Brian Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1983, he provides clients with a tailored approach to investing and risk management informed by his extensive experience and access to the global resources of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank. His client focus areas include family wealth management strategies, personal retirement planning, and special needs planning strategies. Brian holds a bachelor's degree from St. Francis College and has completed accredited certificate programs from Officer Candidate School and the University of Southern California. He holds several FINRA registrations (Series 3, 5, 7, 8, 15, 31, 63, and 65) and the designation of Chartered Retirement Planning Counselor (CRPC). He is also a qualified Senior Portfolio Advisor through Merrill Lynch's Investment Advisory Program. Prior to his career in finance, Brian served as an officer in the United States Marine Corps. In addition to his professional work, Brian is involved with various organizations including the Marine Corps-Law Enforcement Foundation, the Bank of America Disability Advocacy Network, and the Military Support Assistance Group of Bank of America. He is a member of The Army Navy Club in Washington D.C. and the Order of Malta, American Association. His personal interests include boxing, gardening, and spending time with his family.

Andrew Cohn is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and IJ White. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house programs and third-party asset managers to deliver its services.

Joseph Lopresti is a Series 66 licensed advisor with J.P. Morgan Securities, based in Huntington, NY, and has two years of industry experience. His prior work includes roles at PRUCO Securities, LLC and Prudential, as well as non-financial positions such as with Park Shore Country Day Camp Inc and WH Franks Wines & Liquors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Stuart Plotkin is a financial advisor at Merrill with 26 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2019 and previously held positions at JP Morgan Chase Bank, JP Morgan Securities, 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Petersen is a Series 66 licensed financial advisor with Equitable Advisors, based in Melville, NY. He has been with Equitable Advisors since 2026 and has prior experience in academia, having worked at Huntington University and Trinity Christian College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both firm-offered and third-party advisory programs.

Joann Semeraro is a CFP® with 39 years of experience in the financial industry. She is currently with Cetera and has previously worked at North Ridge Securities Corp. from 1997 to 2019. Semeraro is also a trustee of a family trust. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with over 10,000 advisors nationwide.

James Senese is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. He previously worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Senese serves as a trustee of a Medicare Trust for parents since 2022. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through a network of Investment Adviser Representatives.

Lauren Conway serves as Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial planners. In her role, she is responsible for hiring, training, and coaching the team to work collaboratively with clients on significant financial decisions. Lauren has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Assistant Branch Leader before assuming her current position in 2023.

Jesse Romano is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held a role at Axa Advisors. His other business activities include involvement with TransAmerica Term Life. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party asset managers and its SAM program, and offers ERISA fiduciary services to qualified plans.

Debra Iorio is a financial advisor at LPL Enterprise with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, TIAA-CREF, Santander Securities LLC, and Morgan Stanley. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Michael Mirando is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with Charles Schwab and has prior experience at Bank of America, Merrill, and PlanMember Securities Corporation. Outside of advising, he has worked in collegiate athletics with Pro Game Athletics and has teaching experience from Hofstra University and Islip High School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Kevin Cleary is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he is involved as a trustee for family trusts and holds ownership interests in various investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with banking, securities-based lending, trustee services, and affiliated fund strategies.

Antonio Cunha is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Metlife Securities, Inc. and Massmutual Life Insurance Co before joining his current firm in 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships using firm-approved analytical tools.

John Nicosia is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Royal Alliance. Outside of his advisory role, Nicosia serves as Vice President of Strategic Financial & Tax Planning Services, focusing on personal and business tax return preparation and servicing. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process featuring asset allocation, portfolio optimization, and access to third-party managers.

Nelson Martins is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. In addition to his role at Wells Fargo, he holds a partial ownership stake in Hamlet Group Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through discrete engagements.

Donald Gleason is a financial advisor with Cetera who has 43 years of industry experience. His prior experience includes roles at North Ridge Securities Corp and Cetera Wealth Services, LLC. He is also involved as an insurance agent, selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and planning services, supporting a broad range of program structures and custodial relationships.

John R. Holst is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 2006. He formed the Holst Kelley Wealth Management Group in 2019, collaborating with Matthew Kelley. Prior to his financial advisory career, John earned a Bachelor of Science in Electrical Engineering from the New York Institute of Technology and spent eighteen years working in the technology sector, including designing communications equipment for military and transit systems and representing semiconductor manufacturers. John applies his engineering problem-solving skills to develop comprehensive retirement and investment strategies for his clients, emphasizing wealth creation and distribution. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has experience working with non-profit organizations to manage endowments and foundations and assists business owners and real estate investors with exit strategies and legacy planning. Outside of his professional responsibilities, John is an avid sailor, amateur astronomer, cyclist, and coastal rower. He enjoys exploring the Great South Bay of Long Island with his wife and two sons. He is affiliated with professional and community organizations such as the Astronomical Society of Long Island, Babylon Yacht Club, Custer Institute, LeTip of Babylon (where he has served as president), South Bay Cruising Club, and Suffolk Archers.

Ariel Baez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2024. Ariel collaborates with clients and their families to create and execute financial plans tailored to their specific investment goals and risk tolerance, utilizing the resources and tools available at Fidelity. Prior to this role, Ariel worked as an Investment Consultant at Fidelity Investments from 2022 to 2023 and at Charles Schwab from 2020 to 2022. Ariel's financial career also includes positions as a Financial Advisor at Merrill Lynch from 2018 to 2020, a Relationship Manager at Bank of America from 2017 to 2018, and a Banker at Citibank from 2016 to 2017. Outside of their professional work, Ariel has personal interests in cars, cooking and baking, fitness, football, soccer, and traveling.

Matthew Vacchiano is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has nine years of industry experience, including roles at TP ICAP and the New York Red Bulls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop customized recommendations.

Kathryn Kroleski is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. Kathryn is committed to providing ongoing advice and adapting strategies as clients' situations evolve. Her areas of focus include college education planning, family wealth management strategies, LGBT wealth planning, and women and wealth. Kathryn holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Hamilton College. Kathryn is involved with the LGBT Chamber of Commerce and participates in the community through the Heckscher Museum of Art. In her personal time, she enjoys cooking, football, ice hockey, reading, soccer, softball, spending time with her family, and watching movies.