Gagandeep Kaur is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill in 2025, Kaur spent ten years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutional investors.

Daniel Burns is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he owns and operates The Bespoke Advantage Corp, an investment-related business based in Mineola, NY. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse planning needs including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.

Erik Wanta is a Series 66-credentialed financial advisor at Merrill with nine years of experience at the firm and two years in the financial industry. Prior to his career at Merrill, he worked for seven years at IKEA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Bruce Keenan Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel. His prior work includes roles at Arkansas State University, Amazon, and Bucknell University. He is also involved with Valley View Cottage, LLC, coordinating short-term rental operations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joseph Bellmar is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2016. Outside of his advisory work, he is a 50% owner and co-trustee of Lynch Bellmar Investments LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Glenn Mehl is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for 13 years and Guardian Life for 5 years. Outside of his advisory role, he is a partner in Term Solutions Network LLC and president of Glenn Mehl & Associates Inc., both entities involved in the sale of individual and group insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies to meet client needs across multiple programs.

Dominick Benedetto is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, Macy's, and several other firms across finance and other sectors. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Alexi Caligiuri is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Alexi held roles at Bankers Life and NY State Solar, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Jonathan Klein is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus, Barclays Capital, Morgan Stanley, and Grayscale Investments. Outside of his advisory role, he operates Osprey Partners Consulting, Inc., a business entity used for tax and investment-related expenses. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various non-securities products and services.

Kyle Popiolek is a financial advisor with Merrill, holding a Series 66 designation and 4 years of industry experience. He has been with Merrill since 2007. 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, and various institutional accounts.

Jose Ocasio III is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank, N.A. since 2003. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Matthew Murphy is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 63 credential and over 31 years of industry experience. He has been with LPL Financial since 2016 and also serves at Bridgehampton National Bank. Beyond his advisory roles, Murphy is involved in business development with Kuvare Corporate Management. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Frank Grippo is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes roles at JP Morgan Securities LLC and J.P. Morgan Chase Bank. Outside of his advisory work, he is a general partner and managing member of FLG Digital Enterprises LLC, a digital marketing and sales business. 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, pension plans, corporations, and charitable organizations.

Carmelo Vazquez is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial guidance for individuals and businesses. Fluent in both English and Spanish, Carmelo focuses on developing tailored strategies that address clients’ unique ambitions across various stages of their financial journeys, including college education planning, retirement income, corporate benefits, and socially responsible investing. Carmelo holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a High School Diploma from Cardinal Hayes High School and attended Hunter College. Carmelo emphasizes building long-term client relationships through clear and transparent communication, serving as a resource for investing, retirement planning, tax strategies, and wealth management. He also collaborates with Bank of America specialists to provide comprehensive banking, credit, home financing, and small business solutions. Outside of his professional work, Carmelo is involved with the Leukemia & Lymphoma Society. His personal interests include baseball, basketball, cooking, football, golfing, music, reading, running marathons, traveling, and volleyball.

Thomas Puleo is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has been with Bank of America since 2012. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

William Rudden is a financial advisor with LPL Enterprise who holds over 53 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for more than six decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is largely model-driven, utilizing portfolios developed by internal research or third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Emma Leiman is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. She has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ferdinand Ruplin Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory work, he serves as a board member for the Long Island Charities Foundation, where he initiates fundraising activities and events. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and utilizes third-party asset managers and sponsored advisory programs.

James Kaufmann is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at American Portfolios Advisors, Inc., and Avantax Investment Services, Inc. Outside of his advisory role, he is president and owner of JK Tax Strategies, a tax preparation business serving individuals and small businesses. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Craig Gleason is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America N.A. since 2008. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.