Gianluca Palermo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Bank of America, N.A. for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with implementation options through various brokerage or advisory programs.

Andres Libreros is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and with 10 years of industry experience. His career includes roles at JPMorgan Chase Bank, Citigroup/Citibank, and TIAA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Shown Kumar is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining MassMutual’s affiliated firms in 2025, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2025. Outside of his advisory role, he is involved in several business activities including ownership of a taxi medallion and managing administrative support through multiple LLCs and S-Corps. 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 programs, emphasizing collaborative, goal-oriented planning engagements.

Joanne Diemer is a financial advisor at Ameriprise with 43 years of industry experience and holds a Series 63 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she provides notarial services. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jason Di Dio is a CFP® certificant currently with Ameriprise, where he has worked since 2024. He has five years of industry experience, including prior roles at Commonwealth Financial Network and Equitable Advisors, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Jacobs is a financial advisor with Ameriprise in Stony Brook, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. before continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, tax-smart income strategies through a centralized consulting team. The firm combines research, modeling, and adaptive withdrawal advice, with a focus on assets held in Ameriprise-managed accounts.

James Forbes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2007 and concurrently works with STOP & SHOP for 29 years. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm relies on model-based strategies managed by unaffiliated asset managers and offers various portfolio approaches, including those investing in cryptocurrency ETFs.

Margarit Torosyan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Bank, JP Morgan Securities, and Santander Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Hannah is a financial advisor with LPL Financial in Melville, NY, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, previously working at North Ridge Securities Corp and Cetera Advisor Networks LLC. Outside of his advisory role, he participates as an Amazon Vine Reviewer, providing unbiased product reviews. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and nonprofits through a wide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Robert Lombri is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Anthony Casagrande is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Insurance Agency, among other firms. Outside of his advisory role, he is also the owner of Koval & Casagrande C.P.A.'s PLLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use model portfolios, third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Gregory Aloisio is a financial advisor at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise since 2016 and previously worked at Wells Fargo Advisors. Aloisio is the author of a self-published book on World War II equipment, with a second volume completed. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeffrey Nagel is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Avantax Advisory Services and Albrecht Viggiano Zureck & Co. Nagel serves on the boards of the Bellport Country Club and the Patchogue YMCA. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services, employing a multi-manager platform with both discretionary and non-discretionary account options.

Bonnie Laffie is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 66 license, and has 44 years of industry experience. She has worked with firms including Royal Alliance Associates and John Hancock Mutual Life Insurance Company. Outside of her advisory role, she operates a sole proprietorship selling insurance and investment products and serves as a trustee for a family trust. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment products on both discretionary and non-discretionary bases.

Lorraine Pasieka is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2004. Outside of her advisory role, she is involved in tax preparation and serves as an executor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Orlando Basile is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Jacob Whalen is a financial advisor with LPL Financial, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Flagstar Bank, Bank of America, Merrill, Axa Advisors, and Geico. He is currently affiliated with Flagstar Wealth Services, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Edward Lupardo is a financial advisor with LPL Enterprise holding a Series 63 designation and 38 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC since 1984 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment adviser representatives, model portfolios, third-party asset management, and insurance products.

Lauren Bellizzi is a financial advisor with Merrill based in Holbrook, NY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Equitable Advisors and Whaler's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 institutions.

Yonatan Wachspress is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AXA Advisors, LLC. Wachspress serves as a board member of Beis Torah U'Tefillah Synagogue. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and other endorsed platforms.