Jesse Yoskowitz is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Axa Advisors, Henry Schein, and Limitless Group. Outside of his advisory role, he is involved in health insurance sales through TMRW Benefits and BenAdvance. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Andrew Morse is a financial advisor with J.P. Morgan Securities in Melville, NY, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013 and worked at JPMorgan Chase Bank, NA from 2012 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Gregory Giantsos is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 designations and two years of industry experience. He previously worked at Bank of America, NA for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining technology with a broad platform that supports over 22,800 advisors.

Douglas Abbate is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He previously worked for Cambridge Investment Research, Inc. for 10 years before joining Cetera in 2025. Abbate is also the owner of Investwithdoug.com, a marketing website. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across various program structures.

Chukwuemeka Orakwue is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to bring structure and purpose to their wealth. He focuses on organizing various elements of clients' financial lives and developing personalized strategies tailored to their retirement planning, investment management, liquidity needs, risk considerations, and evolving life goals. Chukwuemeka's client approach centers on understanding the client's family, career, assets, financial obligations, and future aspirations through attentive listening. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, liquidity management, and tax minimization. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Minnesota System. Outside of his professional work, Chukwuemeka enjoys fishing, traveling, and watching movies.

Katharine Tomasino is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Advisors Commercial Real Estate and Coldwell Banker Commercial Advisors. She is the owner of Rogers Partners LTD, a private limited company based in Brooklyn, New York. 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, pension plans, corporations, and charitable organizations.

Roderick Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1999, he has focused on developing financial strategies tailored to individuals, their families, and their businesses by understanding their short- and long-term objectives. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and retirement income. Rod holds a bachelor's degree from the State University of New York system, specifically SUNY Old Westbury, where he studied English. He holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Rod and his wife Christina reside in North Babylon with their two children and support the Big Brothers Big Sisters of Long Island. His personal interests include basketball, running marathons, and yoga.

Aaron Donato is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Since beginning his career in investment and financial services in 2016, he has worked with families and their children to provide advice, guidance, and structure for financial decision-making. Aaron manages discretionary custom investment strategies and selects from Merrill Lynch model portfolios and third-party investment strategies to help clients pursue their objectives. Aaron's experience extends to education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on building lasting relationships with clients, including executives, business owners, and professionals in sports and entertainment, with an emphasis on long-term collaborations and customized guidance. He is also a Registered Player Financial Advisor with the National Football League Players Association (NFLPA). Aaron holds a Bachelor's degree in Business Management from The Pennsylvania State University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, he enjoys basketball, reading, running, skiing, spending time with his family, and watching movies. He is involved in community activities such as Habitat for Humanity, Island Harvest, Keep Islip Clean, Inc, Long Island Cares, Inc, and Toys For Tots.

Stephen Hildebrandt is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His previous work includes roles at AIG and GM Advisory Group, as well as employment at Penn State University. He also maintains an outside health insurance appointment with United Healthcare Oxford. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through various advisory and third-party programs.

Maria Luisa Serravillo Graci is a financial advisor at Morgan Stanley with 43 years of industry experience. Her career includes long tenures at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. She holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by firm-approved tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Michael Palazzolo is a financial advisor at Osaic Wealth with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. and Guardian Life Insurance Company of America. Outside of advising, he is a co-partner at Fortress Financial Services and has authored a fiction book titled *Route 80*. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Jennifer Gusz is a financial advisor at UBS Financial Services with 19 years of industry experience. She has been with UBS since 2015 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers investment advice supported by proprietary research and model-based asset allocations.

Andy Gomez is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at WealthSpire Advisors, Blue Ocean Wealth Solutions, and Amerivents. Outside of finance, he has experience working in the food service and retail sectors, including Mario's Pizzeria and ShopRite. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

William Franko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his financial career, he is involved in hospitality and safety consulting roles, including work as a bartender and floor manager as well as fire guard duties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Guy Dellecave is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2021 and American Portfolios Financial Services, Inc. from 2015 to 2021. In addition to his advisory roles, he serves as Executive Director of the Butch Dellecave Foundation, a nonprofit organization focused on fundraising and event coordination. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across various program structures and custodial relationships.

Christopher Sackman is a financial advisor with Ameriprise in Levittown, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, with a focus on assets held in Ameriprise-managed accounts.

Ellen Gaitings is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Wells Fargo since 2016 and also has a long-term role as a homemaker. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory and financial planning services, supported by extensive research and analytics, and operates with over 14,000 financial advisors nationwide.

Keith Fuller is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Citibank, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Douglas Cerrato is a financial advisor at Ameriprise with 20 years of industry experience. His prior roles include positions at JP Morgan Chase and AXA Advisors. He is also involved in independent insurance brokering and co-owns Fusaro and Cerrato Enterprises, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Humbert is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2024, with prior roles including positions at New York Community Bank and teaching at Long Island University – Post. Outside of his financial advisory work, he has served in roles at St. Pius X RC Church for seven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.