Philip Siegel is a CFP® with 18 years of industry experience. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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, model portfolio programs, third-party asset management, and institutional platforms.

Charles Marchese is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He has operated Charles E. Marchese Wealth Management since 2012 and has been involved with Cetera and its affiliated entities since 1999. In addition to his advisory work, Marchese owns and manages an accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party managers.

Jonathan Kuttin is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he is involved in several consulting and tax preparation businesses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Lisa Vandetti is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning and non-discretionary investment consulting through various advisory programs.

Tnyetta Mitchell is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. She has been affiliated with Merrill since 1993 and has worked at 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Schlanger is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, he was a full-time college student for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Lozzi is a financial advisor with Equitable Advisors in Melville, NY, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. He is a member of the Financial Planning Association of Long Island and the Estate Planning Council of Nassau County. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Tyler Wuchte is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Hilton Capital Management and has been involved with volunteer lacrosse coaching since 2018. He also has experience as a sales associate with Realty Benefit Services. Equitable Advisors serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing third-party asset managers and proprietary tools.

Roslyn Wilenchik is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors since 2006 and has worked with Primerica Financial Services since 2003. Outside of her advisory role, she works part-time as an advertising assistant for Manhattan Fashion Magazine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading, offering a tiered wrap-fee structure and maintains oversight of its investment models.

Thomas Proce is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience in various roles including positions at Flagstar Bank and Harold Levinson Associates. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of adviser representatives and third-party managers, serving both non-high-net-worth and high-net-worth clients.

Rosanne Gil is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 15 years. Outside of her advisory role, she is an owner of two small businesses and works as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by firm-approved analytic tools.

James Diapoules is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and has maintained a business relationship with Diapoules & Feinstein CPAs PC since 1989. Outside of his advisory work, he is involved in health insurance through the General Agency Benefit Mall and participates in professional group health plans. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized client assessments and diversified investment solutions.

Daniel Staiger is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Bohemia, NY. He has been involved with Matarazzo & Associates for over a decade and works as a financial advisor under the Matarazzo Staiger Wealth Management DBA. Outside of his advisory role, he dedicates significant time to client service and advice through related support companies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses non-discretionary planning and analytical tools tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gary Frisina is a CFP® professional with 49 years of industry experience. He has worked at OSAIC Wealth since 2018 and previously spent 44 years with Signator Investors, Inc. He is also president of Atlantic Advisors LLC, an investment-related LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization techniques and supports a variety of managed account programs and third-party manager options.

Gagandeep Kaur is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill in 2025, Kaur spent ten years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutional investors.

Daniel Burns is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he owns and operates The Bespoke Advantage Corp, an investment-related business based in Mineola, NY. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse planning needs including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.

Erik Wanta is a Series 66-credentialed financial advisor at Merrill with nine years of experience at the firm and two years in the financial industry. Prior to his career at Merrill, he worked for seven years at IKEA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Bruce Keenan Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel. His prior work includes roles at Arkansas State University, Amazon, and Bucknell University. He is also involved with Valley View Cottage, LLC, coordinating short-term rental operations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joseph Bellmar is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2016. Outside of his advisory work, he is a 50% owner and co-trustee of Lynch Bellmar Investments LLC. 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, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Dominick Benedetto is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, Macy's, and several other firms across finance and other sectors. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.