Michael Cassidy is a Planning Consultant at Fidelity Investments, where he has been serving since 2021. He holds the CFP® designation and collaborates with clients to develop comprehensive financial plans and recommend suitable investments tailored to their individual needs and goals. His approach utilizes Fidelity's extensive resources to help clients feel comfortable and confident in their financial decisions. Michael's career in financial services began as a NYS Licensed Agent at Allstate in 2017, followed by roles at Janney Montgomery Scott, LLC, including Private Client Associate and Intern positions from 2018 to 2021. Since joining Fidelity, he has also worked as a Financial Consultant before assuming his current role. Outside of his professional work, Michael enjoys biking, cars, cooking and baking, fitness, kayaking, and traveling.

Lars Kofod is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC as a contractor. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a large institutional platform that includes advisory, brokerage, and insurance solutions.

Kevin Wilson Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at Top Golf, American Pie, Con Edison, and longstanding involvement in the music industry as a musician and producer with Bigg Badd Wolf. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm utilizes a range of investment products and advisory models, providing fiduciary services and focusing on personalized risk assessment and program matching.

Gregg Marano is a Senior Vice President and Senior Resident Director with Merrill Lynch Wealth Management. He has been in the financial industry since 1992 and joined Merrill Lynch in early 2000. Gregg began his professional career as a foreign currency broker servicing large institutions and has developed expertise in portfolio construction, business transition, retirement planning, home financing, insurance, and corporate retirement plans. He holds several professional designations including Certified Exit Planning Advisor139;, Chartered Retirement Planning Counselor139;, Accredited Domestic Partnership Advisor139;, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. Gregg was named to Forbes "Best-in-State Wealth Advisors" list multiple times, including 2019, 2023, 2024, 2025, and 2026.

Kevin Fitzpatrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Joseph Gunnar & Co. LLC, and National Securities Corporation. He also has experience working with Spring Lake Country Club. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Salvatore Mannino is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized wealth management strategies that take into account their full financial picture and evolving needs. Salvatore coordinates investment, banking, lending, and wealth planning solutions aligned with his clients' goals. He holds a Bachelor's Degree from SUNY Binghamton and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Growing up in a family of entrepreneurs provided him with insight into the challenges and opportunities involved in building and preserving wealth. Salvatore emphasizes building and maintaining strong client relationships, aiming to help clients focus on their financial priorities and make informed decisions with confidence. He combines his guidance with the investment insights of Merrill and the banking and lending capabilities of Bank of America.

Michael Sparks is a financial advisor with MassMutual Investors Services in Melville, NY, holding a Series 63 designation and 15 years of industry experience. He has been with MassMutual investors services and MassMutual Life Insurance Company since 2011. In addition to his advisory role, he is an insurance agent specializing in individual and group life and health insurance with various carriers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements tailored to client goals.

Ronald Bergmann is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he spent 23 years at American Portfolios Financial Services, Inc. He is also president of American Premier Financial Group, where he acts as an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing various asset-allocation tools and third-party solutions to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Lori Coyne Mcdaniel is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products including fee-based planning, portfolio management, and capital markets services.

Anthony Vann Rubino is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at J.P. Morgan Securities for nine years and has experience in various small business roles, including self-employment and positions in the food service industry. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

William Giammarino is a financial advisor at LPL Enterprise with a Series 66 designation and emerging experience in the industry. Prior to joining LPL Enterprise, he worked at the Long Island Weight Loss Institute and held various positions at Ahold Delhaize–Stop and Shop. Outside of finance, he has experience in healthcare and retail sectors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and an affiliated insurance agency.

Kevin Anglim is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and investment modeling techniques.

Christopher Picone is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has prior experience at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and operates PRS Capital Group, a full-service mortgage brokerage, and assists with tax preparation at Spatola and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with both affiliated and third-party investment strategies.

Michael Klein is a financial advisor with Osaic Wealth, Inc. based in Melville, NY, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes 38 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Klein also operates as an insurance broker and serves as an investment advisor representative under Lighthouse Financial Network, LLC. Osaic Wealth, Inc. provides services to a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a variety of investment products, and supports multiple advisory platforms and third-party managed account solutions.

Mark Gajowski II is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at American Portfolios for 16 years. Outside of his advisory role, he is a volunteer fireman and serves as the financial secretary for the Peconic River Sportsman’s Club, a 501(c)(7) fraternal organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large adviser network, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Kyung Yeum is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL Enterprise in 2024, Yeum worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2004 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various affiliated products and services.

Brian Katz is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tristan Pesqueira is a financial advisor with Equitable Advisors, holding a Series 66 designation. He has one year of industry experience and began his advisory role at Equitable Advisors in 2026. His prior work includes roles at Shoprite, Amerivents, and various educational institutions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a blend of proprietary and third-party investment solutions.

Douglas Horn is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning using firm-approved tools and modeling techniques.

Linda Sanders is a CFP® with 42 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Merrill and Bank of America. Sanders serves as a board member of the Sunshine Prevention Center, a nonprofit focused on children, youth, education, and health. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.