Margreit Mc Innis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior work includes roles at Northwestern Mutual, Equity First Consultants, and several other financial firms. Outside of advising, she is an author and freelance writer with over ten years of experience publishing novels and eBooks on creative writing. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by proprietary and third-party research.

James Siciliano is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Helin is a CFP® with 24 years of industry experience, currently serving as a financial advisor with LPL Financial since 2023. Prior to joining LPL, he spent 18 years at Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Christopher Renna is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 10 years. In addition to his advisory role, Renna serves as a branch manager at Conservative Wealth. Cetera Investment Advisers LLC is an SEC-registered firm that offers services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Michael Karwoski is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since 2013, he has worked with clients to provide customized investment strategies tailored to their individual goals. His expertise includes college education planning, divorce transition planning, family wealth management, retirement income strategies, personal retirement planning, and special needs planning, among others. Michael focuses on simplifying clients’ financial lives by prioritizing their objectives and developing personalized strategies. Michael has been a registered Financial Advisor since 2010. He holds a bachelor's degree in Economics from Yale University, where he also competed in Division 1 hockey and lacrosse. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Michael enjoys coaching youth lacrosse, playing golf, and participating in various outdoor sports. He lives in Northport, NY, with his wife Brenna and daughter Caroline. He volunteers with community organizations and values the Merrill tradition of community service.

Ryan La Mar is a financial advisor with Ameriprise in Sayville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Steel Ridge Advisors and has been involved with Binghamton University since 2022. He has also participated in community activities with the Sayville Yacht Club and local schools. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisor oversight and delivers a broad range of advisory and insurance solutions through its large institutional platform.

David Rispler is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1986, including its prior affiliation as Axa Advisors. Outside of his advisory role, Rispler serves as Vice President of Equitable Agents Reinsurance Company and is the managing partner of Premier Consulting Partners LLC. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels tailored to clients’ goals and risk tolerances.

David Birns is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC for over two decades. Outside of his advisory role, he is a partner in a life insurance general agency. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to a range of asset management options through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Ivy Peterson is a financial advisor with Ameriprise in Mount Sinai, NY, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Gold Coast Wealth Advisors LLC, a business used to manage staff and office expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and automated tools overseen by a committee to generate and tailor retirement income recommendations.

Dominic Stilletti is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, Inc., and previously at Capital One Investment Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Robeson Hilton is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has 11 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Robeson has been involved with the Plainview Old Bethpage Soccer Club since 2013. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

James Maguire is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at ABG Services Inc and ICD Securities Inc from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Sanborn is a financial advisor with Mass Mutual Investors Services in Huntington Station, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he serves as a referee for the Long Island Soccer Referee Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, written strategies tailored to client goals.

Luca Boast is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and entering his first year in the industry. Prior to joining Equitable Advisors, he spent six years with Safetots Limited. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to provide advisory and brokerage solutions and operates as both an SEC-registered investment adviser and broker-dealer.

Sandra Jacklett is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2007. Based in Hauppauge, NY, her career includes over 17 years specifically with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Neal Hayias is a financial advisor with Equitable Advisors in Melville, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience, including over 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Outside of his advisory work, he owns Jonirose LLC, a thoroughbred racing and breeding business, and holds a 22% ownership in Equinox Financial Partners. 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 utilizes a hybrid referral and implementation model combining advisory and brokerage/insurance services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.

Geoffrey Ringstad is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 17-year tenure at First Empire Securities, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Desio is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has also been affiliated with MassMutual Life Insurance Company since 2016. In addition to his advisory role, he is involved in individual and group life and health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of programs including educational seminars, with options for clients to implement recommendations through separate brokerage or insurance arrangements.

Christopher Longo is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds a Series 63 designation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Danny Shum is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he manages day-to-day operations of B and D Partners and owns Danny Shum, Inc., both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.