Robert Slovinsky is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has worked at various Wells Fargo entities since 2009. Slovinsky is the owner of Ollie Capital Group, Inc., and serves as a trustee for several family trusts and a 401(k) plan. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing research and planning tools to develop tailored recommendations. The firm provides a broad range of planning services across multiple financial areas through a large network of advisors.

Gina Accolla is a financial advisor at Stifel with 31 years of industry experience. She holds the Series 63 and Series 66 registrations and previously worked for First Empire Securities, Inc. for 25 years before joining Stifel in 2019. Outside of her advisory role, she owns and operates a promotional products distribution business. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Philip Arcilesi is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Commerzbank AG and Citigroup. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Carissa Casagrande is a financial advisor with Cetera in Melville, NY, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Wealth Services, Avantax Advisory Services, and PricewaterhouseCoopers, among other firms. Casagrande is also an accountant at Koval & Casagrande CPAs, PLLC, where she provides financial planning, investment assistance, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios and third-party managers.

Stuart Berg is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2016, previously working at H&R Block Financial Advisors and Primerica Financial Services. Outside of advisory work, he is the CFO of the nonprofit Summer's Care, Inc. and is involved in tax preparation and resolution services through his own firm, The One Holding LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients. The firm manages advisory services at scale through model-driven strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Bryant Weintraub is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gregg Eisenstein is a financial advisor with LPL Financial in Stony Brook, NY, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at CITIGROUP, HSBC Securities, and J.P. Morgan Securities. Outside of his advisory work, he serves as president of Shreddin Sports Inc., where he consults on strategy and management for specialty sports companies, and is a board member of the Avalon Nature Preserve, contributing to community representation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a broad network of investment adviser representatives.

Brian Quatrale is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes nine years at American Portfolios Financial Services, Inc. and 34 years with Massachusetts Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Reed is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously spent nearly three decades at North Ridge Securities Corp. He is also the owner of Manchester Financial, where he manages firm operations and serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered adviser that offers portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, and provides access to multiple investment program options and third-party managers.

Paul Donahue Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining OSAIC in 2024. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for various client types, including individual investors and charitable organizations.

Frank Aimetti is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has built his entire 45-year career since 1977. He holds the position of Vice President and is recognized as a Personal Investment Advisor (PIA). Frank's expertise encompasses tax minimization, retirement planning and administration, wealth accumulation, education planning, liquidity management, managing new wealth, personal retirement planning, and retirement income strategies. He earned a Bachelor's degree in Business Administration from Long Island University – Post. Throughout his career, Frank has focused on providing clients with comprehensive guidance related to their investment and retirement goals, estate planning services, and strategies. Frank enjoys baseball, cooking, football, gardening, music, spending time with his family, watching movies, writing, and yoga.

Sara Urban is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary tools and third-party asset managers.

Mustafa Yaqubie is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner and landlord of a rental property. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Paul Goldhirsch is a financial advisor with OSAIC, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Signator Investors Inc. for 16 years before joining Royal Alliance Associates, INC. His other business activities include operating a sole proprietorship as an insurance broker. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services that utilize firm-provided asset-allocation tools, risk assessments, and automated rebalancing.

Irie Adams is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2025. Her prior experience includes positions at Teachers Federal Credit Union and several other firms. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Hudson Elebash is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Maison, The Urban Electric Company, The Ordinary, Goodby Silverstein & Partners, and Mercedes-Benz USA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Petraco is a CFP® certified financial advisor with Ameriprise, where he has worked since 2005, including six years at the current firm. He has 32 years of industry experience. Outside of advisory services, Petraco is involved in managing several rental real estate properties and operates an independent contractor entity that supports his advisory practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gregory Petraco is a financial advisor with Ameriprise in Setauket, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Akretep Inc. and Waterview Restaurant and Caterers, and worked at Miami University from 2016 to 2020. He is also employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Gregory Prymaczek is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Allstate Financial Services, AXA Advisors, and Signature Bank. He also serves as an independent agent for Combined Insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, with additional services including financial planning, access to asset managers, insurance product sales, and affiliated trust custody and lending programs.

John Petrizzi is an advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1983. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically implements investment strategies through model-driven portfolios developed by LPL’s Research Department and third-party portfolio strategists, and it offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.