Graziella Ruffo is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 1995 and holds a Series 63 designation. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Anthony Buglino is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. He has previously worked at S&P Associates of LI Inc, Avantax Insurance Agency, Avantax Advisory Services, Safe Harbor Asset Management, and Brookstone Capital Management. He is also CEO of Anthony J. Buglino CPA P.C., a firm providing accounting, tax, and financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 with access to multiple investment platforms and third-party managers.

Joseph Miller is a financial advisor at Merrill with 52 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1980, as well as at Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Szczurowski is a CFP® and holds a Series 66 designation with 23 years of experience in financial advising. He has been with Ameriprise since 2005, currently serving at their Hauppauge, NY office. Outside of financial advising, he owns Bryant Park Consulting Group LLC, a consulting business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

David Irving is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Pioneer Investment Management, Merrill, American Portfolios, OSAIC, and Cantella & Co., Inc. He is based in Smithtown, NY. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of advisors and various technology and operational tools.

James Quinn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Quinn has also worked with Ams Market Research and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

John Callea is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Callea is currently based in Hauppauge, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by proprietary planning tools and investment committee insights.

Joseph Bonanno is a financial advisor with LPL Financial in Hauppauge, NY, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Sterling National Bank, People's United Advisors, People's Securities, Chase Investment Services, and Wamu Investments. Outside of his advisory work, he is involved with Fi Logistix, a company that provides armed guard services for ATM machines. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services supported by proprietary research and technology tools.

Robert Crothers is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at American Portfolios Financial Services for 23 years. Crothers also advises clients under the DBA Great South Bay Advisors. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform.

Gregory Napolitano is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

William Donahue is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. Donahue is also part owner of Donahue Resource Group Inc., a business expenses entity used for tax purposes. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Raquel Anagnostopoulos is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, New York Life, and Foresters Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight of affiliated and unaffiliated sub-advisers.

Anubhav Mullick is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with OSAIC and serves as managing partner at Murphy Mullick Capital Management Corp., an independent registered investment advisory firm. Mullick’s prior experience includes roles at American Portfolios Financial Services, Cetera Advisors, and Investors Capital Corp. Outside of his advisory work, he is president of Vibanu Capital Corp., a personal holding company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and offers a variety of programs such as unified managed accounts and third-party money manager options.

Kristi Rossy is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has six years of industry experience, including ten years at Ameriprise. Rossy is a managing director and 40% partner at Wayfinder Wealth Management and is involved in several business management roles, including as president of KRossy Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using various analytical tools and maintains specialized programs in municipal and public finance as well as employer-sponsored retirement plans.

Christopher Santini is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he was with Royal Alliance for six years and National Planning Corporation for two years. Santini is also a partner in Santini & Tastrom LLC, a financial advisory partnership. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform with both proprietary and third-party investment strategies.

Donald Mccormick is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is a co-owner of NuMac Realty, LLC, a real estate business. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with significant assets under management.

Jay Brown is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley in various capacities since 2007, with prior experience at Merrill from 1997 to 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm’s planning process involves structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Mary Anskat is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Riversource Distributors Inc. for 14 years. Anskat is based in Hauppauge, NY. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ashley Lang is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. She has been with Ameriprise since 2004 across its various entities and is also involved as a consultant in the wellness and skincare industries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through analysis of income sources, tax-aware withdrawal strategies, and Social Security claiming options.

Samuel Plotsky is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Renewal By Anderson and CVS Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC and serves as an advisor to multiple registered investment companies and fund-of-funds.