Robert Slovinsky is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and over 35 years of industry experience. He has been with Wells Fargo Advisors since 2021 and previously worked at Wells Fargo Clearing for five years. Slovinsky serves as a trustee for family trusts and has full ownership of Ollie Capital Group, Inc. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

Nicholas Mavro is a CFP®-credentialed financial advisor with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003, following a brief tenure at Merrill in 2002-2003. Outside of his advisory work, he has contributed as a contractor to The American List, a technology project aimed at helping consumers identify U.S.-manufactured products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative due diligence to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Joylynn Gandolfi is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with MassMutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company and Citistreet Equities LLC. Outside of her advisory role, she is involved in insurance sales focusing on individual and group life and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and structured annual planning engagements.

Gina Accolla is a financial advisor at Stifel with 31 years of industry experience. She holds the Series 63 and Series 66 registrations and previously worked for First Empire Securities, Inc. for 25 years before joining Stifel in 2019. Outside of her advisory role, she owns and operates a promotional products distribution business. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Lawrence Giambalvo is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside a diversified investment approach.

Richard Malen is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corp. for 20 years. Outside of his advisory role, Malen serves as an elected officer of the Jones Beach Lifeguard Corps and works as a lifeguard at Robert Moses State Park. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with various managed account strategies and third-party money manager programs.

James Flood is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2012, following five years at UBS Financial Services. Outside of his advisory role, he serves as a trustee and co-trustee for investment-related purposes in Longboat Key, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models as part of its structured financial planning process.

Jonathan Guzman is a financial advisor at UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 designations with 12 years of industry experience. He has been with UBS Financial Services since 2014. 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 operates as a broker-dealer, investment adviser, and futures commission merchant.

Eric Richter is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee and fundraiser for The Chemotherapy Foundation, a nonprofit focused on cancer research. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Rawlric Sumner is a Financial Consultant at Fidelity Investments. He provides clients with financial planning services aimed at meeting both their personal and family needs while supporting their short- and long-term goals. His approach includes holistic planning, asset organization, consolidation, and the implementation of investment strategies. Rawlric joined Fidelity Investments in 2021, initially serving as a Financial Representative. He then worked as an Investment Consultant from 2022 to 2023 before becoming a Financial Consultant in 2023. His experience at Fidelity has focused on assisting clients with various stages of financial planning and investment management.

Philip Arcilesi is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Commerzbank AG and Citigroup. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Carissa Casagrande is a financial advisor with Cetera in Melville, NY, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Wealth Services, Avantax Advisory Services, and PricewaterhouseCoopers, among other firms. Casagrande is also an accountant at Koval & Casagrande CPAs, PLLC, where she provides financial planning, investment assistance, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios and third-party managers.

Bryant Weintraub is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Quinn is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, National Association since 2015. He previously worked at Merrill in 2013-2014. Quinn serves on the board of directors for the Gardiners Bay Country Club, a golf club where he is also a member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joseph Mcalinden is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, he worked at Catalpa Capital Advisors LLC for seven years and is a co-owner of Prosparency LLC, a software company that validates market data users. 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.

Craig Goldman is a financial advisor with Morgan Stanley in Melville, NY, holding the Series 66 designation and with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Jennifer Kiezel is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following five years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Scott Vislocky is a financial advisor with LPL Enterprise, holding a Series 63 designation and 30 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and operates affiliated insurance and trust services.

Robert Reed is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously spent nearly three decades at North Ridge Securities Corp. He is also the owner of Manchester Financial, where he manages firm operations and serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered adviser that offers portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, and provides access to multiple investment program options and third-party managers.

Paul Essner is a CFP® with 34 years of industry experience, currently serving at Osaic. He previously worked for Securities America Advisors and Securities America Inc. for 15 years, and New England Securities for one year. Essner holds an executive position at Risk Strategies Company, a firm involved in the sales and service of insurance products. Osaic Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, offering various program options including advisor-managed portfolios and third-party manager selections.