Matthew Cuiffo is a financial advisor at Edelman Financial Engines with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Cuiffo has been with Edelman Financial Engines and its predecessor entities since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Justin Leskow is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is a co-owner of a family rental property in Rockville Centre, New York. 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 plans, corporations, and charitable organizations.

Derek Laird is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Santander Securities, LLC and Santander Bank, NA. He also works as a contractor at Oakfield Wealth Management Group LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and uses a variety of investment strategies and tools to manage portfolios across multiple asset classes.

Robert Pascucci is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and four years of industry experience. His prior work experience includes roles at Verizon, JMI Management Company, and Fox News Channel. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-related financial planning services.

Mark Labriola is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves as co-trustee and holds power of attorney for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robert Blair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has over a decade of experience with Wells Fargo Bank. Outside of his advisory role, Blair serves as a board member of the Briarwood Estates Home Owners Association in Niantic, CT. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eduardo Matute is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Outside of his advisory role, Eduardo serves as Vice-President and Partner of A&M Food Adventures INC, a family-owned takeout restaurant where he assists with financial management. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Annunziata Romanzo is a Senior Financial Advisor at Merrill Lynch Wealth Management. Her expertise includes corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Annunziata is committed to working proactively with clients to develop and implement planning-based strategies that help prioritize and pursue their most important financial goals. Annunziata holds a Bachelor's degree from the University of New Hampshire. Outside of her professional life, she enjoys cooking, golfing, and spending time with her family.

Dennis Brennan is a financial advisor with J.P. Morgan Securities in Garden City Park, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Chase, NA since 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser capabilities.

Jose Velasquez is a Planning Consultant at Fidelity Investments, where he works with clients to provide education and guidance tailored to their unique financial situations, ensuring that their investment strategies align with their financial goals. He has been with Fidelity Investments since 2021, holding roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Planning Consultant. His professional experience spans multiple roles within Fidelity Investments, reflecting a progressive career focused on client financial planning and investment strategy. Jose's approach centers on understanding individual client needs to support their financial objectives effectively. Outside of his professional work, Jose has interests in baseball, football, hiking, outdoor adventures, and running.

Dawn Vittorio Pike is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill since 1995. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Kwan Rok Kong is a financial advisor with Ameriprise in Great Neck, NY, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2018. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, offering comprehensive written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Erica Lupinacci is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and with 17 years of industry experience, all at Morgan Stanley since 2009. Outside of her advisory role, she is involved in spiritual healing as an energy healer and clairvoyant reader. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from comprehensive advisory programs to corporate financial planning agreements.

Gary Kogel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since March 2000. He leads The Kogel Donato Wealth Management Group, a multigenerational team that partners with executives, business owners, and professionals in sports and entertainment to develop personalized financial strategies. The group focuses on long-term client relationships, providing proactive, organized, and trusted guidance to align financial plans with clients' goals. With over 30 years of experience in the financial services industry, Gary previously worked as a Bank Manager at Bank of America. He founded The Kogel Group in 2017, which evolved into The Sullivan Kogel Wealth Management Group in 2019 before becoming The Kogel Donato Wealth Management Group in 2024. His expertise encompasses areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Gary holds a Bachelor's Degree from SUNY Albany and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in community activities, notably supporting the New York Blood Center. In his personal time, Gary enjoys golfing, ice skating, reading, running, and spending time with his family.

Aldo Valente is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his work at Wells Fargo, he has a partial ownership interest in The Hamlet Group Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services that are tailored to clients with a net-worth threshold, including specialized areas such as business-owner transition planning and special-needs analysis.

Hussain Butt is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to managing clients' wealth by understanding their full financial picture and creating personalized strategies that adapt to changing market conditions. Hussain provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. Growing up with self-employed parents, Hussain has insight into the challenges and opportunities of running a business. He specializes in delivering solutions that combine banking, cash management, investments, lending, and tax-efficient strategies. His approach emphasizes sound advice and serving as a single point of contact for both banking and wealth management needs. Hussain holds a Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). He completed his high school education at Valley Stream South High School. Outside of work, Hussain enjoys cooking, football, golfing, spending time with his family, and watching movies.

David Rispler is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1986, including its prior affiliation as Axa Advisors. Outside of his advisory role, Rispler serves as Vice President of Equitable Agents Reinsurance Company and is the managing partner of Premier Consulting Partners LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels tailored to clients’ goals and risk tolerances.

Dawn Eggers is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1996. 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 plans, corporations, and charitable organizations.

David Birns is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC for over two decades. Outside of his advisory role, he is a partner in a life insurance general agency. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to a range of asset management options through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Thomas Geneva is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved in selling health insurance and fixed life insurance products through several affiliated businesses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a range of investment products and third-party platforms.