Andrew Mullane is a CFP® certified financial advisor with 18 years of industry experience. He is currently with Cetera and has previously worked at Sterne Agee Investment Advisor Services and Wrp Investments. Mullane is also vice president of Omnia Financial, LLC, a firm focused on branding, marketing, and website services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Luis Hernandez Peralta is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His work history includes roles at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of finance, he works as a community habilitation specialist with Eihab Human Services, providing social and developmental support to his sister. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, delivering model-based and discretionary strategies for a range of individual and institutional investors.

Christa Pinero is a financial advisor at Merrill with 25 years of industry experience and holds Series 63 and Series 65 designations. She has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Rosoff is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory role, he is president of Omnia Financial, LLC, which focuses on branding, marketing, and website services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services with a multi-manager platform, managing over $256 billion in assets.

Mark Badami is a CFP® with 30 years of industry experience, currently serving at Mass Mutual Investors Services since 2016. He is president of the Financial Planning Association of Long Island chapter and operates a cosmetic enhancement center as an owner/investor. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers using firm-approved tools and collaborative planning methods.

Angelo Magoulas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes positions at JPMorgan Chase Bank and Kuttin Wealth Management. Outside of financial services, he has been involved in the restaurant industry, working with J&R's Steakhouse and Bier Haus of Patchouge. J.P. Morgan Securities 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 their investment recommendations.

Kyle Nielsen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alan Margolies is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors. 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 operates a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kenneth Kohn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2005 and was previously with Axa Advisors, LLC. He is also a member of Eqinox Financial 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 a range of third-party programs and sponsors. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Eric Taylor is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he practices as an attorney specializing in estate planning and serves as a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

Christopher Eschmann is a financial advisor at Charles Schwab with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Edward Jones and JP Morgan Institutional Investments. Eschmann is currently based in Huntington Station, NY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory and discretionary separately managed accounts (SMAs), employing multi-asset model portfolios and a comprehensive due diligence process for alternative investments.

Dennis Gur is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant and Financial Representative, starting in 2022. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Canoga Wealth Management from 2021 to 2022. Dennis focuses on co-creating disciplined and tailored financial plans that aim to grow wealth while managing risk. He emphasizes the importance of managing personal finances as a lifelong journey and partners with clients to develop strategies suited to their individual needs. Outside of his professional work, Dennis has personal interests in cars, fitness, golf, movies, pets, and traveling.

Sharon Lacolla is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services and EverBank. In addition to her advisory role, Lacolla is a CPA operating a tax and accounting practice and serves as a trustee for an irrevocable lifetime trust. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-based portfolio construction, with access to third-party money managers and wrap programs.

Dennis Leahy is a financial advisor with LPL Financial in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at MML Investors Services Inc. and MassMutual from 2001 to 2017, and Global Retirement Partners from 2017 to 2026. He also provides investment advisory services through Global Retirement Partners, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers comprehensive financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and technology tools.

Ian Rubin is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes coaching volleyball teams outside of his advisory role. Rubin is involved in coaching a volleyball club team at Sportime Clubs, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Paul Miller is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He previously worked at North Ridge Securities Corp. for 28 years and Cetera Advisor Networks LLC for two years. In addition to his advisory work, Miller is involved in tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary and third-party research, model portfolios, and technology-driven investment solutions.

Robert Martino Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with OSAIC since 2024 and spent 19 years at Ameriprise Financial Services, Inc. Martino serves as a board member for the Boy Scouts of America Suffolk County Council, where he participates in investment and trust committee activities. He is also CEO of MBPG Assoc Inc, a business supporting financial advisory operations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts, with multiple platforms and third-party solutions.

Kevin Dayton is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Dayton is the managing member and founder of an LLC that oversees real estate transactions in the Detroit area. 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 to tailor services based on client goals, risk tolerance, and time horizon.

John Purcell is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, and serves as a trustee of a family trust. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with various third-party asset managers.