William Hytner is a financial advisor with Osaic, holding the CFP® designation and securities licenses Series 63 and 65, with 32 years of industry experience. His previous roles include positions at Royal Alliance from 2017 and National Planning Corporation from 2003 to 2017. He is also the owner of Wealth Preservation Group, a sole proprietorship focusing on financial, estate, and investment planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with discretionary management options and access to alternative investments via third-party platforms.

Edward Travaglianti is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Financial Services, TD Private Client Wealth, TD Bank, Tullett Prebon Financial Services, and Chapdelaine & Co. He is also involved in a non-variable insurance business selling whole and universal life products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a wide range of investment options and uses a combination of proprietary research, third-party subadvisors, and technology tools to support client portfolio management.

Charles Albrecht is a Series 66-licensed financial advisor with Ameriprise in Melville, NY, bringing 23 years of industry experience. He has been with Ameriprise since 2005 and is also the owner and president of A.C.C.A., Inc., a practice management corporation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Shown Kumar is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining MassMutual’s affiliated firms in 2025, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2025. Outside of his advisory role, he is involved in several business activities including ownership of a taxi medallion and managing administrative support through multiple LLCs and S-Corps. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning engagements.

Joanne Diemer is a financial advisor at Ameriprise with 43 years of industry experience and holds a Series 63 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she provides notarial services. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Pluschau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Citigroup and Citigroup Global Markets from 2004 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

Jason Di Dio is a CFP® certificant currently with Ameriprise, where he has worked since 2024. He has five years of industry experience, including prior roles at Commonwealth Financial Network and Equitable Advisors, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Jacobs is a financial advisor with Ameriprise in Stony Brook, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. before continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, tax-smart income strategies through a centralized consulting team. The firm combines research, modeling, and adaptive withdrawal advice, with a focus on assets held in Ameriprise-managed accounts.

James Forbes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2007 and concurrently works with STOP & SHOP for 29 years. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm relies on model-based strategies managed by unaffiliated asset managers and offers various portfolio approaches, including those investing in cryptocurrency ETFs.

John Hannah is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following previous roles at Cetera Advisor Networks LLC and North Ridge Securities Corp. Outside of his advisory work, he participates as an Amazon Vine Reviewer, providing product reviews to Amazon.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to model portfolios, employing a combination of proprietary and third-party research tools.

Anthony Casagrande is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Insurance Agency, among other firms. Outside of his advisory role, he is also the owner of Koval & Casagrande C.P.A.'s PLLC, an accounting and tax preparation firm. 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 that allows advisors to use model portfolios, third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Gregory Aloisio is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked at Ameriprise since 2016, including its Financial Services, LLC division starting in 2020, and previously at Wells Fargo Clearing. Outside of advisory work, he is the author of a self-published book on World War II equipment. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement planning advice. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income strategies and asset allocation within a structured investment universe.

Jeffrey Nagel is a CFP® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services and Albrecht Viggiano Zureck & Co. He serves as a board member of the Bellport Country Club and the Patchogue YMCA. Cetera Investment Advisers LLC is a large nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary accounts.

Jacob Whalen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Flagstar Bank, Bank of America, Merrill, Axa Advisors, and Geico. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Edward Lupardo is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds the Series 63 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and other financial services.

Lauren Bellizzi is a financial advisor with Merrill based in Holbrook, NY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Equitable Advisors and Whaler's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Yonatan Wachspress is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014, including six years under its prior affiliation as AXA Advisors, LLC. Wachspress serves as a board member of the Beis Torah U'Tefillah Synagogue. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs, including third-party managed accounts and firm-led solutions, without sponsoring its own wrap fee program.

Jane Heller Gerard is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 1995. Merrill, along 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 supported by internal and third-party investment teams.

Kevin Vasilik is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and having 29 years of industry experience. He previously worked at Ameriprise for 11 years before joining Raymond James in 2025. Outside of his advisory role, Vasilik is President and CEO of Wayfinder Wealth Management, a business involved in supporting his Raymond James activities and other business functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical modeling tools and supports various advisory programs, with additional capabilities in municipal and public finance.

John Cristello is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Cetera and has held prior roles at firms including Voya Investment Management and JP Morgan Chase. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary account structures.