Patricia Trotta is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and LPL Enterprise. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Katherine Dobin is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Outside of her advisory role, she owns a pet grooming business called Bayshore Barks Pet Grooming LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s research team and third-party strategists, and offers services such as financial planning, access to external asset managers, and an affiliated insurance agency.

Timothy Korwin is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Merrill, Bank of America, and MetLife Securities. He also works as an insurance broker in health insurance sales. MassMutual Investors Services operates as a broker-dealer and registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools and collaborative annual planning relationships.

Alexandra Russo is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles for registered investment companies, and integration of AI in its research.

Tony Ganter is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. In his professional approach, Tony emphasizes the importance of trust in financial relationships. He focuses on understanding individual goals, values, and financial situations to co-create bespoke financial plans that are tailored to each person’s unique circumstances and adaptable over time. Outside of his professional work, Tony's personal interests include activities such as beach visits, fitness, golf, music, and running.

Debra Gloster is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2010. Prior to that, she worked at Morgan Stanley Services Group Inc. for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Emily Paget is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at the University of Delaware and in the Smithtown School District. 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 detailed retirement income planning and ongoing advice, using proprietary research and a centralized service team.

Thomas Chiellini is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His prior work includes service in the Army and various roles outside the financial sector, including positions with Long Beach Township Beach Patrol and Enterprise Rental Cars. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Brendan O'Connor is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 15 years before joining OSAIC in 2025. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and multiple advisory platforms to construct portfolios tailored to client needs.

Joseph Pellitteri is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 58 years of industry experience. He has worked at RBC Capital Markets LLC since 2015 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies administered through a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Frederick Igarta is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2004. Outside of his advisory role, he is also the owner of Igarta Capital, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Kenneth Mills is a financial advisor with Mass Mutual Investors Services who holds the Series 63 and Series 66 designations and has 13 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and New England Securities. Outside of his advisory role, he is also an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual collaborative planning relationships and the use of firm-approved analytical tools.

Kevin Dolan is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms, including Axa Advisors and Garden State Securities. Outside of his advisory role, he serves as treasurer for a youth football league. 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 utilizes a range of advisory programs and third-party asset managers to match clients with investment solutions based on risk tolerance and individual needs.

Abraham Weiss is a financial advisor with MassMutual Investors Services in Jackson, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is involved in the insurance brokerage business through Sterling Insurance Concepts Inc., which focuses on life and health insurance sales and ownership. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning using firm-approved software and hosts educational seminars, with planning engagements structured as ongoing, collaborative relationships.

Michael Francis is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at Goldman Sachs & Co. for seven years before joining UBS in 2020. He serves as an advisory board member of the Archdiocese of Washington D.C., providing advice on general finance trends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Douglas Berry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, annual financial plans tailored to client goals.

Gerard Bifulco is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate since 2010. Outside of his advisory role, he is a self-employed CPA providing tax preparation services and serves as an adjunct professor at St. Peter's University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Saenz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he was involved with DJ Johnny's Magic Moments for over a decade and has an interest in marketing through his connection to Zenith Marketing. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

James Costabile Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior work includes 14 years at Ameriprise Financial Services and seven years at LPL Financial LLC. He is also a business owner of Final Turn Racing Stables, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Joseph Francis Jr. is a financial advisor with Primerica Advisors in Plainsboro, NJ, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Primerica Advisors since 2023 and Primerica Financial Services since 2022, alongside a long-term role at the Department of Children and Families since 2013. Outside of advisory work, he is an independent contractor for Beach Boss Influencers, a marketing business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.