Robert Slovinsky is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and over 35 years of industry experience. He has been with Wells Fargo Advisors since 2021 and previously worked at Wells Fargo Clearing for five years. Slovinsky serves as a trustee for family trusts and has full ownership of Ollie Capital Group, Inc. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

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.

Lawrence Giambalvo is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside a diversified investment approach.

James Flood is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2012, following five years at UBS Financial Services. Outside of his advisory role, he serves as a trustee and co-trustee for investment-related purposes in Longboat Key, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models as part of its structured financial planning process.

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.

Craig Goldman is a financial advisor with Morgan Stanley in Melville, NY, holding the Series 66 designation and with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

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 the Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining OSAIC in 2024. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and multiple managed account options supported by various analytical tools.

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 with J.P. Morgan Securities, holding a Series 66 license and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience at Morgan Stanley and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a manager solutions team and may incorporate ESG considerations.

Paul Goldhirsch is a financial advisor with OSAIC in Melville, NY, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 16 years with Signator Investors Inc. Goldhirsch also operates a sole proprietorship as an insurance broker specializing in fixed insurance and client servicing. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth, and non-HNW households, offering brokerage and advisory services across multiple programs. The firm employs a model-based investment approach with portfolio optimization tools, supporting discretionary and advisor-managed strategies through a complex affiliate network and various custodial and legacy arrangements.

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.