Craig Goldman is a financial advisor with Morgan Stanley in Melville, NY, holding the Series 66 designation and with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Brian Quatrale is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes nine years at American Portfolios Financial Services, Inc. and 34 years with Massachusetts Mutual Life Insurance Company. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Vislocky is a financial advisor with LPL Enterprise, holding a Series 63 designation and 30 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and operates affiliated insurance and trust services.

Robert Reed is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously spent nearly three decades at North Ridge Securities Corp. He is also the owner of Manchester Financial, where he manages firm operations and serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered adviser that offers portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, and provides access to multiple investment program options and third-party managers.

Paul Essner is a CFP® with 34 years of industry experience, currently serving at Osaic. He previously worked for Securities America Advisors and Securities America Inc. for 15 years, and New England Securities for one year. Essner holds an executive position at Risk Strategies Company, a firm involved in the sales and service of insurance products. Osaic Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, offering various program options including advisor-managed portfolios and third-party manager selections.

Paul Donahue Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining OSAIC in 2024. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and multiple managed account options supported by various analytical tools.

Frank Aimetti is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has built his entire 45-year career since 1977. He holds the position of Vice President and is recognized as a Personal Investment Advisor (PIA). Frank's expertise encompasses tax minimization, retirement planning and administration, wealth accumulation, education planning, liquidity management, managing new wealth, personal retirement planning, and retirement income strategies. He earned a Bachelor's degree in Business Administration from Long Island University – Post. Throughout his career, Frank has focused on providing clients with comprehensive guidance related to their investment and retirement goals, estate planning services, and strategies. Frank enjoys baseball, cooking, football, gardening, music, spending time with his family, watching movies, writing, and yoga.

Sara Urban is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary tools and third-party asset managers.

Timothy Riley is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Mustafa Yaqubie is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience at Morgan Stanley and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a manager solutions team and may incorporate ESG considerations.

Ellie Suemin Ko is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Her prior work history includes roles at JPMorgan Chase Bank, N.A., DBS Bank, and David Zwirner Gallery. She attended Columbia University from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.

Paul Goldhirsch is a financial advisor with OSAIC in Melville, NY, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 16 years with Signator Investors Inc. Goldhirsch also operates a sole proprietorship as an insurance broker specializing in fixed insurance and client servicing. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth, and non-HNW households, offering brokerage and advisory services across multiple programs. The firm employs a model-based investment approach with portfolio optimization tools, supporting discretionary and advisor-managed strategies through a complex affiliate network and various custodial and legacy arrangements.

Kenneth Greenblatt is a financial advisor with Equitable Advisors who holds Series 63 and Series 65 licenses and has 41 years of experience in the industry. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors. Outside of his advisory role, he is involved as a trustee for multiple life insurance trusts and owns KRG Wealth Management, Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Hudson Elebash is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Maison, The Urban Electric Company, The Ordinary, Goodby Silverstein & Partners, and Mercedes-Benz USA. 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.

Christian Bautista is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services before joining Charles Schwab and its related entities. Bautista holds a Series 66 license. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment review process.

Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and associated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning arrangements.

Todd Petraco is a CFP® certified financial advisor with Ameriprise, where he has worked since 2005, including six years at the current firm. He has 32 years of industry experience. Outside of advisory services, Petraco is involved in managing several rental real estate properties and operates an independent contractor entity that supports his advisory practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gregory Petraco is a financial advisor at Ameriprise with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Akretep Inc., Waterview Restaurant and Caterers, and Miami University. He is also employed at Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, integrating investment research and algorithmic analysis within a structured, non-discretionary framework.

Michael Meehan is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at Merrill and Bank of America. He serves as a committee member of the Investment and Wealth Institute, participating in ethics hearings for certificants. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers tailored advisory programs to individual investors, institutions, and charitable organizations, implementing portfolios through a combination of in-house and third-party managers with options for tax management and responsible investing.

Gregory Prymaczek is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Allstate Financial Services, AXA Advisors, and Signature Bank. He also serves as an independent agent for Combined Insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, with additional services including financial planning, access to asset managers, insurance product sales, and affiliated trust custody and lending programs.