Melville, NY 175 Broadhollow Road Office

Kyle Napolitano is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works predominantly with corporate executives to navigate the challenges and complexities associated with concentrated stock positions, deferred compensation, and asset management. His approach is goals-oriented, focusing on developing customized financial strategies tailored to meet the specific needs of each client to help them pursue their financial objectives. Kyle holds a Bachelor's Degree from Marist University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His areas of expertise include corporate executive services, executive and equity compensation, legacy planning, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Outside of his professional work, Kyle is involved with the Leukemia & Lymphoma Society. He also has personal interests that include baseball, basketball, cooking, football, golfing, ice hockey, music, spending time with his family, traveling, and watching movies.

Joseph Ilg is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has nine years of experience in the financial services industry, working with business owners and families to address their complex financial needs. Joseph leverages Merrill Lynch’s investment insights alongside Bank of America’s banking services to create tailored financial strategies aimed at helping clients achieve both short- and long-term goals. Joseph holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Accredited Financial Advisor (RAFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a bachelor’s degree in Economics from the University of Connecticut. Additionally, Joseph served in the U.S. Navy for over seven years. He is actively involved in his community as a member of the Kiwanis Club of Patchogue. Outside of his professional pursuits, Joseph enjoys football, ice hockey, and spending time with his family. He resides in Farmingville, New York, with his wife and two sons.

Alyssa Oviasogie is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. She previously worked at Merrill and has a diverse background including roles at LA Fitness and Stony Brook University. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with banking and other financial products, tailoring recommendations based on firm research and planning tools.

Jeffrey Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 29 years of experience providing financial advisory services to individuals, trusts, corporations, and not-for-profit organizations. As part of a Wealth Management team with more than 45 years of collective financial experience, Jeffrey specializes in investment planning, retirement planning, tax minimization strategies, estate planning services, and corporate cash management. His client focus areas include college education planning, corporate executive services, divorce transition planning, institutional investment consulting, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jeffrey is dedicated to building long-term relationships by offering high-quality advice and integrated wealth management strategies tailored to clients' evolving needs. He begins every client relationship with a conversation to understand and prioritize their financial goals, then customizes approaches to support both financial objectives and life passions. He holds FINRA Series 7, 63, and 65 registrations, life and health insurance licenses, and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Hofstra University. Residing in Fort Salonga, NY, Jeffrey has volunteered his time to various local charities. Outside of his professional role, he enjoys golf, softball, football, skiing, and spending time with his family and friends.

John Rizzo is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to develop personalized financial strategies tailored to their individual goals. His approach includes providing access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. Rizzo has expertise in serving corporate executives, professional women, and business owners. His work with corporate executives focuses on tax mitigation and diversification strategies related to equity compensation. When advising professional women, he addresses diverse financial matters with a tailored wealth management approach. For business owners, he aligns business objectives with the personal goals of those involved in the enterprise. His areas of focus also include corporate benefits, divorce transition planning, executive compensation, retirement planning, and small business strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, as well as the Personal Investment Advisor (PIA) title. Rizzo earned a bachelor's degree from SUNY Cortland. Recognized among FORBES MAGAZINE’s "Best-in-State Wealth Management Teams" in 2024, he is committed to building long-term relationships and participating in community volunteer activities. His personal interests include basketball, boating, fishing, football, golfing, music, running marathons, swimming, and traveling.

Corey Streim is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the WS Group, a team recognized as Best-in-State Wealth Management by Forbes in 2023, 2024, and 2025. He brings over 20 years of experience in financial advising, focusing on building long-term client relationships and aligning financial decisions with individual goals and values. Corey's expertise includes retirement income planning, portfolio management, liquidity management, and navigating complex equity compensation for public company senior leaders, particularly in scenarios related to IPOs and corporate acquisitions. He designs diversification strategies for concentrated equity positions, emphasizing tax minimization, and provides strategic guidance during mergers and acquisitions to preserve and enhance client wealth. His approach involves analyzing equity holdings and personal financial landscapes, modeling various liquidity and tax scenarios, and developing phased diversification plans responsive to changing market conditions and personal circumstances. Corey holds a Bachelor's degree in Economics from Binghamton University and maintains the Series 7, 63, and 66 FINRA registrations, along with life and health insurance licenses. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Corey resides in Commack, NY, with his wife Lisa and their two sons, Ethan and Lucas, and enjoys activities such as fishing, tennis, and spending time with his family.

Daniel Sporn is a Financial Advisor with the WS Group at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and is a CERTIFIED FINANCIAL PLANNER® professional. Daniel joined the WS Group in 2023 and focuses on creating personal financial plans to help clients reach their financial goals. He holds FINRA Series 7 and Series 66 registrations, as well as a Life and Health Insurance License earned during his internship at a wealth management firm while attending Hofstra University. Daniel's client focus areas include college education planning, corporate benefits, executive and equity compensation, managing new wealth, personal retirement planning, investment strategy, tax minimization, and retirement income. He has experience working with senior corporate executives to integrate their equity compensation into long-term financial plans and guiding clients through major financial transitions including mergers and acquisitions, business sales, and IPOs. Daniel graduated from Hofstra University with a Bachelor's Degree in Business Economics. Outside of his professional work, he enjoys boxing, golfing, pickleball, reading, and spending time with his family.