Lisa Yim is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and Bank of America since 2010. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael O'Keeffe is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2018 and previously was with Fidelity Brokerage Services LLC from 2014 to 2018. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary guidance through a centralized consulting team.

Tania Canate is a financial advisor with Primerica Advisors in Copiague, NY, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Primerica Advisors since 2020 and is also associated with LifeX Research Corp. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Francis Alexander is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, the Center for International Education, and STARS Rehab. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model wealth portfolios, and a range of brokerage and insurance products through its integrated platform.

Christopher Devincentis is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Tomislav Govorcin is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds a Series 63 designation and previously worked at Metlife Securities Inc. for 23 years. In addition to his advisory role, he operates as an independent insurance agent offering life, accident, health, dental, disability, fixed annuities, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Corey Streim is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the WS Group, a team recognized as Best-in-State Wealth Management by Forbes in 2023, 2024, and 2025. He brings over 20 years of experience in financial advising, focusing on building long-term client relationships and aligning financial decisions with individual goals and values. Corey's expertise includes retirement income planning, portfolio management, liquidity management, and navigating complex equity compensation for public company senior leaders, particularly in scenarios related to IPOs and corporate acquisitions. He designs diversification strategies for concentrated equity positions, emphasizing tax minimization, and provides strategic guidance during mergers and acquisitions to preserve and enhance client wealth. His approach involves analyzing equity holdings and personal financial landscapes, modeling various liquidity and tax scenarios, and developing phased diversification plans responsive to changing market conditions and personal circumstances. Corey holds a Bachelor's degree in Economics from Binghamton University and maintains the Series 7, 63, and 66 FINRA registrations, along with life and health insurance licenses. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Corey resides in Commack, NY, with his wife Lisa and their two sons, Ethan and Lucas, and enjoys activities such as fishing, tennis, and spending time with his family.

Gregg Pajak is a financial advisor at LPL Financial with 23 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining LPL Financial in 2025, he worked with Ic Advisory Services Inc. and The Investment Center Inc. for eight years each, and with National Planning Corporation for one year. Outside of advising, he is a co-founder and business owner of Owners Within LLC and serves as a board member for the Kemper Outlook HomeOwner’s Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining model portfolios, research, and technology-driven investment strategies.

Brian Vail is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. He previously spent 15 years at Ameriprise Financial Services, Inc. In addition to his advisory role, he owns and manages rental real estate and operates a support company for his Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary advice aligned with client goals and supports a broad network of advisors and affiliated firms.

Bessy Guevara is a financial advisor with Fidelity and holds a Series 66 designation. She has three years of industry experience and has worked at Fidelity Investments since 2022. Her prior experience includes roles at Stony Brook University and Teachers Federal Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Matthew Murnane is a financial advisor with LPL Financial based in Melville, NY. He holds a Series 66 designation and has 11 years of industry experience, including seven years at American Portfolios prior to joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

John Gleeson is a CFP® and ChFC® with 28 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor at the firm. Outside of his advisory role, he is an independent contractor for Certainty of Uncertainty, LLC, an advisor-owned entity established to manage practice operations. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Raymond Fernandez is a financial advisor at J.P. Morgan Securities with six years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Adler University, and Capital One Bank. He holds a Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Boliver is a CFP® professional with 43 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 65 licenses and has ownership interests in Premier Wealth Management LLC and a massage spa business in Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients meeting a net-worth threshold.

Michael Richards is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing and implementing wealth management plans tailored to individual and corporate clients. Michael focuses on a Goals Based Wealth Management approach, working closely with clients to assess their financial situations, gather necessary data, and formulate strategies designed to help achieve their financial objectives. Michael also provides retirement plan consulting for corporate clients, leveraging his Certified Plan Fiduciary Advisor (CPFA) designation to oversee investment lineups and ensure fiduciary responsibility compliance. Additionally, he collaborates with commercial bankers to address clients' lending and banking requirements, aiming to deliver comprehensive wealth management services. He holds a Bachelor's Degree in Finance from St. John's University and has been with Merrill Lynch since 2013. Michael’s professional credentials include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, he lives in Sayville, New York, and enjoys following sports teams such as the Yankees, Giants, Knicks, and St. John's University, as well as running and spending time with his wife Jennifer and their friends and family.

Christopher Trombetta is a financial advisor at Osaic with 32 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2016, he spent 22 years with TIAA-CREF. Trombetta serves as a board member of the John T. Schroeder Foundation, a nonprofit that awards scholarships to local high school graduates. Additionally, he is involved in tax preparation and the sale of fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Brian Mccormick is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Ameriprise since 2013, serving in various capacities within the firm. Outside of his financial advisory work, he has been involved with Pauly's Pizza and Pasta since 2007. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations through a centralized consulting team.

Alvin Mak is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services for five years and Morgan Stanley for four years before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Bevilacqua is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, BNY Mellon Securities Corporation, LPL Financial, and Astoria Bank. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise serves a broad mix of clients, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

Robert Gibson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Investment Professionals Inc. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and planning tools to create tailored recommendations.