Dennis Gur is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant and Financial Representative, starting in 2022. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Canoga Wealth Management from 2021 to 2022. Dennis focuses on co-creating disciplined and tailored financial plans that aim to grow wealth while managing risk. He emphasizes the importance of managing personal finances as a lifelong journey and partners with clients to develop strategies suited to their individual needs. Outside of his professional work, Dennis has personal interests in cars, fitness, golf, movies, pets, and traveling.

Jay Hochheiser is a CFP®-designated financial advisor with 42 years of experience, currently affiliated with Cetera. His career includes long-term roles with Guardian Life and Avantax, as well as leadership of his own wealth management business, Hochheiser Deutsch & Co Inc. He is also the author of a financial guidebook and serves on the board of the Children’s Medical Fund of New York. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and planning services, supporting both discretionary and non-discretionary strategies.

Robert Bonich is a financial advisor with LPL Enterprise, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in non-variable insurance activities through Prudential’s affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.

Kathleen M Di Meo is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She previously worked at Wells Fargo Advisors LLC before joining Ameriprise Financial Services in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice and customized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Gary Stern is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 63 designation and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Stern serves as a board member of the Long Island Alzheimer's Association and works as a consultant for several New York-based firms. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Sharon Lacolla is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services and EverBank. In addition to her advisory role, Lacolla is a CPA operating a tax and accounting practice and serves as a trustee for an irrevocable lifetime trust. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-based portfolio construction, with access to third-party money managers and wrap programs.

Dennis Leahy is a financial advisor with LPL Financial in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at MML Investors Services Inc. and MassMutual from 2001 to 2017, and Global Retirement Partners from 2017 to 2026. He also provides investment advisory services through Global Retirement Partners, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers comprehensive financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and technology tools.

Ian Rubin is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes coaching volleyball teams outside of his advisory role. Rubin is involved in coaching a volleyball club team at Sportime Clubs, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Juzel Duenas is a financial advisor with OSAIC based in Melville, NY, holding a Series 66 credential and bringing nine years of industry experience. Prior to joining OSAIC, he worked with Royal Alliance Associates, Signator Investors, and Lighthouse Financial Corporation. In addition to his advisory role, he is also licensed as an insurance broker, focusing on the sales and service of fixed insurance products. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Alison McGowan is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She has worked with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. McGowan serves as a board member of the American St Boniface Society, a Catholic charity organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with planning engagements generally provided on a discrete basis.

Raymond Piacentini is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2011 and Bank of America since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Miller is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He previously worked at North Ridge Securities Corp. for 28 years and Cetera Advisor Networks LLC for two years. In addition to his advisory work, Miller is involved in tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary and third-party research, model portfolios, and technology-driven investment solutions.

Kimberly Bethea is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with one year of industry experience. Her work history includes roles in healthcare and education organizations such as AHRC Nassau and Amityville Public Schools, alongside nearly three decades with Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

Robert Martino Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with OSAIC since 2024 and spent 19 years at Ameriprise Financial Services, Inc. Martino serves as a board member for the Boy Scouts of America Suffolk County Council, where he participates in investment and trust committee activities. He is also CEO of MBPG Assoc Inc, a business supporting financial advisory operations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts, with multiple platforms and third-party solutions.

Elizabeth Rose is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her work history includes multiple tenures at Merrill since 2015 and a brief period at BOFA Securities, Inc. She has been with Bank of America, N.A. since 2026. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Basile is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2026, he worked at Wells Fargo Clearing and has experience in other business sectors including equipment rental and alarm services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored written recommendations and ongoing advice focused on reliable income and tax-efficient withdrawal strategies.

Frank Codispoti is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

John Thomson Jr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, AXA Advisors, Mass Mutual Life Insurance Company, and MSI Financial Services. In addition to his advisory work, he engages in outside fixed insurance sales focused on servicing and renewing existing clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services along with access to multiple third-party investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management to deliver customized investment solutions.

Kevin Dayton is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Dayton is the managing member and founder of an LLC that oversees real estate transactions in the Detroit area. 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 client goals, risk tolerance, and time horizon.