Benjamin Campbell is a financial advisor with Morgan Stanley in Port Jefferson, NY. He holds a Series 66 designation and has one year of industry experience. His prior experience includes four years at Bryant University and roles at Shelter Island Yacht Club, South Ferry, and Ross School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Maria Mauceli is a financial advisor with LPL Financial, holding a Series 63 license and bringing 23 years of industry experience. She previously worked for FSC Securities Corporation for 12 years before joining LPL Financial in 2019. Outside of advising, she provides tax preparation services on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Peter Beneke is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his primary advisory roles, he provides notary services and maintains a minimal role as a financial professional with New York Retirement Planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 nationwide network of independent advisors, utilizing both affiliated and third-party managers across diverse program structures.

Sophia Tzemis is a Wealth Management Advisor and co-founder of the Genalo-Tzemis Team at Merrill Lynch Wealth Management in Melville, New York. She has been a Financial Advisor with Merrill Lynch since 2000 and began her career in the financial services industry in 1994. Sophia works with affluent families focusing on investment, retirement income planning, tax minimization strategies, estate and wealth preservation goals. She applies a distinctive financial planning process that involves understanding each client's specific situation to develop personalized strategies. Sophia utilizes the full range of services offered by Merrill to help clients meet their unique financial objectives. Sophia holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. and has a Bachelor's degree in Economics from Binghamton University, part of the State University of New York System. She also holds the Personal Investment Advisor (PIA) designation. She lives in Smithtown, New York with her husband and two children. Sophia volunteers as a tour guide at the World Trade Center Tribute Center, serves as a hospitality member of the Guide Dog Foundation, and has been involved with Island Harvest. In her free time, she enjoys fishing, gardening, hiking, reading, traveling, and spending time with her family.

Joseph Ilg is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has nine years of experience in the financial services industry, working with business owners and families to address their complex financial needs. Joseph leverages Merrill Lynch’s investment insights alongside Bank of America’s banking services to create tailored financial strategies aimed at helping clients achieve both short- and long-term goals. Joseph holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Accredited Financial Advisor (RAFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a bachelor’s degree in Economics from the University of Connecticut. Additionally, Joseph served in the U.S. Navy for over seven years. He is actively involved in his community as a member of the Kiwanis Club of Patchogue. Outside of his professional pursuits, Joseph enjoys football, ice hockey, and spending time with his family. He resides in Farmingville, New York, with his wife and two sons.

Joseph Matarazzo is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. He has previously worked at SUNY New Paltz and Repeal XVIII, and he has also been involved in financial advisory work outside the firm at Matarazzo Staiger Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Shannon Barone is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 15 years of industry experience. She has been with Bank of America and Merrill Lynch Pierce Fenner & Smith since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal and third-party portfolio management teams and supports a range of investment approaches including tax-sensitive strategies.

Charles Capilets III is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to his current role, he worked at AXA Advisors and was involved with 4U Marketing Solutions and St. Joseph’s College. He is also associated with MBCAP LLC, doing business as Sound Private Wealth. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party program sponsors to deliver customized investment solutions.

Lori Pirrone is a ChFC® credentialed financial advisor with 26 years of industry experience, currently working at Equitable Advisors since 2001. She previously worked at Axa Advisors, LLC from 2001 to 2020. Outside of her advisory role, she is involved with an entity named OUTSIDE INS. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs and third-party asset managers, focusing on client information gathering, risk assessment, and matching clients to appropriate investment models.

Francis Girard III is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following a 21-year tenure at Ameriprise Financial Services, Inc. Girard is a member of two active business ventures established in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Rachel Slovinsky is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Rawle & Henderson LLP for seven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning such as business-owner transition and special-needs analysis.

James Roselle is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Prior to that, he worked at New York Life Insurance Company and NYLife Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Gerald Slattery is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. In his role, he focuses on retirement planning and investment strategies tailored to clients' needs. Gerald entered Merrill Lynch through their financial consultant training program in 1992, bringing prior experience as a Financial Analyst with Unisys Corporation. Gerald earned a B.S. in Business Administration with a concentration in Management Information Systems from the New York Institute of Technology, graduating Magna cum Laude in 1988. He holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, and women and wealth. Gerald enjoys outdoor activities such as biking, boating, hiking, scuba diving, swimming, and spending time with his family.

Thomas Peguillan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously spent two years with AXA Advisors, LLC. Prior to his advisory career, he was affiliated with SUNY Oneonta from 2015 to 2018. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary advisory programs and offers ERISA fiduciary services to qualified plans.

Mark Amon is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, AXA Advisors, LLC. Outside of his advisory role, he serves as trustee and power of attorney for his mother’s trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm employs a variety of advisory models, often utilizing third-party program sponsors and offering both proprietary and third-party investment solutions.

Samuel Thorp Nichols is a CFP® professional with nine years of experience in the financial services industry. He is currently with MML Investors Services, LLC, a subsidiary of MassMutual, and has held previous roles at Northwestern Mutual entities. MML 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 software and offers specialized programs including divorce planning, estate settlement, and employer-sponsored plans.

Hadi Hachem is a financial advisor with Merrill based in Melville, NY. He holds Series 63, 65, and 66 designations and has 18 years of industry experience. His career includes roles at Bank of America, N.A., Merrill, and Citicorp Investment Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Donald Casler is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2009. He also maintains a role with Bank of America, N.A. since 2008. 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Deacy is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked at Sheep Pasture Tree & Nursery Supply and completed several years of full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Raymond Miranda is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his investment and insurance planning career in 1987 and joined Merrill Lynch in 1997. He holds a Bachelor's degree in Economics from Stony Brook University. Raymond holds several professional designations including Chartered Retirement Planning Counselor (CRPC) and CERTIFIED FINANCIAL PLANNER (CFP). He is also registered with FINRA Series 7, Series 65, and Series 63. Raymond provides a disciplined and educated approach to wealth management strategies, drawing on over three decades of industry experience. His expertise encompasses investment and insurance planning, and he serves as a Portfolio Manager. He resides in Dix Hills with his wife Laurie and their four sons. Outside of work, Raymond enjoys coaching baseball, soccer, and football with his sons. He is involved in the community through participation with Long Island Cares, Inc Food Bank.