Tanya Gambale is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2016. In addition to her advisory role, she is a Notary Public for Suffolk County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Damien Garcia is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and seven years of industry experience. He has been affiliated with both Merrill and Bank of America since 2005. Outside of his advisory role, he operates a sole proprietorship as an art instructor, teaching ceramics classes. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

John Zarrelli is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2012, as well as at JPMorgan Chase Bank, NA since 2010. His background also includes roles at the University of Missouri St. Louis and Asset & Financial Planning, Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Stephen Murphy is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 license and bringing 34 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Stifel Nicolaus & Co Inc for three years. He is also a part owner of The Murph's Famous, LLC, a company producing a non-alcoholic drink mixture. Wells Fargo Advisors Financial Network is a large 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 and uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Brendan Rorke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2023 and served as a Relationship Manager at Bank of America from 2018 to 2020. His experience spans retirement planning, income and wealth planning, and general financial guidance, focusing on developing actionable and sustainable financial plans tailored to clients and their families. Brendan aims to build long-lasting relationships to help clients stay on track toward their financial goals.

Jon Coppola is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at LPL Financial, M&T Securities, M&T Bank, Banc of America Investment Services, and Waddell & Reed. He also serves as an Executive Vice President at M&T Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Danielle Afuwah is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and eight years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2015. Afuwah is also the president of APF Legacy Consultants Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies overseen by third-party asset managers.

Jacqueline Thiele is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. She serves as co-trustee of both her mother’s and father’s trusts. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sandeep Israni is a CFP® certificant with 35 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.