Robert Spina Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has been with UBS 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 provides access to proprietary research and a broad range of capital markets solutions.

John Bellontine is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, and supports its network of over 22,800 advisors with technology and a broad platform of financial products.

Tanya Gambale is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2016. In addition to her advisory role, she is a Notary Public for Suffolk County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jonathan Ostrow is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisory services.

Michael Bausk is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue long-term goals by educating them about their finances and investment options. His client focus areas include college education planning, divorce transition planning, liquidity management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Michael brings a broad range of experience to his role, including an eight-year career in real estate, where he assisted clients with one of their most significant financial investments—their homes. He is a second-generation financial advisor who learned the importance of listening closely to clients’ goals and needs from his father. Michael holds bachelor's degrees from both Yeshiva University, where he studied political science, and Brandeis University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hebrew, and Spanish. Outside of his professional work, Michael is actively involved in his local community. He participates in the Young Israel of Woodmere synagogue and has coached high school basketball for over 20 years. He is also a father of four children and enjoys baseball, basketball, cooking, golfing, tennis, and spending time with his family.

Michael Higgins is a CFP®-certified financial advisor at Osaic with 28 years of industry experience. His prior roles include positions at Woodbury Financial Services, Fidelity Brokerage Services, and Morgan Stanley. He also works in fixed annuity and insurance sales, researching and recommending appropriate solutions for clients. Osaic Wealth serves a diverse range of retail and institutional clients through a large multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and solutions.

Daniel Gopen is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, previously working at National Asset Management and National Securities Corporation before joining Cambridge in 2021. Outside of his advisory role, he is involved in tax preparation and accounting through Premier Tax Planning and also works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Damien Garcia is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and seven years of industry experience. He has been affiliated with both Merrill and Bank of America since 2005. Outside of his advisory role, he operates a sole proprietorship as an art instructor, teaching ceramics classes. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Bradley Schatz is a financial advisor at Morgan Stanley with 16 years of industry experience. He has held roles at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Stephen Murphy is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 license and bringing 34 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Stifel Nicolaus & Co Inc for three years. He is also a part owner of The Murph's Famous, LLC, a company producing a non-alcoholic drink mixture. Wells Fargo Advisors Financial Network is a large 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 and uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Brendan Rorke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2023 and served as a Relationship Manager at Bank of America from 2018 to 2020. His experience spans retirement planning, income and wealth planning, and general financial guidance, focusing on developing actionable and sustainable financial plans tailored to clients and their families. Brendan aims to build long-lasting relationships to help clients stay on track toward their financial goals.

Jon Coppola is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at LPL Financial, M&T Securities, M&T Bank, Banc of America Investment Services, and Waddell & Reed. He also serves as an Executive Vice President at M&T Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Jacqueline Thiele is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. She serves as co-trustee of both her mother’s and father’s trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sandeep Israni is a CFP® certificant with 35 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Dennis Singh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been involved in the financial services industry since 1998, working in various capacities including private equity, corporate finance, and program trading, with professional experience in Australia, Switzerland, and the United States. Dennis provides financial solutions tailored to his clients' risk tolerances, time horizons, liquidity needs, investment goals, and associated costs, focusing on credit and lending, investment planning, retirement planning, and income replacement strategies for individuals, families, businesses, and organizations. He has worked with national and state professional organizations to enhance membership value and collaborates with entities such as the Medical Society of The State Of New York and New York University. Dennis assists business clients in monetizing corporate structures to create passive income streams through revenue sharing programs offered by Bank of America. His client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Dennis holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Thomas Edison State College, completed an Accredited Certificate Program at Yale University, and holds a Master of Science degree from the College for Financial Planning. Dennis is a member of professional organizations including the Investments & Wealth Institute™, Certified Financial Planner Board of Standards Inc, and the College for Financial Planning Institutes Corp. He resides in Nassau County with his wife and two daughters and enjoys camping, fishing, and spending time with his family.