Robert Austin is a financial advisor with LPL Enterprise, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at UBS Securities LLC and Credit Suisse Securities (USA) LLC, where he worked for over three decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated platform.

Nicole Poteat is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs from 2015 to 2017. Outside of her advisory role, she serves as a committee member of Gaingels, a venture capital syndicate focused on early-stage companies with LGBT leadership, and holds board positions with the Ackerman Institute for the Family and Congregation Emanu-El of Westchester. 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 both model-based and discretionary strategies tailored to individual, high-net-worth, and institutional investors.

Brian Emery is a CFP® and ChFC® with 24 years of experience in financial advising. He has been with Ameriprise since 2005 and is currently based in Point Lookout, NY. Emery serves on the Board of Directors for the Point Lookout Civic Association, where he is involved as CEO and Park Project Coordinator. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports.

Linda Le is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2017. Prior to her current role, she worked at New England Survey Systems. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools.

Stefan Kaplan is a financial advisor with Cetera, holding a Series 63 designation and over 33 years of industry experience. He has worked at Cetera and its affiliated entities since 2017, as well as at MetLife Securities from 2011 to 2017. Outside of his advisory role, he is involved in life insurance sales as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Peter Manzi is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Merrill and Bank of America, having previously worked at City National Securities and City National Bank for nearly two decades. Manzi serves as a board member of The Estate Planning Council of Long Island, Inc., focusing on networking and development within the estate planning community. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Victor Schwartz is a Series 66-licensed financial advisor with Morgan Stanley, based in Purchase, NY. He has been with Morgan Stanley since 2026 and has prior experience at UBS Financial Services and Equinox, among other roles. He attended the University of Miami from 2021 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and provides a broad range of advisory programs.

Joseph De Pompeo is a financial advisor with Morgan Stanley, holding a Series 66 designation and having six years of industry experience. He has worked with Morgan Stanley and its services group since 2019 and previously was employed by Fire Island Ferries, Inc. Outside of his advisory role, he worked as a parking attendant and conducted customer transactions for Fire Island Ferries after business hours. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Guillermo Bautista Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016. Bautista is also the sole member of Target Rock Group LLC and works as an associate for First Harbor Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation to a municipal advisor and programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Alexandru Cojocaru is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Edward Jones from 2022 to 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Natasha Mitra is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Citigroup Global Markets Inc. 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, and various institutional investors.

Leonard Baldassare is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with his clients' individual goals. Leonard focuses on areas such as education planning, executive and equity compensation services, institutional and corporate benefits, legacy planning, retirement planning, investment strategy, tax minimization, and retirement income. With a background that includes 20 years at a Fortune 100 company, Leonard transitioned to financial advising to pursue his passion for helping clients develop and achieve their financial goals. He holds a Bachelor's Degree from Hofstra University and is a Personal Investment Advisor (PIA). Leonard follows Merrill’s tradition of community involvement and dedicates time to volunteering with Rotary International. Outside of work, he enjoys biking, boating, cooking, dancing, football, traveling, and spending time with his family.

Christopher Viggiano is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Gwendolyn Williams is a financial advisor at Primerica Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020, following 25 years at PFS Investment Inc. and over three decades with Primerica Financial Services. In addition to advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees and ongoing oversight.

Brandon Findel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joseph Lombardi is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Design Within Reach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Thomas Moehringer is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He has worked at LPL Financial since 2016 and also at Webster Bank since 2021, with prior experience at Astoria Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by research and multiple portfolio strategies.

Michael Kryger is a Vice President, Wealth Management Advisor at Fidelity Investments. In his current role, he focuses on helping families navigate multi-generational wealth through holistic planning and fostering trusted relationships. He works with a team to develop personalized financial plans tailored to clients' unique situations, goals, and aspirations. Michael has been with Fidelity Investments since 2014, holding various positions including Vice President Branch Leader, Assistant Branch Leader, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His extensive tenure at Fidelity has provided him with a comprehensive understanding of wealth management and client service across multiple Long Island branches. He holds a California Insurance License. Outside of his professional responsibilities, Michael enjoys attending concerts, fitness activities, social events with friends, music, reading, and playing table tennis.

John L'Abbate is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. and American Investment Planners LLC. Outside of his advisory work, he is involved in tax preparation and accounting through roles at American Taxes Inc. and his own firm, John L'Abbate LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors, alongside various technology-driven investment strategies.

Sheik Collins is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at HSBC Securities (USA) Inc. for 13 years. Collins is based in Brooklyn, NY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios built from mutual funds, ETFs, and ETPs.