Danielle Frisone is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Roberta Kahn is a financial advisor at Cetera with nine years of industry experience. She holds a Series 63 designation and has previously worked at LPL Financial and INVEST Financial Corp. Outside of advising, she coaches pickleball at Sportime Port Washington. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Philip Howe is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 18 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved as a financial planner with RG Group, a registered investment advisor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance product sales through an integrated platform.

Christopher Pratt is a financial advisor with LPL Financial in Hauppauge, NY, holding CFP®, ChFC®, and Series 63 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has been with M&T Securities, Inc. since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Matthew Goldstein is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at UBS Financial Services and Merrill. He serves as a trustee for his grandmother's trust, dedicating limited time to this responsibility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven, incorporating modern portfolio theory and a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Maria Lipinski is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Transamerica Financial Advisors. Her prior experience also includes roles outside of finance, such as with the Town of North Hempstead and Staffing Solutions Organizations LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in its investment process.

Daniel Murcott is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Johnpaul Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Daiana Ploscaru is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with individuals and their families to develop financial plans that align their needs and preferences with their goals. Daiana emphasizes regular reviews of financial plans to accommodate any life changes and to ensure resources are properly aligned for clients' peace of mind and confidence. Her professional experience includes various roles at Fidelity Investments, starting as a Financial Representative in 2020, then serving as a Relationship Manager from 2020 to 2022, followed by a Planning Consultant position from 2022 to 2023, before becoming a Financial Consultant. Prior to joining Fidelity, she worked as a Financial Representative at Equitable Advisors in 2019.

Tyler Conway is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, AXA Advisors, and Stony Brook University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Palazzolo is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and having 31 years of industry experience. His prior positions include roles at American Portfolios Financial Services, Inc. and Guardian Life Insurance Company of America. Outside of advisory work, he is a co-partner at Fortress Financial Services, Inc. and the author of a fiction book titled Route 80. Osaic Wealth serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and investment platforms to construct portfolios tailored to client goals.

Jennifer Gusz is a financial advisor at UBS Financial Services with 19 years of industry experience. She has been with UBS since 2015 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers investment advice supported by proprietary research and model-based asset allocations.

Guy Dellecave is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2021 and American Portfolios Financial Services, Inc. from 2015 to 2021. In addition to his advisory roles, he serves as Executive Director of the Butch Dellecave Foundation, a nonprofit organization focused on fundraising and event coordination. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across various program structures and custodial relationships.

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.

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.