Peggy Mahoney is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has more than 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals. Prior to joining Merrill in July 2021, she worked at JPMorgan, where she developed her practice and built a loyal clientele through a disciplined high-touch approach. With a Bachelor's Degree in Accounting from Queens College, Peggy focuses on building deep connections with her clients and acting as the center of their household's financial decision-making team. Her approach to wealth management begins with understanding her clients' families, financial situations, and priorities, allowing her to create customized and flexible strategies. She offers services that include college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, and socially responsible investing. Peggy is committed to delivering excellent service and pursuing her clients' goals while adhering to high ethical standards. In addition to her professional work, she participates in community volunteering. Outside of work, she enjoys spending time with her family and friends, traveling, and supporting the New York Mets.

Jay Hochfelsen is a financial advisor with Cetera, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has been associated with Cetera and its related entities since 2013 and is also involved in several insurance and legal businesses, including serving as an attorney specializing in estate planning and corporate law. Hochfelsen is principal of Compass Benefit Planning LLC and CEO of Custom Brokerage Solutions LLC, both of which focus on insurance brokerage and related activities. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, including model-based, third-party, and customized strategies.

John Lucadamo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Invest Financial Corporation for 13 years before joining LPL Financial in 2018. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools used by its network of over 22,800 advisors.

Gifford Lee is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC and Capital One Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s investment approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

Ramananda Rau is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 12 years. Outside of his advisory role, he is an insurance agent specializing in fixed life, long-term care, disability insurance, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and managed account solutions. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes.

Steven Dichter is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in several investment-related business activities, including ownership interests and co-trustee responsibilities in private investment entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized planning for business-owner transitions, special needs, and other niche areas.

James Guardiola is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 27 years of industry experience, having worked at MetLife Securities for 17 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. Outside of his advisory role, Guardiola serves as a trustee and is an insurance agent offering individual and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning using firm-approved analytical tools and features specialized programs such as divorce planning and estate-settlement services.

Brian Steck is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he focuses on creating tailored client experiences by building long-term relationships and delivering customized financial planning services that align with each client's unique goals and objectives. Brian has extensive experience within Fidelity Investments, having served in various leadership and advisory roles since 1993. His positions have included Market Leader, Senior Branch Office Manager, Branch Office Manager, and Assistant Branch Manager. Prior to joining Fidelity, he worked as a Portfolio Manager and Financial Advisor at Fifth Third Bank and as an Investment Representative at Edward Jones. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brian enjoys activities such as spending time at the beach, cooking and baking, engaging in family activities, as well as football, golf, and photography.

Lizbeth Lindley is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Quinn is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His previous roles include work with the Seven Valleys Health Coalition and operating a business called Pita Station. He also has experience in education and youth organizations, having worked at the State University of New York at Cortland, Manhasset Secondary School, and the Catholic Youth Organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers advisory services through a network of representatives and integrates third-party asset managers and LPL-sponsored programs in its investment approach.

Daniel Finnegan is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 22 years before joining OSAIC in 2024. Outside of his advisory role, Finnegan serves as Sargent-at-Arms for the Northport Rotary, a nonprofit organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and comprehensive advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio management tools that include automated rebalancing and access to third-party money managers.

Karen Weiss is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2009. Weiss has also been associated with Bank of America N.A. since 2008. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Marc Perna is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Merrill since 2002, also working at Bank of America since 2014. Outside of his advisory role, he is an independent contractor for Uber Technologies, participates as an adult soccer clinic coach at Huntington UFSD, and owns a small business selling sports trading cards. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Klotsche is a financial advisor at Morgan Stanley with a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017 and also worked at Molloy College from 2014 to 2019. Outside of her advisory role, Klotsche is a coach and trainer at CrossFit Strong Island in Merrick, New York. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Brandy Seyfried is a Series 66-credentialed financial advisor with two years of industry experience. She currently works at Cambridge Investment Research Advisors and has prior experience with Commonwealth Financial Network and FGS Financial, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Steven Goldis is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and H. Beck, Inc. He is also the president and owner of G & G Agency Ltd, an insurance agency he has operated since 1982. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple advisory platforms and third-party solutions to manage portfolios across asset classes.

Giuseppe Gigliotti is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ameriprise Financial Services and Capital One Financial Advisors. Outside of his advisory role, he is involved in FLAG Consulting Group LLC, a business focusing on expense management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages substantial assets and employs a research-driven approach to portfolio diversification and manager evaluation while offering a broad range of financial products through affiliated entities.

Jonathan Bonnet is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2014 and Bank of America since 2015. Outside of his advisory role, he is a member of two LLCs focused on real estate investment in New York and Tennessee. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jay Meyer is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has been with Cetera and its affiliated entities since 1999 and also owns an accounting and tax practice, which he has operated since 1989. Additionally, he works as a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a variety of portfolio management and financial planning services.

Matthew Barbis is a financial advisor at OSAIC with 32 years of industry experience and holds the Series 63 designation. His prior roles include positions at LPL Financial, Select Benefits Inc., and Royal Alliance Associates. Outside of his advisory work, he serves as a trustee of St. Joseph’s College, vice president of The Sachem Education Foundation, and president and executive director of The Rose Bruccia Educational Foundation. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services supported by various portfolio construction tools and third-party solutions.