Katharine Tomasino is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Advisors Commercial Real Estate and Coldwell Banker Commercial Advisors. She is the owner of Rogers Partners LTD, a private limited company based in Brooklyn, New York. 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.

Fei Ye is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Roderick Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1999, he has focused on developing financial strategies tailored to individuals, their families, and their businesses by understanding their short- and long-term objectives. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and retirement income. Rod holds a bachelor's degree from the State University of New York system, specifically SUNY Old Westbury, where he studied English. He holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Rod and his wife Christina reside in North Babylon with their two children and support the Big Brothers Big Sisters of Long Island. His personal interests include basketball, running marathons, and yoga.

Aaron Donato is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Since beginning his career in investment and financial services in 2016, he has worked with families and their children to provide advice, guidance, and structure for financial decision-making. Aaron manages discretionary custom investment strategies and selects from Merrill Lynch model portfolios and third-party investment strategies to help clients pursue their objectives. Aaron's experience extends to education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on building lasting relationships with clients, including executives, business owners, and professionals in sports and entertainment, with an emphasis on long-term collaborations and customized guidance. He is also a Registered Player Financial Advisor with the National Football League Players Association (NFLPA). Aaron holds a Bachelor's degree in Business Management from The Pennsylvania State University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, he enjoys basketball, reading, running, skiing, spending time with his family, and watching movies. He is involved in community activities such as Habitat for Humanity, Island Harvest, Keep Islip Clean, Inc, Long Island Cares, Inc, and Toys For Tots.

Robert Cappello Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 30 years of industry experience. He previously spent 10 years at Janney Montgomery Scott before joining Raymond James in 2019. Outside of his advisory role, Cappello serves as a board member on the Cherry Valley Club, advising on long-range planning and club projects. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports various advisory programs, with a notable affiliation for municipal and public finance work.

Stephen Hildebrandt is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 license and five years of industry experience. His prior work includes roles at AIG and GM Advisory Group. He also holds an outside health insurance appointment with United Healthcare Oxford. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and endorsed third-party managers.

Maria Luisa Serravillo Graci is a financial advisor at Morgan Stanley with 43 years of industry experience. Her career includes long tenures at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. She holds the Series 63 designation. 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 including financial planning supported by firm-approved tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Valentina Petrova is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, concurrently employed at JPMorgan Chase Bank, N.A. since 2018. Prior to her current roles, she held positions at Forum Consulting Services INC and Figaro Cafe & Bistro LLC. 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 delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Debra Wallach is a financial advisor at Merrill with 43 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at UBS Financial Services from 2009 to 2017. Wallach has been with Merrill since 2017. 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 strategies constructed by internal teams and third-party managers.

Steven Eckna is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, including 16 years trading equities on Wall Street and 10 years advising high net worth individuals, businesses, and foundations in private banking with Wells Fargo and Bank of New York. Steven works with senior-level financial industry executives, business owners, retirees, and non-profit organizations, focusing on wealth management through a consultative approach that addresses each client's unique situation and provides transparent strategies to preserve and grow wealth. He holds a Bachelor's Degree from Rollins College and the Personal Investment Advisor (PIA) designation. Steven also maintains several FINRA registrations, including Series 7, 24, 55, 63, and 66. He is the president and founder of the Paul R. Eckna Foundation, a youth-based organization supporting community projects, and the Friends of Garden City Football, a booster organization aimed at supporting athletic and academic excellence in the Garden City High School community. Outside of his professional work, Steven enjoys cooking, golf, skiing, and spending time with his family. He is committed to community involvement and follows Merrill's tradition of volunteering with local organizations.

Sergio Rosa is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for six years. Outside of his advisory role, he is involved with Swiftlane, Inc. in a referral capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and technology-driven strategies.

William Franko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he works part-time in the hospitality industry as a bartender and floor manager and is involved in fire safety consulting and running a music hall/pub. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Gregory Rooney is a CFA® charterholder with 26 years of industry experience, currently affiliated with Morgan Stanley. He has held roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2020, and previously worked at Instinet, LLC. Outside of his advisory work, he serves as an adjunct professor teaching a graduate class and is an investor in a sports data company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and planning tools as part of its financial planning process and offers a broad range of retail and institutional investment services.

Ellen Gaitings is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 63 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she has been a homemaker since 1987. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Nicholas Crocco is a financial advisor at Morgan Stanley with four years of industry experience. His background includes roles at RSM US LLP, the New York City Department of Finance, and several other organizations. He holds the Series 63 and Series 66 designations. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based outcome simulations in its financial planning process.

Keith Fuller is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Citibank, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Bank of America. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brandon Humbert is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2024, with prior roles including positions at New York Community Bank and teaching at Long Island University – Post. Outside of his financial advisory work, he has served in roles at St. Pius X RC Church for seven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Jeffrey Valente is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Kwai Yun Chan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Schwab in 2021, Chan worked at TD Ameritrade and Scottrade for over a decade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Stacey Tucker is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. 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.