Vincent Keaveny is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Merrill since 2009. He has also been affiliated with Bank of America since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Josue Castro is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at several firms, including Equitable Advisors, Axa Advisors, NYLIFE Securities, and New York Life Insurance Company. Castro also has a background that includes a position at Suffolk Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Joseph Lopresti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with J.P. Morgan Securities since 2012 and associated with J.P. Morgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a centralized due diligence process combining quantitative and qualitative research, implementing recommendations through its affiliates and offering broader derivatives and commodities capabilities.

James Kessler is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Outside of his advisory work, he is an owner of a rental property in Hilton Head, SC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and adaptable to client needs.

Cathy Argentieri is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at HSBC Securities and BNY Mellon Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives capabilities.

Scott Posner is a CFP® with 37 years of industry experience and has been with Edward Jones since 1998. He serves as president and chairman of the board of the St. James Chamber of Commerce, where he facilitates and arranges meetings and oversees chamber activities. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Reid Paoli is a Series 66 licensed financial advisor with Equitable Advisors, based in Melville, NY. He has been with Equitable Advisors since 2026 and has prior experience in various roles including positions at Drive21 and Energy Fitness. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of investment products and third-party advisory models to meet client needs.

Michael Rodriguez is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at PHX Financial, Inc. and Make Life Happen LLC. Outside of advising, he is involved with Gatsby Brothers LLC, where he provides personal training services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Steven Higgins is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, Charles Schwab, Rockline Wealth Management LLC, and Ameriprise Financial. Outside of finance, he has experience working at Umbertos Family Pizzeria. 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 and discretionary investment solutions, supported by centralized custody and due diligence from its affiliated investment management and research teams.

Brandon De Ramo is a financial advisor with Charles Schwab holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab and related entities since 2022 and previously held positions at TD Ameritrade and Morgan Stanley. 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 both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and a centralized operational structure.

Eric Stubbs is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016, with prior experience at J.P. Morgan Securities. Outside of his advisory work, he serves on the doctoral dissertation committee at the University of Iceland, is treasurer on the board of a condominium association, and assists exonerees through the New England Innocence Project by providing financial education. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Jason Tejero is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing 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 employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Andre Lee is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on building lasting relationships with clients through trust, transparency, and communication. He works closely with clients to identify their financial goals and objectives, leveraging tools like the Personal Wealth Analysis to prioritize these goals and implement strategies aimed at achieving them. Andre has expertise in areas including college education planning, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the New York Institute of Technology. Residing in Nassau County, Andre is a father of two children. Outside of his professional work, he enjoys spending time outdoors, engaging in activities such as camping, football, golf, and soccer. He has been an athlete throughout his life and played college soccer at the Division 1 and 2 levels for UNC Charlotte and New York Institute of Technology. Andre is also involved with the Nation Negro Golf Association (NNGA).

Robert Lyons is a financial advisor with OSAIC in Hauppauge, NY, holding Series 63 and 65 licenses and bringing 44 years of industry experience. His career includes roles at Royal Alliance, National Planning Corporation, and Nathan & Lewis Securities. Outside of advising, he is a partner in an apple orchard business, Southern Tier Apples LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, with an investment process focused on model-based asset allocation and portfolio optimization.

Cheryl Rambler Goveia is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and with 40 years of industry experience. She has worked at Ameriprise since 2019 and previously was with Wells Fargo Clearing from 2016 to 2019. Outside of her advisory work, she is involved with the Islip Rotary Club and participates in its Mental Health Committee, which focuses on raising awareness and reducing stigma around mental health issues. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes detailed analysis of asset allocation, withdrawal strategies, and Social Security options, with a centralized service team supporting non-discretionary implementation in collaboration with clients and their advisors.

Jonathan Tong is a financial advisor with Ameriprise in Commack, NY, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018 and also works part-time as a golf instructor at Sunken Meadow State Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform serving a broad client base.

Pierre Awadalla is a financial advisor with OSAIC, holding a Series 63 designation and bringing 21 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 12 years with Signator Investors Inc. and John Hancock Life Insurance Company. In addition to his advisory role, Awadalla acts as an insurance broker assisting clients with group and health insurance benefits. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, delivering a wide range of financial planning and managed portfolio solutions.

Thomas Morra is a financial advisor with Ameriprise in Melville, NY, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 1994. Outside of his advisory work, he serves as an attorney-in-fact for fiduciary and healthcare directive purposes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.

Kevin Lazar is a Series 66-registered financial advisor with Equitable Advisors, based in Melville, NY. He has one year of industry experience and prior work history in various roles outside of financial services, including positions at Ben's Furniture Co. and Salve Regina University. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a range of third-party advisory models and tools.

Vincent Petrosini Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at INVEST Financial Corp. for 13 years before joining LPL Financial in 2018. Outside of advisory work, he is involved in tax preparation and accounting as a business owner and has experience as an actor and producer since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced research tools and a broad platform of related financial services.