Jackie Gaines is a financial advisor at Cetera with 14 years of industry experience and holds a Series 63 designation. Prior to joining Cetera in 2025, she spent 13 years with Avantax Insurance Agency and related entities. Outside of her advisory role, Gaines owns Gaines CPAs PLLC, providing tax preparation and consulting services, and operates Gaines Advisory Services, advising businesses on operations, accounting, tax planning, and process automation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated and unaffiliated managers.

Kathleen Reilley is a financial advisor at UBS Financial Services with 44 years of industry experience. She has been with UBS since 1988 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves as President and Treasurer of a condominium association, overseeing property maintenance and financial budgeting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Samuel Schiffer is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has been with MML Investors Services since 1995 and MassMutual Life Insurance Company since 1994. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC 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, using firm-approved analytical tools and offering event-driven planning services such as divorce and estate settlement planning.

Robert Friedman is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Patricia Flanagan is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 28 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Jeremy Rayburn is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with I.M.M. Vista Drive, LLC, a real estate entity where he serves as an officer. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling in its approach and serves clients through both direct and employer-sponsored arrangements.

Mark Mirocco is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. In addition to advisory work, he is an agent selling group life, accident and health insurance, Medicare Supplements, and Medicare Part D plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Robert Cohen is a financial advisor with Stifel in Melville, NY, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked for UBS Financial Services from 2008 to 2018 before joining Stifel in 2018. Outside of his advisory role, Cohen is a managing partner of several real estate-related ventures. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Adam Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a background as an estate planning attorney, Adam spent nearly a decade running his own law firm, gaining insight into how accomplished individuals approach wealth, succession planning, and legacy decisions. Since joining Merrill in 2019, he has transitioned into a financial advisory role focused on providing comprehensive wealth planning to affluent entrepreneurs, business founders, and executives. Adam combines his legal knowledge with the resources of Merrill and Bank of America to help clients streamline their advisory relationships and understand the importance of structuring wealth to achieve financial, business, philanthropic, and intergenerational goals. He is attentive to client needs during challenging life transitions and encourages open communication to alleviate emotional burdens that can impact financial decision-making. He holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor’s degree from the University of Scranton, where he played lacrosse. Adam prioritizes fitness and nutrition and serves as Chairman of the Board of Directors for the United Veterans Beacon House. He and his wife, Allyson, reside in Kings Park, New York with their three children.

Frank Burkhardt is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup Global Markets for 16 years before joining Morgan Stanley in 2023. 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 employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Andrew Krakauer is a ChFC® with 39 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 1999. Prior to the firm's current branding, he was with Axa Advisors, LLC, maintaining a continuous tenure through the transition. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk profiles.

Ulises Diaz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. His prior roles include positions at Citigroup and JPMorgan Chase, where he worked from 2016 through 2024. He holds the Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Nicholas Quinn is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and American Express. Quinn’s early career includes roles outside finance, such as with Aquacade Swimming Pool Inc and Roslyn Restaurant Corp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Dianne Silva Assey is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client decision-making.

Damon Marra is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and LPL Financial. He is also a co-owner of Retirement Plan Consulting Group LLC, where he is actively involved in retirement plan consulting. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Andrew Chase is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Cordoba Asset, Equitable Advisors, and the Development Corporation for Israel. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

James Rosica is a financial advisor at Morgan Stanley with 28 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley in 2025. Rosica serves as a membership director and board member of the Southward Ho Country Club in Bayshore, New York. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Robert Metzger is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Melville, NY branch. He began his career with Merrill Lynch in 1995 and holds the position of First Vice President, Wealth Management Advisor. Robert is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and has additional professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Robert focuses on a goals-based approach to financial planning, tailoring strategies to the unique needs of each client. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. He emphasizes building relationships based on trust and providing ongoing guidance to help clients grow, preserve, and distribute their wealth. A lifelong New Yorker, Robert was born and raised in Queens and currently resides in Garden City South with his wife, Valerie, and their four sons. He earned a bachelor's degree from Long Island University. In addition to his professional work, Robert is involved in volunteering with organizations in his community. His personal interests include football, golfing, and spending time with his family.

Peter Wright Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. He serves as a board member for both the Our Lady of Consolation Foundation and the Salvation Army of Suffolk County. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a mix of proprietary programs and third-party asset management solutions.

Nicholas Stern is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. His prior roles include positions at Applied Visions, Inc. and self-employment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.