Lois Goldstein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. She worked at Invest Financial Corporation for 13 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Thomas Travers III is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Merrill since 1985 and also has tenure at Bank of America beginning in 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Santiago Alzate is a financial advisor at Morgan Stanley in Hauppauge, NY, holding Series 63 and 66 licenses with five years of industry experience. His prior work includes roles at Phoenix Capital Partners and Robinson and Muller Engineering, PC, as well as previous positions within Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct arrangements and corporate financial planning agreements.

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 credentials and bringing 34 years of industry experience. His prior roles include positions at American Portfolios Advisors, Equity Services, and NL Financial Alliance/National Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

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.

Jake Wayne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Greystone and PricewaterhouseCoopers LLC. Outside of finance, he has worked with Taylormade Golf. 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 process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Faith Olsen is a CFP® with 39 years of industry experience and has been with LPL Financial since 2009. She is based in S Setauket, NY. Outside of her advisory role, she manages investments for Magna Carta, LP, a family limited partnership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Anthony Zambri is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc, Global Process Service and Investigations, and Cortland State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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 at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2021. His prior work history includes roles outside the financial industry, such as at Liberty Moving and Storage and Doordash. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, brokerage, insurance services, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with Osaic and has held previous positions at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of advisory work, he is involved in insurance sales and is an owner/partner in MAGS, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing sophisticated asset-allocation and portfolio management tools.

Dominic Privitera is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research, Inc., LPL Financial, and Woodbury Financial Services, Inc. He is also the owner of Total Wealth Planning LLC and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, ranging from proprietary models to third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Ryan Welsch is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. He has been associated with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2011. Outside of his advisory role, Welsch is involved in managing sales and installation operations for solar panel systems at Smart Energy Source. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm utilizes third-party asset managers and emphasizes a tiered wrap fee structure while providing portfolio management services tailored to non-institutional clients.

Joseph Brancaleone is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, PRUCO Securities, and Park Avenue Securities. In addition to his advisory role, he serves as a FINRA arbitrator. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, model portfolios, and access to third-party asset managers through both advisory and brokerage channels.

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®-designated financial advisor with 35 years of industry experience. He has worked at OSAIC since 2024 and previously at LPL Financial and Royal Alliance, alongside a self-employed practice dating back to 1983. Outside of advisory services, he is a partner at Strategic Tax Planning Services, LLC, and president of Nicosia Management Corp. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, efficient-frontier analysis, and access to third-party money managers and platforms.