Salvatore Tringali is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services since 2016 and Mass Mutual Life Insurance Company since 2015. He is also the owner of WealthGuide Inc., a pass-through compensation entity established in 2024. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers a range of planning programs, including recent additions such as Divorce Planning.

Eliel Pimentel is a CFP® certificant and holds a Series 66 license, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Daveta Winski is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2010, following two years at Chase Investment Services Corp. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Ann Marie Treiling is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with the Wible, Runfola, and Miranda team. Since joining Merrill Lynch in January 2023, she has focused on providing financial solutions tailored to business owners, professional women in transition, and retirees. Ann Marie applies a comprehensive planning approach that begins with understanding her clients’ unique financial needs and goals to develop strategies aimed at achieving their ideal retirement lifestyle while managing longevity risk. With over 20 years of experience in financial advisory, Ann Marie specializes in areas including education planning, family wealth management, legacy planning, personal retirement planning, and small business strategies. She holds the Series 7 and 66 FINRA registrations, life, accident, and health insurance licenses, and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ann Marie earned a Bachelor of Science degree in International Business and Marketing from Rochester Institute of Technology and is proficient in both English and French. Ann Marie is a member of the National Association of Women Business Owners (NAWBO) and contributes to community organizations such as the Hospice Signature Society and Windsong Radiology. Outside of her professional pursuits, she enjoys cooking, gardening, golfing, reading, swimming, tennis, and traveling.

Nicholas Diolosa is a financial advisor with Equitable Advisors holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Strategic Advisors, and Scottrade prior to joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm provides advice through Investment Adviser Representatives using a variety of third-party advisory models and proprietary tools without sponsoring its own wrap fee program.

Nicholas Cuiffo is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joe Lefebvre is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025. His professional background also includes positions as a Private Client Banker at JP Morgan Chase (2023-2024), Financial Advisor at National Life Group (2022-2023), and Client Services Associate at LPL Financial (2021-2022). Joe focuses on understanding clients' goals, concerns, and values to develop financial plans that align with their priorities. He emphasizes listening and collaborating with clients to create strategies that provide clarity and confidence throughout their financial journeys. He holds a California Insurance License. Outside of his professional work, Joe's personal interests include fitness, football, golf, lake activities, running, and traveling.

Wendy Li is a financial advisor at Merrill with Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at City National Bank for 12 years before joining Merrill in 2024. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Roseen is a financial advisor at Merrill with 8 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tracey Meklaus is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including direct individual plans and corporate financial planning agreements.

Beverly Suchoboky Wendt is a CFP® professional with 40 years of industry experience, currently serving at OSAIC. She previously worked at Signator Investors, Inc. for 33 years before joining Royal Alliance Associates, Inc. in 2018. Outside of her advisory role, she acts as trustee and power of attorney for an irrevocable trust and engages in insurance brokerage activities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and manages portfolios that include a mix of investment types tailored to client preferences.

Gerard Simonelli is a CFP® with 39 years of industry experience, currently affiliated with Ameriprise since 2013. He serves as President of Simon & Elli LLC, managing the financial aspects of his Ameriprise team practice, and is also a managing partner at Flagship Advisors/Mark Grossmann, overseeing branding, staff development, and business operations. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research-driven recommendations and tax-smart strategies, primarily for clients with significant investable assets. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Gucciardo is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked for Parker Hannifin for 35 years before transitioning to Primerica. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Dean Giella is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Cambridge Investment Research Advisors and GS Investment Planning, LLC, where he has worked since 2013 and 2018, respectively. Giella also holds a Series 63 license and has prior experience with Financial Educational Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement advisory through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Harlan Fischer is a ChFC® and holds a Series 63 license, with 51 years of experience in the financial industry. He is currently with Cetera and has been associated with Cetera Wealth Services, LLC since 2013 and Branch Financial Services, Inc. since 2011. Outside of his advisory roles, Fischer serves as chairman of the Village Planning Board in Harbor, NY, and is an appointed board member of the Suffolk County Citizens Advisory Board for the Arts. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services delivered through various program structures and custodial relationships.

Kilian Loeb is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2019, following an eight-year tenure at First Empire Securities, Inc. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Gary Ferrugiari is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. His prior experience includes over 40 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Outside of advising, he also works as an insurance broker. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction tools and access to third-party money managers.

Brandon Liff is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021. Prior to this, he was employed at View and Luigi's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Peter Stone is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Private Bank and the American Hotel & Lodging Association. He also has experience working with the United States House of Representatives and in higher education at Sewanee: The University of the South. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julia Weitz is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she was involved in creative and production ventures, including Julia Jewel Productions LLC and Bertoni Weitz Productions LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling.