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.

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.

Margarit Torosyan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Bank, JP Morgan Securities, and Santander Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise since 2016 and previously worked at Wells Fargo Advisors. Aloisio is the author of a self-published book on World War II equipment, with a second volume completed. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.

Bonnie Laffie is a financial advisor at OSAIC with 45 years of industry experience. She holds the ChFC® and Series 66 designations. Her career includes longstanding roles with John Hancock Mutual Life Insurance Company and H. Groman Associates since 1977, as well as a position with Royal Alliance Associates since 2018. Laffie also operates a sole proprietorship providing insurance and investment services, and serves as a trustee of a family trust. OSAIC serves a diverse client base including retail and institutional investors by offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of tools and third-party platforms to support portfolio construction and management across multiple asset classes.

Lorraine Pasieka is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2004. Outside of her advisory role, she is involved in tax preparation and serves as an executor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Isaac Zacharia is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Orlando Basile is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Salvatore Vitale is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 designation and over 34 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Jacob Whalen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Flagstar Bank, Bank of America, Merrill, Axa Advisors, and Geico. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Edward Lupardo is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds the Series 63 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and other financial services.