Brian Darian is a CFP® and Series 66-registered financial advisor with Morgan Stanley in Jericho, NY, where he has worked since 2009, totaling 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC throughout his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced modeling tools in its financial planning approach.

Daniel Treacy is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, including five years at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, delivering services through a network of Investment Adviser Representatives and utilizing both proprietary and third-party advisory solutions.

Lauren George is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she was involved with Gotham Dream Builders Modern Homes and The Islands Store, a franchise of Lily Pulitzer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Craig Bergen is a financial advisor with LPL Financial in Jericho, NY, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. His career includes over two decades at Cadaret, Grant & Co., Inc., and he has also been associated with American Investment Planners, LLC for 16 years. Outside of his advisory work, Bergen is involved in tax preparation and accounting through Metro Tax Group and American Taxes Inc. 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 variety of financial planning and investment management services, combining advisory solutions with extensive non-advisory financial products and partnerships.

Theodore Block is a financial advisor with Ameriprise in Woodmere, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in a jewelry showroom business and serves as a consultant and plan production service provider for Ameriprise advisors. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Loreto Testani is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2015 to 2016. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Olivier Allain is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 10 years. Outside of his advisory role, Allain also works as a real estate agent with Charles Rutenberg Realty, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to various investment strategies and program structures.

George Klueg is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera and its affiliates since 1999 and maintains several business activities outside of advising, including ownership of accounting firms and serving as treasurer for a homeowners association and a local church. Klueg also has a background in tax preparation through multiple CPA entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes both affiliated and third-party investment options.

Kevin Paulsen is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President. His work focuses on wealth planning, utilizing Fidelity's technology and investing platforms to assist clients in achieving their financial goals. Throughout his tenure, Kevin has gained experience in understanding client needs and providing financial guidance. He emphasizes the use of cost-efficient investing strategies as part of his approach. Outside of his professional responsibilities, Kevin enjoys baseball, comedy, and golf.

Blake Klein is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Equitable Advisors and MassMutual Life Insurance Company. Prior to his advisory career, he worked in education at multiple universities and schools. MassMutual Investors Services 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, using collaborative, goal-focused processes supported by firm-approved analytical tools.

Robert Nicastro is a financial advisor with J.P. Morgan Securities in Seaford, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Citigroup and First Republic Investment Management. Outside of his advisory career, he is an owner and seed investor in Daylight RX Inc, a healthcare technology company focused on logistics between pharmaceutical manufacturers and local pharmacies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Angelo Gallo is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Red Jug Pub and Uncle Giuseppe's Marketplace. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and emphasizes tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mark Gopen is a financial advisor with Cambridge Investment Research Advisors in Great Neck, NY, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His prior work includes roles at National Securities Corporation and Gilman + Ciocia, Inc. In addition to advisory work, he owns two tax preparation businesses and is involved as an independent insurance agent and mortgage loan originator. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through independent Financial Professionals, combining proprietary model strategies and third-party managers with multiple custody and platform options.

Michael Fragala is a Series 66 licensed advisor with Equitable Advisors in Melville, NY. He has one year of industry experience and previously worked at firms including EOS Investors, ZCG, and Marcum LLP/CBIZ. Outside of his advisory role, he is involved with MJF Accounting Services Inc., a business he operates concurrently. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of third-party advisory models and discretionary management strategies while offering ERISA fiduciary services through credentialed representatives.

Robert Cody is a financial advisor with Equitable Advisors in Melville, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at JJ Coopers and American Whiskey. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes a combination of proprietary and third-party advisory models.

Steven Keane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and previously at Pruco Securities, LLC. Keane is also associated with The Katz Group as a financial advisor. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, providing financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michele Meilamed is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at UBS since 2020 and previously held roles at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a range of capabilities including discretionary and non-discretionary portfolio management, capital markets services, and wealth management solutions.

Joseph Cataldi is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial, he worked at Northwestern Mutual in various capacities from 2016 to 2026 and operated The Rite Bite Nutrition Counseling LLC since 2023. 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 a wide range of advisory services through its network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Michael Schneider is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Garden City office. He works with high-net-worth individuals, families, and small business owners to develop financial strategies aimed at achieving their short- and long-term goals. With over thirty years of experience in the financial services industry, Michael leverages his expertise to provide thoughtful, value-added advice utilizing Merrill Lynch’s comprehensive platform. Michael holds a Bachelor of Science degree from Lehigh University and a Master of Business Administration from New York University’s Leonard N. Stern School of Business. He also holds the Personal Investment Advisor (PIA) designation and an inactive Certified Public Accountant license. Outside of his professional role, Michael participates in community activities, including volunteering with the Kiwanis Club. He resides in Garden City, NY, with his wife and two daughters and enjoys reading, spending time with his family, surfing, and swimming.

Gabriel Siri is a financial advisor with Merrill holding a Series 66 credential and no prior industry experience. His work history includes roles at Bank of America, Jemcare, and the Young Adult Institute, among others. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.