Erik Wolf is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing clients with personalized financial guidance since 2016. In his role, Erik delivers comprehensive wealth management services, leveraging access to a wide range of specialists and resources within Merrill Lynch and Bank of America. His approach focuses on understanding clients’ individual goals and life priorities to create tailored investment strategies that address asset management, estate planning, retirement strategies, and risk management. Erik’s expertise spans corporate executive services, executive compensation, equity compensation, institutional and corporate benefit services, philanthropic planning, and portfolio management. He emphasizes a client-centric, goals-based approach, working closely with clients and their families to navigate the complexities of their financial lives and evolving needs. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's degree from Dowling College. Outside of his professional work, Erik is involved in community organizations including the March of Dimes, Surfrider Foundation, and serves as a volunteer soccer coach for the West Islip Soccer Club. His personal interests include antiquing, fishing, photography, soccer, surfing, and yoga.

David Mann is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following roles at Wells Fargo Clearing and UBS Financial Services. Outside of finance, he is involved in screenwriting through Angel Blook, LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Bruce Burrows is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1992. He holds Series 63 and Series 65 licenses. Bruce serves on an advisory council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

David Reyes is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 17 years of industry experience. He has been affiliated with Primerica Advisors since 2007 and Primerica Financial Services since 2006, while also working at NBC Universal since 2010. Outside of advising, he is involved in sales of home security and automation products through a co-located affiliate of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of nearly 3,700 financial professionals.

Kristen Soltan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG criteria, supported by affiliates including J.P. Morgan Wealth Management Solutions.

Nicholas Mescain is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. His prior experience includes roles at Bank of America, N.A., TD Bank, Santander Bank N.A., and J.P. Morgan. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Agnieszka Supel is a Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management, where she has been working since 1994. She provides clients with tailored strategies addressing various financial needs, including retirement planning, estate planning services, business solutions, and other wealth management areas. Agnieszka is committed to understanding her clients' unique goals and circumstances to build meaningful, long-term relationships. With over 30 years of experience in the financial industry, Agnieszka supports clients across a wide range of financial services such as college planning, retirement planning, wealth management, estate planning, and corporate business solutions. She holds FINRA Series 7, 65, and 63 registrations, and has earned the Chartered Retirement Planning Counselor™ and Certified Divorce Financial Analyst® designations. Originally from Poland, Agnieszka holds a master's degree in English literature and American studies from Warsaw University. She enjoys traveling, skiing, playing tennis, theater, arts, reading, and spending time with family and friends. Agnieszka has been named to the 2023, 2024, 2025, and 2026 Forbes "Best-in-State Wealth Management Teams" list as a member of The Williams Tomlin Group.

Matthew Bulanchuk is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2022, he worked briefly at Reform Alliance and Northwestern Mutual in 2021. Outside of finance, he has been involved in the restaurant and rental business sectors, including ownership of Dix Hills Diner. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and uses firm-approved tools such as Monte Carlo simulations and Secular Return Estimates to model potential outcomes.

Malka Bernstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Kyle Ackourey is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with six years of industry experience. His work history includes roles at Bank of America/Merrill Lynch and Equitable Advisors, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria in its recommendations.

Edward O'Neill is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been involved with Cetera and its affiliated entities since 2004. In addition to his advisory role, O'Neill owns an accounting and tax practice, serves as vice president of the Culinary Institute of Long Island, and acts as treasurer for Locust Valley Cemetery’s advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to both affiliated and third-party portfolio managers, providing various program options ranging from automated allocations to customized strategies.

Robert Giaccone is a CFP® professional with 28 years of industry experience, currently serving at Osaic Wealth since 2025. Prior to joining Osaic, he worked for Lincoln Financial Advisors Corp for 20 years. He is also a registered tax preparer and offers various types of insurance including accident, health, disability, fixed annuities, long-term care, and traditional fixed life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Robert Knox IV is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services since 2016, following a prior role at Foresters Financial. He serves as co-executor for his father's estate and holds limited medical power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform through a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services with access to affiliated and third-party money managers across various program structures.

Bonnie Maute is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining LPL in 2025, she worked at Cadaret, Grant & Co., Inc. and Signature Securities Group Corp./Signature Bank. 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, third-party asset management, and institutional platforms.

Oluwaseun Adelegan is a financial advisor with J.P. Morgan Securities in Great Neck, NY, holding Series 63 and Series 66 licenses with 14 years of industry experience. His career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Citigroup/Citibank and Glander Global. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by a centralized due diligence process that incorporates quantitative and qualitative analysis.

Robert Fusaro is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and possessing 29 years of experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family trusts and manages several rental property investments. 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 employs a research-driven approach and offers a range of brokerage and advisory solutions supported by extensive resources and analytics.

Jack Forjan is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and previously worked at Costar Group, Northwestern Mutual, McAdam LLC, James Madison University, and Starbucks. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process alongside planner delivery and online tools, offering diversified portfolios with a long-term investment orientation.

Ailing Mei is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 18 years of industry experience. She has worked at Mass Mutual and MetLife Securities, with roles spanning over more than a decade. Outside of financial advising, she serves as treasurer for Grace Chinese Lutheran Church and is a licensed real estate salesperson. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, utilizing firm-approved software and collaborative annual planning relationships.

Jian Cheng Li is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2010. Additionally, he is involved in buying, selling, and leasing residential real estate. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Dino Carfora is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.