Charles Schlapp is a CFP® professional with 38 years of industry experience. He is currently with Cetera and has held roles at several firms including Equity Services, Inc. and North Ridge Securities Corp. Schlapp serves as treasurer for the Kiwanis Club of Northport - E. Northport, Inc., a charitable organization. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money 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 in Massapequa, NY, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors and Cimpress/Vistaprint. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

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 financial advisor with LPL Enterprise, holding a Series 66 designation and 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. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated platform.

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.

Craig Valentine is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He also works as an associate for Hendel Wealth Management Group, assisting with client account services and new business solicitation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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.

Robert Galian is a CFP® and ChFC® with 19 years of industry experience. He has been with J.P. Morgan Securities since 2016, currently serving in Oakdale, NY. Prior to his current role, he has also worked within J.P. Morgan Chase Bank, N.A. since 2018. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Peter Manzi is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Merrill and Bank of America, having previously worked at City National Securities and City National Bank for nearly two decades. Manzi serves as a board member of The Estate Planning Council of Long Island, Inc., focusing on networking and development within the estate planning community. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

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 13 years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Citigroup Global Markets Inc. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.

Brandon Findel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Thomas Moehringer is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He has worked at LPL Financial since 2016 and also at Webster Bank since 2021, with prior experience at Astoria Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by research and multiple portfolio strategies.

Michael Kryger is a Vice President, Wealth Management Advisor at Fidelity Investments. In his current role, he focuses on helping families navigate multi-generational wealth through holistic planning and fostering trusted relationships. He works with a team to develop personalized financial plans tailored to clients' unique situations, goals, and aspirations. Michael has been with Fidelity Investments since 2014, holding various positions including Vice President Branch Leader, Assistant Branch Leader, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His extensive tenure at Fidelity has provided him with a comprehensive understanding of wealth management and client service across multiple Long Island branches. He holds a California Insurance License. Outside of his professional responsibilities, Michael enjoys attending concerts, fitness activities, social events with friends, music, reading, and playing table tennis.

John L'Abbate is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. and American Investment Planners LLC. Outside of his advisory work, he is involved in tax preparation and accounting through roles at American Taxes Inc. and his own firm, John L'Abbate LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors, alongside various technology-driven investment strategies.