Salvatore Calio is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Salvatore worked as an Associate Financial Planner at Woodhull Capital Advisors from 2020 to 2021. In his current role, Salvatore partners with clients to develop comprehensive financial plans that align with their long-term aspirations. He focuses on building meaningful relationships to enhance and support clients' financial well-being, utilizing Fidelity's resources to implement customized strategies tailored to each family's unique goals.

Kathleen Flock is a financial advisor at Merrill with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with Merrill since 2009. She also has a long tenure at Bank of America, dating back to 2006. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luis Simal is a financial advisor at Stifel with 25 years of industry experience and holds the Series 66 credential. His prior roles include positions at Morgan Stanley Private Bank, Wells Fargo Clearing, and Merrill. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Caterisano is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, NYLife Securities LLC, and New York Life. Outside of finance, he serves as a board member for the Town of East Hampton’s Board of Finance and is involved with Major League Baseball in a junior support capacity. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mitchell Fischer is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Bianca Ibrahim is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Investment Services, Avantax Advisory Services, and Deloitte & Touche LLP. She is also employed at Ayman Ibrahim, CPA, where she is involved in tax preparation and financial statement review. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Lisa Puntillo is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following a two-year tenure at UBS Financial Services. Puntillo also serves as an executor and trustee in estate administration and trust roles. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Kevin Kehoe is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2008 to 2022. Outside of his advisory role, he has ownership in DK Brooklyn Ave, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Craig Silverstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. Prior to joining Morgan Stanley, he worked at Mizuho Bank USA and Mizuho Securities USA Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Ying Tang is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. Tang holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following prior roles at HSBC Securities (USA) Inc. from 2013 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Mandy Wolk is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. Mandy helps them articulate their short- and long-term goals and recommends financial strategies aligned with their objectives. She combines personalized service with the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America. With experience in the financial services industry since 1993, Mandy focuses on connecting all aspects of clients' financial lives to help prioritize and pursue meaningful goals. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, portfolio management services, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Brooklyn College. Mandy is active in her community, having served as a board member of Girls on the Run LI. She participates with the NYRR Team For Kids and supports The Crohn's and Colitis Foundation. She lives on Long Island and enjoys horseback riding, running marathons, knitting, and crocheting in her free time.

Steven Wiener is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, having served at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Donna Mckeon is a financial advisor with LPL Financial in Hempstead, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Alma Sehovic is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at New York Life Insurance Co and Nylife Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Matthew Brennan is a financial advisor with Ameriprise in Garden City, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include independent trading and positions at Talentwave and the Town of Hempstead. He serves on the Board of Directors for the Point Lookout Park Project, where he acts as Treasurer. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research and third-party data. The firm’s approach includes detailed recommendation reports and ongoing advice tailored to clients approaching or in retirement.

Joseph Weill is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Bank Leumi, Hilton Hotels, and The Adecco Group, as well as time at Morgan Stanley Private Bank, N.A. Outside of financial services, he has been involved with The Hamlet Golf & Country Club. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs that include tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through its extensive platform.

Douglas Mongiardo is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services Inc., Baillie Gifford Funds Services LLC, Baillie Gifford International LLC, and Morgan Stanley. He is also involved in insurance sales and service. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Darren Olivieri is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Aegis Capital Corp. and Axa Advisors. He serves as trustee for the Gereldine Olivieri Trust. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering both proprietary and non-proprietary investment solutions.

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 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also owns JK Group Tax & Accounting Inc., providing tax preparation and accounting services since 1985. Outside of his advisory and accounting work, Kanovsky is involved with the Firefighter Sergio Villaneuva Soccer Foundation, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates thousands of financial professionals and provides access to multiple platforms, custodians, third-party advisers, and proprietary model strategies.