Daniel Lambert is a financial advisor at Merrill with 21 years of industry experience. He has been with Merrill since 2014 and holds Series 63 and Series 65 designations. 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. The firm offers model-based and discretionary strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael T. Rooney, CRPC™, serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1998, he has dedicated his career to assisting high-net-worth individuals and their families by developing financial strategies aimed at achieving both short- and long-term goals. His client focus encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategy for individuals and corporations. With over 30 years in the financial services industry, Michael employs a consultative approach centered on connecting all aspects of his clients' financial lives to prioritize and pursue their most important goals. He holds a Bachelor of Science degree in Marketing from the University of Scranton and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael resides in Dix Hills, NY with his wife Katrina and their three daughters, Kaitlin, Amanda, and Jessica. Outside of his professional responsibilities, he enjoys golfing, music, skiing, and spending time with his family.

Marc Perez is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2004. Perez serves as a board member of the New York Bankers Association, representing Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Schenkman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameriprise since 2005 and is also associated with Robbins, Greene, Horowitz, Lester & Co. Additionally, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a large client base with a wide range of advisory, brokerage, and insurance solutions typical of a major institutional provider.

Sean Carey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Ernst and Young from 2017 to 2020. Carey is also involved in bookkeeping through JB Greco & Associates. 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, utilizing both proprietary and third-party investment strategies and supporting its advisors with advanced operational and research tools.

Michael Stern is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009, following prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Outside his advisory work, Stern teaches spin classes at Crunch Fitness and Gold’s Gym. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with specialized services and integrates advisory offerings with other financial products and referral channels.

Karen Godfrey is a Series 63 licensed financial advisor with 24 years of industry experience. She has held positions at Cetera and its affiliates since 2025 and previously worked with Avantax Advisory Services and MKC Associates for nearly two decades. In addition to her advisory roles, she is affiliated with S&P Financial Services, providing investment management, retirement planning, business succession, and estate planning services. Karen is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edmond Irwin Jr. is a financial advisor with Equitable Advisors in Port Jefferson Station, NY, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a combination of firm-offered programs and third-party asset managers, focusing on aligning client risk tolerance with appropriate investment models.

Nicholas Meoli is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, following a prior role at AXA Advisors, LLC. Outside of his advisory work, Meoli has involvement in ancillary product sales and administration of a tax account program for Realty Benefit Services. 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 includes matching clients to advisory models or discretionary managers, utilizing both proprietary programs and third-party asset management platforms.

Linda Kelban is a financial advisor at Edward Jones in Shoreham, NY, holding Series 63 and Series 66 licenses. She has worked in the financial services industry since 2016 with roles at firms including J.P. Morgan Securities LLC, Cetera Wealth Services, and Allstate Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and has a large nationwide network of financial advisors and branch offices.

Jon Schlueter is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Lion Street Financial and Madison Planning Group. Outside of advisory work, he owns Empire State Planning Group, Inc., which provides fixed insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm uses model-based asset allocation and portfolio optimization to offer advisory and brokerage services through a complex multi-advisor platform.

James Zabatta is a CFA® charterholder with 24 years of experience in the financial services industry. He is currently with LPL Enterprise, LLC and has previously worked at Ameriprise Financial Services and American Portfolios Advisors. Zabatta serves on the boards of The Compassionate Friends of Rockville Centre and the Zachary James Zabatta Foundation and volunteers with the Boy Scouts of America. LPL Enterprise, LLC provides investment advisory and brokerage services to a range of clients including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program through a broad network of investment adviser representatives.

Christopher Barber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Barber serves on the board of Northwell Hospital in Huntington, NY, and is a board member of the New York State Police Signal 30 organization, which provides financial support to families of fallen officers. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client needs and risk tolerance.

Maryellen Passanisi is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Matthew Davis is a Series 66 licensed financial advisor at Equitable Advisors with two years of industry experience. His prior roles include positions at Intellisun, Hampton Implantology, SunRun, and Tesla. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory solutions including third-party managed programs and ERISA fiduciary services, focusing on matching clients to suitable investment models and strategies.

Cristina Terzi is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. Outside of finance, she was involved with The Max Challenge of Commack from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Edward Zbytniewski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with prior experience at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he performs locally as a musician in two bands. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Brian Bradley is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and 24 years of industry experience. He has been with Mass Mutual Investors Services and Massmutual Life Insurance Co since 2009. Outside of his advisory role, he works as a producer selling business health insurance plans. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Philip Nicosia is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at OSAIC. His prior work includes roles at Strategic Financial & Tax Planning Services, Paychex, Inc., and Manning & Napier Advisors, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment process focused on asset allocation and portfolio optimization, offering a range of brokerage and advisory services.

Mark Caulo is a financial advisor with Cetera who holds a Series 63 designation and has 15 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and manages a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.