Alexander Kregel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including valet management and retail. Outside of his advisory role, he manages a valet service business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model involving multiple asset managers and offers both advisory and brokerage channels to meet client needs.

Douglas Sinclair Jr. is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at Morgan Stanley Smith Barney LLC and legal positions at Lavallee Law Offices and Foley Griffin LLP. Additionally, he has been involved with SF Mining and served on staff at Hofstra Law School's Maurice A. Deane School of Law. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Edward Behar is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2025. Prior to that, he was associated with Avantax firms for over 17 years and has operated his own accounting and tax preparation business, Behar & Company, since 2006. In addition to his advisory work, he is an independent insurance agent specializing in health and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers flexible investment management options through a multi-manager platform and provides access to a range of portfolio management services and third-party managers.

Domenico Dercole is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also active as an independent agent in outside fixed insurance. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Regina Saio is a financial advisor at Fidelity with 14 years of industry experience and holds a Series 66 designation. She has been with Fidelity Investments since 2011 and has worked within Fidelity Personal and Workplace Advisors since 2018. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic methods and AI in its investment process.

Harish Chugh is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. He serves as a trustee for the Herricks Community Fund in New Hyde Park, NY. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and multiple endorsed TAMPs to deliver advisory and brokerage solutions.

William La Mura is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel since 2019 and previously spent eight years at First Empire Securities. Outside of his advisory role, he has been involved with Prospect Sports for 19 years and the NY Baseball Academy for 23 years. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Helldorfer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of experience at the firm. He has a background that includes over two decades as a CPA and accountant operating his own practice, John E Helldorfer, CPA, since 1999, and prior roles at CA Technologies Inc. He is involved in various non-investment related business activities including providing accounting and tax services through his CPA practice. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Wayne Buess is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Corina is a financial advisor with Equitable Advisors in Melville, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at the Internal Revenue Service and served in the Peace Corps. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Robert Alster is a CFP® with 18 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2008 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with several health insurance providers. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team.

Brian Thornton is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Cetera Wealth Services, National Asset Management, North Fork Asset Management, and National Securities Corporation. Outside of his advisory work, he is an insurance agent specializing in life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Dennis Byrne is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at AXA Advisors, LLC and Jason C. Fu. Outside of his primary advisory work, he is involved as an associate with Hendel Wealth Management Group, where he helps service clients and solicit new business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Aldo Jimenez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at LPL Financial, LLC before joining Merrill and Bank of America N.A. in 2018. Outside of his advisory role, Jimenez is an insurance agent and the owner of Aldo Jimenez Wealth Management Corp. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Albert Milano Jr. is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held roles at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. He holds Series 63 and Series 65 designations. 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 third-party managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory programs and emphasizing individualized client planning.

Scott Sanders is a CFP® professional with 29 years of industry experience, currently affiliated with OSAIC since 2024. He has held positions at Citrin Cooperman, Gettry Marcus CPA, American Portfolios Financial Services, and has led his own CPA firm, Scott Sanders CPA P.C., since 1992. Sanders is also active as the president of Wealth Advisory, Ltd. and serves as co-treasurer and board member of a nonprofit financial planning association on Long Island. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services that include financial planning, retirement consulting, and access to third-party money managers and model portfolios.

Andrew Krauss is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved with Savoy Associates/FNA Insurance, focusing on health insurance, and Guardian dental insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Charles Matisi is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 10 years and has been involved with 4 Thought Financial Group, Inc. since 2014. Outside of his advisory roles, Matisi is also engaged in the sale and service of insurance products, including fixed annuities, life insurance, long-term care, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment vehicles, managing accounts on either a discretionary or non-discretionary basis.

Steven Gimeli is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with LPL Financial since 2018 and has also worked with INVEST Financial Corp. since 2007. In addition to his advisory work, he is involved with Hasset Tax & Financial Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.