John Zeumer is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He has held roles at JPMorgan Chase Bank, HSBC Securities (USA) Inc., and Ifmg Securities, Inc. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG criteria within their recommendations.

Colette Bitzas is a CFP® professional with 26 years of industry experience, currently advising at Osaic. Her prior roles include 14 years at American Portfolios Financial Services, Inc. and over two decades leading M.A.S. Planning Services and contributing to Poh's Institute. She also serves as Vice President of the 3 Village Chamber of Commerce, promoting local business in her community. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach with comprehensive financial planning and portfolio management services across multiple platforms.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

Michele Pasqualina is currently Vice President, Wealth Planner at Fidelity Investments, where she serves as a primary trusted advisor, collaborating with clients and their families to develop comprehensive and personalized financial planning strategies. She supports clients throughout the entire process, from account opening and funding to navigating complex wealth planning decisions. Michele brings extensive experience to her current role, having held positions including Vice President, Senior Wealth Advisor at Hightower Advisors; Vice President, Senior Portfolio Advisor at Merrill Lynch; Vice President, Private Client Advisor at JP Morgan; and Financial Advisor at Morgan Stanley. Her career reflects a consistent focus on wealth planning and portfolio advisory roles. Outside of her professional work, Michele has personal interests in art, food, kayaking, Pilates, traveling, and volunteering.

Gregg Eisenstein is a financial advisor with LPL Financial in Stony Brook, NY, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at CITIGROUP, HSBC Securities, and J.P. Morgan Securities. Outside of his advisory work, he serves as president of Shreddin Sports Inc., where he consults on strategy and management for specialty sports companies, and is a board member of the Avalon Nature Preserve, contributing to community representation. 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, model portfolios, and institutional platforms, supported by advanced operational tools and a broad network of investment adviser representatives.

Brian Quatrale is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes nine years at American Portfolios Financial Services, Inc. and 34 years with Massachusetts Mutual Life Insurance Company. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Donahue Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining OSAIC in 2024. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and multiple managed account options supported by various analytical tools.

Irie Adams is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2025. Her prior experience includes positions at Teachers Federal Credit Union and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Todd Petraco is a CFP® certified financial advisor with Ameriprise, where he has worked since 2005, including six years at the current firm. He has 32 years of industry experience. Outside of advisory services, Petraco is involved in managing several rental real estate properties and operates an independent contractor entity that supports his advisory practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gregory Petraco is a financial advisor at Ameriprise with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Akretep Inc., Waterview Restaurant and Caterers, and Miami University. He is also employed at Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, integrating investment research and algorithmic analysis within a structured, non-discretionary framework.

Joshua Marino is a ChFC® and holds a Series 66 designation with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent seven years at both Bank of America, N.A. and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kate Tastrom is a CFP® professional with 18 years of experience in financial advising. She currently works at OSAIC, where she has been since 2017. Her prior roles include positions at National Planning Corporation, TimeCapital Investor Advisory Services Inc, and Neuberger Berman BD LLC. Outside of her advisory work, Tastrom serves as recording secretary for the Shoreham Civic Organization and is a member of the Shoreham Village Finance Committee. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Michael Cavaliere III is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior roles include positions at Democracy Funding, LLC and CabotLodge Securities LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and broad investment solutions.

Joseph Giardino is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. He is also involved with Certainty of Uncertainty LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, 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 to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Amanda Gonzalez is a financial advisor at Osaic with nine years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Securities America Advisors and AXA Advisors. In addition to her advisory role, she is involved in insurance sales through Heritage Harbor Financial Associates and Highland Capital Brokerage. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach centers on model‑based asset allocation and portfolio optimization, with tools that support discretionary strategies and third‑party manager selection.

Tina Morgan is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked in research and healthcare-related roles before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Ryan Engel is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2024. Outside of his primary role, he is an associate and employee at Hendel Wealth Management Group, where he services existing clients and develops his own client base. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Leo De Blasio is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 its approach and delivers recommendations through a centralized consulting team.

William White is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. His career includes time at Chase Investment Services Corp., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of financial services, he is a partner in a music group called Fear of Fred. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Bruce Huggins is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 1986. He specializes in a range of financial planning and investment consulting services including divorce transition planning, family wealth management strategies, retirement income, and portfolio management services. Bruce works closely with clients to develop personalized financial strategies tailored to their individual goals. He holds a Bachelor's Degree from Long Island University and an Associate in Arts from Suffolk Community College. Bruce has earned the Personal Investment Advisor (PIA) designation. Beyond his professional work, he is involved in his community through participation with Calvary Baptist Church. Bruce's approach centers on understanding each client's comprehensive financial picture and collaborating one-on-one to help pursue long-term financial objectives. His interests outside of work include baseball, billiards, boating, chess, football, golfing, softball, and woodworking.