David Leiman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1980. He works with an affluent, multi-generational clientele, including physicians, attorneys, accountants, business owners, corporate executives, and women recently widowed or divorced. His focus areas include family wealth management strategies, retirement planning, portfolio management services, and socially responsible investing, among others. David emphasizes building close relationships with clients and their referred friends and family members, supporting them through evolving life circumstances with thoughtful preparation and timely decisions. David holds a Bachelor's degree from Ithaca College and has earned the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. He has been recognized consecutively from 2019 through 2025 on the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional role, David is a member of the board of Landmark on Main in Port Washington and participates in local community bands in Great Neck and Manhasset as a saxophone player. He also holds a private pilot license. David and his wife enjoy boating on Long Island Sound and skiing in Massachusetts. They reside in Port Washington and have two sons and two stepsons.

Cara Angelo is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. She has held roles at multiple firms, including Avantax and KC Wealth Management LLC, where she is a partner and oversees client relationships, operations, and staff management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Tina Nystedt is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 63 and Series 66 designations. Previously, she worked at Merrill for 12 years before joining Wells Fargo Advisors in 2026. 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 financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across various planning areas, including specialized services such as business-owner transition and special-needs analysis.

Kyle Van Natta is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Chase, First Republic Bank, and Banc of California. Outside of advising, he is a general partner in Van Bro Co LLC, which owns and manages residential real estate properties. 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, and institutional investors.

Eugenia Morezzi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the mid-1990s. Outside of advisory work, she owns and operates EJM Enterprises Inc., a legal entity formed for Primerica-related purposes, and is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based fees and maintaining oversight of its investment models.

Kathleen Bresnan is a CFP® professional with 29 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as a financial advisor in Cutchogue, NY. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Walter Brown is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at American Portfolios Financial Services for 11 years before joining Equitable Advisors in 2024. Outside of his advisory role, he owns WALTER H BROWN LLC, a business used for managing non-investment-related business expenses, and acts as an independent agent for fixed insurance products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Michael Rosen is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 63 designation and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Nora Heaton is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following 14 years at Deutsche Bank Securities Inc. 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.

Edward Helm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at TFS Securities Inc and Abington Holding LLC. Outside of his advisory role, Helm owns a bookkeeping and tax services business in Massapequa, NY. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jack Schiff is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2012. In addition to his advisory role, Schiff is a partner at Getzel, Schiff & Pesce CPAs, LLP, where he has been involved in tax preparation since 1987. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Steven Casella is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2009. He also has a longstanding affiliation with Bank of America, N.A. since 2006. Casella serves on the board of The Cor Jesu Foundation, Inc., which supports Catholic high school education through fundraising activities. 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, and various institutional investors.

John Rizzo is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to develop personalized financial strategies tailored to their individual goals. His approach includes providing access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. Rizzo has expertise in serving corporate executives, professional women, and business owners. His work with corporate executives focuses on tax mitigation and diversification strategies related to equity compensation. When advising professional women, he addresses diverse financial matters with a tailored wealth management approach. For business owners, he aligns business objectives with the personal goals of those involved in the enterprise. His areas of focus also include corporate benefits, divorce transition planning, executive compensation, retirement planning, and small business strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, as well as the Personal Investment Advisor (PIA) title. Rizzo earned a bachelor's degree from SUNY Cortland. Recognized among FORBES MAGAZINE’s "Best-in-State Wealth Management Teams" in 2024, he is committed to building long-term relationships and participating in community volunteer activities. His personal interests include basketball, boating, fishing, football, golfing, music, running marathons, swimming, and traveling.

Edward Devenish is a Financial Advisor and Senior Portfolio Advisor with The Kogel Donato Wealth Management Group at Merrill Lynch Wealth Management. He collaborates closely with the team to deliver comprehensive wealth management solutions tailored to each client's unique circumstances, specializing in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Edward graduated magna cum laude from Syracuse University and holds the Personal Investment Advisor (PIA) designation. He is a member of the Forbes-recognized Kogel Donato Wealth Management Group, which was named to the 2026 "Best-in-State Wealth Management Teams" list. Edward joined Merrill in 2024 and became part of The Kogel Donato Wealth Management Group in 2026, focusing on disciplined portfolio construction and goals-based planning. Born and raised on Long Island, New York, Edward is a devoted New York Yankees fan and enjoys playing the guitar. He is also involved with Island Harvest in his community.

David Mahler is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He worked at Metlife Securities Inc. for 41 years before joining MassMutual and its affiliated firms in 2017. Mass Mutual Investors Services, LLC 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 programs, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Nicholas Maggi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously worked at Wellington Management and Bain Capital. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its services.

Christopher Affenita is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo-affiliated firms since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad product platform.

Michael Vela is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and previously worked for over two decades at American Portfolios Financial Services, Inc. In addition to his advisory role, he is licensed as a life and health insurance agent with various companies. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party investment solutions.

Neil Palazzo is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Scott Valentine is a Series 66-credentialed financial advisor with 22 years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, Citigroup, and LPL Financial, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.