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.

Scott Pluschau is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank, N.A. His background includes a brief tenure at NYRR Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

James Quinlivan is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has a diverse work history including roles at Troy Enterprises, Smile Logistics, and Pets Warehouse. 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 both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a centralized operational structure.

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.

Ronald Bergmann is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he spent 23 years at American Portfolios Financial Services, Inc. He is also president of American Premier Financial Group, where he acts as an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing various asset-allocation tools and third-party solutions to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Anthony Vann Rubino is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at J.P. Morgan Securities for nine years and has experience in various small business roles, including self-employment and positions in the food service industry. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Kevin Anglim is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and investment modeling techniques.

Christopher Picone is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has prior experience at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and operates PRS Capital Group, a full-service mortgage brokerage, and assists with tax preparation at Spatola and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with both affiliated and third-party investment strategies.

Mark Gajowski II is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at American Portfolios for 16 years. Outside of his advisory role, he is a volunteer fireman and serves as the financial secretary for the Peconic River Sportsman’s Club, a 501(c)(7) fraternal organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large adviser network, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Kyung Yeum is a financial advisor at LPL Enterprise with 21 years of industry experience. Yeum holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.