Paul Sevcik is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, and business owners navigate important financial decisions. His services focus on family wealth management strategies, personal retirement planning, and portfolio management. Paul aims to simplify complex financial concepts into clear, practical advice tailored to each client's goals. He holds a Bachelor's degree from Hofstra University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Paul's approach centers on education, communication, and building trust with clients, supporting both experienced investors and those beginning their financial journey. Outside of his professional role, Paul is involved in mentorship and community activities. He participates with the Respect The Game: AAU Basketball Team and supports organizations such as SAY: The Stuttering Association for the Young and breast cancer awareness initiatives. Paul also enjoys baseball, basketball, football, golfing, music, pickleball, reading, skiing, spending time with his family, and traveling.

Robert Madden is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he spent 25 years at MassMutual Life Insurance Company and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Trinh Jermyn is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2005. Additionally, she serves as a director on the committee of the Hirshhorn Museum and Sculpture Garden in Washington, DC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mccrain is a financial advisor at Cetera with 31 years of industry experience and holds a Series 63 designation. He has worked at multiple firms including Avantax Advisory Services and The Equitable Life Assurance Society of the United States. In addition to his advisory role, he is involved in tax preparation and accounting through the McCrain Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Ryan Lebson is a financial advisor with Equitable Advisors in Melville, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at Money Tree Merchant Services and 1-800-Flowers, as well as time at Binghamton University and North Shore Family Chiropractic PC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working through various program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Jean Desjardins Raposa is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at Fidelity Investments since 2025 and has held positions at Fidelity Brokerage Services LLC, RBC Capital Markets, LLC, and Citigroup Global Markets. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Marc Stenzler is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Toms Capital, Force Hill Capital Management, Latimer Light Capital, and Kavi Asset Management. He serves as Co-Chair for the annual Brooke Jackman Foundation Benefit. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Douglas Sinetar is a financial advisor with OSAIC based in Melville, NY, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at Jhfn / Sii for 18 years and has been with Royal Alliance Associates, Inc. since 2018. In addition to his advisory role, he owns a sole proprietorship focused on referral services and works as an insurance broker specializing in fixed insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and a range of investment vehicles, and supports both discretionary and non-discretionary portfolio management.

Vincent Cardullo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and is also associated with North East Wealth Management Associates Inc. and Waterstone Financial Group. Outside of advisory work, he is involved in tax preparation and accounting services as president of TTAFC Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Goldberg is a financial advisor at Osaic with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Securities America, Inc., NewBridge Securities Corporation, and Worden Capital Management LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of platforms and investment options, utilizing asset-allocation tools and third-party money managers.

Alex Hart is a Financial Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex served as a Planning Consultant at Fidelity Investments from 2024 to 2025, a Relationship Manager from 2022 to 2024, and a Financial Representative from 2021 to 2022. Alex began their career with an internship at Cetera Financial Group in 2020. In their professional practice, Alex focuses on understanding clients' financial goals and objectives to collaboratively develop personalized financial plans aimed at pursuing those goals. Their experience spans multiple roles within the financial services industry, emphasizing client relationship management and financial planning. Outside of work, Alex enjoys family activities, football, friends and social events, music, and soccer.

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 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2010. 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 that uses structured discovery and firm-approved tools to model outcomes, managing 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 has worked at firms including Fidelity Personal and Workplace Advisors and Scottrade Investment Management before joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a broad range of LPL-sponsored and endorsed third-party managed programs.

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 in Melville, NY, with 8 years of industry experience. He holds the Series 66 and Series 63 licenses 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 and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.