Jennifer Gusz is a financial advisor at UBS Financial Services with 19 years of industry experience. She has been with UBS since 2015 and holds a Series 63 designation. 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 delivers investment advice supported by proprietary research and model-based asset allocations.

Steven Eckna is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, including 16 years trading equities on Wall Street and 10 years advising high net worth individuals, businesses, and foundations in private banking with Wells Fargo and Bank of New York. Steven works with senior-level financial industry executives, business owners, retirees, and non-profit organizations, focusing on wealth management through a consultative approach that addresses each client's unique situation and provides transparent strategies to preserve and grow wealth. He holds a Bachelor's Degree from Rollins College and the Personal Investment Advisor (PIA) designation. Steven also maintains several FINRA registrations, including Series 7, 24, 55, 63, and 66. He is the president and founder of the Paul R. Eckna Foundation, a youth-based organization supporting community projects, and the Friends of Garden City Football, a booster organization aimed at supporting athletic and academic excellence in the Garden City High School community. Outside of his professional work, Steven enjoys cooking, golf, skiing, and spending time with his family. He is committed to community involvement and follows Merrill's tradition of volunteering with local organizations.

Andy Gomez is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at WealthSpire Advisors, Blue Ocean Wealth Solutions, and Amerivents. Outside of finance, he has experience working in the food service and retail sectors, including Mario's Pizzeria and ShopRite. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Sergio Rosa is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory role, he is involved with Swiftlane, Inc. in a referral capacity. 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 and model portfolio programs, with a focus on both strategic and tactical investment approaches supported by advanced operational tools.

William Franko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his financial career, he is involved in hospitality and safety consulting roles, including work as a bartender and floor manager as well as fire guard duties. 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 offers both brokerage and advisory solutions supported by research and analytics.

Guy Dellecave is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2021 and American Portfolios Financial Services, Inc. from 2015 to 2021. In addition to his advisory roles, he serves as Executive Director of the Butch Dellecave Foundation, a nonprofit organization focused on fundraising and event coordination. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across various program structures and custodial relationships.

Christopher Sackman is a financial advisor with Ameriprise in Levittown, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, with a focus on assets held in Ameriprise-managed accounts.

Gregory Rooney is a CFA® charterholder with 26 years of industry experience, currently affiliated with Morgan Stanley. He has held roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2020, and previously worked at Instinet, LLC. Outside of his advisory work, he serves as an adjunct professor teaching a graduate class and is an investor in a sports data company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and planning tools as part of its financial planning process and offers a broad range of retail and institutional investment services.

Ellen Gaitings is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Wells Fargo since 2016 and also has a long-term role as a homemaker. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory and financial planning services, supported by extensive research and analytics, and operates with over 14,000 financial advisors nationwide.

Nicholas Crocco is a financial advisor at Morgan Stanley with four years of industry experience. His background includes roles at RSM US LLP, the New York City Department of Finance, and several other organizations. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based outcome simulations in its financial planning process.

Keith Fuller is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Citibank, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Bank of America. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brandon Humbert is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2024, with prior roles including positions at New York Community Bank and teaching at Long Island University – Post. Outside of his financial advisory work, he has served in roles at St. Pius X RC Church for seven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Jeffrey Valente is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Kwai Yun Chan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Schwab in 2021, Chan worked at TD Ameritrade and Scottrade for over a decade. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Antonio Fusco is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies tailored to their individual goals, adapting to changing market conditions. He provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Antonio holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from SUNY Oneonta. Committed to community involvement, he dedicates time volunteering with organizations in the areas he serves.

Stacey Tucker is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2012, including her current tenure with Merrill Lynch, Pierce, Fenner & Smith Incorporated starting in 2017. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dylan Krieg is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at The Harbor Crab Company for three years and has one year of experience in full-time education. He is also involved in managing his practice through a separate advisor-owned entity, Certainty of the Uncertainty, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes delivering written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Susan Galati is a financial advisor with Equitable Advisors in Baldwin, NY, holding Series 63 and Series 65 licenses with 41 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of advising, she has engaged in tax preparation and college financial aid form submission for Oxford Health. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses both proprietary and third-party advisory models and provides ERISA fiduciary services, with a focus on matching clients to program models based on risk tolerance and personal information.

Jeffrey Tabman is a CFP® with 32 years of industry experience, currently serving at Equitable Advisors since 2001. Prior to the firm’s rebranding, he worked with AXA Advisors, LLC for 19 years. He is also an instructor at Hofstra University, where he teaches CFP courses and insurance continuing education. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of investment programs, including third-party asset managers and LPL-sponsored advisory services, emphasizing tailored client solutions through various model portfolios and fiduciary services.

Vito Mannino Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Quick & Reilly. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment resources.