Daiana Ploscaru is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with individuals and their families to develop financial plans that align their needs and preferences with their goals. Daiana emphasizes regular reviews of financial plans to accommodate any life changes and to ensure resources are properly aligned for clients' peace of mind and confidence. Her professional experience includes various roles at Fidelity Investments, starting as a Financial Representative in 2020, then serving as a Relationship Manager from 2020 to 2022, followed by a Planning Consultant position from 2022 to 2023, before becoming a Financial Consultant. Prior to joining Fidelity, she worked as a Financial Representative at Equitable Advisors in 2019.

Robert Desanto is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. He worked at Signator Investors, Inc. for 34 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, he operates a sole proprietorship as an insurance broker for fixed insurance products and serves as an Investment Advisor Representative with Lighthouse Financial Network, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Jared Peyster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at LPL Financial since 2022 and has concurrently been with Allstate Insurance Company since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jesse Yoskowitz is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Axa Advisors, Henry Schein, and Limitless Group. Outside of his advisory role, he is involved in health insurance sales through TMRW Benefits and BenAdvance. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Andrew Morse is a financial advisor at J.P. Morgan Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, NA, and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products through its Institutional Consulting Services program.

Gregory Giantsos is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 designations and two years of industry experience. He previously worked at Bank of America, NA for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining technology with a broad platform that supports over 22,800 advisors.

Douglas Abbate is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He previously worked for Cambridge Investment Research, Inc. for 10 years before joining Cetera in 2025. Abbate is also the owner of Investwithdoug.com, a marketing website. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across various program structures.

Chukwuemeka Orakwue is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to bring structure and purpose to their wealth. He focuses on organizing various elements of clients' financial lives and developing personalized strategies tailored to their retirement planning, investment management, liquidity needs, risk considerations, and evolving life goals. Chukwuemeka's client approach centers on understanding the client's family, career, assets, financial obligations, and future aspirations through attentive listening. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, liquidity management, and tax minimization. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Minnesota System. Outside of his professional work, Chukwuemeka enjoys fishing, traveling, and watching movies.

Katharine Tomasino is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Advisors Commercial Real Estate and Coldwell Banker Commercial Advisors. She is the owner of Rogers Partners LTD, a private limited company based in Brooklyn, New York. 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.

Roderick Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1999, he has focused on developing financial strategies tailored to individuals, their families, and their businesses by understanding their short- and long-term objectives. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and retirement income. Rod holds a bachelor's degree from the State University of New York system, specifically SUNY Old Westbury, where he studied English. He holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Rod and his wife Christina reside in North Babylon with their two children and support the Big Brothers Big Sisters of Long Island. His personal interests include basketball, running marathons, and yoga.

Aaron Donato is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Since beginning his career in investment and financial services in 2016, he has worked with families and their children to provide advice, guidance, and structure for financial decision-making. Aaron manages discretionary custom investment strategies and selects from Merrill Lynch model portfolios and third-party investment strategies to help clients pursue their objectives. Aaron's experience extends to education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on building lasting relationships with clients, including executives, business owners, and professionals in sports and entertainment, with an emphasis on long-term collaborations and customized guidance. He is also a Registered Player Financial Advisor with the National Football League Players Association (NFLPA). Aaron holds a Bachelor's degree in Business Management from The Pennsylvania State University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, he enjoys basketball, reading, running, skiing, spending time with his family, and watching movies. He is involved in community activities such as Habitat for Humanity, Island Harvest, Keep Islip Clean, Inc, Long Island Cares, Inc, and Toys For Tots.

Stephen Hildebrandt is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at AIG and GM Advisory Group, as well as experience at Penn State University. He also maintains an outside appointment with United Healthcare Oxford for health insurance. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing 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 and third-party managers.

Michael Palazzolo is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and having 31 years of industry experience. His prior positions include roles at American Portfolios Financial Services, Inc. and Guardian Life Insurance Company of America. Outside of advisory work, he is a co-partner at Fortress Financial Services, Inc. and the author of a fiction book titled Route 80. Osaic Wealth serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and investment platforms to construct portfolios tailored to client goals.

Jennifer Gusz is a financial advisor at UBS Financial Services with 19 years of industry experience. She has been with UBS since 2015 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers investment advice supported by proprietary research and model-based asset allocations.

Guy Dellecave is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2021 and American Portfolios Financial Services, Inc. from 2015 to 2021. In addition to his advisory roles, he serves as Executive Director of the Butch Dellecave Foundation, a nonprofit organization focused on fundraising and event coordination. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across various program structures and custodial relationships.

Christopher Sackman is a financial advisor with Ameriprise in Levittown, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, with a focus on assets held in Ameriprise-managed accounts.

Douglas Cerrato is a financial advisor at Ameriprise with 20 years of industry experience. His prior roles include positions at JP Morgan Chase and AXA Advisors. He is also involved in independent insurance brokering and co-owns Fusaro and Cerrato Enterprises, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Antonio Fusco is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies tailored to their individual goals, adapting to changing market conditions. He provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Antonio holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from SUNY Oneonta. Committed to community involvement, he dedicates time volunteering with organizations in the areas he serves.

Stacey Tucker is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2012, including her current tenure with Merrill Lynch, Pierce, Fenner & Smith Incorporated starting in 2017. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dylan Krieg is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at The Harbor Crab Company for three years and has one year of experience in full-time education. He is also involved in managing his practice through a separate advisor-owned entity, Certainty of the Uncertainty, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes delivering written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.