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.

Robert Sforza is a financial advisor at Wells Fargo Advisors with 18 years of industry experience and a Series 66 credential. His prior roles include positions at Citigroup, LPL Financial LLC, M&T Securities, and HSBC Securities (USA) Inc. He also owns SFORZA CONSULTING GROUP CORPORATION. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored through research and planning tools, covering a wide range of areas from cash-flow to niche services like business-owner transition and special-needs planning.

John Malinak is a financial advisor with Edward Jones in Commack, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, overseeing approximately $1.01 trillion in assets under management.

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.

Susan Gordon is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has 25 years of industry experience and has been with Equitable Advisors since 2001, previously working with Axa Advisors. In addition to her advisory role, she provides accounting services for Michael B. Gordon, CPA, and Dicandrian Inc., and serves as a volunteer board member in her local community. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm partners extensively with LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Jordan Levine is a financial advisor at Merrill with 16 years of industry experience. He 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jay Marks is a financial advisor with Mass Mutual Investors Services, holding ChFC® and Series 63 designations and 38 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and has worked with Massachusetts Mutual Life Insurance Company since 1986. Outside of his advisory role, he serves as president of JHM Financial Services Group, Inc., focusing on the sales and administration of life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software tools and a variety of investment programs.

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.

Paivi Cartwright is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions utilizing multi-asset model portfolios and conducts due diligence on alternative investments through its dedicated research center.

Michael Ledva is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Heeter is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at American Portfolios Financial Services Inc. and OSAIC, and from 2013 to 2018, he was employed at Baiting Hollow Golf Club. He holds the Series 66 designation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

John Surace is a financial advisor at Cetera with 26 years of industry experience and holds a Series 63 designation. He has worked with firms including Avantax and AXA Advisors and currently serves as President of S&P Associates of LI, Inc., where he manages client relationships and oversees investment performance. His background also includes fixed life insurance sales and financial advisory roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated investment managers across multiple program structures.

Nagendra Singh is a CFP® with 20 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 15 years with American Portfolios Financial Services. In addition to his advisory work, he is an adjunct professor at NYU teaching graduate students and is involved in tax preparation through his ownership and management of tax-related businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with a range of managed account solutions and third-party money manager access.

Ahmadzia Hatami is a financial advisor with LPL Financial in Patchogue, NY, holding a Series 63 credential and 19 years of industry experience. Hatami has worked with LPL Financial since 2008 and with Webster Bank since 2021, having previously spent 19 years at Astoria Federal. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Antonios Franks is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and totaling 33 years of industry experience. His career includes twenty years at MetLife Securities Inc. prior to joining Mass Mutual in 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements and a variety of investment programs tailored to client goals.

Aragorn Batsford is a financial advisor with Raymond James Financial in Hauppauge, NY, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at Programmed Financial Planning. Outside his advisory role, he is the owner of 2 B Planning Inc., involved in non-variable insurance brokerage and consulting. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Steven Tambone is a CFP® professional with 17 years of industry experience, currently serving at Morgan Stanley in Hauppauge, NY. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his financial advisory role, he is a board member of S. George's Golf & Country Club in Setauket, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.