Linda Brucia is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Advisors since 2014, including time at Wells Fargo Clearing, and is currently based in Melville, NY. Outside of her advisory role, she is a commissioned notary public in Glen Cove, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Lukasz Skowronski is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a prior role at JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Gregory Page Romer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and S&P Global, Inc. He is a co-founder and CFO/CTO of Deeper Dating, Inc., an online dating site, and serves on the board of directors for the Long Island Crisis Center, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage portfolios under discretionary and non-discretionary arrangements.

Anna Cheng is a financial advisor with Wells Fargo Clearing in Great Neck, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various Wells Fargo entities since 2015. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. 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 IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related products and bank deposit sweep programs.

Andrew Choi is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and the City of New York, along with entrepreneurial experience running a business called Hello Welcome Store & Co Inc. for seven years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Anthony Castro Guzman is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and teaching at Adelphi University and Westbury High School. He serves as Secretary Treasurer on the board of a Manhattan professional networking organization and as a director on the Westbury Carle Place Chamber of Commerce board. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and offers asset management, wrap programs, and educational seminars.

Leszek Michniewicz is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and Wunderlich Securities. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Michael Vitacco is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JP Morgan Securities and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using a structured process supported by proprietary tools and analysis from its Global Investment Committee.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Eric Siegeltuch is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 designation and has been with Cetera and Cetera Financial Specialists LLC since 2013. Outside of financial advising, he is the owner of Eric Siegeltuch Fine Arts, an art sales and consulting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Ryan Meca is a Wealth Management Advisor specializing in developing personalized financial strategies that align with each client's unique goals and circumstances. As a Merrill Resident Director, he integrates investment insights from Merrill with banking and lending solutions from Bank of America to offer comprehensive wealth management services. Ryan focuses on areas including family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from Saint John's University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Ryan enjoys baseball, cooking, music, traveling, and spending time with his family. He works directly with clients to create tailored financial plans aimed at achieving and maintaining financial independence.

Esteban Sarmiento is a financial advisor with J.P. Morgan Securities LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he works as a contractor helping set up events such as birthday parties, weddings, and fundraisers, often supporting causes like servicemen and pet adoption centers. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence.

Vincent Toscano is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously with Lincoln Financial Advisors and Lincoln Financial Advisors Corporation over a 27-year period. He is the sole owner and president of Loucon Resources, Inc., a firm offering accident and health insurance and various life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation tools and supports multiple account management options across diverse investment types.

Cooper Ficarra is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Stockton University and was involved with Tucker's Tavern. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process to assist clients, with a broad range of retail and institutional offerings.

Pei Jye Wang is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 15 years. Outside of his advisory duties, he manages Rich Eternity LLC, which focuses on estate planning and fixed life insurance. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a wide network of affiliated advisers, offering integrated brokerage and advisory services with both discretionary and non-discretionary portfolio management options.

Stephen Bishop Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized plans through a centralized consulting team.

Robert Rosenberg is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Joseph Zarejko is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. He is also the owner of Professional Accounting Services, LLC, a tax and accounting business. His prior work includes roles at Botwinick & Company, LLC and Abrams & McKeever CPA's LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, leveraging both affiliated and third-party managers across discretionary and non-discretionary programs.

Nicholas Agnone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and has 28 years of industry experience. He has previously worked at Osaic Wealth, Inc. and has operated Nicholas Agnone & Co., LLC since 2001. In addition to advisory work, he is involved in tax preparation and accounting services through Nicholas Agnone & Co., LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management across its offerings.