Trinh Jermyn is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Jermyn also serves as a committee director for the Hirshhorn Museum and Sculpture Garden, a nonprofit museum in Washington, DC. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutions, incorporating internal and third-party investment management.

Ryan Lebson is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation. He has one year of industry experience and has previously worked at Money Tree Merchant Services and 1-800-Flowers. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models, including third-party managers and proprietary programs, to match clients with appropriate investment solutions.

Jean Desjardins Raposa is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at Fidelity Investments since 2025 and has held positions at Fidelity Brokerage Services LLC, RBC Capital Markets, LLC, and Citigroup Global Markets. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Marc Stenzler is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Toms Capital, Force Hill Capital Management, Latimer Light Capital, and Kavi Asset Management. He serves as Co-Chair for the annual Brooke Jackman Foundation Benefit. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Vincent Cardullo is a financial advisor with LPL Financial who holds a Series 63 designation and has 37 years of industry experience. He has been with LPL Financial since 2009 and is also affiliated with North East Wealth Management Associates Inc. and Waterstone Financial Group. Outside of his advisory work, he is involved in tax preparation and accounting services through The Tax & Financial Center, where he serves as president and oversees operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Richard Santoro is a financial advisor with Primerica Advisors in Copiague, NY, holding a Series 63 license and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees.

Jason Goldberg is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at Securities America, Inc., NewBridge Securities Corporation, and Worden Capital Management LLC. OSAIC is a multi-advisor platform serving a diverse client base, including retail and institutional investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a model-driven investment process and a broad range of portfolio management options.

Alex Hart is a Financial Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex served as a Planning Consultant at Fidelity Investments from 2024 to 2025, a Relationship Manager from 2022 to 2024, and a Financial Representative from 2021 to 2022. Alex began their career with an internship at Cetera Financial Group in 2020. In their professional practice, Alex focuses on understanding clients' financial goals and objectives to collaboratively develop personalized financial plans aimed at pursuing those goals. Their experience spans multiple roles within the financial services industry, emphasizing client relationship management and financial planning. Outside of work, Alex enjoys family activities, football, friends and social events, music, and soccer.

Salvatore Tringali is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services since 2016 and Mass Mutual Life Insurance Company since 2015. He is also the owner of WealthGuide Inc., a pass-through compensation entity established in 2024. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers a range of planning programs, including recent additions such as Divorce Planning.

Daveta Winski is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2010, following two years at Chase Investment Services Corp. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Ann Marie Treiling is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with the Wible, Runfola, and Miranda team. Since joining Merrill Lynch in January 2023, she has focused on providing financial solutions tailored to business owners, professional women in transition, and retirees. Ann Marie applies a comprehensive planning approach that begins with understanding her clients’ unique financial needs and goals to develop strategies aimed at achieving their ideal retirement lifestyle while managing longevity risk. With over 20 years of experience in financial advisory, Ann Marie specializes in areas including education planning, family wealth management, legacy planning, personal retirement planning, and small business strategies. She holds the Series 7 and 66 FINRA registrations, life, accident, and health insurance licenses, and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ann Marie earned a Bachelor of Science degree in International Business and Marketing from Rochester Institute of Technology and is proficient in both English and French. Ann Marie is a member of the National Association of Women Business Owners (NAWBO) and contributes to community organizations such as the Hospice Signature Society and Windsong Radiology. Outside of her professional pursuits, she enjoys cooking, gardening, golfing, reading, swimming, tennis, and traveling.

Nicholas Diolosa is a financial advisor with Equitable Advisors holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Strategic Advisors, and Scottrade prior to joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm provides advice through Investment Adviser Representatives using a variety of third-party advisory models and proprietary tools without sponsoring its own wrap fee program.

Nicholas Cuiffo is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating forward-looking capital market assumptions.

Joe Lefebvre is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025. His professional background also includes positions as a Private Client Banker at JP Morgan Chase (2023-2024), Financial Advisor at National Life Group (2022-2023), and Client Services Associate at LPL Financial (2021-2022). Joe focuses on understanding clients' goals, concerns, and values to develop financial plans that align with their priorities. He emphasizes listening and collaborating with clients to create strategies that provide clarity and confidence throughout their financial journeys. He holds a California Insurance License. Outside of his professional work, Joe's personal interests include fitness, football, golf, lake activities, running, and traveling.

Wendy Li is a financial advisor at Merrill with 29 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at City National Bank for 12 years before joining Merrill in 2024. 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, pensions, corporations, and charitable organizations.

Robert Roseen is a financial advisor at Merrill with 8 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Merrill since 2015. 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 investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tracey Meklaus is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including direct individual plans and corporate financial planning agreements.

Anthony Del Prete is a financial advisor with Primerica Advisors based in Farmingdale, NY. He holds a Series 63 designation and has 27 years of industry experience. His prior work includes roles at Starbridge and the West Irondequoit Central School District. Outside of advising, he is involved in the sale of non-investment home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Beverly Suchoboky Wendt is a financial advisor with OSAIC, holding a CFP® designation along with Series 63 and Series 65 licenses. She has 41 years of industry experience, including 33 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Outside of her advisory role, she serves as a trustee and power of attorney for an irrevocable trust and works as an insurance broker. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment process that incorporates portfolio optimization, risk assessment, and various managed account programs.

Richard Gucciardo is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Primerica, he worked for Parker Hannifin for 35 years until 2022. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and offers a range of investment approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.