Ross Cohen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He is currently the owner of RMC Wealth Services and serves as Director of Retirement Plans and Investment Specialist at Hochheiser Deutsch & Co., focusing on qualified retirement plans for small businesses. His background also includes roles in insurance sales and financial planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform utilizing both affiliated and third-party strategies across multiple program structures.

Christopher Baldi is a financial advisor with Cetera based in Hauppauge, NY, holding a Series 66 designation and one year of industry experience. He is also the owner of Christopher Baldi CPA MST, providing tax compliance, bookkeeping, and tax advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party managers.

Daniel Riveira is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with clients to develop comprehensive strategies that align with their financial goals, leveraging investment insights from Merrill and banking services from Bank of America. His approach emphasizes a disciplined, research-driven process that covers investing, lending, and wealth preservation, offering clients a customized wealth management experience. With a 30-year career on Wall Street, Dan has extensive experience advising institutional clients and managing foreign exchange trading teams. He focuses on areas such as executive compensation, family wealth management strategies, institutional consulting, legacy planning, portfolio management, retirement income, and tax minimization. Alongside his senior partner, he implements an objective, planning-based approach to help executives and high net worth families grow and protect their wealth. Dan holds Series 3, 7, and 66 FINRA registrations and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Queens College. Fluent in English and Spanish, he is involved in the community through organizations such as the Rotary Club and the Amityville Historical Society. Outside of work, he enjoys reading, soccer, and spending time with his family.

Scott Standel is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. His prior experience includes managing rental properties for nearly three decades. J.P. Morgan Securities LLC 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 integrates large institutional advisory operations with brokerage and investment management capabilities.

Jason Harris is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2024. Outside of his advisory role, he serves as treasurer and board member of the nonprofit Hero Spirit Project. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a variety of investment types and supports both discretionary and non-discretionary account management.

Luke De Maria is a financial advisor with Merrill, holding Series 63, 65, and 66 designations and five years of industry experience. He has worked at Merrill since 2019 and previously held positions at Bank of America, JP Morgan Securities LLC, JP Morgan Chase Bank, Acorn Financial Services, Signator Investors Inc, and McAdam LLC. 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 individual, high-net-worth, and institutional clients.

Ryan Forrester is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Teachers Federal Credit Union, and Equity Settlement Services Inc. He has also worked outside financial services in roles at St. Joseph's College, Giunta's Meat Farms, LA Fitness, Suffolk County Community College, and Blink Fitness. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Todd Lemieux is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, CL Wealth Management LLC, and Merrill. Outside of his advisory work, he is the owner of Badder Sports, where he is a podcast host, author, and advisor, and he also owns Lemieux Strategic Solutions, a consulting business focused on strategy and organizational efficiency. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of brokerage and insurance services.

Steven Labiner is a CFP® with 41 years of industry experience, currently serving at Equitable Advisors since 2002. His prior experience includes 18 years at Axa Advisors and over three decades as a self-employed professional. He is also a board member of the Huntington Bike Club, a nonprofit organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and emphasizes client-specific risk assessment and customized advisory models using both proprietary and third-party solutions.

Richard Nicholas is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2007, including time when the firm operated as AXA Advisors. Outside of his advisory role, he serves as co-trustee of trusts belonging to siblings. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party advisory programs.

Alicia Ruberti is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 2007 and joined Merrill Lynch in 2010. Alicia uses a goals-based wealth management process to develop financial strategies that are tailored to meet the specific needs of her clients. She offers guidance in investments, retirement lifestyle planning, insurance needs, education funding, home financing, multi-generational wealth transfer strategies, as well as banking and lending needs. Alicia holds a Bachelor's Degree from Adelphi University in Garden City, NY. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With the support of Merrill Lynch Wealth Management and Bank of America, she works to provide an exceptional level of care and service for her clients. Outside of her professional commitments, Alicia enjoys ice hockey, reading, skiing, soccer, spending time with her family, and traveling. She has lived on Long Island since 2003.

Gary Marcus is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1993 and has operated his own CPA practice since 1971. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selected separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure in its operational model.

Daniel Mcallister is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 63 designation and over 43 years of industry experience. His prior roles include positions at Raymond James & Associates and New York Wealth Management LLC. Outside of advisory work, he is the owner of Breton Partners and Grey Neck LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory solutions, offering fee-based planning, portfolio management, and access to mutual funds and alternative investments. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor client strategies.

Joseph Barone is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 63 designation and has worked with Primerica Advisors since 2014, following prior roles at Primerica Financial Services and LANCO. Outside of advising, Barone owns and operates a personal income tax preparation service and is an author. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a network of nearly 3,700 advisors, offering model-based investment strategies supported by third-party managers and custody services.

Vincent Keaveny is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Merrill since 2009. He has also been affiliated with Bank of America since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Josue Castro is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at several firms, including Equitable Advisors, Axa Advisors, NYLIFE Securities, and New York Life Insurance Company. Castro also has a background that includes a position at Suffolk Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

James Kessler is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property in Hilton Head, South Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business transitions and special-needs analysis. The firm provides tailored recommendations supported by proprietary research and tools, with services offered on a discrete engagement basis.

Cathy Argentieri is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Scott Posner is a CFP® with 37 years of industry experience and has been with Edward Jones since 1998. He serves as president and chairman of the board of the St. James Chamber of Commerce, where he facilitates and arranges meetings and oversees chamber activities. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Reid Paoli 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 various roles including positions at Drive21 and Energy Fitness. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of investment products and third-party advisory models to meet client needs.