Vincent Serro is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2013, he worked at Stifel and Ryan Beck & Co. Outside of his advisory role, he assists part-time with a family business that sells pasta sauce at fairs and festivals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers capabilities in derivatives and commodities through affiliated entities.

Frank Caputo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC for over two decades. Outside of his advisory role, he is involved with Outside Ins. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of investment adviser representatives and third-party asset managers to deliver tailored investment solutions, emphasizing ERISA fiduciary services for qualified plans.

Glen Sher is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Mirocco is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Co, and The Ohio State University. Mirocco also operates as a sole proprietor agent specializing in non-variable insurance. 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 range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology and comprehensive investment options.

Jennifer Sweeney is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2010. 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.

Thomas Clifford III is a financial advisor at Cetera with 31 years of industry experience. He holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services since 2013. Clifford is also an independent insurance agent specializing in life, accident, and health insurance. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, with access to third-party money managers and multiple program structures to accommodate various client needs.

Suelem Artzt is a Series 66-licensed advisor at LPL Financial with one year of industry experience. She previously worked at Merrill for ten years before joining LPL Financial and Teachers Federal Credit Union in 2026. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Vincent Tiernan is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has held various roles outside of financial services, including teaching positions at Fairfield University and Kings Park High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, tax-aware retirement planning and relies on research and algorithmic tools to deliver personalized recommendations.

Bryan Mendez Flores is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Teachers Federal Credit Union, and Islip Pharmacy and Surgical, as well as two years with Obstacle Athletics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

George Miller is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 34 years of industry experience. He worked at Pruco Securities, LLC for 32 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a broad network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Barbara Liguori is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at Capital One Bank for seven years before joining Merrill in 2023. Outside of her advisory role, she is a member-manager of Liguori Sorrento LLC, a real estate business in New York. 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 various model-based and discretionary investment strategies for individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations.

Jeffrey Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 29 years of experience providing financial advisory services to individuals, trusts, corporations, and not-for-profit organizations. As part of a Wealth Management team with more than 45 years of collective financial experience, Jeffrey specializes in investment planning, retirement planning, tax minimization strategies, estate planning services, and corporate cash management. His client focus areas include college education planning, corporate executive services, divorce transition planning, institutional investment consulting, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jeffrey is dedicated to building long-term relationships by offering high-quality advice and integrated wealth management strategies tailored to clients' evolving needs. He begins every client relationship with a conversation to understand and prioritize their financial goals, then customizes approaches to support both financial objectives and life passions. He holds FINRA Series 7, 63, and 65 registrations, life and health insurance licenses, and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Hofstra University. Residing in Fort Salonga, NY, Jeffrey has volunteered his time to various local charities. Outside of his professional role, he enjoys golf, softball, football, skiing, and spending time with his family and friends.

Mark Filiberto is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 39 years of industry experience. He has worked at LPL Financial since 2019 and has been affiliated with Suffolk Federal Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, and institutional platforms with a broad range of investment strategies and operational support tools.

Edward Vallar Jr. is a CFA charterholder and Series 63 licensee with 10 years of industry experience. He is currently with LPL Financial and has previously worked at RoundAngle Advisors LLC, Foundation Retirement Plan Consultants, Inc., PJ Robb Variable Corp, and WealthSpire Advisors. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Peter Donahue is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Smithtown, NY. He has three years of industry experience, including prior roles at Bank of America, Merrill, and State Farm. Outside of finance, he has worked in the brewing industry with Great South Bay Brewery. 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. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, supported by affiliates that provide implementation and portfolio services.

Brett Heyder is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of his advisory career, he was involved in local youth soccer programs from 2014 to 2022. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Jonathan Morton is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Axa Advisors, Northwestern Mutual, and Morton Financial, Inc. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs delivered through an extensive network of representatives and emphasizes personalized client assessments to match clients with appropriate investment models and third-party managers.

Mariusz Michaliszyn is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2011. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Francis Jr. is a ChFC® with 16 years of industry experience, currently affiliated with Ameriprise. His career includes roles at LPL Financial, Mass Mutual, Metlife Securities, and multiple Ameriprise entities. He is also involved in independent insurance brokering and manages his financial advisory practice through an advisor-owned entity, Certainty of the Uncertainty, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Eric Flowers is a financial advisor with Mass Mutual Investors Services in Bohemia, NY, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at MetLife Securities from 2005 to 2017 and has been with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.