Elizabeth Lobaccaro is a financial advisor with OSAIC in Garden City, NY, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked at Royal Alliance Associates, INC. and Gateway Investments, where she also assists clients in an advisory and administrative capacity. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and multiple investment vehicles to construct portfolios tailored to client risk tolerance and preferences.

Dominick Scarfogliero is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera since 2019 and previously spent three years at Foresters Financial Services. He is also involved with the Long Island Financial Planning Group, a business related to Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and ongoing client supervision.

Paul Romano is a financial advisor at J.P. Morgan Securities LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Scottrade during his career. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm employs a combination of quantitative modeling, centralized due diligence, and an ESG eligibility framework when recommending investment strategies.

Amy O'Brien is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Citibank, and Bank of America. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Goldsmith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 21 years of industry experience, including roles at Metlife Securities and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns and manages Goldy Lux 8 LLC, which provides group and individual insurance products, and he also offers financial planning services related to life settlements. 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 provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools and offering a range of investment and planning services.

Marcelo Ippoliti is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes 15 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he serves as president of South Highland Properties, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analyses.

Ryan Humbert is a financial advisor at Equitable Advisors with five years of industry experience. His prior roles include positions at Citigroup and Ameriprise Financial Services, LLC. He holds Series 63 and Series 66 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a mix of firm-offered and third-party advisory solutions.

Brett Goldstein is a financial advisor with LPL Financial, holding a Series 63 designation and 33 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., American Investment Planners, and The Pension Department, which he owns. In addition to his advisory work, Goldstein is a forensic document examiner with Handwriting Expert New York, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Luke Donenfeld is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019, following seven years at First Empire Securities. Outside of his advisory role, he serves as treasurer for the Harry Donenfeld Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Robert Schaefer is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS and as an independent contractor. Outside of finance, he owns and operates a yoga instruction business and a retail clothing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

Marc Wong is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, Wong serves on the board of the Long Island Community Foundation and is an officer of Project Music Heals Us, a nonprofit organization that presents classical music performances to diverse audiences for education and healing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of advisory and capital markets solutions.

Tonia Dillon is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages seasonal rentals of a property she owns in Naples, Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Andrea Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2015, including a prior tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is affiliated with CREW New York, a commercial real estate organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charities, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes client-specific risk assessment and uses a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Matthew Klein is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Stephen Plackis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Strategies For Wealth, First Command Financial Planning, and Northwestern Mutual entities. 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 advisory and brokerage services, including financial planning and access to third‑party asset management, supported by a large network of investment adviser representatives.

Tyler Sloves is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America since 2000, including a 24-year tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and other financial services through a broad network of investment adviser representatives.

Charles Mungai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo in various capacities since 2010, including positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he serves as treasurer and elder at Harvest Time Church in Greenwich, CT. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party databases with diversification and modern portfolio theory principles to support its investment approach while providing both brokerage and advisory solutions.

Ronald Matonti is a Market Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of associates focused on helping clients achieve financial independence through comprehensive wealth planning. Mr. Matonti has extensive experience at Fidelity Investments, including serving as Vice President and Branch Office Manager from 2015 to 2025, Vice President and Regional Planning Consultant from 2013 to 2015, Vice President and Senior Account Executive from 2011 to 2013, and Account Executive from 2008 to 2011.

William Healey is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on multi-generational families and accomplished professionals. He assists clients in defining their objectives, developing thoughtful financial plans, and simplifying complex investment, tax, and long-term planning decisions. Prior to joining Merrill Lynch in 2019, William accumulated over 30 years of experience in institutional asset management, serving in leadership roles at State Street Global Advisors, GE Asset Management, and MetLife. He was most recently Head of Active Fixed Income Portfolio Management and Global Rates at State Street, where he led portfolio management for Core and Core Plus strategies serving both institutional and retail clients. William holds a Bachelor of Science degree in Business and Economics with a finance major from Lehigh University and an MBA, cum laude, in Finance from The Gabelli School of Business at Fordham University. He also holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. He is a member of the CFA Society Stamford and the Lehigh Wall Street Council. Residing in Greenwich for over 25 years, William is engaged in his community through coaching youth sports. He has coached football for the Glenville Mavericks in the Greenwich Youth Football League for the past two decades and has served on its board. His personal interests include baseball, basketball, football, golfing, music, reading, and spending time with his family.