Susan Whitcomb is a CFP®-certified financial advisor with 31 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. She holds Series 63 and Series 65 licenses and is based in Asharoken, NY. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey St. Simon is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. His prior work includes roles at Toshiba Business Solutions, Memorial Sloan Kettering, and Prompt Business Solutions. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Michael Hughes is a financial advisor at Ameriprise with the Series 66 designation and over 20 years of experience in the industry, including roles at Deloitte & Touche and BDO USA. He has been with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Cole Block is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing wealth management services that focus on retirement planning, investment management, liquidity, concentrated wealth, real estate, and estate and legacy planning. Cole works closely with individuals, families, business owners, and real estate owners to understand their financial situations and goals. With seven years of experience in financial services, Cole holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He graduated from Syracuse University in 2019 with a bachelor's degree. Cole emphasizes building lasting relationships through personalized financial planning, thoughtful conversations, and a clear understanding of each client's priorities. Outside of his professional work, Cole enjoys fitness, football, basketball, boating, gardening, and spending time at the lake in New Hampshire during summer.

Scott Burns is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has worked with Merrill since 2003 and is also associated with Bank of America, N.A. since 2012. 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, retirement plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Linda Koszalka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with UBS Financial Services from 2007 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Solomon is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. His work history includes roles at VIP Ventures NJ LLC, Eagle Chevrolet, PFS Investments Inc., and Primerica Financial Services. Outside of investment advisory, he is involved in sales of home-related products through affiliated companies, including mortgage loan products and home security services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Mark Harris is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years and Investors Capital Corp. for ten years. Harris is also involved in selling insurance as part of his comprehensive client advice. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

James Davis is a financial advisor with Equitable Advisors and holds the Series 63 and Series 66 licenses. He has 29 years of industry experience, having previously worked at VOYA Financial Advisors, Voya Financial Partners, and TD Ameritrade. He is also associated with The BlackOak Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, often delivered through third-party sponsors, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

John Luisi is a financial advisor at Wells Fargo Advisors in Melville, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2015. Luisi is also the owner of AML Strategic Capital Inc., an investment-related business based in West Islip, NY. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Claire Fitz is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at UBS Financial Services from 2015 to 2020. Fitz is also involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing her practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Mancini is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His career includes 28 years at Pruco Securities, LLC, followed by roles at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2025. He is also involved in outside insurance sales and owns two small business entities that provide administrative support. Mass Mutual 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 engagements as annual collaborative relationships that focus on goals-based recommendations rather than specific product selections.

Martin Ganzekaufer is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Ganzekaufer also has ownership interests in several 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 develops tailored recommendations using proprietary research and tools, with implementation options available through brokerage or advisory programs.

Donald Blumberg Jr. is a CFP® certificant and Series 66 license holder with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at IC Advisory Services Inc., Comprehensive Financial, and The Investment Center Inc. He also worked outside the financial sector briefly at Local Burger Bay Shore. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Albert Althaus is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and has worked at LPL Financial since 2018. Prior to that, he spent 13 years at Invest Financial Corporation and has been president of Creative Professional & Executive Planning Corp., an investment and insurance agency, since 1975. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning and investment management through diverse strategies and utilizes advanced advisor support tools alongside a broad range of financial services.

Stephen Abbott is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and Cuna Mutual group. Abbott is involved in an investment-related activity through Teachers Investment Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational programs to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual relationships using firm-approved tools to analyze client goals and develop written recommendations.

Brian Gasior is a financial advisor with OSAIC in Melville, NY, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. Additionally, he operates a sole proprietorship that buys and sells sports cards and memorabilia. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning and Unified Managed Accounts. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization.

Jeffrey Seigies is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Charles Donnelly is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 34 years of industry experience. He worked at Bank of America, NA for 17 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies tailored to clients meeting certain net-worth thresholds.

Sheena Marr is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures at both firms from 2011 to 2026. Outside of her advisory role, she serves as an administrator for a non-investment-related entity. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses proprietary research and planning tools to develop tailored recommendations.