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 bringing 39 years of industry experience. He has worked at LPL Financial since 2019 and has been involved with Suffolk Federal Credit Union since 2013, including a role at Cuna Brokerage Services from 2013 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and manages both discretionary and non-discretionary portfolios.

Edward Vallar Jr. is a CFA® charterholder and holds a Series 63 license, with 10 years of industry experience. He is currently affiliated with LPL Financial and previously worked at RoundAngle Advisors LLC, Foundation Retirement Plan Consultants, Inc., and Pj Robb Variable Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios.

Peter Donahue is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2025. Prior to that, he was employed at Bank of America and Merrill from 2022 to 2025 and at State Farm from 2019 to 2022. Outside of finance, he has experience working at Great South Bay Brewery and Farmingdale State College. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brett Heyder is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he has been involved with local youth soccer programs in the Lake Grove, NY area. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jonathan Morton is a financial advisor with Equitable Advisors in Melville, NY, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Axa Advisors, Northwestern Mutual, Nuovo Giorno, LLC, and ACE Hardware Corp. He also serves as an administrator or executor of estates and trustee of trusts for non-family and family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

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 financial advisor with Ameriprise who holds a Series 63 designation and has 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice, and engages in independent insurance brokering focused on fixed annuities. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, emphasizing management of assets within Ameriprise accounts and integrating algorithmic automation overseen by dedicated committees.

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.

Justin Allone is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He provides personalized financial guidance to individuals and families, emphasizing a client-centric approach that considers each client's comprehensive financial situation and goals. Justin collaborates with a team of specialists and professionals, including those from the Big Four accounting firms, to deliver tailored strategies in asset management, estate planning, and retirement planning. His work particularly supports executives and professionals undergoing career transitions or managing liquidity events. Justin's expertise encompasses areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Seton Hall University. A former Division I athlete and team captain for Seton Hall University's cross-country and track teams, Justin applies discipline and work ethic to his professional role. His personal interests include golfing, running, and participating in marathons.

Kiera Devers is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 63 designation and previously worked at The Vanguard Group. Outside of finance, she has experience with event planning through her involvement with All About Events. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gregg Gunzburg is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Oxford Health and United Concordia Dental through Sound Private Wealth. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Caterina Benanti is a Series 66-licensed financial advisor at Merrill with 4 years of industry experience. She has been associated with Merrill since 2007 and is also connected to Mediterranean Food Source, LLC, a food import business managed exclusively by her husband. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anthony Barone is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors. Outside of his advisory work, he owns a financial services company and a real estate holding corporation. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-based recommendations that incorporate tax-efficient withdrawal strategies and asset management within Ameriprise accounts.

Brendan Shepherd is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at Jpmorgan Chase Bank, N.A. since 2011. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Ankit Paliwal is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2018 and previously held positions at J.P. Morgan Securities and J.P. Morgan Chase from 2011 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Katherine Connors is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cetera. She has held roles at firms including Avantax and 1st Global Advisors and operates KC Wealth Management LLC, through which she provides comprehensive financial planning and investment management services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and allows advisors to implement model portfolios or bespoke strategies across multiple program structures.

Joseph Depietro is a financial advisor with LPL Financial, holding Series 65, Series 63, and Series 66 credentials and 30 years of industry experience. His career includes roles at M&T Bank, TD Bank N.A., and TD Private Client Wealth LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Mary Coleman is a CFP®-designated financial advisor with 20 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, following 14 years at Ameriprise Financial Services. Coleman also owns a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Vincent Iammarino is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2012. He has 100% ownership of Singularity Wealth Management, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce, utilizing Wells Fargo research and planning tools to develop tailored recommendations.