Craig Irby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with executives and business owners, particularly those in the aerospace and defense sector, to develop customized financial plans aimed at growing net worth through systematic investing. His expertise includes managing highly appreciated equity compensation and providing tailored financial planning solutions for owner/operators. Craig holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Bay Shore High School, an Associate's Degree from Suffolk County Community College, a Bachelor's Degree from Farmingdale State College, and attendance at SUNY Albany without degree conferral. He is involved with professional organizations such as Friends Of Connetquot and Mission Be. Outside of his professional work, Craig has interests in adventure sports, basketball, boating, boxing, camping, golfing, music, running, surfing, and traveling.

David Rabideau is a Private Wealth Manager with Merrill Private Wealth Management. He serves as the primary and trusted advisor to families, building long-term personal relationships that often span multiple generations. David focuses on understanding his clients' needs and objectives through active listening and providing tailored financial solutions. With over 30 years of experience, David specializes in family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management, investment strategy, and tax minimization. His work emphasizes helping families efficiently manage, grow, and preserve their wealth by delivering integrated solutions such as wealth structuring, financial planning, public and private investments, liquidity management, and custom credit solutions. David is supported by a team committed to prioritizing clients' interests and serving as their primary financial advisor. David began his financial services career in 1991 as a Bank Examiner with the Federal Deposit Insurance Corporation. He spent 25 years at Citi Private Bank as a Managing Director and Global Private Banker before joining Merrill in 2022. He holds a Bachelor's Degree in Finance from Ithaca College and has earned the Personal Investment Advisor (PIA) designation. Outside of work, David is involved with Black Rock Church and enjoys baseball, boating, and golfing.

Ronaveer Mitra is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade Securities LLC, and MassMutual Investors Services. Mitra has received passive renewal commissions from prior insurance sales activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a broad client base.

Salvatore Calio is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Salvatore worked as an Associate Financial Planner at Woodhull Capital Advisors from 2020 to 2021. In his current role, Salvatore partners with clients to develop comprehensive financial plans that align with their long-term aspirations. He focuses on building meaningful relationships to enhance and support clients' financial well-being, utilizing Fidelity's resources to implement customized strategies tailored to each family's unique goals.

Kathleen Flock is a financial advisor with Merrill, holding Series 65 and Series 66 licenses and over 25 years of industry experience. She has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2006. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Luis Simal is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling.

David Caterisano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities LLC, NYLife Securities LLC, and New York Life. Outside of his advisory work, he serves as a board member of finance for the Town of East Hampton and is involved with Major League Baseball in a junior support capacity. 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 solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ward Brickner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked at OSAIC since 2024 and previously spent 10 years at American Portfolios Financial Services, Inc., along with over two decades at Guardian Life Insurance Company of America. Brickner is also a partner in Fortress Financial Services, Inc., where he provides investment advice and management, and he is involved in marketing investment services to attorneys through the National Network for Attorneys. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and risk-tolerance assessments, managing accounts on both discretionary and non-discretionary bases while providing access to third-party managers and various investment platforms.

Liam Gormley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mitchell Fischer is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bianca Ibrahim is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Investment Services, Avantax Advisory Services, and Deloitte & Touche LLP. She is also employed at Ayman Ibrahim, CPA, where she is involved in tax preparation and financial statement review. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Lisa Puntillo is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following a two-year tenure at UBS Financial Services. Puntillo also serves as an executor and trustee in estate administration and trust roles. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Kevin Kehoe is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2008 to 2022. Outside of his advisory role, he has ownership in DK Brooklyn Ave, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Craig Silverstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. Prior to joining Morgan Stanley, he worked at Mizuho Bank USA and Mizuho Securities USA Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Steven Wiener is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Donna Mckeon is a financial advisor with LPL Financial in Hempstead, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2008. 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Matthew Brennan is a financial advisor with Ameriprise in Point Lookout, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include work at Talentwave and independent trading, as well as a position with the Town of Hempstead. He serves on the Board of Directors for the Point Lookout Park Project as Treasurer. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to deliver personalized retirement income advice.

Joseph Weill is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Bank Leumi, Hilton Hotels, and The Adecco Group, as well as time at Morgan Stanley Private Bank, N.A. Outside of financial services, he has been involved with The Hamlet Golf & Country Club. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs that include tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through its extensive platform.

Douglas Mongiardo is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Baillie Gifford. In addition to his advisory role, he is involved in insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Darren Olivieri is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Axa Advisors, LLC. He also serves as Trustee for The Gereldine Olivieri Trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.