James Steck is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is involved in real estate as a landlord. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Akira Kido is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He serves as a board member for the Tokyo Christian University Foundation, Inc., a charitable organization supporting the university's mission. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques as part of its advisory services.

Emmanuel Zisis is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera Financial Specialists LLC and Royal Alliance Associates, INC., and owns Clearscope Wealth, a financial services firm. He serves as vice president of The Peter Latos Prostate Cancer Foundation, which focuses on raising prostate cancer awareness. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, providing access to both affiliated and unaffiliated third-party managers across various program structures.

Joseph Giardino is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. He is also involved with Certainty of Uncertainty LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Kenny Batres is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase, Uber, Home Depot, Stop & Shop, and Henry Norman Hotel. Fidelity's Strategic Advisers LLC, the firm with which he is affiliated, provides investment management and advisory services to a diverse client base comprising retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Wayne Pfeiffer is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time with AXA Advisors, LLC. Outside of his advisory role, he is involved with WJP Insurance Services, Inc. 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/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Loria is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has worked at City National Bank and Ameriprise Financial Services, Inc. Prior to his current role, he held positions at both firms starting in 2015. Outside of his advisory work, he is a passive owner of two eCommerce businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing strategies tailored to clients’ risk profiles through a mix of in-house and third-party managers.

Suzanna Charbonnier is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated services, utilizing both in-house and third-party investment managers.

Richard Meier II is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 18 years of industry experience, including ten years at MetLife Securities Inc. and ongoing roles at MassMutual life Insurance Co since 2016. Outside of his advisory work, Meier serves as an ambassador for the GAMA Foundation and is involved in fundraising and recruiting activities for FINSECA, an insurance industry research organization. Mass Mutual Investors Services is a broker‑dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved analytic tools and provides specialized programs such as divorce and estate-settlement planning.

Bryan Pendrick is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc. for 15 years. Pendrick is active in the golf community, serving on executive committees for the Long Island Golf Association and the Metropolitan Golf Association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement consulting services. The firm utilizes a range of asset-allocation tools and third-party platforms to manage portfolios across various investment types on discretionary and non-discretionary bases.

Augustine Abbatiello is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Cetera in Westbury, NY, where he has worked since 2019. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Augustine is also involved with Long Island Financial Planning Group, a business associated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Theodore Brakatselos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he serves as a church choir director, conducting Sunday and occasional weeknight services from September through June. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Russo is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Foresters Financial Services, Inc., and JCW Mechanical. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Ladenheim is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-affiliated firms since 2013. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Cara Maloney is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2018, following prior roles at Cetera Investment Services and Valley National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management. The firm combines planning with managed-account programs under its WealthPlan option while maintaining separate services.

Terrence Fenton is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, he has experience in the hospitality and tourism sectors through previous involvement with Di Jamaican DocBird Restaurant and various tour operations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage channels.

David Reuben is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cadaret, Grant & Co., Inc., Royal Alliance, and Ryan, Beck & Co., LLC. Outside of his advisory role, he provides tennis instruction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Maria Barilla is a financial advisor at Merrill with 30 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years and holds a Series 63 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including access to swaps, derivatives, lending, and custody services.

Christopher Skutnik is a CFP® credentialed financial advisor with six years of industry experience, currently with Ameriprise. He previously worked at BNY Mellon Securities Corporation and BNY Mellon. Skutnik serves on the board of The League Of Yes and is involved in the hospitality industry through roles at Rose Hill Vineyards & Inn and Main & Mill House. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anil Lamba is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1993. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate brokerage or insurance arrangements.