Angel Gulizio is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 14 years of industry experience with prior roles at Prudential Insurance Company of America and New York Life Insurance Company. Outside of advisory work, he is a licensed notary public and works as an insurance broker for life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to develop written financial recommendations and offers specialized planning programs including estate settlement and employer-sponsored plans.

Michael Mosslih is a financial advisor with Equitable Advisors in Melville, NY, holding Series 66 and Series 63 credentials and bringing 23 years of industry experience. His prior experience includes 11 years at Aegis Capital Corp. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a broad network of advisors and third-party managers.

Edmund Ruppmann is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Alexa Punturo is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at Punturo Financial Services, Inc., ADP, and XeneX.ai, as well as academic experience at Binghamton University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Joseph Bonanno is a financial advisor with LPL Financial in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior experience includes roles at Sterling National Bank, People's United Advisors, Inc., and People's Securities, Inc. Outside of his advisory work, he is involved with Fi Logistix, a company providing armed guard services for ATM logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.

Michael Leibowiz is a CFP® with 31 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has been with Royal Alliance Associates, INC. since 2018 and previously worked at Signator Investors, Inc. from 2015 to 2018. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated portfolio rebalancing, providing access to a range of investment products and third-party money managers.

Jonathan Polakoff is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill for eight years each. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides a mix of brokerage and advisory solutions supported by research and analytics.

Robert Crothers is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services for 23 years. He also advises clients under the DBA Great South Bay Advisors. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary account management across diverse investment types.

Gregory Napolitano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm combines large institutional advisory operations with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Zachary Hieb is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has previously worked at Citigroup and Blue Ocean Wealth Solutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lisa Hoffmann is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Romina Marion is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 24 years before joining LPL Enterprise in 2026. Romina is also involved in a non-variable insurance business. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

William Donahue is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for American Portfolios Financial Services, Inc. for 20 years. Donahue is also a 50% owner of Donahue Resource Group Inc., a business expenses entity unrelated to investment activities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Christine Muneyyirci is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2015 and holds a Series 66 designation. Outside of her advisory role, she is a partner in a note-holding business related to laundromat equipment and is an officer managing a real estate business. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to inform client strategies.

Raquel Anagnostopoulos is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior roles include positions at Raymond James & Associates, New York Life, and Foresters Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Taylor Foti is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs Ayco for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers planning as standalone or combined with managed accounts under a consolidated billing option called “WealthPlan.”

Tamara Wheeling is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range 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 employs structured planning tools and scenario modeling to support its financial planning process.

Anubhav Mullick is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at American Portfolios Financial Services, Cetera Advisors, and Investors Capital Corp. He is also the managing partner of Murphy/ Mullick Capital Management Corp., an independent registered investment advisor. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by various investment platforms and third-party managers.

Finbar Mc Clintock is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at educational institutions such as Iona University and Chaminade High School, as well as at firms like Silver Point and Clark Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning services, and investment management options supported by extensive research and technology.

Karen Tarpey is a financial advisor at Ameriprise with 31 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.