Jeffrey Resnick is a financial advisor at Merrill with 29 years of industry experience, including 22 years at Merrill. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as a part-time umpire for a recreational softball league. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Oliver Hudesman is a CFP® and Series 66-registered financial advisor with Stifel, based in Garden City, NY. He has 17 years of industry experience and has worked at Stifel since 2008. Outside of his advisory role, Hudesman serves on the executive committee of the Long Island Golf Association, helping to identify golf courses and sponsors for local championships, and is a member of the Cross Island Referral Network. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Anowar Osmani is a financial advisor with LPL Financial based in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, NYLIFE Securities LLC, and Signature Securities Group. Outside of advising, he serves as Vice President of Investor Relations at Red Apple Tax & Professional Inc. and is a notary public for the State of New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of over 22,000 advisors.

John Losquadro is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His previous roles include positions at Cetera from 2016 to 2020 and Northwestern Mutual Investment Management from 2008 to 2014. Outside of his advisory role, he is involved with Flagship Financial Group, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Ciccone is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel Nicolaus & Co. since 2015, with a break during which he attended Providence College. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Sean Wynne is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at CitiGroup Global Markets for 11 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Peter Barone Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Ameriprise Financial Services since 2009 and previously at TD Wealth Management Services Inc. from 2006 to 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written reports and ongoing advice, with a disciplined approach to asset allocation and withdrawal strategies.

Mahmoud Mansour is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He serves as a resource for a broad range of financial matters including investing, retirement planning, and saving for unexpected events. Mahmoud also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. He holds the Professional Investment Advisor (PIA) designation and earned his High School Diploma/GED from Atlantic City High School. Mahmoud takes a client-centered approach, aiming to uncover what matters most to individuals and their families in order to help create effective financial strategies.

Linda Murphy Kall is a Series 66-registered financial advisor with Morgan Stanley in Garden City, NY. She has four years of industry experience, including prior roles at Tutti and a long tenure at Ralph Lauren. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, with a broad suite of investment offerings.

Kenneth Jacobsen is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he owns a business called It's Never OK Training. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Lisa Abramson is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of her advisory role, she is involved in commercial real estate as a member of an LLC. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and fee-based advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and planning analyses.

Spencer Cavallo is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018 and spent five years at Ernst & Young prior to that. 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 processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Evan Meyers is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Nicholas Fanneron is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including roles at Bank of America, Merrill, and First Republic Investment Management. His background also includes positions at Northeastern University. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sean Rosenfeld is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Infinity Global. Outside of his advisory role, Rosenfeld is engaged as a producer and sales professional at Risk Strategies Company, focusing on insurance and employee benefit brokerage. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutional clients, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of asset classes.

Robert Gargiulo is a CFP® professional with 16 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Edward Jones for 11 years. Outside of his advisory role, he is a co-owner of MRDRNG LLC, which manages his Ameriprise business operations. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, 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 a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Salvatore Zatkowski is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 10 years. Outside of advising, he owns and operates Pinnacle Tax Advisors of Long Island and runs a fishing charter boat that provides services to charities. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

James Gallego is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized, goals-based wealth management plans that aim to facilitate achieving their financial objectives while providing financial confidence. His approach involves understanding each client's full financial picture and creating flexible strategies tailored to their long-term goals. James holds a Bachelor's Degree from Brockport College and a Master of Business Administration (MBA) from Columbia Business School. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He is also a member of the Economic Honor Society Omicron Delta Epsilon. In addition to his professional work, James participates in community activities, including involvement with the Bethpage Chamber of Commerce. His personal interests include golfing, spending time with his family, and writing.

Jenna Rutchik is a Series 66 licensed financial advisor with Morgan Stanley, based in Garden City, NY. She has seven years of industry experience, including roles at Oppenheimer & Co and Morgan Stanley Private Bank. Jenna has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory process.

Pornnipa Pongvitayapanu is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 32 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Her outside business activities include involvement with insurance and investment-related entities under LPL Business such as Palo Agency, Inc. and Arbour Agency, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, with access to third-party asset managers and a wrap program, and it also offers affiliated insurance and trust custody services.