Jerry Style is a financial advisor with Cetera who holds the Series 63 designation and has 31 years of industry experience. His career includes long-term tenures at Avantax Advisory Services and Avantax Investment Services, as well as roles at Manhattan Life Insurance Co and Quality Health Plans of New York. Outside of advising, he serves on the board of Freedom Tax & Business Services, a company specializing in tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, with programs tailored through discretionary and non-discretionary authorities.

Jann Trefny is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has accumulated over 30 years of experience in the financial services industry. Prior to joining Merrill Lynch, he held various positions at Morgan Stanley, UBS Financial Services, Swiss Re Asset Management, and Credit Suisse. Jann earned a Master's degree in Economics from the University of Zurich in Switzerland. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, Personal Retirement Planning, Portfolio Management Services, Socially Responsible and ESG Investing, Individual and Corporate Investment Strategy, and Retirement Income. Outside of his professional career, Jann has an athletic background as the Swiss decathlon champion in 1989 and a representative for Switzerland in the World Championships in Tokyo in 1991. He enjoys biking, football, gardening, photography, running, skiing, soccer, spending time with his family, traveling, and watching movies.

Vasilios Ageletopoulos is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 21 years. Outside of his advisory role, he is employed by MMM Consulting Group as a franchise advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Haley Graber is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Fishkin Lucks LLP and Epiq Global among other firms. She owns and operates Dolly's Farm LLC, a floral design and flower farm in East Hampton, NY. 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.

James Taska is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life and Alpha Wealth Advisor LLC. Prior to entering the financial services industry, he spent over a decade with the New York City Department of Education. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Samuel Chi is a Series 66 licensed financial advisor with Equitable Advisors, based in Melville, NY, and has seven years of industry experience. His prior roles include positions at Axa Advisors, NewDay USA, Coastal Equities Inc., and Fortis Lux Financial. He operates a separate wealth management business under Dayton & Sydney Wealth Strategies Group, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes customized advice matched to client risk tolerance and utilizes third-party asset managers and programs for implementation.

Michael Beza is a financial advisor with J.P. Morgan Securities in Medford, NY, holding Series 63 and Series 65 licenses and totaling 24 years of industry experience. He has been with J.P. Morgan Securities since 2012, following a brief period at Chase Investment Services Corp. the same year. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework.

Vincent Grappone is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at SUNY Oneonta, Biltmore Beach Club, and Riteway Seamless Gutters. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Karen Sendel is a financial advisor at Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses with 44 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Nino Luciano is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 23 years of industry experience. He has worked with MassMutual since 1992 and MML Investors Services since 2002. Outside of his advisory role, he is an insurance agent involved in individual and group life and health insurance brokerage. 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 offers financial planning, asset management, educational seminars, and specialized event-driven planning services.

Peter Scelfo is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. He has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of advisors and advanced research and operational tools.

Michael Molloy is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to his advisory role, he operates as an independent agent focusing on fixed life and health insurance sales. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of representatives and third-party programs. The firm’s approach involves personalized risk assessment and the use of both proprietary and third-party investment solutions.

David Ziff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. 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 advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

James Sanacore is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Sanacore is based in Woodbury, NY. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Quinn Murray is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC and Finesco Associates. 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 uses research-driven approaches and offers both brokerage and advisory solutions across a large platform with more than $671 billion in assets under management.

Gregory Corcoran is a Financial Consultant at Fidelity Investments. He focuses on empowering clients with education and resources to help them make informed investment decisions aimed at achieving their financial goals. Gregory employs a team-based, collaborative approach to understand each client's objectives and priorities to support their financial planning. He has experience in various financial roles, including his current position at Fidelity since 2023. Prior to that, he worked as a Financial Consultant at E*TRADE from Morgan Stanley between 2021 and 2023. Gregory's background also includes roles as an Equity Options Execution Trader at Susquehanna International Group from 2019 to 2021 and as a Floor Broker at the Philadelphia Stock Exchange from 2017 to 2019. Outside of his professional responsibilities, Gregory enjoys activities such as beach outings, family time, fishing, golf, and skiing.

Nicholas Randone is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Randone is an accountant and bookkeeper at Koval & Casagrande, CPAs PLLC, where he prepares individual and business tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to both affiliated and third-party investment managers through various program structures.

Michael Beall is a financial advisor with Ameriprise in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at DoorDash and held various roles within the food service industry. He serves on the Board of Directors for Farmingdale State College. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, offering specialized retirement income planning through a dedicated service team that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Anthony Coulianidis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior career includes over three decades at Prudential Insurance Company of America and related entities. Outside of his advisory work, he is involved in boating activities through his roles with Cool Breeze Charters LLC, providing private yacht charters and boat training, and Safer Boater, which offers on-water training for students and captains. LPL Enterprise, LLC 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 uses a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Derek Mahoney is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past 11 years. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.