Leszek Michniewicz is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and Wunderlich Securities. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Eric Siegeltuch is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 designation and has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of financial advising, he is the owner of Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Ryan Meca is a Wealth Management Advisor specializing in developing personalized financial strategies that align with each client's unique goals and circumstances. As a Merrill Resident Director, he integrates investment insights from Merrill with banking and lending solutions from Bank of America to offer comprehensive wealth management services. Ryan focuses on areas including family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint John's University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Ryan enjoys baseball, cooking, music, traveling, and spending time with his family. He works directly with clients to create tailored financial plans aimed at achieving and maintaining financial independence.

Esteban Sarmiento is a financial advisor with J.P. Morgan Securities LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he works as a contractor helping set up events such as birthday parties, weddings, and fundraisers, often supporting causes like servicemen and pet adoption centers. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence.

Vincent Toscano is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously with Lincoln Financial Advisors and Lincoln Financial Advisors Corporation over a 27-year period. He is the sole owner and president of Loucon Resources, Inc., a firm offering accident and health insurance and various life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation tools and supports multiple account management options across diverse investment types.

Christopher Ferguson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Charles Schwab since 1998. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Pei Jye Wang is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 15 years. Outside of his advisory duties, he manages Rich Eternity LLC, which focuses on estate planning and fixed life insurance. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a wide network of affiliated advisers, offering integrated brokerage and advisory services with both discretionary and non-discretionary portfolio management options.

Stephen Bishop Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized plans through a centralized consulting team.

David Rubin is a Senior Financial Advisor at Merrill Lynch Wealth Management in Lynbrook, New York. He provides personalized portfolio management and wealth management services to affluent families, accomplished professionals, and successful business owners. David works closely with his clients to understand their financial situations, define future objectives, and develop flexible strategies to help attain and maximize their financial goals. His approach emphasizes cultivating long-term relationships and educating clients on financial matters. David's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Queens College, a Master's Degree from Rutgers, and the Personal Investment Advisor (PIA) designation. David communicates with clients in English and Hebrew. Outside of his professional responsibilities, David is an avid cyclist who has trained for bike marathons supporting charitable fundraising. He enjoys cooking dinners for friends and family and participates actively in his community and synagogue.

Joseph Zarejko is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. He is also the owner of Professional Accounting Services, LLC, a tax and accounting business. His prior work includes roles at Botwinick & Company, LLC and Abrams & McKeever CPA's LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, leveraging both affiliated and third-party managers across discretionary and non-discretionary programs.

Nicholas Agnone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and has 28 years of industry experience. He has previously worked at Osaic Wealth, Inc. and has operated Nicholas Agnone & Co., LLC since 2001. In addition to advisory work, he is involved in tax preparation and accounting services through Nicholas Agnone & Co., LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management across its offerings.

Jonathan Pugach is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Merrill, AXA Advisors, and other firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

Scott Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Jericho office. He has been with Merrill Lynch since 2002, leveraging his background as a global commodity and derivative trader on Wall Street and his education from Hofstra University, where he earned a bachelor's degree in banking and finance. Scott provides tailored financial strategies for high net worth individuals and business owners, with expertise in areas such as college education planning, divorce transition planning, family wealth management, corporate retirement plans, tax minimization, and retirement income. His approach emphasizes understanding clients' financial priorities through attentive listening and developing customized investment guidance based on disciplined wealth management principles adaptable to changing economic conditions. Scott holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Scott participates in community activities, notably volunteering with youth hockey organizations. His personal interests include boating, cooking, golfing, ice hockey, music, skiing, surfing, and spending time with his family.

Amy Curley is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2017 and at Morgan Stanley from 2014 to 2017. She holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Joshua Soto is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with individuals, families, and business owners to develop personalized financial strategies aimed at pursuing short-, mid-, and long-term goals. He provides resources and guidance on investing, retirement planning, education funding, and small business solutions, including access to specialists in banking, credit, home financing, and small business services. His areas of focus include college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Joshua approaches financial planning by understanding what matters most to each client and tailoring strategies accordingly, serving as a trusted resource to help clients make informed financial decisions. Joshua holds a Personal Investment Advisor (PIA) designation. He earned an associate's degree from Suffolk County Community College and a bachelor's degree from Pace University, following his graduation from William Floyd High School. He is affiliated with Merrill professional organizations.

Andrew Surace is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and AXA Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Salvatore Piro is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several MassMutual affiliated firms since 2020. Outside of advising, he is president and owner of Citiview Management Inc and also operates as an insurance broker offering life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services 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, and educational seminars, employing a collaborative planning approach using firm-approved software to support client goal analysis and recommendations.

Katherine Buck is a financial advisor at Morgan Stanley with four years of industry experience. She previously worked at Bravado and Linqia before joining Morgan Stanley in 2021. Outside of her advisory work, she is also active as a DJ in New York. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Jenna Muscarella is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC before joining Morgan Stanley in 2022. Muscarella serves as a board member of the Garden City Chamber of Commerce, participating in community events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and firm-approved tools, offering a range of services including estate planning and investment advisory.