Robert Forrester is a financial professional with nine years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at several firms including Johnson Mowdy Associates, LSWM LLC, and National Asset Management. Outside of his advisory role, he owns a tax and bookkeeping service and is involved as a staff accountant providing tax and payroll services locally. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Michael Schmid is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Brian Mccormick is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Ameriprise since 2013, serving in various capacities within the firm. Outside of his financial advisory work, he has been involved with Pauly's Pizza and Pasta since 2007. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations through a centralized consulting team.

Raymond Di Sunno is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Tuscaloosa City Schools, as well as a nine-year tenure with Kids of Mount Sinai. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports various event-driven planning programs.

Lawrence Miele is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversification principles and modern portfolio theory to provide brokerage and advisory solutions across a broad client base.

Gregory De Tolla is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 credential and one year of industry experience. He has worked at Perennial Wealth Solutions and also operates the DeTolla Law Group, where he serves as an attorney. Additionally, he is a notary public for the State of New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, including access to third-party asset managers and model portfolios, supported by a large network of investment adviser representatives.

Matthew Clarke is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Vanguard Advisers and Vanguard Marketing Corporation. He is currently based in Rocky Point, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Caleb Zuhoski is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2025. Prior to his career in financial advising, he was employed at New York Cancer & Blood Specialist and Riverhead Highschool. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Tetyana Kucherska is a Series 63 licensed advisor with Primerica Advisors, based in Coram, NY, and has 18 years of industry experience. She has been with Primerica Advisors since 2008 and Primerica Financial Services since 2007. Outside of her advisory role, she is involved in tax preparation on a part-time basis and participates in referral activities related to home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure for its services.

Kim Caldwell is a CFP® professional with 30 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2009. She has previously sold life and long-term care insurance through Prudential and Traveler's Insurance. 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 financial planning and portfolio management services, leveraging both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

James Mc Loughlin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Raymond James Financial Services Advisors in 2019. Outside of his role at Raymond James, he is an independent contractor financial advisor with Girard Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Hanna Hildreth is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Brandon Abbe is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he co-owns Melville Wealth Management LLC with his spouse and owns D&B Insurance Brokerage Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Lania Cross is a financial advisor with LPL Financial who holds Series 63, 65, and 66 designations and has 27 years of industry experience. She previously worked at Capital One Financial Advisors LLC from 2009 to 2013 before joining LPL Financial. 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, third-party asset management, and institutional platforms.

Simons Chase Jr. is a financial advisor at SC Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Systematic Alpha Management LLC, Mighty Media, and Chase Advisors LLC. In addition to his advisory work, he provides business consulting services focused on strategy, planning, hiring, accounting, and financial projections. SC Capital Management LLC is an independent firm led by Simons Chase Jr. that offers personalized advisory services.