Brendan Husch is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience at Vector Marketing and other organizations. He has also been involved with the Royal Health and Racquet Club for six years. Merrill provides managed account services to Bank of America fiduciary clients through its 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. The firm’s integration with Bank of America’s broader platform allows access to a wide set of products and services.

Anthony Gippetti is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015, following two years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Anthony Del Prete is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at several firms, including Kovack Advisors and TD Tax & Financial Solutions. He is the owner of Legacy Tax Specialist, Inc., where he prepares and advises clients on their taxes. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap programs, money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Anthony Barone is a financial advisor with Primerica Advisors in Brookhaven, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Barone is also involved in investment-related business activities through two entities he leads, Personal Power Development, Inc. and Anthony Barone Marketing, Inc., both established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through oversight and disclosure.

Thomas Kolakowski is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, MassMutual, and Aflac. He was also involved with BWD Sports & Entertainment LLC for nearly two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services supported by a platform that integrates investment advisory, financial planning, and insurance products.

Christina Barbante is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at OSAIC, Woodbury Financial Services, Inc., and Capital One Investing, LLC. Barbante is also involved in personalized wealth management through her own LLC and writes life insurance and annuity policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting supported by both discretionary and non-discretionary management strategies and research from multiple sources.

William Hytner is a CFP® professional with 32 years of industry experience, currently associated with OSAIC. His prior work includes positions at Royal Alliance and National Planning Corporation. He owns Wealth Preservation Group, providing services in financial, estate, and investment planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Shown Kumar is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining MassMutual’s affiliated firms in 2025, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2025. Outside of his advisory role, he is involved in several business activities including ownership of a taxi medallion and managing administrative support through multiple LLCs and S-Corps. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning engagements.

Brian Jacobs is a financial advisor with Ameriprise in Stony Brook, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. before continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, tax-smart income strategies through a centralized consulting team. The firm combines research, modeling, and adaptive withdrawal advice, with a focus on assets held in Ameriprise-managed accounts.

James Forbes is a financial advisor with Primerica Advisors in Holbrook, NY, holding a Series 63 designation and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and with Primerica Financial Services since 2006, alongside long-term employment at Stop and Shop. Outside of investment advising, Forbes is involved in sales of home security and automation products and loan products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and operates on a large scale with thousands of advisors and billions in assets under management.

Jeffrey Nagel is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Avantax Advisory Services and Albrecht Viggiano Zureck & Co. Nagel serves on the boards of the Bellport Country Club and the Patchogue YMCA. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services, employing a multi-manager platform with both discretionary and non-discretionary account options.

Jacob Whalen is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at Flagstar Bank, Bank of America, Merrill, Axa Advisors, and Geico. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven strategies.

Lauren Bellizzi is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2021, following prior roles at Equitable Advisors and several other organizations. 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.

Kevin Vasilik is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 28 years of industry experience, including 11 years at Ameriprise. Outside of his advisory role, he is president and CEO of Wayfinder Wealth Management, a business management company associated with his Raymond James activities. Raymond James Financial Services Advisors 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, emphasizing tailored plans developed through detailed client interviews and firm research.

Robert Dunn is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. 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, providing a wide range of capital markets and advisory products.

Douglas Lake is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked at Cetera since 2019 and previously was with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Outside of his advisory role, he serves as a finance committee member for Saints Peters & Paul Church and is a director and board member of the Kiwanis Foundations of Hicksville. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and a suite of affiliated providers that influence product offerings.

Michael Cassidy is a Planning Consultant at Fidelity Investments, where he has been serving since 2021. He holds the CFP® designation and collaborates with clients to develop comprehensive financial plans and recommend suitable investments tailored to their individual needs and goals. His approach utilizes Fidelity's extensive resources to help clients feel comfortable and confident in their financial decisions. Michael's career in financial services began as a NYS Licensed Agent at Allstate in 2017, followed by roles at Janney Montgomery Scott, LLC, including Private Client Associate and Intern positions from 2018 to 2021. Since joining Fidelity, he has also worked as a Financial Consultant before assuming his current role. Outside of his professional work, Michael enjoys biking, cars, cooking and baking, fitness, kayaking, and traveling.

Lars Kofod is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC as a contractor. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a large institutional platform that includes advisory, brokerage, and insurance solutions.

Gregg Marano is a Senior Vice President and Senior Resident Director with Merrill Lynch Wealth Management. He has been in the financial industry since 1992 and joined Merrill Lynch in early 2000. Gregg began his professional career as a foreign currency broker servicing large institutions and now develops personalized, strategic recommendations for high net-worth clients and business owners by leveraging his experience and Merrill's global resources. He holds several professional designations including Certified Exit Planning Advisor℠, Chartered Retirement Planning Counselor™, Accredited Domestic Partnership Advisor™, and Certified Plan Fiduciary Advisor. Gregg has expertise in portfolio construction, business transition, retirement planning, home financing, insurance, and corporate retirement plans. His client focus areas include divorce transition planning, education planning, family wealth management strategies, services for defined benefit plans, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. Gregg earned a Bachelor's Degree from Dowling College. Outside of his professional work, he is involved with the organization "Gavins Got Heart" and enjoys biking, music, spending time with family, and tennis.

Kevin Fitzpatrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Joseph Gunnar & Co. LLC, and National Securities Corporation. He also has experience working with Spring Lake Country Club. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.