Neil Mascioli is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Mascioli serves as treasurer and board member of the Business Information Network, a networking group based in Jericho, New York. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to support its advisory process.

Jonathan Kanovsky is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has been with Cambridge since 2005 and operates his own tax and accounting service, Jonathan Kanovsky Tax & Accounting Service, since 1985. Kanovsky is also involved with the Firefighter Sergio Villaneuva Soccer Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

James Tapia is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC over a 17-year period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and technology-driven investment strategies.

Brett Goldberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo in 2025, he worked for nine years at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Richard Rooney is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at On Deck Capital, Inc. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market-return modeling.

William Luttrell is a financial advisor at Morgan Stanley with 12 years of industry experience and holds the Series 66 designation. His prior roles include positions at Merrill, LPL Financial, The First National Bank of Long Island, Financial Resources Group Investment Services, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

George Limperopoulos is a financial advisor with Ameriprise in Roslyn Heights, NY, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in real estate business ownership through GWD Enterprises Inc. and as a co-owner of MagPou533 LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Milyn Bruno is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan in 2019, Bruno held various roles across retail and service sectors, including positions at Bloomingdale's and Amazon. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Schwartz is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has over 20 years of experience in the financial services industry, during which he has developed expertise in partnering with clients to understand their financial goals and creating customized financial plans to meet their unique needs. Prior to his current position, Thomas served as Branch Leader at Fidelity Investments from 2021 to 2026, Branch Manager at TD Ameritrade from 2018 to 2021, and Financial Consultant - Branch Manager at Scottrade from 2006 to 2018. Outside of his professional work, Thomas enjoys cooking and baking, participating in family activities, fitness, parenthood, and traveling.

Jeffrey Schoenfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client’s unique financial situation and long-term goals. Jeffrey integrates insights from Merrill’s investment expertise with the banking and lending solutions offered by Bank of America to provide comprehensive wealth management services. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from New York University. Jeffrey is committed to community involvement and actively participates by volunteering with local organizations, reflecting the Merrill tradition of service within the communities they support.

Stephen Lawless is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Dolores Mitchell is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, she worked for 15 years at OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by comprehensive research and technological tools.

Louis Pasquale is a Financial Consultant currently working at Fidelity Investments since 2021. He focuses on building strong relationships with clients and partnering with them for ongoing, comprehensive financial planning. His approach includes utilizing a team-based method and connecting clients with specialists to support their financial goals. Prior to his current role, Louis held the position of Vice President, Financial Consultant at Charles Schwab & Co. Inc. from 2018 to 2021. Before that, he served as Vice President in the Private Client Group at Fidelity Investments from 2004 to 2018.

Scott Laffie is a CFP® with 16 years of industry experience, currently affiliated with Mass Mutual Investors Services in Woodbury, NY. He has been with Mass Mutual and its investor services division since 2009. In addition to his advisory role, he is involved with The Laffie Financial Group and operates as a fee-based insurance advisor through Scott Laffie Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved analytical tools to support collaborative and ongoing financial planning engagements.

Joseph Rivello is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 credentials and with 27 years of industry experience. His career includes roles at Edward Jones, Bank of America, Merrill, and Prospect Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Breunig is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center, Inc. Breunig is also involved with Harbour Financial, a business related to LPL that includes non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Andrew Tsiolas is a financial advisor at Cetera with 31 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior work includes roles at Merrill, Bank of America, Edward Jones, Ameriprise, and ALMA Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party managers and various program structures.

Kwayne Estrim is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Equitable Advisors, Northwestern Mutual, and Primerica. He has also been involved with educational institutions including Queens College and Queensborough Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Brandon Marohn is a financial advisor at UBS Financial Services with a Series 66 license and one year of industry experience. Prior to joining UBS, he worked at Round Rock Honda, Publimax Printing, Bloomberg LP, and Robert Half. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Joseph Duffy is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with the broader Bank of America platform, providing access to a wide range of products and services.