Michael Mirando is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with Charles Schwab and has prior experience at Bank of America, Merrill, and PlanMember Securities Corporation. Outside of advising, he has worked in collegiate athletics with Pro Game Athletics and has teaching experience from Hofstra University and Islip High School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Kevin Cleary is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he is involved as a trustee for family trusts and holds ownership interests in various investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with banking, securities-based lending, trustee services, and affiliated fund strategies.

Antonio Cunha is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Metlife Securities, Inc. and Massmutual Life Insurance Co before joining his current firm in 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships using firm-approved analytical tools.

John Nicosia is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Royal Alliance. Outside of his advisory role, Nicosia serves as Vice President of Strategic Financial & Tax Planning Services, focusing on personal and business tax return preparation and servicing. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process featuring asset allocation, portfolio optimization, and access to third-party managers.

Donald Gleason is a financial advisor with Cetera who has 43 years of industry experience. His prior experience includes roles at North Ridge Securities Corp and Cetera Wealth Services, LLC. He is also involved as an insurance agent, selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of program structures and custodial relationships.

John Holst is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2006 and has provided supervisory oversight at the Broadhollow (Melville) office as the Resident Director through December 2024. John focuses on helping business owners and real-estate investors with exit strategy and legacy planning, as well as working with nonprofit organizations to create, grow, and manage their endowments and foundations. John holds a Bachelor's Degree in Electrical Engineering from the New York Institute of Technology. Prior to his financial services career, he spent 18 years in the technology industry, including nine years designing communications equipment for the military and transit industries and serving as a representative for leading semiconductor manufacturers. He has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). An avid sailor, amateur astronomer, cyclist, and coastal rower, John is involved in organizations such as the Astronomical Society of Long Island, Babylon Yacht Club, Custer Institute, LeTip of Babylon (where he serves as President), South Bay Cruising Club, and Suffolk Archers. He enjoys spending free time with his wife and two sons exploring the Great South Bay of Long Island.

Ariel Baez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2024. Ariel collaborates with clients and their families to create and execute financial plans tailored to their specific investment goals and risk tolerance, utilizing the resources and tools available at Fidelity. Prior to this role, Ariel worked as an Investment Consultant at Fidelity Investments from 2022 to 2023 and at Charles Schwab from 2020 to 2022. Ariel's financial career also includes positions as a Financial Advisor at Merrill Lynch from 2018 to 2020, a Relationship Manager at Bank of America from 2017 to 2018, and a Banker at Citibank from 2016 to 2017. Outside of their professional work, Ariel has personal interests in cars, cooking and baking, fitness, football, soccer, and traveling.

Matthew Vacchiano is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has nine years of industry experience, including roles at TP ICAP and the New York Red Bulls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop customized recommendations.

Kathryn Kroleski is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. Kathryn is committed to providing ongoing advice and adapting strategies as clients' situations evolve. Her areas of focus include college education planning, family wealth management strategies, LGBT wealth planning, and women and wealth. Kathryn holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Hamilton College. Kathryn is involved with the LGBT Chamber of Commerce and participates in the community through the Heckscher Museum of Art. In her personal time, she enjoys cooking, football, ice hockey, reading, soccer, softball, spending time with her family, and watching movies.

Philip Siegel is a CFP® with 18 years of industry experience. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Marchese is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has operated Charles E. Marchese Wealth Management since 2012 and has been involved with Cetera and its affiliated entities since 1999. In addition to his advisory work, Marchese owns and manages an accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party managers.

Jonathan Kuttin is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he is involved in several consulting and tax preparation businesses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Lisa Vandetti is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning and non-discretionary investment consulting through various advisory programs.

Tnyetta Mitchell is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. She has been affiliated with Merrill since 1993 and has worked at Bank of America, N.A. since 2012. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Lozzi is a financial advisor with Equitable Advisors in Melville, NY, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. He is a member of the Financial Planning Association of Long Island and the Estate Planning Council of Nassau County. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Tyler Wuchte is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Hilton Capital Management and has been involved with volunteer lacrosse coaching since 2018. He also has experience as a sales associate with Realty Benefit Services. Equitable Advisors serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing third-party asset managers and proprietary tools.

Thomas Proce is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience in various roles including positions at Flagstar Bank and Harold Levinson Associates. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of adviser representatives and third-party managers, serving both non-high-net-worth and high-net-worth clients.

Rosanne Gil is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 15 years. Outside of her advisory role, she is an owner of two small businesses and works as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health 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, emphasizing collaborative, goal-oriented planning supported by firm-approved analytic tools.

James Diapoules is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and has maintained a business relationship with Diapoules & Feinstein CPAs PC since 1989. Outside of his advisory work, he is involved in health insurance through the General Agency Benefit Mall and participates in professional group health plans. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized client assessments and diversified investment solutions.

Daniel Staiger is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Bohemia, NY. He has been involved with Matarazzo & Associates for over a decade and works as a financial advisor under the Matarazzo Staiger Wealth Management DBA. Outside of his advisory role, he dedicates significant time to client service and advice through related support companies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses non-discretionary planning and analytical tools tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.