Management Group. 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 proprietary planning tools.

Morgan Dorado is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA before joining Fidelity. Outside of his advisory role, he occasionally works as an independent contractor providing technical support services for an organization assisting independent living. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves various clients including charitable funds and registered investment companies, and is known for its use of systematic methodologies and its advisory role in multiple registered funds.

Sean Mc Hugh is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Equitable Advisors, Chimera Securities, and involvement with a meal prep business and landscaping firm. Outside of advising, he has worked in retail support activities related to seasonal tasks. 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 a variety of individual and institutional clients.