William La Mura is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel since 2019 and previously spent eight years at First Empire Securities. Outside of his advisory role, he has been involved with Prospect Sports for 19 years and the NY Baseball Academy for 23 years. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Helldorfer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of experience at the firm. He has a background that includes over two decades as a CPA and accountant operating his own practice, John E Helldorfer, CPA, since 1999, and prior roles at CA Technologies Inc. He is involved in various non-investment related business activities including providing accounting and tax services through his CPA practice. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Wayne Buess is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Alster is a CFP® with 18 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2008 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with several health insurance providers. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team.

Dennis Byrne is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He previously worked at AXA Advisors, LLC and Jason C. Fu before joining Raymond James Financial Services Advisors, Inc. in 2020. Outside of his advisory role, Dennis is an associate at Hendel Wealth Management Group, where he helps service clients and solicit new business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, often working in an advisory capacity supported by firm research and an extensive affiliate network.

Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lynne Crockett is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2011. 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 and fund 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 when recommending strategies.

Aldo Jimenez is a financial advisor with Merrill in Hauppauge, NY, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at LPL Financial from 2015 to 2018. Outside of his advisory work, he is an insurance agent at Algren Associates, Inc., dedicating about 15 hours per month to selling life insurance. 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. The firm integrates its services with Bank of America’s broader platform, providing access to various products and services beyond traditional investment management.

Pornpimon Pongvitayapanu is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Pruco Securities, LLC for 12 years and has a long tenure with Prudential Insurance Company of America dating back to 1999. She is also involved in life and health insurance sales through her activities with PALO Agency, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party asset management, and an integrated platform that combines financial planning with insurance and lending products.

Charles Matisi is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 10 years and has been involved with 4 Thought Financial Group, Inc. since 2014. Outside of his advisory roles, Matisi is also engaged in the sale and service of insurance products, including fixed annuities, life insurance, long-term care, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment vehicles, managing accounts on either a discretionary or non-discretionary basis.

Steven Gimeli is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with LPL Financial since 2018 and has also worked with INVEST Financial Corp. since 2007. In addition to his advisory work, he is involved with Hasset Tax & Financial Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Santiago Alzate is a financial advisor at Morgan Stanley in Hauppauge, NY, holding Series 63 and 66 licenses with five years of industry experience. His prior work includes roles at Phoenix Capital Partners and Robinson and Muller Engineering, PC, as well as previous positions within Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct arrangements and corporate financial planning agreements.

Louis Soriano II is a CFP®-designated financial advisor with 31 years of industry experience. He is currently with Cetera and has held roles at various affiliated firms since 1995. Outside of his advisory work, he serves as a director and officer at Navigator Financial Strategies, a firm involved in financial services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across diverse program structures.

Gavin Moran is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Today's Business, Jones Beach State Park, Grant Wilfley Casting, and St. John's University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Faith Olsen is a CFP® with 39 years of industry experience and has been with LPL Financial since 2009. She is based in S Setauket, NY. Outside of her advisory role, she manages investments for Magna Carta, LP, a family limited partnership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with Osaic and has held previous positions at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of advisory work, he is involved in insurance sales and is an owner/partner in MAGS, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing sophisticated asset-allocation and portfolio management tools.

Dominic Privitera is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research, Inc., LPL Financial, and Woodbury Financial Services, Inc. He is also the owner of Total Wealth Planning LLC and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, ranging from proprietary models to third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Guy Nicosia is a CFP® with 34 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at LPL Financial and Royal Alliance, and he has been self-employed since 1983. He is also a partner in Strategic Tax Planning Services, LLC, which provides tax preparation and review services. OSAIC serves a wide range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance.

Danielle Payne is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 63 designation and has been with LPL Financial since 2008. Payne has also worked at Webster Bank since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.

Alexander Milack is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously held roles at Ameriprise Financial and Dennis R Miller & Associates LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.