John Callea is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Callea is currently based in Hauppauge, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by proprietary planning tools and investment committee insights.

Angel Gulizio is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. He has 14 years of industry experience, including prior roles at Prudential Insurance Company of America and New York Life Insurance Co. In addition to his advisory work, he is a licensed insurance broker and a notary public. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to develop client recommendations.

Michael Mosslih is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Edmund Ruppmann is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Alexa Punturo is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at Punturo Financial Services, Inc., ADP, and XeneX.ai, as well as academic experience at Binghamton University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Joseph Bonanno is a financial advisor with LPL Financial in Hauppauge, NY, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Sterling National Bank, People's United Advisors, People's Securities, Chase Investment Services, and Wamu Investments. Outside of his advisory work, he is involved with Fi Logistix, a company that provides armed guard services for ATM machines. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services supported by proprietary research and technology tools.

Michael Leibowiz is a CFP® with 31 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has been with Royal Alliance Associates, INC. since 2018 and previously worked at Signator Investors, Inc. from 2015 to 2018. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated portfolio rebalancing, providing access to a range of investment products and third-party money managers.

Robert Crothers is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services for 23 years. He also advises clients under the DBA Great South Bay Advisors. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary account management across diverse investment types.

Gregory Napolitano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm combines large institutional advisory operations with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Zachary Hieb is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has previously worked at Citigroup and Blue Ocean Wealth Solutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lisa Hoffmann is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Romina Marion is a financial advisor with LPL Enterprise, holding a Series 66 credential and 24 years of industry experience. She previously spent 24 years at Merrill in various roles before joining LPL Enterprise in 2026. Outside of advisory work, she is involved in a non-variable insurance agency business. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

William Donahue is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for American Portfolios Financial Services, Inc. for 20 years. Donahue is also a 50% owner of Donahue Resource Group Inc., a business expenses entity unrelated to investment activities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Raquel Anagnostopoulos is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, New York Life, and Foresters Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight of affiliated and unaffiliated sub-advisers.

Anubhav Mullick is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at American Portfolios Financial Services, Cetera Advisors, and Investors Capital Corp. He is also the managing partner of Murphy/ Mullick Capital Management Corp., an independent registered investment advisor. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by various investment platforms and third-party managers.

Finbar Mc Clintock is a Series 66-licensed advisor with LPL Financial in Melville, NY. He joined LPL Financial in 2026 and has held roles at Iona University, Entrust Global, Clark Capital, and several other organizations since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with an emphasis on both discretionary and non-discretionary account management supported by various investment strategies and technology tools.

Karen Tarpey is a financial advisor at Ameriprise with 31 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

John Creeron is a financial advisor with Ameriprise and holds a Series 63 designation. He has 42 years of industry experience, including 14 years at Raymond James Financial Services and associated firms before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized retirement-income consulting team that delivers tailored, algorithm-assisted recommendations.

Kristi Rossy is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has six years of industry experience, including ten years at Ameriprise. Rossy is a managing director and 40% partner at Wayfinder Wealth Management and is involved in several business management roles, including as president of KRossy Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using various analytical tools and maintains specialized programs in municipal and public finance as well as employer-sponsored retirement plans.

Juan Romero is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Maureen O'Donnell. Before entering the financial industry, he worked in various positions outside the sector, including at Ikea and Dick's Sporting Goods. 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 annual income planning focused on dependable income sources and tax-aware withdrawal strategies.