Kateryna Skliarenko is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. Her prior experience includes roles at Bank of America Private Bank, Merrill Lynch, and Point 32 Investment Partners. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platform services.

James Mark is a financial advisor with LPL Financial in Stony Brook, NY, holding a Series 66 designation and 25 years of industry experience. He worked at Allstate for 19 years before joining LPL Financial in 2020. Mark also acts in a fiduciary capacity for the Mark Protection Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Boliver is a CFP® professional with 43 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 65 licenses and has ownership interests in Premier Wealth Management LLC and a massage spa business in Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients meeting a net-worth threshold.

Michael Richards is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing and implementing wealth management plans tailored to individual and corporate clients. Michael focuses on a Goals Based Wealth Management approach, working closely with clients to assess their financial situations, gather necessary data, and formulate strategies designed to help achieve their financial objectives. Michael also provides retirement plan consulting for corporate clients, leveraging his Certified Plan Fiduciary Advisor (CPFA) designation to oversee investment lineups and ensure fiduciary responsibility compliance. Additionally, he collaborates with commercial bankers to address clients' lending and banking requirements, aiming to deliver comprehensive wealth management services. He holds a Bachelor's Degree in Finance from St. John's University and has been with Merrill Lynch since 2013. Michael’s professional credentials include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, he lives in Sayville, New York, and enjoys following sports teams such as the Yankees, Giants, Knicks, and St. John's University, as well as running and spending time with his wife Jennifer and their friends and family.

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 at Wells Fargo Clearing with 28 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Rodobaldo Acosta is Vice President and Branch Leader at Fidelity Investments. In this role, he leads, coaches, and develops financial advisors to support clients in making well-informed financial decisions for themselves and their families. He has held various positions at Fidelity Investments since 2006, progressing from Financial Representative to his current leadership role. His professional experience includes leadership positions such as Team Leader for Workplace Planning & Advice and Investment Solutions, Assistant Branch Manager, Branch Service Manager, and Senior Relationship Manager. Prior to joining Fidelity, he worked at National Financial Services LLC as an Associate and Intern. Outside of his professional responsibilities, Rodobaldo has personal interests that include beach activities, family activities, fitness, parenthood, running, and traveling.

Matthew Clarke is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Vanguard Advisers and World of Angels, LLC. Clarke has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Robert Blair is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 23 years of industry experience. His career includes roles at Cetera Advisor Networks, WC Hoover and Company, Cogent Wealth Management, and North Ridge Securities Corp. In addition to his advisory work, he is president of SMFD LLC, a sports memorabilia business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

August Lentricchia is a financial advisor with Cetera who holds a Series 63 designation and has 45 years of industry experience. His background includes roles with various insurance and tax preparation entities, including Senior Services of North America and Freedom Wealth Management, where he has been involved in selling insurance products and preparing individual tax returns. He also has experience selling Medicare insurance and fixed annuities. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform combining discretionary and non-discretionary services, model portfolios, third-party money managers, and various program structures.

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.

Danielle De Marco is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.