Christopher Sackman is a financial advisor with Ameriprise in Levittown, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, with a focus on assets held in Ameriprise-managed accounts.

Antonio Fusco is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies tailored to their individual goals, adapting to changing market conditions. He provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Antonio holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from SUNY Oneonta. Committed to community involvement, he dedicates time volunteering with organizations in the areas he serves.

Dylan Krieg is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at The Harbor Crab Company for three years and has one year of experience in full-time education. He is also involved in managing his practice through a separate advisor-owned entity, Certainty of the Uncertainty, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes delivering written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

David Terry is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a general partner at Neatlydone, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Robert Clayton is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Cetera and has previously worked at American Portfolios and Guardian Life Insurance Co. of America. Clayton also owns Clayton Financial, a financial services business, and holds a long-standing role as a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Jonathan Lowd is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Merrill from 1994 to 2017 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2017. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional offerings.

John Dennehy Jr. is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and operates out of Mount Sinai, NY. In addition to his advisory role, Dennehy owns and leads a tax preparation business and serves in fiduciary capacities such as trustee and executor. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining assets in Ameriprise-managed accounts.

Mario Longo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 39 years of industry experience. His career includes roles at METLIFE Securities Inc. and MassMutual Life Insurance Company prior to his current position. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning engagements.

Christopher Grano is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2022. Prior to this, he was involved with ABC Tax Preparation as a tax preparer and has extensive experience at firms including Voorhees & Grano Financial, Cetera Investment Advisers LLC, Cetera Financial Specialists LLC, and The Grano Group, Inc. He is also actively engaged in tax preparation services through ABC Tax Preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Amadeo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for over 21 years, providing investment advice and developing financial strategies tailored to clients' long-term goals. Since 2012, he has specialized in working with high-net-worth individuals, focusing on wealth preservation, preparing for financial uncertainties through insurance, and efficient wealth transfer to heirs. He holds designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes a High School Diploma from West Babylon High, non-accredited certificate programs from Wharton Executive Education and College for Financial Planning, and attendance at Farmingdale State College. Christopher resides in Babylon with his wife and two children and enjoys spending holidays at their second home in Vermont. His personal interests include football, hiking, skiing, traveling, and woodworking. He emphasizes creating a client experience that exceeds expectations while helping clients feel confident about establishing and targeting their financial goals.

Roland Driscoll is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation. He also has ten years of experience with Bethpage Federal Credit Union. 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 of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Julie Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the CFA® designation and the Series 63 license. Her prior roles include positions at JPMorgan Chase Bank NA and JPMORGAN Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm uses structured planning tools and firm-approved methodologies to support clients in financial decision-making, managing approximately $2.74 trillion in assets.

Stuart Stein is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, American Portfolios Advisors, and Mass Mutual Life Insurance Company. Stein is also involved in employee benefits and fixed life insurance sales through Professional Group Plans, Inc. and Annuco. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program structures.

Jeffrey Quinn is a CFP® and ChFC® with 26 years of industry experience. He currently works at Wells Fargo Clearing and has previously held positions at M&T Bank, LPL Financial, People's Securities, Morgan Stanley, and HSBC. He serves as treasurer for Hurricane Hoopers Incorporated, a nonprofit supporting high school boys basketball. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Craig Ferraro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. and Citicorp Investment Services since the late 1990s. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management services.

Nicholas Loehle is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Bruderman Brothers LLC and Bruderman Asset Management. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by affiliated products and distribution arrangements.

Jay Marks is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY. He holds the ChFC® designation and a Series 63 license, with 39 years of industry experience. Marks has worked with MML Investors Services, Inc. since 1996 and Massachusetts Mutual Life Insurance Company since 1986. He is also president of JHM Financial Services Group, Inc., a firm involved in the sale of individual life, health, and group health insurance. 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 seminars, structuring planning engagements as ongoing annual relationships that provide written recommendations without investment discretion.

Suzanne Walsh is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Richard Westerberg is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. and Northeast Asset Management Inc. He occasionally recommends life insurance and fixed annuity products and serves as president of Westerberg Wealth Management, Inc. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services with an emphasis on integrated platforms, asset-allocation tools, and access to third-party money managers.

James Bishop is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals and adapt to evolving market conditions. He provides clients with access to Merrill’s investment insights as well as the banking and lending services of Bank of America. James holds a Bachelor's Degree from SUNY at Old Westbury and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to working closely with clients one-on-one to develop tailored financial strategies designed to support their long-term objectives. In addition to his professional responsibilities, James is engaged in community activities and volunteers with local organizations, reflecting Merrill’s tradition of community involvement.