Michael Bartolotta is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior work includes roles at RF Lafferty & Co Inc and Fulcrum Securities, Inc. He is also involved in Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Boccio is a financial professional with 18 years of industry experience. He holds a Series 66 designation and has worked at American Portfolios, OSAIC, and Cetera Wealth Services, LLC. He is currently affiliated with Cetera and North Ridge Wealth Planning, where he provides administrative support and customer service. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Thomas Fostvedt is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2016. Outside of his advisory work, he serves as an executor of a will for a client who is a family friend. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to support its investment process and provides both brokerage and advisory solutions.

Matthew Desjardin is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his financial services career, he spent 24 years with the New York City Fire Department. Outside of advising, he prepares individual tax returns through his own tax service and is a notary public. OSAIC Wealth serves a diverse client base including retail and institutional investors and offers a range of financial planning, advisory, and brokerage services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by various analytical tools.

Laura Salmon is a financial advisor with UBS Financial Services in Bethpage, NY, holding a Series 66 designation and eight years of industry experience. She has been with UBS Financial Services Inc. since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alfred Haber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he has involvement with insurance-related business activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services to qualified plans.

Richard Rosenbusch is a financial advisor at Cetera with 33 years of industry experience and holds a Series 63 designation. He has been with Cetera since 2001 and concurrently leads multiple business ventures including accounting and tax services and several real estate and home construction companies. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, deploying strategies ranging from model portfolios to bespoke solutions.

Victor Argentina is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Janney Montgomery Scott and JPMorgan Chase Bank, N.A. Outside of finance, he was involved with Lovin Oven Catering of Suffolk and Atlantic Vertical Blinds Inc. 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 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.

Frank Baird Jr. is a financial advisor with Mass Mutual Investors Services, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, he is involved in steel sales and works as a life and health insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses software-based tools to deliver goal-oriented recommendations in collaborative annual planning relationships.

Jackson Willis is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Marist University and Wegmans Food Markets. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

Varun Soondar is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing in 2025, he worked at Morgan Stanley from 2023 to 2025 and JP Morgan Securities LLC from 2016 to 2023. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matt Curry is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he operates Curry Financial Group, Inc., a corporation offering financial services related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by its research team and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Juan Rodrigo Martin is a Series 66-licensed financial advisor with Equitable Advisors in Melville, NY, and has nine years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2016. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charities, and institutional clients. The firm offers a range of advisory programs through its network of representatives, utilizing both proprietary and third-party investment solutions.

Chris Occhipinti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2016 and previously held positions at Axa Advisors, LLC and B. Riley Wealth Advisors, Inc. He serves on the board of Contractors For Kids. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, relying on third-party asset managers and advisory programs for much of its portfolio management.

Scott Horning is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously spent 23 years at American Portfolios Financial Services, Inc. Outside of his advisory role, he owns and manages a student housing sublease business in Bohemia, NY. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process involves model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Donna Huber is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 63 designation and previously worked at Signalert Asset Management LLC for 24 years. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Robert Austin is a Series 66-licensed financial advisor at LPL Enterprise with 14 years of industry experience. His prior roles include positions at UBS Securities LLC and Credit Suisse Securities (USA) LLC, where he worked for over three decades combined. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal and third-party strategists, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Nicole Poteat is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs from 2015 to 2017. Outside of her advisory role, she serves as a committee member of Gaingels, a venture capital syndicate focused on early-stage companies with LGBT leadership, and holds board positions with the Ackerman Institute for the Family and Congregation Emanu-El of Westchester. 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 both model-based and discretionary strategies tailored to individual, high-net-worth, and institutional investors.

Craig Valentine is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He also works as an associate for Hendel Wealth Management Group, assisting with client account services and new business solicitation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Robert Galian is a CFP® and ChFC® with 19 years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2016 and previously held roles at TIAA-CREF and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.