Gerald Slattery is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. In his role, he focuses on retirement planning and investment strategies tailored to clients' needs. Gerald entered Merrill Lynch through their financial consultant training program in 1992, bringing prior experience as a Financial Analyst with Unisys Corporation. Gerald earned a B.S. in Business Administration with a concentration in Management Information Systems from the New York Institute of Technology, graduating Magna cum Laude in 1988. He holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, and women and wealth. Gerald enjoys outdoor activities such as biking, boating, hiking, scuba diving, swimming, and spending time with his family.

Thomas Peguillan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously spent two years with AXA Advisors, LLC. Prior to his advisory career, he was affiliated with SUNY Oneonta from 2015 to 2018. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary advisory programs and offers ERISA fiduciary services to qualified plans.

Mark Amon is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, AXA Advisors, LLC. Outside of his advisory role, he serves as trustee and power of attorney for his mother’s trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm employs a variety of advisory models, often utilizing third-party program sponsors and offering both proprietary and third-party investment solutions.

Hadi Hachem is a financial advisor with Merrill based in Melville, NY. He holds Series 63, 65, and 66 designations and has 18 years of industry experience. His career includes roles at Bank of America, N.A., Merrill, and Citicorp Investment Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Mulligan is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, NYLife Securities, and New York Life Insurance. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including specialized services such as business-owner transition and special-needs analysis, and advisors use proprietary research and tools to develop tailored recommendations.

Donald Casler is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2009. He also maintains a role with Bank of America, N.A. since 2008. 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Deacy is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked at Sheep Pasture Tree & Nursery Supply and completed several years of full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Raymond Miranda is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his investment and insurance planning career in 1987 and joined Merrill Lynch in 1997. He holds a Bachelor's degree in Economics from Stony Brook University. Raymond holds several professional designations including Chartered Retirement Planning Counselor (CRPC) and CERTIFIED FINANCIAL PLANNER (CFP). He is also registered with FINRA Series 7, Series 65, and Series 63. Raymond provides a disciplined and educated approach to wealth management strategies, drawing on over three decades of industry experience. His expertise encompasses investment and insurance planning, and he serves as a Portfolio Manager. He resides in Dix Hills with his wife Laurie and their four sons. Outside of work, Raymond enjoys coaching baseball, soccer, and football with his sons. He is involved in the community through participation with Long Island Cares, Inc Food Bank.

Charles Mazziotti is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Invest Financial Corporation for 13 years. Outside of his advisory role, he is a joint owner of LCM Marketing Corp, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Bradley Cooke is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked for American Portfolios Financial Services Inc. for nine years. He also holds a position as Director of Investments at PPS Advisors, Inc. Outside of his advisory roles, he has been affiliated with Montclair State University for over a decade. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by advanced tools and multiple custodial arrangements.

Thomas Gallagher III is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He has been with Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC 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 programs, structuring planning engagements as annual collaborative relationships.

Peter Johnston is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has worked with Cetera and its affiliated entities for over a decade and is also president of EKA Planning Services, Inc., where he has been involved in insurance sales since 1997. Outside of his advisory work, he is a silent investor and owner in energy auditing firms and is involved in multiple real estate investment ventures. Cetera Investment Advisers LLC is an SEC-registered firm supporting a network of over 10,000 independent advisors nationwide. It serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services across multiple program structures and custodial arrangements.

Ismael Maldonado IV is a financial advisor at MassMutual Investors Services with a Series 66 credential and one year of industry experience. His previous work includes positions at MassMutual Life Insurance Company, various roles in the hospitality industry, and studies at Utica University. Outside of finance, he has been involved in operating hospitality businesses such as Jetty Bar and Grill. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs with an emphasis on collaborative, goal-driven planning using firm-approved analytical tools.

Tyler Smith is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Advisors since 2022. Prior to this, he held positions at David Lerner Associates and Fundseeder. Outside of his advisory role, Tyler is also involved in real estate services through Keller Williams Realty and Fire Island Homes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, integrating advisory services with other financial products and referral channels.

Vincenza Draper is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Her career includes 15 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that incorporate various modeling techniques without offering individual security recommendations as part of the standalone planning program.

Michael Marziotto is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting business owners, professionals, and entrepreneurs in maximizing long-term efficiency in their personal and professional finances while minimizing the effects of taxes and inflation. Michael’s approach begins with a comprehensive understanding of his clients’ full financial picture, enabling him to tailor flexible wealth management strategies aligned with current market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients’ goals. Michael's expertise includes divorce transition planning, employee benefits planning, managing defined benefit and contribution plans, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. His team comprises professionals experienced in asset management, ERISA retirement plans, business and personal banking, and residential and commercial lending, with a focus on serving business owners and entrepreneurs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His education includes a non-accredited certificate program from the American College for Financial Program. Michael is committed to community involvement, reflecting Merrill’s tradition, and spends time volunteering with local organizations. Outside of work, his personal interests include adventure sports, camping, hiking, photography, scuba diving, woodworking, and spending time with his family.

Joseph Marinaccio is a financial advisor with Ameriprise in Oakdale, NY, holding CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Marinaccio is involved in a business ownership venture, Larry Joseph & Associates LLC, which manages expenses for his team practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement planning solutions.

Chen Chen is a financial advisor at Merrill with 14 years of industry experience. Prior to joining Merrill in 2024, Chen worked at CitiGroup for 11 years. Outside of finance, Chen is the owner and business manager of Artmazing Studios LLC, where they also serve as an art instructor. 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ariela Kilinsky is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Merrill in 2024, she worked at Citigroup from 2017 to 2024 and at Citibank Brazil from 2012 to 2017. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ari Zaretsky is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2018, following 14 years at Jhfn Sii. Outside of his advisory role, he is an insurance broker and manages an insurance agency division within Lighthouse Financial Network, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan participants, charities, and corporations. The firm offers a range of brokerage and advisory services, employing a model-based investment process that incorporates asset allocation, portfolio optimization, and multiple management strategies.