Domenico Dercole is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also active as an independent agent in outside fixed insurance. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Harish Chugh is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. He serves as a trustee for the Herricks Community Fund in New Hyde Park, NY. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and multiple endorsed TAMPs to deliver advisory and brokerage solutions.

Tercia Dobrzynski is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining LPL Financial, she served on the Yardarm Homeowners Association from 2021 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.

Jesse Solomon is a Series 66 licensed financial advisor with Merrill in Melville, NY, bringing nine years of industry experience. His work history includes roles at Merrill and Bank of America since 2017, as well as prior experience at Dataminr and NYU Stern School of Business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Brian Simonetti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors LLC and Ross Strent & Co., LLP. Outside of advising, Simonetti is a partner at Licata Papadopoulos & Simonetti CPA and serves as treasurer of the Rose Brucia Foundation nonprofit. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

William La Mura is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel since 2019 and previously spent eight years at First Empire Securities. Outside of his advisory role, he has been involved with Prospect Sports for 19 years and the NY Baseball Academy for 23 years. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Helldorfer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of experience at the firm. He has a background that includes over two decades as a CPA and accountant operating his own practice, John E Helldorfer, CPA, since 1999, and prior roles at CA Technologies Inc. He is involved in various non-investment related business activities including providing accounting and tax services through his CPA practice. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Steven Corina is a financial advisor with Equitable Advisors in Melville, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at the Internal Revenue Service and served in the Peace Corps. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Alex Katz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JPMorgan. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Alster is a CFP® with 18 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2008 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with several health insurance providers. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team.

Akash Advaney is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, based in the Melville, New York office within the Long Island Market. He serves clients locally and across the country, focusing on helping individuals and families navigate complex financial decisions by providing personalized investment strategies aimed at achieving long-term success. Akash works closely with clients to define their objectives and offers ongoing advice, adjusting portfolios to align with evolving client needs. He holds a Master of Science in Real Estate Analysis and Development, as well as a Bachelor's degree in Finance from the Smeal College of Business at Pennsylvania State University, where he also completed a minor in Information Systems Management. His professional experience includes sales and trading and wealth management, with particular expertise in alternative investments such as private credit, private equity, hedge funds, and real estate strategies. Akash has an interest in disruptive and innovative technologies, including fintech and artificial intelligence, and maintains a strong understanding of macroeconomic trends. In addition to his financial career, Akash speaks English and Hindi and is designated as a Personal Investment Advisor (PIA). Outside of work, he spends time with his family, enjoys traveling, reading, and following football.

Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lynne Crockett is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2011. 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 and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christopher Fucci is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Fucci serves on the board of directors for Inspire Arts & Music. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Frank Fattizzi is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., and A&F Capital Group. Osaic Wealth 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, utilizing a range of tools and strategies to construct diversified portfolios tailored to clients’ investment preferences.

Aldo Jimenez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at LPL Financial, LLC before joining Merrill and Bank of America N.A. in 2018. Outside of his advisory role, Jimenez is an insurance agent and the owner of Aldo Jimenez Wealth Management Corp. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Albert Milano Jr. is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held roles at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. He holds Series 63 and Series 65 designations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory programs and emphasizing individualized client planning.

Nora Zaba Slater is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 12 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides detailed, non-discretionary recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Scott Sanders is a CFP® professional with 29 years of industry experience, currently affiliated with OSAIC since 2024. He has held positions at Citrin Cooperman, Gettry Marcus CPA, American Portfolios Financial Services, and has led his own CPA firm, Scott Sanders CPA P.C., since 1992. Sanders is also active as the president of Wealth Advisory, Ltd. and serves as co-treasurer and board member of a nonprofit financial planning association on Long Island. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services that include financial planning, retirement consulting, and access to third-party money managers and model portfolios.

Paul Marasciullo is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he participates as a chain crew member for the New York Jets in field services. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its affiliated companies.