Jackson Willis is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Marist University and Wegmans Food Markets. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

Stephen Pratola is a financial advisor with LPL Financial in Jericho, NY, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His previous roles include positions at Cadaret Grant & Co., Inc., Broadridge, Morgan Stanley, and Merrill. Pratola is also involved with Pratola Wealth Management LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Tadas Petkevicius is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 38 years of industry experience. His career includes over three decades at Metlife Securities Inc. and a current role at MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing planning relationships using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate arrangements.

Howard Ginsberg is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000 and operates Ginsberg Wealth Management LLC alongside his long-standing practice as a CPA since 1993. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Kevin Sheerin Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2021, he held roles at Big Geyser Inc and Roar Beverages LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Varun Soondar is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing in 2025, he worked at Morgan Stanley from 2023 to 2025 and JP Morgan Securities LLC from 2016 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matt Curry is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he operates Curry Financial Group, Inc., a corporation offering financial services related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by its research team and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Charles Schlapp is a CFP®-designated financial advisor with 39 years of industry experience, currently serving with Cetera. His career includes roles at North Ridge Securities Corp., National Life of Vermont, and Superior Financial Management. Outside of his advisory work, he is treasurer of the Kiwanis Club of Northport - E. Northport, Inc., a charitable organization. Cetera Investment Advisers LLC supports a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Joshua De La Torre is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Requisite Capital Management and Katerra before joining J.P. Morgan in 2022. J.P. Morgan Securities specializes in investment consulting and advisory services primarily for institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Michael Cohen is a financial advisor at Stifel with 44 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Juan Rodrigo Martin is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2016 and previously was employed at Axa Advisors, LLC, Cimpress/Vistaprint, and had a brief period of unemployment. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Scott Horning is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He was previously with American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. Outside of advising, Horning is involved in real estate through ownership in Compass Rose Student Housing, LLC, which subleases apartments to students attending trade school. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing tools such as asset-allocation models, risk questionnaires, and automated rebalancing to manage portfolios across a range of investments.

Donna Huber is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 63 designation and previously worked at Signalert Asset Management LLC for 24 years. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Robert Austin is a Series 66-licensed financial advisor at LPL Enterprise with 14 years of industry experience. His prior roles include positions at UBS Securities LLC and Credit Suisse Securities (USA) LLC, where he worked for over three decades combined. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal and third-party strategists, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Nicole Poteat is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs from 2015 to 2017. Outside of her advisory role, she serves as a committee member of Gaingels, a venture capital syndicate focused on early-stage companies with LGBT leadership, and holds board positions with the Ackerman Institute for the Family and Congregation Emanu-El of Westchester. 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 both model-based and discretionary strategies tailored to individual, high-net-worth, and institutional investors.

Brian Emery is a CFP® and ChFC® with 24 years of experience in financial advising. He has been with Ameriprise since 2005 and is currently based in Point Lookout, NY. Emery serves on the Board of Directors for the Point Lookout Civic Association, where he is involved as CEO and Park Project Coordinator. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports.

Stefan Kaplan is a financial advisor with Cetera, holding a Series 63 designation and over 33 years of industry experience. He has worked at Cetera and its affiliated entities since 2017, as well as at MetLife Securities from 2011 to 2017. Outside of his advisory role, he is involved in life insurance sales as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Sameer Aga is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 credentials. Outside of finance, he is involved in importing fruit beverages through his ownership of Global Pathway Inc. He also plans to operate a computer parts sales and repair business under Aga Technologies. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Natasha Mitra is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Citigroup Global Markets Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leonard Baldassare is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with his clients' individual goals. Leonard focuses on areas such as education planning, executive and equity compensation services, institutional and corporate benefits, legacy planning, retirement planning, investment strategy, tax minimization, and retirement income. With a background that includes 20 years at a Fortune 100 company, Leonard transitioned to financial advising to pursue his passion for helping clients develop and achieve their financial goals. He holds a Bachelor's Degree from Hofstra University and is a Personal Investment Advisor (PIA). Leonard follows Merrill’s tradition of community involvement and dedicates time to volunteering with Rotary International. Outside of work, he enjoys biking, boating, cooking, dancing, football, traveling, and spending time with his family.