Charles Albrecht is a Series 66-licensed financial advisor with Ameriprise in Melville, NY, bringing 23 years of industry experience. He has been with Ameriprise since 2005 and is also the owner and president of A.C.C.A., Inc., a practice management corporation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Robert Digregorio is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Gianluca Palermo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Bank of America, N.A. for 11 years. 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, utilizing proprietary research and tools to develop tailored recommendations, with implementation options through various brokerage or advisory programs.

Justin Volence is a financial advisor with MassMutual Investors Services holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, HSBC Securities, and Rockline Wealth Management. He is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning relationships.

Andres Libreros is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Citigroup/Citibank and TIAA, as well as previous positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Albert Yeh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, BofA Securities, and Brainstream LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

John Mccleery is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and bringing 28 years of industry experience. He previously worked at Merrill for 15 years before joining Morgan Stanley and Morgan Stanley Private Bank, National Association, where he has been since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and research from its Global Investment Committee.

Paul Schroeder is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Shown Kumar is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining MassMutual’s affiliated firms in 2025, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2025. Outside of his advisory role, he is involved in several business activities including ownership of a taxi medallion and managing administrative support through multiple LLCs and S-Corps. 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 programs, emphasizing collaborative, goal-oriented planning engagements.

Joanne Diemer is a financial advisor at Ameriprise with 43 years of industry experience and holds a Series 63 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she provides notarial services. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Pluschau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Citigroup and Citigroup Global Markets from 2004 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

Jason Di Dio is a CFP® certificant currently with Ameriprise, where he has worked since 2024. He has five years of industry experience, including prior roles at Commonwealth Financial Network and Equitable Advisors, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Jacobs is a financial advisor with Ameriprise in Stony Brook, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. before continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, tax-smart income strategies through a centralized consulting team. The firm combines research, modeling, and adaptive withdrawal advice, with a focus on assets held in Ameriprise-managed accounts.

James Forbes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2007 and concurrently works with STOP & SHOP for 29 years. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm relies on model-based strategies managed by unaffiliated asset managers and offers various portfolio approaches, including those investing in cryptocurrency ETFs.

John Hannah is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following previous roles at Cetera Advisor Networks LLC and North Ridge Securities Corp. Outside of his advisory work, he participates as an Amazon Vine Reviewer, providing product reviews to Amazon.com. 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 range of advisory and brokerage services including financial planning and access to model portfolios, employing a combination of proprietary and third-party research tools.

Warren Rivetz is a financial advisor at Morgan Stanley with 46 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Robert Lombri is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Wells Fargo Clearing. 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, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Anthony Casagrande is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Insurance Agency, among other firms. Outside of his advisory role, he is also the owner of Koval & Casagrande C.P.A.'s PLLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use model portfolios, third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Gregory Aloisio is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked at Ameriprise since 2016, including its Financial Services, LLC division starting in 2020, and previously at Wells Fargo Clearing. Outside of advisory work, he is the author of a self-published book on World War II equipment. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement planning advice. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income strategies and asset allocation within a structured investment universe.

Jeffrey Nagel is a CFP® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services and Albrecht Viggiano Zureck & Co. He serves as a board member of the Bellport Country Club and the Patchogue YMCA. Cetera Investment Advisers LLC is a large nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary accounts.