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 with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with Axa Advisors, LLC during the same period. Outside his advisory role, he serves as a Monitor for the State of New York Insurance Department's continuing education program. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party investment programs, including discretionary management options and ERISA fiduciary services.

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 Series 66-licensed financial advisor with Equitable Advisors, where she has worked for 25 years. She has a total of 27 years of experience including her role as an accountant at Michael B. Gordon, CPA, a position she has held since 1999. Outside of her advisory work, she serves as a volunteer board member of Country Pointe at Kings Park and participates as a committee member for a local homeowners association. Equitable Advisors serves a broad client base that includes individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a mix of in-house and third-party advisory programs, focusing on client-specific risk assessments to match clients with appropriate investment models and discretionary managers.

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 18 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with Axa Advisors, LLC until 2020. Outside of advisory work, Sullivan is a political candidate for the New York State 23rd Assembly District in the 2024 election cycle. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and investment products.

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.

Jordan Levine is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2003. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Timothy Corcoran is a financial advisor with OSAIC in Melville, NY, holding a Series 63 designation and 29 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Corcoran is also involved in insurance brokerage through a sole proprietorship and serves as an Investment Advisor Representative for Lighthouse Financial Network, LLC. OSAIC Wealth, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple investment platforms, using asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

Jay Marks is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY. He holds the ChFC® designation and a Series 63 license, with 39 years of industry experience. Marks has worked with MML Investors Services, Inc. since 1996 and Massachusetts Mutual Life Insurance Company since 1986. He is also president of JHM Financial Services Group, Inc., a firm involved in the sale of individual life, health, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing annual relationships that provide written recommendations without investment discretion.

Joseph Geneva is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Royal Alliance, Equitable Advisors, and Axa Advisors, LLC. He serves as a board member of the Michael Magro Foundation, a nonprofit focused on pediatric cancer. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk analysis, and third-party managed accounts to construct diversified portfolios.

Joshua Greenberg is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Greenberg also serves as a board member of the Young Leadership Group at the Juvenile Diabetes Research Foundation, organizing fundraising and educational activities related to juvenile diabetes. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies.

Suzanne Walsh is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both 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 for asset allocation and planning analyses.

Erica Westfall is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using both model-based and discretionary investment strategies.

William Simmermacher is a CFA® charterholder affiliated with LPL Financial and has 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and The AYCO Company, L.P./Mercer Allied. 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 offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and multiple institutional platforms.

Floyd Ewing Jr. is a financial advisor at Equitable Advisors with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved in an insurance-related business activity. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory models through proprietary and third-party platforms.

Richard Westerberg is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. and Northeast Asset Management Inc. He occasionally recommends life insurance and fixed annuity products and serves as president of Westerberg Wealth Management, Inc. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services with an emphasis on integrated platforms, asset-allocation tools, and access to third-party money managers.

James Bishop is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals and adapt to evolving market conditions. He provides clients with access to Merrill’s investment insights as well as the banking and lending services of Bank of America. James holds a Bachelor's Degree from SUNY at Old Westbury and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to working closely with clients one-on-one to develop tailored financial strategies designed to support their long-term objectives. In addition to his professional responsibilities, James is engaged in community activities and volunteers with local organizations, reflecting Merrill’s tradition of community involvement.

Barbara Cohen is a Financial Advisor with Merrill Lynch Wealth Management. She currently focuses on the operation of The Scheer Provenz Group and works directly with clients to personalize the service they receive. Barbara specializes in retirement planning and education, helping clients understand their options and make informed decisions regarding their financial plans. Before joining Merrill Lynch Wealth Management in 2013, Barbara spent more than 25 years at a municipal bond company and other financial institutions as a relationship manager and registered client associate. She holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning and the Personal Investment Advisor designation. Barbara also earned an Associate's Degree in Science from the University of South Carolina. Born and raised on Long Island, Barbara and her husband, Howard, reside in Syosset. She has volunteered for over 25 years, including serving as President of Temple B’nai Torah in Wantagh and as a Big Sister in the Big Brothers Big Sisters Program for nine years. Barbara enjoys entertaining, traveling, and spending time with her two grandchildren.