Miguel Rodriguez is a financial advisor with J.P. Morgan Securities in Islip, NY, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions, with recommendations limited to eligible strategies that may incorporate an ESG framework.

Michael Berk is a financial advisor with OSAIC in Melville, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 29 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. He has also operated as an insurance broker focused on life, annuities, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a model-based investment approach, featuring portfolio optimization and multiple managed account options.

James Duffy is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. Outside of his advisory role, he is the owner and partner of Jay Thomas Books LLC, a publishing company for books he has written. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Paul Casavecchia is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Axa Advisors, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he serves as executor and power of attorney for his deceased father's estate. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Daniel Lambert is a financial advisor at Merrill with 21 years of industry experience. He has been with Merrill since 2014 and holds Series 63 and Series 65 designations. 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 strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Catanzarite is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 22 years of industry experience and has been associated with Primerica Financial Services since 2003 and PFS Investments Inc. since 2004. Outside of his advisory role, he is involved with Lighthouse Tabernacle COG and engages in part-time sales of non-investment related products including home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies developed by unaffiliated asset managers.

Michael T. Rooney, CRPC™, serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1998, he has dedicated his career to assisting high-net-worth individuals and their families by developing financial strategies aimed at achieving both short- and long-term goals. His client focus encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategy for individuals and corporations. With over 30 years in the financial services industry, Michael employs a consultative approach centered on connecting all aspects of his clients' financial lives to prioritize and pursue their most important goals. He holds a Bachelor of Science degree in Marketing from the University of Scranton and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael resides in Dix Hills, NY with his wife Katrina and their three daughters, Kaitlin, Amanda, and Jessica. Outside of his professional responsibilities, he enjoys golfing, music, skiing, and spending time with his family.

Marc Perez is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2004. Perez serves as a board member of the New York Bankers Association, representing Bank of America. 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.

James Robdau is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 20 years of industry experience. He has been affiliated with PFS Investments Inc. since 2007 and Primerica Financial Services since 2004. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Arthur Reyling is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Reyling has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 13 years at John Hancock. He serves as an officer in the Knights of Columbus, a fraternal charitable organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, providing a wide range of investment programs and strategies supported by a complex network of affiliated entities.

Aaron Schenkman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameriprise since 2005 and is also associated with Robbins, Greene, Horowitz, Lester & Co. Additionally, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a large client base with a wide range of advisory, brokerage, and insurance solutions typical of a major institutional provider.

Sean Carey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Ernst and Young from 2017 to 2020. Carey is also involved in bookkeeping through JB Greco & Associates. 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, utilizing both proprietary and third-party investment strategies and supporting its advisors with advanced operational and research tools.

Michael Stern is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009, following prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Outside his advisory work, Stern teaches spin classes at Crunch Fitness and Gold’s Gym. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with specialized services and integrates advisory offerings with other financial products and referral channels.

Karen Godfrey is a Series 63 licensed financial advisor with 24 years of industry experience. She has held positions at Cetera and its affiliates since 2025 and previously worked with Avantax Advisory Services and MKC Associates for nearly two decades. In addition to her advisory roles, she is affiliated with S&P Financial Services, providing investment management, retirement planning, business succession, and estate planning services. Karen is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Meoli is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, following a prior role at AXA Advisors, LLC. Outside of his advisory work, Meoli has involvement in ancillary product sales and administration of a tax account program for Realty Benefit Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both proprietary programs and third-party asset management platforms.

Jon Schlueter is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Lion Street Financial and Madison Planning Group. Outside of advisory work, he owns Empire State Planning Group, Inc., which provides fixed insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm uses model-based asset allocation and portfolio optimization to offer advisory and brokerage services through a complex multi-advisor platform.

James Zabatta is a CFA® charterholder with 24 years of experience in the financial services industry. He is currently with LPL Enterprise, LLC and has previously worked at Ameriprise Financial Services and American Portfolios Advisors. Zabatta serves on the boards of The Compassionate Friends of Rockville Centre and the Zachary James Zabatta Foundation and volunteers with the Boy Scouts of America. LPL Enterprise, LLC provides investment advisory and brokerage services to a range of clients including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program through a broad network of investment adviser representatives.

Christopher Barber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Barber serves on the board of Northwell Hospital in Huntington, NY, and is a board member of the New York State Police Signal 30 organization, which provides financial support to families of fallen officers. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client needs and risk tolerance.

Stephen Castanza is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has held prior roles at Securities America Advisors, Inc. and Career Brokerage / Feingold & Scott, Ltd. Outside of his advisory work, he owns Stephen Castanza Associates Inc., a tax preparation business. OSAIC serves a diverse client base through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary models.

Maryellen Passanisi is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.