Ashley Vaccaro is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been part of The Russo Rosenstein Group since 2014. She assists high-net-worth and ultra-high-net-worth individuals across more than 20 states, including senior-level corporate executives, private business owners, entrepreneurs, law firm partners, and multiple generations of families. Ashley is actively engaged in the early planning stages of client relationships and leads client meetings, coordinates with specialists, and manages seminars and webinars to support client needs. Ashley holds several professional designations, including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Financial Consultant® (ChFC®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Accounting and a Master's degree from Molloy College and Molloy University, respectively. Ashley is also a member of the Molloy University Alumni Association. In addition to her professional work, Ashley participates in local fundraising walks and runs, mentors college students interested in the financial industry, and has hosted virtual events to support foster children through the Long Island Women's Exchange. A former high school and college lacrosse and volleyball player, she is beginning to play golf. Ashley enjoys activities such as cooking, music, painting, photography, reading, running, spending time with family, traveling, and writing.

Griffin Wagner 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 been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. His prior experience includes roles at Slomins and Home Advisor. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Stephen Parmiter is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2014 and also works with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process using firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate agreements.

Diane Pedrosa Sciacca is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at HSBC Bank USA and its affiliates from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Walsh is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at J.P. Morgan Chase Bank, N.A. since 1994. He holds a Series 63 designation. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Madison Matthews is a financial advisor at LPL Financial with one year of industry experience. Madison holds the Series 66 designation and previously worked at Equitable Advisors. Outside of financial services, Madison is involved as a home health aide on weekends with Quality Health Care. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Steven Ward is a Series 63-licensed financial advisor with Merrill, where he has worked since 1986, totaling 37 years of industry experience. Outside of his advisory role, he occasionally assists with a family-owned photography business. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Elizabeth Maccarone is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been working since 2012. She specializes in serving high-net-worth individuals and their families by developing personalized and comprehensive financial strategies that encompass investment management, retirement planning, liability management, and multigenerational planning. Elizabeth emphasizes the importance of building and maintaining relationships with clients and their families, including the next generation. Her client focus areas include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and individual and corporate investment strategy. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Elizabeth graduated from Fairfield University with a dual bachelor's degree in Finance and Marketing. Prior to joining Merrill Lynch, she began her career as a Business Development Associate at a boutique investment firm, specializing in commodities and futures trading. Outside of her professional work, she enjoys biking, cooking, photography, reading, spending time with her family, and traveling.

Thomas Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles in education within the Longwood Central and Bayport-Blue Point School Districts, as well as involvement in travel baseball through BBP Travel Baseball. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs.

Matthew Gold is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2000 after graduating with a bachelor's degree in Statistics from the University of Michigan. He started at Lebenthal, a New York municipal bond firm, and joined the Garden City office of Merrill Lynch Wealth Management in March 2006 following the firm's acquisition of Advest. Matthew holds the Chartered Financial Analyst (CFA) designation, awarded in October 2010, and the CERTIFIED FINANCIAL PLANNER (CFP) certification. He assists clients in determining long-term financial goals and implements wealth management strategies tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives. As a qualified Portfolio Manager, he builds and manages personalized or defined investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party strategies. He collaborates with specialists in trust and estate planning, retirement planning, wealth accumulation, and wealth preservation to develop comprehensive solutions. Matthew lives in Syosset, NY with his wife and children. He is involved in his community as an assistant coach for the Syosset Basketball Association. In his free time, he enjoys basketball, boating, football, golfing, music, skiing, softball, spending time with family, traveling, and volleyball.

Tiffany Diaz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Citibank NA. 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 IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Donna Stefans is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Adviseher Financial and Gold Coast Capital Management. Stefans is also an attorney specializing in estate planning and trusts, and she serves on several nonprofit boards, including the Alzheimer's Association and the New York State Bar Association. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Thomas Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 33 years of industry experience. His career includes 15 years at HSBC and over nine years at Wells Fargo Bank before joining Wells Fargo Clearing in 2021. He serves as a representative of the Town Meetings in Darien, Connecticut, contributing to local civic activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Rachel Patel is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Charles Schwab and Cornucopia Wealth Management before joining Merrill. Earlier in her career, she was involved in the restaurant industry. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Louis Addesso is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Cadaret, Grant & Co., Inc. He is also co-owner of AFC Planning Group, a business involved in fixed insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

Aaron Silberman is a CFP® professional with over 10 years of experience in the financial services industry. He has been with Morgan Stanley since 2015 and currently works at Morgan Stanley Private Bank, N.A. in Garden City, NY. 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 processes and firm-approved planning tools.

Paige Doukas is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked in investment banking at Stifel and completed her education at the University of South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, relying on model-based outcomes rather than individual security recommendations.

Clinton Cameron is a Series 66-registered financial advisor with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Morgan Stanley, J.P. Morgan, and SunTrust in various advisory roles. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management arrangements, and a wide range of financial products via its integrated platform.

Robert Spina Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets solutions.

Natacha Cesar is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Morgan Stanley. Outside of her advisory role, she is the sole owner of a rental property in Stamford, CT. 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 investment strategies.