John Morrissey is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Del Vino Vineyards, Americano Pie Bar, and Binghamton University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, offering both discretionary and non-discretionary advisory services.

Stuart Stein is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, American Portfolios Advisors, and Mass Mutual Life Insurance Company. Stein is also involved in employee benefits and fixed life insurance sales through Professional Group Plans, Inc. and Annuco. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program structures.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Mosick is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Equitable Advisors since 2011, following a period at Axa Advisors. Outside of his advisory role, he is involved in an insurance-related business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Charles Oddo is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 32 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Jeffrey Quinn is a CFP® and ChFC® with 26 years of industry experience. He currently works at Wells Fargo Clearing and has previously held positions at M&T Bank, LPL Financial, People's Securities, Morgan Stanley, and HSBC. He serves as treasurer for Hurricane Hoopers Incorporated, a nonprofit supporting high school boys basketball. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Craig Ferraro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. and Citicorp Investment Services since the late 1990s. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management services.

Robert Sforza is a financial advisor at Wells Fargo Advisors with 18 years of industry experience and a Series 66 credential. His prior roles include positions at Citigroup, LPL Financial LLC, M&T Securities, and HSBC Securities (USA) Inc. He also owns SFORZA CONSULTING GROUP CORPORATION. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored through research and planning tools, covering a wide range of areas from cash-flow to niche services like business-owner transition and special-needs planning.

Stuart Leyton is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at H.D. Vest Investment Services and Hd Vest Investment Securities. Beyond advisory work, he is a licensed attorney operating the Law Offices of Stuart E. Leyton, PC, and is involved in consulting through multiple business entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

John Malinak is a financial advisor with Edward Jones in Commack, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, overseeing approximately $1.01 trillion in assets under management.

Bertrand Sejour is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Securities America Advisors and Vanderbilt Securities, LLC. Outside of his advisory work, he provides tax preparation and resolution services through his accounting activities. OSAIC serves a diverse client base ranging from individual investors to charitable organizations, offering a range of investment advisory and brokerage services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes and account structures.

Kelly Manzer is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Stifel in 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning analyses.

Raymond Ten Hoopen is a financial advisor at Equitable Advisors with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. He also serves as a monitor for the New York State Insurance Department's continuing education program. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third parties to provide advisory and brokerage solutions.

Andrew Drost is a CFP® professional with 31 years of industry experience. He has been with Ameriprise since 1994, holding roles at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Nicholas Loehle is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Bruderman Brothers LLC and Bruderman Asset Management. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by affiliated products and distribution arrangements.

Susan Gordon is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has 25 years of industry experience and has been with Equitable Advisors since 2001, previously working with Axa Advisors. In addition to her advisory role, she provides accounting services for Michael B. Gordon, CPA, and Dicandrian Inc., and serves as a volunteer board member in her local community. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm partners extensively with LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Nicholas Paccione is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in the sale of loan products and home security referrals 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 discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by BNY Mellon Advisors and Pershing.

Thomas Figgiani is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Laidlaw & Company. Outside of finance, he was involved with Surfs Out for four years prior to his current role. 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, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Thomas Sullivan is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a political candidate for New York State’s 23rd Assembly District in the 2024 election cycle. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Jose Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Arch Telecom, Portables Choice Group, and Choice Products and Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.