Vonzell Brown is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. Brown has worked at Morgan Stanley and its Private Bank affiliate since 2017, with a brief tenure at NYLIFE Securities LLC prior to that. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad retail and institutional investment solutions.

Molly Meneely is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. Outside of finance, she has been involved with Berest Dance Center Corp and Menely Trading LLC for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm focuses on non‑discretionary services and incorporates an ESG eligibility framework in its investment recommendations.

Paul Miller is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He previously worked at North Ridge Securities Corp. for 28 years and Cetera Advisor Networks LLC for two years. In addition to his advisory work, Miller is involved in tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary and third-party research, model portfolios, and technology-driven investment solutions.

Roseline Austrie is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Bethea is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with one year of industry experience. Her work history includes roles in healthcare and education organizations such as AHRC Nassau and Amityville Public Schools, alongside nearly three decades with Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

Sergio Nicolosi is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Nicolosi has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary modeling techniques as part of its advisory process.

Thomas Sullivan is a financial advisor at Merrill with 44 years of industry experience. He has been with Merrill since 1976 and has worked at Bank of America since 2009. He holds a Series 63 designation. Outside of his advisory role, he serves as a trustee on the board of Winthrop University Hospital, a charitable organization. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Elizabeth Rose is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her work history includes multiple tenures at Merrill since 2015 and a brief period at BOFA Securities, Inc. She has been with Bank of America, N.A. since 2026. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Engelhardt is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked for OSAIC and spent over two decades at American Portfolios Financial Services, Inc. He is also the owner of a side business specializing in flat fee property tax grievances. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Robert Paduano Jr. is a financial advisor with Morgan Stanley, holding a Series 66 credential and 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he owns a rental property in Saratoga Springs, New York. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools without providing individual security recommendations in standalone planning.

Daniel Beaudrie is a Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in the field. He specializes in college education planning, family wealth management strategies, legacy planning, and personal retirement planning. Daniel provides comprehensive financial advice, covering general investing, retirement planning, and saving for unexpected events. He also facilitates access to specialists at Bank of America for services including banking, credit, home financing, and small business solutions. Daniel holds the CERTIFIED FINANCIAL PLANNER® professional designation, along with the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) credentials. He earned his bachelor's degree from the State University of New York at Cortland. Throughout his career, he has focused on helping clients develop tailored strategies to pursue their financial goals. Residing in Wantagh with his wife Angela and their two sons, Frankie and Vincent, Daniel enjoys boating, fishing, and spending time with family outdoors. He is involved with the JDRF Diabetes Foundation as part of his community engagement.

Frank Mastromauro III is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes roles at FV Ventures, LLC and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Philip Basile is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2026, he worked at Wells Fargo Clearing and has experience in other business sectors including equipment rental and alarm services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored written recommendations and ongoing advice focused on reliable income and tax-efficient withdrawal strategies.

Szehaw Phang is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Bank of America, HSBC Securities USA Inc., and J.P. Morgan Chase. Outside of his advisory work, he owns a sole proprietorship rental business in Florida. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Codispoti is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Willie Satterthwaite is a financial advisor at Morgan Stanley in Melville, NY, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following several years with E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Douglas Snow is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 license and bringing 20 years of industry experience. He previously worked at Commonwealth Financial Network and Donald Hehir and Associates for 14 years. Outside of his advisory role, he owns a private entity operating a fixed insurance business and manages a strategic services company that holds an intellectual property patent. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Ryan Gaitings is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing financial guidance since 2014. He focuses on delivering personalized, goals-based planning that aligns with clients' values and long-term priorities. His role involves helping individuals, families, and business owners navigate complex financial decisions with clarity and confidence. Ryan holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Farmingdale State College and a High School Diploma from Massapequa High School. Outside of his professional work, Ryan lives in Massapequa Park, New York, with his wife Victoria and their daughters. He enjoys golfing, cooking, and spending time with family. Ryan is also involved with the Songs of Love Foundation.

Diego Furnari is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He worked for Pruco Securities, LLC from 1961 until 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management programs, and brokerage and insurance products through an integrated platform.

Demetrios Paraskevopoulos is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes research from multiple sources alongside various investment strategies.