My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning - A Place Where Faith and Financial Planning Meet. I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue. I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals - but to plan for the long term. Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals. I can help you with that. And a favorite question I help clients to think about: How will you spend your time in retirement? Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well. I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.

Edward Blatz is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with high net-worth families and closely-held businesses, focusing on estate and wealth management strategies. Edward partners closely with clients’ tax advisors and estate planning attorneys to provide a comprehensive approach to managing both financial and personal aspects of their lives. His services include performance assessment, personalized guidance, and periodic reviews to help clients progress toward their individual financial goals. Edward joined Merrill Lynch Wealth Management in 1985 and has over 40 years of experience developing tailored financial solutions that consider clients’ risk tolerance, time horizon, liquidity needs, and investment objectives. His areas of expertise encompass college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management, managing new wealth, investment strategies, and retirement income. Edward holds a Bachelor’s Degree from Adelphi University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Edward is also a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Outside of his professional work, he has personal interests in golfing, reading, and tennis.

Chris Gould is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized and comprehensive financial plans that align with their unique goals and values. He focuses on helping clients navigate every stage of their financial journey by leveraging his experience and the resources available at Fidelity Investments. Chris has been with Fidelity Investments since 2018, progressing through roles as an Investment Consultant and Financial Consultant before assuming his current position in 2025. He is a CERTIFIED FINANCIAL PLANNER™ and utilizes this credential to provide clarity, confidence, and peace of mind to clients as they work to grow, preserve, and distribute their wealth.

Meghan Modafferi is a Financial Consultant at Fidelity Investments, where she collaborates with individuals, families, and businesses to develop personalized investment strategies and comprehensive financial plans. She has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Throughout her tenure at Fidelity Investments, Meghan has gained experience in financial planning and client relationship management. She focuses on creating tailored financial solutions that align with her clients' goals. Outside of her professional work, Meghan enjoys biking, golf, skiing, snowboarding, and spending time with her pets.

James Lang is a Financial Consultant at Fidelity Investments, where he partners with clients to build personalized financial plans tailored to their short and long term goals. He has been in his current role since 2024. With over 25 years of experience in the financial services industry, James has held various positions including Relationship Manager at UBS, Financial Consultant at Etrade Morgan Stanley, and Financial Advisor at Merrill Lynch, among others. His extensive career reflects a broad expertise in wealth management and client relationship roles. Outside of his professional work, James has personal interests that include football, movies, parenthood, pets, and reading.

Matthew Scanlan is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies that align with their financial goals. He provides guidance on a range of financial matters, including general investing, retirement planning, and saving for unexpected expenses, while also facilitating access to banking and lending services through Bank of America. Matthew holds a Bachelor's Degree from the State University of New York System and a Master of Business Administration (MBA) from Adelphi University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on understanding what matters most to clients and their families to help create strategies aimed at pursuing their financial objectives.

Ashley Vaccaro is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Russo Rosenstein Group since 2014. She works with high-net-worth and ultra-high-net-worth clients across more than 20 states, including senior-level corporate executives, private business owners, entrepreneurs, law firm partners, and multiple generations of families. Ashley is actively involved in the planning stage of each client relationship, aiming to make the process engaging and stress-free while focusing on streamlined communication and thoughtful financial strategies. She leads client meetings, coordinates with specialists, and organizes seminars and webinars to support her clients' goals. Ashley holds several professional designations, including Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor® (CPFA®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree in Accounting and a Master's degree from Molloy College and Molloy University, respectively. Ashley is affiliated with the Molloy University Alumni Association. In addition to her professional work, Ashley participates in local fundraising walks and runs and mentors college students interested in the financial industry. She has also hosted virtual events with Together We Rise to support foster children through the Long Island Women's Exchange. Ashley resides in Babylon and enjoys playing golf, hiking, working out, and reading.

Matthew Gold, CFA®, CFP®, serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2000 following his graduation from the University of Michigan with a bachelor's degree in Statistics. Matthew started at Lebenthal, a municipal bond firm in New York City, and joined Merrill Lynch Wealth Management in March 2006 after its acquisition of Advest. Matthew holds the Chartered Financial Analyst® designation, earned in 2010 after completing all three CFA examination levels, and the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. He collaborates with specialists in Trust and Estate Planning, Retirement Planning, Wealth Accumulation, and Wealth Preservation to develop solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. As a qualified Portfolio Manager, Matthew builds and manages personalized or defined strategies, using individual securities, Merrill Lynch model portfolios, and third-party investment approaches, including discretionary management through the firm's Investment Advisory Program. Matthew is based in Syosset, NY, where he lives with his wife and children. Outside of his professional work, he is involved with the Syosset Basketball Association as an assistant coach and enjoys a variety of personal interests including basketball, boating, football, golfing, music, skiing, softball, spending time with family, traveling, and volleyball.

Michael Bausk is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue long-term goals by educating them about their finances and investment options. His client focus areas include college education planning, divorce transition planning, liquidity management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Michael brings a broad range of experience to his role, including an eight-year career in real estate, where he assisted clients with one of their most significant financial investments—their homes. He is a second-generation financial advisor who learned the importance of listening closely to clients’ goals and needs from his father. Michael holds bachelor's degrees from both Yeshiva University, where he studied political science, and Brandeis University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hebrew, and Spanish. Outside of his professional work, Michael is actively involved in his local community. He participates in the Young Israel of Woodmere synagogue and has coached high school basketball for over 20 years. He is also a father of four children and enjoys baseball, basketball, cooking, golfing, tennis, and spending time with his family.

Rawlric Sumner is a Financial Consultant at Fidelity Investments. He provides clients with financial planning services aimed at meeting both their personal and family needs while supporting their short- and long-term goals. His approach includes holistic planning, asset organization, consolidation, and the implementation of investment strategies. Rawlric joined Fidelity Investments in 2021, initially serving as a Financial Representative. He then worked as an Investment Consultant from 2022 to 2023 before becoming a Financial Consultant in 2023. His experience at Fidelity has focused on assisting clients with various stages of financial planning and investment management.