Marilyn Stefans is a CFP® with 35 years of experience in financial advising, currently with Cetera. She has held roles at multiple firms including Gold Coast Capital Management Corp and has maintained ownership of Stefans Associates Inc. since 1996. Outside of advisory work, she is an enrolled agent providing accounting and tax preparation services and owns businesses focused on financial services and marketing. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rachel Weissman is a Financial Consultant currently working at Fidelity Investments. In her role, she partners with clients to develop personalized financial plans that address their individual needs and goals. She aims to help clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Rachel's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2022. Prior to this, she was an Investment Consultant at Fidelity Investments from 2020 to 2022 and a Registered Associate at Morgan Stanley from 2019 to 2020. Outside of her professional work, Rachel has interests in concerts, cooking and baking, fitness, food, music, and pets.

Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Brian Slattery is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Slattery Wealth Management Group. He focuses on retirement planning and offers expertise in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Brian graduated from Stony Brook University with a Bachelor's Degree and a Master's Degree in Accounting in 2020. He worked as a part-time Client Associate at Merrill from 2016 while pursuing his education and entered Merrill's Financial Advisor Training program in 2021 before becoming a Financial Advisor. Born and raised in Smithtown, Brian played college lacrosse at SUNY Oswego and continues to play in adult recreational leagues. His personal interests include golfing, music, skiing, and spending time with his family.

Thomas Curry is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his background includes multiple roles with the Village of Mineola and academic experience at Fairfield University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christine Brogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has prior work experience at Integrated Controls Environmental, LLC and DC Services & Maintenance. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

Eric Harley is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked with firms including JP Morgan Securities and Kestra Advisory Services. Harley is vice president of Merrick Cares For Blue, a nonprofit supporting families of first responders, and serves as a board member for the Association of African American Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Robert Rosenberg is a CFP® professional with nine years of industry experience, currently serving at Mass Mutual Investors Services. His prior roles include positions at Northwestern Mutual and New York Life, as well as involvement with the Police Athletic League. Rosenberg holds Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning process using firm-approved software and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Patricia Gallardo is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Morgan Stanley since 2025 and previously spent 13 years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

David Hanford is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Carrie Marone is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 63 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Anthony Walia is a Financial Consultant currently working at Fidelity Investments since 2022. He has previous experience as a Financial Consultant at LPL Financial from 2021 to 2022 and served as a Wealth Management Advisor at TIAA from 2015 to 2021. In his role, he partners with clients to understand their financial goals and challenges, working together to identify and pursue both short-term and long-term objectives such as retirement savings and wealth growth. Anthony emphasizes collaboration in developing financial plans tailored to clients' evolving life circumstances, providing ongoing support to ensure alignment with their goals. Outside of his professional work, he has interests in baseball, beach activities, fitness, golf, theater, and volunteering.

Keith Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2016 and has been with Dime Community Bank (formerly Bridgehampton National Bank) since 2008, serving in senior private banking and investment-related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing various investment strategies supported by advanced operational and research tools.

Allison Giffuni is a CFP®-credentialed financial advisor with 25 years of experience, currently practicing at Morgan Stanley in Jericho, NY. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. 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, managing approximately $2.74 trillion in client assets.

Joseph Purpura is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 20 years of industry experience. He has worked with Avantax Advisory Services, Avantax Investment Services, and operates his own firm, Joseph S. Purpura, LLC, which provides tax preparation and accounting services. He is also the sole owner of Tax Intelligent Wealth, LLC, a company offering tax consulting, wealth management, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Mark Peterson is a financial advisor with Ameriprise Financial Services in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at St. James Investment Advisors, Chase Investment Services, and Home Depot. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Christine Columbia is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 credentials. She has 13 years of industry experience and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Hungerford is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2002, including time at its predecessor, Axa Advisors. He serves as a board member of the Summer Sands Condominium Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm delivers solutions through a network of advisers and uses a variety of third-party program sponsors and asset managers to implement customized investment strategies.

Ilyaas Fedaie is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Long Island Cannabis Club and Aflac. His background also includes roles in education and content creation. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Gary Grab is a financial advisor with Cetera, holding a Series 63 designation and over 33 years of industry experience. He has been affiliated with Cetera since 2020 and has a long history operating his own firms, including Gary Grab & Associates Inc. since 1988 and Complete Tax Services since 2001, where he serves as an enrolled agent focusing on tax preparation and accounting. Outside of financial advisory work, he is a minority partner in a thoroughbred racehorse. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform leveraging affiliated and third-party managers, with approximately $256 billion in assets under management and more than 10,000 advisors.