Theodore Block is a financial advisor with Ameriprise in Woodmere, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in a jewelry showroom business and serves as a consultant and plan production service provider for Ameriprise advisors. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Riechert is a financial advisor with Mass Mutual Investors Services who holds 56 years of industry experience. Prior to joining Mass Mutual in 2017, he worked at MetLife Securities for 15 years. He is also an independent insurance agent at Riechert Financial Group, focusing on disability, life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software for financial analysis and offers a variety of planning programs, including recently introduced divorce planning services.

Sigrid Goltz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. She has worked with MassMutual entities since 2005, including MSI Financial Services and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analysis tools and offering event-driven planning services such as divorce and estate settlement planning.

Loreto Testani is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Odonnell Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and asset allocation guidance relying on forward-looking capital market assumptions and probabilistic modeling.

Olivier Allain is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 10 years. Outside of his advisory role, Allain also works as a real estate agent with Charles Rutenberg Realty, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that 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 consulting services through a multi-manager platform, with access to various investment strategies and program structures.

Matthew Coughlin is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has five years of industry experience, including previous roles at TD Private Client Wealth LLC and TD Ameritrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Joseph Bonifazio is a financial advisor with J.P. Morgan Securities in Ronkonkoma, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at David Lerner Associates for three years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

George Klueg is a financial advisor at Cetera with 26 years of industry experience and a Series 66 credential. He has operated multiple tax preparation and accounting firms, including Klueg, Filippone & Co. CPAs LLP and Buonanno Klueg Rothmaler CPAs LLP, and serves as treasurer for both Bull Calf Landing HOA and Huntington Baptist Church. Klueg has been affiliated with Cetera since 1999. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program options and affiliations.

Robert Nicastro is a financial advisor with J.P. Morgan Securities in Seaford, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Citigroup and First Republic Investment Management. Outside of his advisory career, he is an owner and seed investor in Daylight RX Inc, a healthcare technology company focused on logistics between pharmaceutical manufacturers and local pharmacies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Angelo Gallo is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Red Jug Pub and Uncle Giuseppe's Marketplace. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and emphasizes tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Sackstein is a financial advisor with Osaic Wealth, Inc. based in Commack, NY. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including roles at American Portfolios Advisors Inc. since 2015. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Michael Fragala is a Series 66 licensed advisor with Equitable Advisors in Melville, NY. He has one year of industry experience and previously worked at firms including EOS Investors, ZCG, and Marcum LLP/CBIZ. Outside of his advisory role, he is involved with MJF Accounting Services Inc., a business he operates concurrently. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of third-party advisory models and discretionary management strategies while offering ERISA fiduciary services through credentialed representatives.

Tyler Strauss is a financial advisor at Edward Jones with a Series 66 designation and experience spanning roles at ICONIQ Capital, Deloitte, and SUSA. He has been with Edward Jones since 2026. Outside of finance, he was involved with the YMCA for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Cody is a financial advisor with Equitable Advisors in Melville, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at JJ Coopers and American Whiskey. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes a combination of proprietary and third-party advisory models.

Steven Keane is a financial advisor with LPL Enterprise, holds Series 63 and Series 65 designations, and has 40 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC for four decades prior to joining LPL Enterprise. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Michele Meilamed is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at UBS since 2020 and previously held roles at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a range of capabilities including discretionary and non-discretionary portfolio management, capital markets services, and wealth management solutions.

Joseph Cataldi is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial, he worked at Northwestern Mutual in various capacities from 2016 to 2026 and operated The Rite Bite Nutrition Counseling LLC since 2023. 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 wide range of advisory services through its network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Gabriel Siri is a financial advisor with Merrill holding a Series 66 credential and no prior industry experience. His work history includes roles at Bank of America, Jemcare, and the Young Adult Institute, among others. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Daniel Toepfer is a Series 66-licensed financial advisor with Equitable Advisors in Melville, NY, where he has worked for 26 years. He has 25 years of industry experience, including two decades at Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party asset managers to tailor solutions based on client information and risk tolerance.