Alex Olteanu is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Bridgeway Analytics and Tulane University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dominic Stilletti is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, Inc., and previously at Capital One Investment Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Daniel Malone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2014 and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Robeson Hilton is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2015, including its predecessor Axa Advisors. Hilton is involved with the Plainview Old Bethpage Soccer Club. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management services, utilizing a variety of advisory programs and third-party managers.

Cheryl Giustiniano is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Citibank and Verizon Wireless. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Marlatt is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a notary public in Suffolk County, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

John Hernandez is a financial advisor at OSAIC with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at SagePoint Financial and Doral Asset Managers, where he also serves as CEO. Hernandez is involved in selling life and health insurance as well as fixed annuities to individuals and businesses. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

James Maguire is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at ABG Services Inc and ICD Securities Inc from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Punturo is a CFP® with 25 years of experience, affiliated with Cambridge Investment Research Advisors since 2013. He has a background that includes founding Punturo Financial Services, Inc. and partnership in Bernstein & Puntuoro, LLP, a full-service accounting and tax firm. He serves as a director of a national CPA organization and is co-chair of a committee for the Long Island Alzheimer Foundation’s annual event. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Andrew Sanborn is a financial advisor with Mass Mutual Investors Services in Huntington Station, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he serves as a referee for the Long Island Soccer Referee Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, written strategies tailored to client goals.

Luca Boast is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Safetots Limited from 2020 to 2026. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver personalized investment solutions.

Arnold Hochstadt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo. In addition to his advisory role, he serves as an acting surrogate in Queens County Surrogate's Court, managing estate distributions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from internal and third-party sources and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Spencer Lathrop is a financial advisor at Merrill with nine years of industry experience, including one year as a registered representative. He holds the Series 66 designation. Prior to joining Merrill in 2017, he worked at Mindshare for one year. 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. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Paul Weiss is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and having 26 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America N.A. since 2008. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vincent Parziale is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Massachusetts Mutual Life Insurance Co., and LPL Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation through various brokerage or advisory programs as an option for clients.

Sandra Jacklett is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2007. Based in Hauppauge, NY, her career includes over 17 years specifically with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Neal Hayias is a financial advisor with Equitable Advisors in Melville, NY, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience, including 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Outside of his advisory role, he is involved in thoroughbred racing and breeding as the owner of Jonirose LLC. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and offers ERISA fiduciary services, focusing on matching clients to appropriate investment models and managers.

Connor Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized wealth management strategies tailored to his clients' unique financial situations. He works closely with clients to understand their priorities and create flexible strategies that align with their goals, leveraging investment insights from Merrill and banking solutions from Bank of America. His practice offers a range of services including retirement and estate planning, complex cash management, tax-efficient management, and financial behavioral guidance. Connor's areas of expertise encompass corporate executive services, divorce transition planning, family wealth management, defined benefit plans, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. Connor holds a Bachelor's Degree from Quinnipiac University and the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish. Outside of his professional role, he enjoys basketball, cooking, fishing, golfing, and watching movies.

Geoffrey Ringstad is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 17-year tenure at First Empire Securities, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

William Donohue is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary model portfolios and offers a centralized structure for custody and order routing.