Peter Nielsen is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He has held his current position since 2007. His credentials include the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Thomas Wolf is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 49 years of industry experience. He has worked at Lincoln Investment since 2010 and has longstanding experience with Great American Advisors, Inc., EBP of Long Island Inc., and Connecticut Mutual Life Insurance Co. He also operates a sole proprietorship specializing in the sale and service of fixed annuities and life insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, managing both discretionary and non-discretionary portfolios supported by an Investment Management & Research team that employs strategic and tactical investment approaches.

John Harmatuk is a financial advisor with VOYA Financial Advisors, Inc. He holds the CFP® designation and Series 65 and Series 63 licenses, and has six years of industry experience. Prior to joining Voya in 2024, he worked at Decisional Wealth Advisors LLC and Pinnacle Investments, LLC, among other firms. Outside of advising, he co-founded a tax preparation business and works as a captive sales agent for Medicare Advantage plans, as well as an independent insurance agent marketing life and health insurance products. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary program structures and operates both as an SEC-registered investment adviser and a broker-dealer.

Michael Arabio is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved as a marketing affiliate linking products to the Amazon website. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Brian Feinberg is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to deliver tailored recommendations.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

Jennifer Zanfardino is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and was previously with Morgan Stanley Wealth Management from 2018 to 2019. 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 broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephanie Panayiotou is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. She has worked at J.P. Morgan Securities LLC since 2018 and has been with J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bryan Trugman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc. and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Xavier Allen is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2015. Outside of his advisory role, Allen serves as head coach for a girls' travel basketball program, coaching 10th-grade players. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient recommendations through a centralized consulting team.

James Copeland is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and J.P. Morgan Securities. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Heyman is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. His previous roles include long tenures at Investacorp Advisory Services and Securities America Advisors. Heyman is also involved in group health and life insurance sales and services through his activities connected to Clearvision Wealth Management. Osaic Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing tools such as asset-allocation models and risk assessments to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternatives.

Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Terence Reynolds is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley Private Bank, N.A. since 2018 and at Morgan Stanley Smith Barney LLC since 2017. Prior to that, he was with Kelson Capital LLC from 2013 to 2017. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its advisory process.

Edward Goldfarb is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services 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 investment options alongside traditional products.

Stasie Jones is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2025, Jones worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2019 to 2024. 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kurt Abitz is a financial advisor with Charles Schwab in Huntington Station, NY, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, and AXA Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a comprehensive alternative investments program.

Thomas Boatswain is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he works in a security-related role monitoring account activity to detect possible customer fraud. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Daniel Vega Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Enterprise and has held prior roles at Equitable Advisors, Barnum Financial Group, Mass Mutual Life Insurance Company, and Merrill, among others. His other business activities include involvement with life insurance agencies focusing on universal and whole life insurance products. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products, including insurance, supported by an integrated platform that combines adviser programs with active sales of financial products.