Alejandro Cebrian is a financial advisor with J.P. Morgan Securities in Sayville, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes over two decades at TD Waterhouse Investor Services and 13 years at TD Ameritrade Investment Management. He has been with J.P. Morgan since 2019, working at both J.P. Morgan Chase Bank and J.P. Morgan Securities. 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’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework within a model asset allocation approach.

Patricia Morrissey is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill Lynch in 1998 as a legal assistant in the Office of General Counsel and transitioned to the Islip office in 2000 as a Registered Client Associate. Since 2004, she has worked as an Analyst-Investments, implementing discretionary model portfolios, reviewing client asset composition and allocation, administering equity and options trading, and managing trust and estate matters. Throughout her career, Patricia has focused on delivering personalized, high-touch service tailored to client needs. She supports clients in adapting to Merrill's technological applications, including MyMerrill and MyMerrill mobile apps. Patricia holds professional designations including Certified Investment Management Analyst (CIMA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Patricia graduated magna cum laude from SUNY Albany with a Bachelor of Science degree in Business Administration/Finance. Outside of work, she is active in community involvement and charitable activities, including participation in marathons and support for the Leukemia and Lymphoma Society.

Jonathan Kaynes is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Morgan Stanley since 2013, including time spent at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Samuel Plotsky is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Renewal By Anderson and CVS Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC and serves as an advisor to multiple registered investment companies and fund-of-funds.

Timothy Frohberg is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked with firms including Avantax and Equitable Advisors and served in the NYPD for ten years. Frohberg is also the author of an investment-related book on retirement planning and operates his own advisory firm, Timothy Michael Wealth Management, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Anthony Martino is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Martino operates under the DBAs Latitude Wealth Advisors and Steadwise Wealth Advisors, providing comprehensive financial planning services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with portfolio optimization and offers a range of brokerage and advisory services through a multi-advisor platform.

Sean Vail is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Chase Investment Services Corp., and JPMorgan Chase Bank, N.A. prior to his current roles. 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 searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria within a non-discretionary framework.

Richard Jenkin is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2012. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and a structured discovery process.

Brad Foster is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, relying on a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning guidance.

Jonathan Ehrlich is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2019. Ehrlich is also a certified public accountant and a partner at EB Group CPAs LLP, where he provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Patrick Byrne Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Cetera and its related entities since 2013 and has also worked with Maximus Financial Services since 2002. Outside of financial advisory, he serves as president of the Smithtown/Brookhaven Civic Association and hosts a weekly public access television program discussing local civic issues. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment solutions.

Steven Vitale is a CFP® and CFA® with 31 years of industry experience. He is currently a financial advisor at Stifel, where he has worked since 2020. Prior to joining Stifel, Vitale held positions at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he serves as president of several LLCs that manage rental properties. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and planning analyses designed to assist client decision-making.

Peter Katsigiorgis is a Series 66-credentialed advisor with 23 years of industry experience, currently with J.P. Morgan Securities since 2012. He has also worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and may include ESG considerations, supporting clients who retain final decision-making authority.

Timothy Grosso is a Series 66-registered financial advisor at Equitable Advisors with four years of industry experience. His prior work includes roles in home improvements and various local businesses. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party asset managers and advisory programs, focusing on client-specific risk assessment and program matching without sponsoring its own wrap fee program.

Dervinder Singh is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at AXA Advisors, LLC. Outside of his advisory role, he is also a practicing attorney through his own legal firm, DERVINDER SINGH, ESQ PLLC. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a combination of firm-offered and third-party advisory models.

Lee Rosenberg is a financial advisor with LPL Financial, holding CFP® and Series 63 credentials and bringing 42 years of industry experience. He previously worked at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. Outside of his advisory work, he has authored books unrelated to investment. 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 broad range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by research and technological tools.

Ira Bergman is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked previously at North Ridge Securities Corp. and Cetera Wealth Services, LLC. Outside of advising, he serves as treasurer for St. John Lutheran Church, where he prepares budgets and reviews financial statements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Maria Morhous is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for First Empire Securities, Inc. for 21 years before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and state and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning alongside access to private funds, pooled vehicles, and affiliated trust and banking services.

Daniel Liff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Jonathan Rekedal is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. He has been involved with the Community Synagogue of Rye since 2016. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and unified managed accounts. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network supporting diverse investment strategies.