Jesse Neumyer is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients, utilizing both internal and third-party portfolio management approaches.

Jennifer Shaw is a financial advisor at Merrill with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for 12 years. Outside of her advisory role, she serves as a managing member of Home Place Greenwich LLC and holds officer and committee positions related to residential property management in Connecticut and New York. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lois Goldstein is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 37 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 13 years at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and the oversight of substantial discretionary assets.

Sudip Mukherjee is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he develops long-term financial goals and implements customized wealth strategies tailored to each client. He brings extensive institutional experience gained since 1998, having worked in investment banking at JP Morgan, equity research at Credit Suisse, management consulting at McKinsey & Co, and investment management at New York Life. Sudip serves high-net-worth individuals, business owners, corporate executives, and also addresses the needs of institutions, foundations, and endowments through philanthropic and charitable strategy development. Sudip holds a BS in engineering from Cornell University and an MBA from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He is also registered with FINRA Series 7 and 66, and holds licenses in Life, Accident/Health and Annuities, and Long-Term Care Insurance. In addition to his professional work, Sudip is active in community and not-for-profit organizations. He serves on the Board of Directors for the Yale Alumni Association of New York and formerly served on boards including Queens Community House, Hunger Free America, and AFS Intercultural Programs USA. He is also involved with the Association of Yale Alumni and volunteers as a Parent Coach with the Jericho Athletic Association. Sudip enjoys boating, cooking, music, reading, tennis, and spending time with his family.

Santiago Alzate is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 66 and Series 63 licenses and five years of industry experience. His work history includes previous roles at Phoenix Capital Partners, Robinson and Muller Engineering, and Bartco Management Corporation, as well as two separate periods with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling techniques in its financial planning process.

Louis Soriano II is a CFP®-designated financial advisor with 31 years of industry experience. He is currently with Cetera and has held roles at various affiliated firms since 1995. Outside of his advisory work, he serves as a director and officer at Navigator Financial Strategies, a firm involved in financial services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm 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 discretionary and non-discretionary strategies across diverse program structures.

Richard Morse is a Wealth Management Advisor with Merrill Lynch Wealth Management, primarily based in Melville, New York. He provides an integrated approach to the needs of affluent families, foundations, endowments, and retirement plans, focusing on multi-generational wealth planning, business succession planning, tax-aware investing, and investment manager evaluation and selection. Richard began his financial services career at Smith Barney in 1993 and has experience working with Loeb & Troper CPA's specializing in healthcare and not-for-profit organizations. He was also a co-founder of Advanced Institutional Management Software, Inc., a developer of application software for the alternate healthcare industry. Richard graduated from Ithaca College in 1978 with a Bachelor of Science degree in accounting. He holds the Certified Investment Management Analyst® designation from The Wharton School, University of Pennsylvania, the CERTIFIED FINANCIAL PLANNER® certification, and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He is a member of the CFP Board of Standards and the Investments and Wealth Institute. In the community, Richard has served on the boards of the Dix Hills Jewish Center, the Jewish Education Project, and the Kenya Education Fund. He currently serves on the UJA/Federation Long Island Executive Committee and was co-chair of the UJA/Federation Suffolk Business and Professional Leaders Exchange. Richard and his wife Arlene have been recognized with the Community Service Award by UJA/Federation in 2010, and Richard received the Business Leaders Award in 2023. They reside in Commack, New York.

Vincent Di Marco is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized guidance to clients in pursuit of their financial goals. His approach involves taking the time to understand each client's unique situation and priorities, enabling him to develop tailored strategies that address short-, mid-, and long-term objectives. His expertise encompasses a range of areas including executive compensation, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, special needs planning, sports and entertainment financial considerations, tax minimization, and retirement income. As a Merrill Financial Solutions Advisor, Vincent also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Vincent holds a Bachelor's Degree from Seton Hall University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys fishing, golfing, hunting, skiing, and spending time with his family.

Paul Adamo is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at American Portfolios Advisors, Equity Services, and National Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gavin Moran is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Today's Business, Jones Beach State Park, Grant Wilfley Casting, and St. John's University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Faith Olsen is a CFP® professional with 39 years of industry experience, currently advising clients at LPL Financial since 2009. She holds the Series 63 designation and is based in Setauket, NY. Outside her advisory role, she manages investments through a family limited partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and technology tools.

Anthony Zambri is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services Inc and Global Process Service and Investigations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Luis Marroquin Mejia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and emergency savings, and can facilitate access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Luis holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Lancaster High School. Fluent in both English and Spanish, he works closely with clients to discuss their goals and concerns, providing ongoing advice and support as their financial needs evolve.

Nicholas Massimo Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors since 2021, with previous experience outside the financial sector at Liberty Moving and Storage and Doordash. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various advisory models, including third-party asset managers and LPL-sponsored programs.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and has held prior roles at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of his advisory work, he is engaged in insurance sales including life, disability, and long-term care products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and supports various discretionary and third-party investment strategies.

Dominic Privitera is a CFP® certificant with 19 years of experience in the financial industry. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial and Woodbury Financial Services. He is also the owner of Total Wealth Planning, a separate advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Ryan Welsch is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is a sales manager at Smart Energy Source, where he assists with operations and the sales and installation of solar panel systems. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors and utilizes model-based strategies managed by unaffiliated asset managers.

Brian Tucei is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Bank and Citi. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Guy Nicosia is a CFP® professional with 35 years of industry experience, currently serving as an advisor at OSAIC since 2024. His career includes prior roles at LPL Financial and Royal Alliance, alongside over four decades of self-employment. He is a partner in Strategic Tax Planning Services, LLC, which provides tax preparation and review services. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by advanced risk assessment and rebalancing tools.

Jarred Giordano is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at LPL Financial, Fidelity Investments, the Internal Revenue Service, Capital One, TD Bank, and JP Morgan Chase Bank. Charles Schwab 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 offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.