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.

Zuo Jia Black is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth and retirement planning. She serves a diverse clientele with a focus on personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Jia brings over 16 years of experience in financial services. After earning her bachelor's degree from Tianjin Foreign Language School in China, she began her career at Chase Bank in Queens and progressed through roles including licensed banker and Investment Specialist at Scottrade. She joined Merrill Lynch in 2015 and has worked at multiple Bank of America Financial Centers in Queens, where she was recognized as a top performing Financial Services Advisor. Jia holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Mandarin, Jia is a long-time member of the Queens and Long Island Chinese community and works closely with local business owners and executives. She lives in Floral Park, Nassau County, with her husband and two children. Jia enjoys traveling internationally with her family and spending time engaged in activities such as boxing, cooking, photography, singing, and yoga.

Robert Codignotto is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Codignotto serves as an ordained minister performing marriage ceremonies, is an unpaid assistant police commissioner for Nassau County, and participates as a racehorse owner and a board member of a family foundation organizing charity events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Timothy Maher is a Certified Financial Planner (CFP®) with 26 years of industry experience. He currently serves at Wells Fargo Advisors and has previously worked at Retirement Plan Consulting Group, Raymond James Financial Services, and LPL Financial. Maher is the chair of the endowment fund investment committee for The Bridges Academy in West Islip, NY. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through meetings and client summary letters.

Theresa Miller is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Smith Barney. She has also been affiliated with Brooklyn College since 2025. 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 various institutions, supported by internal Chief Investment Office teams and third-party managers.

Mary Chan is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and HSBC Securities (USA) Inc. Chan serves as a board member of the Chinatown Health Clinic Foundation, a community health organization in New York. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Sasson is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and has four years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and various financial planning services.

Paul Van Steen is a financial advisor at Ameriprise with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise since 2016, including its predecessor entity Ameriprise Financial Services. Prior to that, he was with Wells Fargo Advisors from 2009 to 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide detailed recommendations on asset allocation and withdrawal strategies.

Kimberly Perez is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at J.P. Morgan Securities from 2012 to 2020 and has been with Morgan Stanley’s Private Bank and Smith Barney divisions since 2020 and 2021, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Luis Cabral is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, HSBC Bank USA, and KeyBank among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research-driven, diversification-based investment approaches while offering both brokerage and advisory solutions.

Kate Tastrom is a financial advisor at OSAIC with 18 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2017, she worked at National Planning Corporation, TimeCapital Investor Advisory Services Inc, and Neuberger Berman BD LLC. Tastrom serves as recording secretary for the Shoreham Civic Organization and is a member of the Shoreham Village Finance Committee. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to construct portfolios across a range of investment types, offering both discretionary and non-discretionary management.

Michael Cavaliere III is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior roles include positions at Democracy Funding, LLC and CabotLodge Securities LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and broad investment solutions.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Outside of finance, he has worked in various service and business roles, including at Fedex and in the hospitality and pool cleaning industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rodolfo Martin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services, including ERISA fiduciary services for qualified plans.

Joseph Giardino is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. He is also involved with Certainty of Uncertainty LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Wayne Pfeiffer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is involved in WJP Insurance Services, Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and sponsored advisory programs.

Amanda Gonzalez is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has previously worked at Securities America Advisors and AXA Advisors, LLC. Outside of her advisory role, she is involved with Heritage Harbor Financial Associates and Highland Capital Brokerage, where she engages in life insurance and fixed annuity sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm utilizes a range of tools and third-party platforms to construct and manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Russo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2021. 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 plans, corporations, and charitable organizations.

Charles Ladenheim is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-affiliated firms since 2013. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.