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, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Equitable Advisors since 1999, following a tenure at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

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 at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America N.A., Allstate Financial Services LLC, AXA Advisors LLC, and Signature Bank. In addition to his advisory role, he is an independent agent for Combined Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

John Petrizzi is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services such as financial planning, advisory programs, and brokerage products through an integrated platform. The firm combines advisory services with insurance sales and lending programs, utilizing both in-house and third-party portfolio management solutions.

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.

Mary Chan is a financial advisor at Merrill with 31 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. Chan serves as a board member of the Chinatown Health Clinic Foundation, which supports 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 via 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 66 and Series 63 licenses and four years of industry experience. He worked previously at Mass Mutual Investors Services and Mass Mutual Life Insurance Co for five years each, among other roles. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products.

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. His prior roles include positions at JPMorgan Securities, HSBC Bank USA, KeyBank, and M&T Bank. 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 manages approximately $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Kate Tastrom is a financial advisor with Osaic Wealth, Inc. based in Mt Sinai, NY, holding the CFP® designation with 18 years of industry experience. She worked at National Planning Corporation from 2015 to 2017 before joining Osaic in 2017. Tastrom is a partner in Santini & Tastrom LLC and serves as recording secretary for the Shoreham Civic Organization, as well as a member of the Shoreham Village Finance Committee. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a broad network of affiliated advisors and advisory platforms. The firm combines brokerage and investment advisory services, employing asset-allocation tools, efficient-frontier analysis, and third-party managers to construct portfolios across various asset classes tailored to client needs.

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.