Steven Paoletti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo affiliates since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for the Trust for Mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader array of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

John Zeumer is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC 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. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Bryan Trugman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc. and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

James Copeland is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and J.P. Morgan Securities. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Edward Goldfarb is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Stasie Jones is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2025, Jones worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2019 to 2024. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kurt Abitz is a financial advisor with Charles Schwab in Huntington Station, NY, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, and AXA Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a comprehensive alternative investments program.

Daniel Vega Jr. is a CFP® professional at LPL Enterprise with 12 years of industry experience. His career includes roles at firms such as Equitable Advisors, Barnum Financial Group, and Merrill. He is involved with Policy Genius as a general agency for final expense insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Thomas Tucker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Tucker is also involved in trust-related activities outside of his primary advisory work. Morgan Stanley Wealth Management serves individual and institutional clients through a broad range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Marvin Feinstein is a financial advisor with Equitable Advisors, holding Series 63 and 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and also has experience at Axa Advisors, LLC. In addition to his advisory work, Feinstein serves as an accountant and trusted advisor through Diapoules & Feinstein CPA PC, a role he has held since 1989. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, focusing on aligning client objectives with appropriate investment solutions.

Cameron Roman is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing internal and third-party portfolio management teams.

Mark Remigio is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with UBS Financial Services since 2015. In addition to his advisory role, he serves as co-trustee for the B.R Irrevocable Trust in New York, managing its assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Alan Tichman is a CFP® professional with 37 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2018. His prior experience includes roles at INVEST Financial Corp and FSC Securities Corporation. Outside of his advisory work, he is involved in non-variable insurance through his firm, Wealth Planners Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and third-party asset management, with a platform supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

David Rey is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 credentials and spent 23 years with American Portfolios Financial Services before joining Osaic in 2024. Outside of his advisory role, he owns and operates several insurance and annuity businesses focused on life insurance and fixed annuities. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with financial planning and managed-account solutions, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Anna Wysong is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. She previously held roles at Bank of America and BOFA Securities, Inc. before joining Merrill. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Albert Dandrea Jr. is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes prior roles at Citigroup, LPL Financial, HSBC Securities (USA) Inc., and Capital One Financial Advisors LLC. Outside of his advisory work, he is involved in the food service industry as a restaurant consultant and partner in several related businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment selections and offers a broad range of brokerage and advisory solutions.

Colette Bitzas is a CFP® professional with 26 years of experience in financial advisory services. She is currently with OSAIC and has previously worked at American Portfolios Financial Services, Inc. and Mas Planning Services, where she also serves as president. Bitzas holds roles in insurance sales and consulting, and she is vice president of the 3 Village Chamber of Commerce, promoting local business owners. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and financial planning. The firm uses advanced asset-allocation tools and supports diverse investment options across discretionary and non-discretionary accounts.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.