James Filonuk is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has previously worked at Cetera and Glatman & Filonuk Wealth Management. Outside of his advisory role, he is involved in accounting and tax preparation through his ownership and treasurer position at Glatman & Filonuk CPAs PC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Laura Rudolph is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Alisson Nieto Reyes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Alisson held roles at Citibank and studied at Baruch College. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional fiduciaries. The firm integrates investment management with a broad range of banking services and access to diverse financial products.

Jake Spano is a financial advisor with LPL Financial holding a Series 66 designation. He joined LPL Financial in 2025 and has previous experience working at Wykagyl Country Club, Hommocks Park Ice Rink, Mamaroneck High School, and Hommocks Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL Research and third-party subadvisors.

Benjamin Lee is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes roles at Youngsun Kang CPA PC and entrepreneurial experience with Barnyard Bagel Company. He also worked in various positions during his time at the University of Miami and at Schultzy's Restaurant. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that integrates investment advice, financial planning, and access to third-party asset management programs.

Rachel Heege Abode is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at B. Riley Wealth Advisors, National Securities Corporation, and Gilman & Ciocia. In addition to her advisory work, she operates a fixed insurance business providing life, disability, annuities, and long-term care products. 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 with various investment program options, managing over $256 billion in assets through more than 10,000 advisors.

Patrick Tiernan Jr. is a financial advisor with Ameriprise based in Fort Salonga, NY, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC from 2009 to 2016 and Ameriprise Financial Services, Inc. from 2016 to 2020. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kevin Curry is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His career includes 20 years at Petersen Investments, Inc., followed by roles at Royal Alliance and Cadaret, Grant & Co., Inc. He operates a related business entity for his LPL advisory practice. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits, offering a range of advisory programs and services including financial planning, retirement consulting, and model portfolio management.

Marshall Manoff 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 involved with Blue Cove Capital LLC and serves as a member of MaWa Capital, LLC. 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 channels to tailor services to client goals and risk tolerance.

Petar Jordan is a financial advisor with Ameriprise in Merrick, NY, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he serves on a nonprofit Board of Directors. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Evan Branfman is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He serves on the Board of Directors for the Long Island Explorium and is Treasurer of the organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-focused planning and recommendations driven by proprietary research and algorithmic tools.

Kenneth Spielman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has worked at firms including LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he is part owner of Atlantic Cove Marina and involved in related holding companies. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Linda Zimmerer is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her professional experience at Fidelity Investments has involved working closely with clients to develop financial plans that align with their goals and priorities. She focuses on building financial strategies that aim to provide peace of mind and security for individuals and their families. Linda is committed to positively impacting each person she partners with by guiding them through dynamic financial planning processes.

Michael Jappell is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 14 years at J.P. Morgan Securities and 16 years at JPMorgan Chase Bank, N.A. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services using proprietary research and tools, with a focus on tailored recommendations across various complex planning areas.

Christopher Nicolosi is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Oppenheimer for eight years and Stifel Nicolaus & Co Inc for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides financial planning and advisory programs, including discretionary and non-discretionary management, utilizing research from LPL and third-party subadvisors.

Joanne Bennett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in Patchogue, NY. Outside of her advisory role, Bennett is involved with the Patchogue Chamber of Commerce, where she serves as 2nd Vice President and is a member of the board of directors, and she participates in educational seminars at Patchogue-Medford High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Richard Mazur is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Mazur participates in a faith-based men's group focused on family and community support. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement income recommendations, supported by a centralized consulting team and an emphasis on assets held in Ameriprise-managed accounts.

Mark Calaci is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at a variety of firms including TIAA-CREF, Lincoln Financial Securities, and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

Howard Weinstein is a ChFC® with 41 years of industry experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC, spanning over two decades. Outside of his advisory role, he holds an outside insurance position with Oxford Health and acts as power of attorney for his spouse, Kathleen Sullivan. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing 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 LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage solutions.

David Molter is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. for 10 years before joining OSAIC in 2024. Outside of his advisory work, he performs as a DJ, dedicating 5-10 hours per month to this activity. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of advisors. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to build portfolios using stocks, bonds, mutual funds, ETFs, and alternative investments across discretionary and non-discretionary accounts.