Christopher Capalbo is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans aimed at strengthening and securing their financial futures. He utilizes Fidelity's process to create, implement, and monitor strategies tailored to each client's needs, helping them build confidence and security in their financial wellbeing. Prior to joining Fidelity in 2023, Christopher held the role of Registered Representative at LPL Financial, LLC from 2019 to 2023. His experience also includes analyst positions at Arcim Advisors and Alphastrat in 2019, as well as Lanx Advisors from 2017 to 2019. Earlier in his career, he worked in business development at Goldfinch Capital Advisors, LLC from 2012 to 2016 and served as Vice President at Titan Advisors, LLC from 2003 to 2011. Outside of his professional work, Christopher's personal interests include football, gardening, and golf.

David Asulin is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies from its Investment Strategy Group, offering analysis and guidance intended as a basis for client decision-making.

Lawrence Sangirardi is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 34 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 1991. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Long Island and oversees accounting activities for a business entity, Larry Joseph & Associates. Ameriprise provides comprehensive retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Cooper Milledge is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Erik Wolf is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing clients with personalized financial guidance since 2016. In his role, Erik delivers comprehensive wealth management services, leveraging access to a wide range of specialists and resources within Merrill Lynch and Bank of America. His approach focuses on understanding clients’ individual goals and life priorities to create tailored investment strategies that address asset management, estate planning, retirement strategies, and risk management. Erik’s expertise spans corporate executive services, executive compensation, equity compensation, institutional and corporate benefit services, philanthropic planning, and portfolio management. He emphasizes a client-centric, goals-based approach, working closely with clients and their families to navigate the complexities of their financial lives and evolving needs. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's degree from Dowling College. Outside of his professional work, Erik is involved in community organizations including the March of Dimes, Surfrider Foundation, and serves as a volunteer soccer coach for the West Islip Soccer Club. His personal interests include antiquing, fishing, photography, soccer, surfing, and yoga.

David Mann is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory work, he is involved in screenwriting through Angel Blook, LLC. Stifel serves a broad client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Bruce Burrows is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1992. He holds Series 63 and Series 65 licenses. Bruce serves on an advisory council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

David Reyes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 16 years of industry experience. He has worked at Primerica Advisors since 2007 and Primerica Financial Services since 2006, alongside a concurrent role at NBC Universal since 2010. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lawrence Kreutzberg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is an owner of rental property. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.

Kristen Soltan is a Series 66-credentialed financial advisor with J.P. Morgan Securities, bringing 13 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Agnieszka Supel is a Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management, where she has been working since 1994. She provides clients with tailored strategies addressing various financial needs, including retirement planning, estate planning services, business solutions, and other wealth management areas. Agnieszka is committed to understanding her clients' unique goals and circumstances to build meaningful, long-term relationships. With over 30 years of experience in the financial industry, Agnieszka supports clients across a wide range of financial services such as college planning, retirement planning, wealth management, estate planning, and corporate business solutions. She holds FINRA Series 7, 65, and 63 registrations, and has earned the Chartered Retirement Planning Counselor™ and Certified Divorce Financial Analyst® designations. Originally from Poland, Agnieszka holds a master's degree in English literature and American studies from Warsaw University. She enjoys traveling, skiing, playing tennis, theater, arts, reading, and spending time with family and friends. Agnieszka has been named to the 2023, 2024, 2025, and 2026 Forbes "Best-in-State Wealth Management Teams" list as a member of The Williams Tomlin Group.

Matthew Bulanchuk is a financial advisor at Morgan Stanley with a Series 66 license and three years of industry experience. His prior work includes roles at Reform Alliance, Northwestern Mutual, and entrepreneurial ventures such as Dix Hills Diner. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Malka Bernstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Edward O'Neill is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been involved with Cetera and its affiliated entities since 2004. In addition to his advisory role, O'Neill owns an accounting and tax practice, serves as vice president of the Culinary Institute of Long Island, and acts as treasurer for Locust Valley Cemetery’s advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to both affiliated and third-party portfolio managers, providing various program options ranging from automated allocations to customized strategies.

Robert Giaccone is a CFP® with 28 years of experience in the financial services industry. He has been with OSAIC since 2025 and previously worked for Lincoln Financial Advisors Corp for 20 years. In addition to his advisory role, he is a registered tax preparer and holds a license as an insurance agent offering various insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses a combination of proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Donald Freeman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as treasurer and president of Carlson & Carlson, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management approaches with a range of discretionary and non-discretionary strategies and maintains proprietary and third-party model solutions.

Robert Knox IV is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services since 2016, following a prior role at Foresters Financial. He serves as co-executor for his father's estate and holds limited medical power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform through a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services with access to affiliated and third-party money managers across various program structures.

Lauren O'Connell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, with prior roles at Pruco Securities, LPL Enterprise, Primerica Advisors, and Guardian Life Insurance Company. Outside of her financial advisory work, she also works as a jewelry specialist at Signet/Jared Galleria Jewelers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software and provides specialized event-driven planning programs.

Bonnie Maute is a financial advisor with LPL Financial in Jericho, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Signature Securities Group Corp./Signature Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research.

Matthew Shore is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Binghamton University for three years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.