Peter Lamberti is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Janney Montgomery Scott and Oppenheimer. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

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 29 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Mary Anskat is a financial advisor with Ameriprise in Shreveport, LA, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She previously worked at Riversource Distributors Inc. for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary advice in collaboration with clients’ financial advisors.

Ashley Lang is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliate since 2004 and is currently involved with Shaklee as a wellness industry consultant. Lang also consults in the skin care sector through Rodan + Fields. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored retirement-income recommendations.

Samuel Plotsky is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Renewal By Anderson and CVS Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, including multi-manager and fund-of-funds structures.

Timothy Frohberg is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked with firms including Avantax and Equitable Advisors and served in the NYPD for ten years. Frohberg is also the author of an investment-related book on retirement planning and operates his own advisory firm, Timothy Michael Wealth Management, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Anthony Martino is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 13 years. Martino is also involved in insurance sales and operates under the DBAs Latitude Wealth Advisors and Steadwise Wealth Advisors, offering comprehensive financial planning services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Brad Foster is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, relying on a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning guidance.

Jonathan Ehrlich is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2019. Ehrlich is also a certified public accountant and a partner at EB Group CPAs LLP, where he provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Patrick Byrne Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Cetera and its related entities since 2013 and has also worked with Maximus Financial Services since 2002. Outside of financial advisory, he serves as president of the Smithtown/Brookhaven Civic Association and hosts a weekly public access television program discussing local civic issues. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment solutions.

Dervinder Singh is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he operates a law practice under DERVINDER SINGH, ESQ PLLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Maria Morhous is a financial advisor at Stifel with 32 years of industry experience. She has held Series 63 and Series 66 designations and previously worked at First Empire Securities, Inc. for 21 years before joining Stifel in 2019. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing 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.

Daniel Liff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Jonathan Rekedal is a Series 66-credentialed financial advisor with Osaic and Steadwise Advisors, starting his advisory career in 2025. He has been involved with the Community Synagogue of Rye since 2016. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools like asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Steve Shepherd is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Tompkins Trust Company and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant 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 in a centralized consulting approach, emphasizing managed accounts and algorithmic support within its advisory process.

Maria Zoll is a financial advisor with LPL Financial holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Royal Alliance, Equitable Advisors, Axa Advisors, Computer Associates/Broadcom, and Deloitte & Touche. Outside of her advisory work, she is involved in tax preparation and accounting through her own business, Maria Zoll Tax & Advisory Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Erik Stevens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Raymond James, he worked at Citigroup for eight years. He is also involved with Hendel Wealth Management Group as a financial advisor serving existing clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Steven Schmidt is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in insurance sales, including variable universal life, disability income, long-term care, and fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using diverse investment vehicles and third-party money managers.

Vincent Smith is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Strategic Advisers LLC and Distinctive Consulting LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as advisor to multiple registered investment companies and employs systematic methodologies with oversight controls to address conflicts of interest.