Laura Rudolph is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes access to broader derivatives and commodities capabilities.

Evan Branfman is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He serves on the Board of Directors for the Long Island Explorium and is Treasurer of the organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-focused planning and recommendations driven by proprietary research and algorithmic tools.

Kenneth Spielman is a financial advisor with Cetera who holds Series 66 and Series 63 licenses and has 32 years of industry experience. His work history includes roles at LPL Financial, INVEST Financial Corporation, and Asset & Financial Planning, Ltd. Outside of his advisory work, he is a part owner of Atlantic Cove Marina and is involved in related holding companies. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and retirement services.

David Molter is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at American Portfolios Financial Services, Inc., Morgan Stanley, and American Portfolios Advisors, Inc. Outside of his advisory work, he has pursued a DJing activity since 2006, dedicating 5-10 hours per month outside of market hours. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account programs and third-party money manager options.

Chrissy Pecora is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. She has worked at Morgan Stanley Private Bank and previously at Aon and The Law Offices of Michael Borrelli. Outside of finance, Pecora is involved with Villa Maria Pizza, a restaurant business where she manages social media. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Matthew Nuccio is a CFP® professional with 13 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Renee Pun is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Merrill, UBS Securities LLC, and other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Robert Vittori is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His previous roles include positions at Lyric - Clarity In Motion, Change Healthcare, and McKesson Health Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Brescia is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked in the NY State Attorney General's Office Trust and Estates Division. In addition to his advisory role, Brescia is president of a legal practice specializing in estate planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Danielle Frisone is a Series 66-licensed advisor at Merrill with seven years of industry experience. She has been with Merrill since 2003, totaling 23 years at the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 at LPL Enterprise with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Advisors, Prudential Insurance Company of America, Ameriprise Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also engaged as a financial planner with RG Group, a registered investment advisor. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and a Model Wealth Portfolios wrap program.

John Dinkelmeyer is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors, AXA Advisors, and New York Life Insurance Company. Outside of his advisory role, he works weekends at La Buena Vida, a restaurant in Moriches, NY. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a broad range of brokerage and advisory services through a multi-advisor platform.

Kerri Biondo is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Riverhead, NY. She provides tailored financial advice and guidance to both individual and corporate clients. Kerri’s expertise spans various areas, including divorce transition and settlement planning, corporate and institutional benefit services, personal and corporate retirement planning, institutional and individual investment strategy, tax minimization, philanthropic planning, and trust management. She also specializes in working with endowments, foundations, and non-profits, focusing on aligning growth goals and managing corporate cash reserves. Kerri holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma at Rocky Point High School and an associate’s degree from Briarcliffe College. Fluent in English and Italian, she collaborates closely with her clients to develop personalized financial strategies designed to support their long-term goals and adapt to changing market conditions. Kerri prioritizes being available to clients throughout different stages of their financial and personal journeys to help position their assets for both growth and risk mitigation. In addition to her professional role, Kerri is active in her community through volunteering, reflecting a deep commitment aligned with the Merrill tradition of service. Her personal interests include cooking, interior decorating, reading, soccer, and spending time with her family.

Christopher Pratt is a CFP®, ChFC®, and Series 63 licensed financial advisor with 30 years of industry experience. He has worked at LPL Financial since 2021 and spent 25 years with M&T Securities, Inc. Prior to his current role, his career has been focused on financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, serving a large network of investment adviser representatives.

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.

Daniel Murcott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting while allowing clients to retain final decision-making authority.

Johnpaul Duran is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2008, following roles at Citigroup Global Markets and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services and supports advisors with research tools and multiple investment platforms.

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.

Jared Peyster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at LPL Financial since 2022 and has concurrently been with Allstate Insurance Company since 2014. 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 other institutions. The firm provides a wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.