Andrew Affa is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Daniel Gale Sotheby's International Realty, and Brewer Attorneys & Counselors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Racquel English is a financial advisor with Primerica Advisors in Uniondale, NY, holding a Series 63 designation and 13 years of industry experience. She has worked at PFS Investment Inc. since 2012 and Primerica Financial Services since 2011. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Adam Ehrlich is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses with 13 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2020 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and operates a range of investment offerings including relationships with investment companies, private funds, and principal trading activities.

John Wellington Sr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Ameriprise since 2019, including roles at Ameriprise Financial Services, Quovo, Inc., and Broadridge Business Process Outsourcing. Outside of his advisory work, he serves on the board of the Westchester Aviation Association and is involved in managing Wellington Lodge LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team, and emphasizes the use of Ameriprise-managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

Jeremy Silberg is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Aegis Capital and MIOYM Equities. Outside of finance, he has been involved with 3MEN Power Washing since 2022. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs, delivering advice across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Connell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at INVEST Financial Corp, Uvest Financial Services Group, and HSBC Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Troye Hammond is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and introduce them to solutions available through Merrill and Bank of America. His focus is on helping clients manage their money effectively through personalized advice and ongoing portfolio management. With a background as a Merrill Financial Solutions Advisor and holding the Personal Investment Advisor (PIA) designation, Troye guides clients in defining their financial goals and selecting portfolio strategies tailored to their needs. He adapts these strategies as clients' situations evolve, supporting priorities such as home buying, education savings, elder care, and healthcare planning. Troye holds a Bachelor's Degree from Briarcliffe College. He is a member of professional organizations including the American Legion and Veterans of Foreign Wars (VFW).

Ted Boutis is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, delivering retirement recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis.

Jeffrey Tupper is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Outside of his advisory role, he serves as President of Town and Country Tenant Corp and is Vice President of the Board of Managers for West Neck Village Condominium Association. He is also a corporate advisory board member of Cold Spring Harbor Laboratory's Dolan DNA Learning Center. 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 both model-based and discretionary investment strategies for individual, high-net-worth, and institutional investors.

Melissa Amato is a financial advisor at Wells Fargo Advisors with Series 66 registration and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at Roundpoint Mortgage and Sterling National Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

John Hill III is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as Vice President of the Oakland Arms Condominium Board in Fort Lauderdale, Florida, overseeing the operation and maintenance of the property. 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, pension plans, corporations, and charitable organizations.

Scott Garera is a financial advisor at Cetera with 30 years of industry experience. He holds a Series 63 designation and has worked at various firms including Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, he is involved in multiple business ventures, including Garera Financial Consulting, which provides accounting and bookkeeping services, and MNR Designs Inc, a residential repair and remodeling company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Kenneth Gatto is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has developed long-lasting client relationships over nearly 30 years, many of which span multiple generations. Kenneth's experience includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Kenneth holds a Bachelor's Degree from the State University of New York at Albany. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach emphasizes a conservative investment strategy aimed at consistent long-term performance and coordinating various elements of clients' financial lives. Outside of his professional work, Kenneth's personal interests include gardening, golfing, spending time with his family, and playing tennis.

Patrick O'Leary is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kevin Vivas Caamano is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Citibank. He is also associated with K&S Elite Enterprise LLC. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Luke Baranek is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry experience in 2026. Before joining Equitable Advisors, his work history includes roles outside of financial services, such as positions at AYR Wellness and Northern Green Canada. 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 asset management services. The firm uses a combination of proprietary and third-party investment programs to tailor strategies to client needs.

Edward Levine is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios and Pinnacle Tax Advisors, where he remains a partner providing income tax and accounting services. Outside of financial advising, Levine is involved in nonprofit board roles and business coaching, and he participates in music production through a rock concert tribute band promotion company. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs including Unified Managed Accounts, third-party money manager options, and retirement plan consulting.

Christie Thomas is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and bringing eight years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2015, alongside a long tenure with New York City Transit. In addition to her advisory role, she owns and operates Thomasville Tax Advisors LLC, providing tax preparation services. Primerica Advisors offers discretionary asset management 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.

Frank Rizzo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of his advisory role, Rizzo is involved in disability and fixed annuity sales through independent brokerage activities. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning and asset management through various programs and third-party managers. The firm provides services across mutual funds, ETFs, separately managed accounts, and select alternative investments, emphasizing third-party advisory models and ERISA fiduciary services.

Nicholas Biscardi is a CFP® with eight years of industry experience, currently serving clients at Ameriprise Financial Services, LLC since 2020. He previously worked at Ameriprise Financial Services Inc. and held positions at Binghamton University. Biscardi owns BWM Enterprise Group, Inc. and is employed by Wood Park Corporation, where he manages his advisory practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on income reliability and tax-aware withdrawal strategies through a centralized service team.