Barry Cohn is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Cohn teaches hand building and wheel throwing pottery at a ceramics studio he owns. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes advanced portfolio construction and management tools.

Michael Cascio is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial services industry, he has dedicated 15 years to his previous firm, J.P. Morgan, before joining Merrill Lynch in 2021. As a CERTIFIED FINANCIAL PLANNER® professional, Michael specializes in providing customized financial advice and guidance to high net worth clients, institutions, and small businesses, addressing investment, banking, and lending needs with a focus on creating goals-based strategies. Michael graduated from Hofstra University in 2002 with a Bachelor's degree in Business Administration, majoring in Banking and Finance. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His expertise covers a wide range of financial areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Michael is involved in his local community as a member of the Massapequa Chamber of Commerce and participates in the Plainedge Baseball Softball League. He enjoys spending time with his wife and two daughters, traveling, coaching youth sports, staying active through exercise and golf, and following New York sports teams.

Neal Manfredi is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007. Manfredi holds Series 63 and Series 65 designations and serves as an arbitrator for the FINRA Dispute Resolution Arbitration Program. He is also Chancellor of a local Knights of Columbus council. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies.

Steven Katz is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes 13 years at Edward Jones and 3 years at Equitable Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kerrie Stokes is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill and IFEZ, spanning over a decade at Merrill in total. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through corporate agreements.

Shuxin Li is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was employed at 51 Careers Inc. and New York University. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Sorrentino is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at PHX Financial Services, By-The-Numbers LLC, and consulting positions, as well as teaching positions at Baruch College and St. Anthony's High School. He is also involved in outside health insurance activities with United Healthcare Oxford and Anthem. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andrew Lawlor is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously at JPMorgan Securities LLC from 2015 to 2021. Outside of finance, he was involved with Fresh Air Vacations Inc. from 2012 to 2018. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and Corporate Financial Planning agreements.

Kathleen Flynn is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Anthony Ghiglieri is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior work includes roles at Ameriprise and multiple HSBC entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Katherine Milby is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and experience with organizations such as the University of Virginia and the Embassy of Australia. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Steven Buffardi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he utilizes Fidelity's suite of resources to assist clients in retirement, income, and wealth planning. With nearly 30 years of experience in the financial industry, Mr. Buffardi has held various positions including Senior Vice President of Investments at MBSC Securities Corp from 2002 to 2014, Vice President of Investments at Dreyfus from 1999 to 2002, and Financial Consultant at Pruco Securities from 1997 to 1999. His earlier roles include account executive positions at Royce Investment Group Inc and Kensington Wells Inc, and a senior account representative role at Quick & Reilly Inc. He holds a California Insurance License.

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.

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.