Jason Rogoff is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Rogoff serves as Executive Director of the Merrick Bellmore Little League and is the owner of Vantage Auto Group of Long Island, an auto purchasing and leasing business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, focusing on topics such as retirement, tax, estate, and special needs planning.

Craig Goldberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as co-trustee for an investment-related family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Zambri is a financial advisor at LPL Financial with 37 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, he is a managing partner at Zambri Enterprises, a business entity involved in real estate ownership. 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 model portfolio programs, and supports its advisors with proprietary research and technology tools.

Colleen Clancy Cucuzzo is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools designed to model investment outcomes.

Russell Lusterman is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2004. In addition to his advisory role, he owns and operates two CPA firms providing accounting, tax preparation, and bookkeeping services, and he is also a notary. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Melody Graham is a CFP® professional with 32 years of experience in financial advising. She has been with Ameriprise and its affiliated entities since 2005 and currently operates out of Melville, NY. 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 rooted in investment research and tax-aware strategies.

Seamus Mitchell is a financial advisor at Morgan Stanley with 20 years of industry experience. He previously worked at LPL Financial from 2004 to 2025 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. He holds the Series 63 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

James Filonuk is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has previously worked at Cetera and Glatman & Filonuk Wealth Management. Outside of his advisory role, he is involved in accounting and tax preparation through his ownership and treasurer position at Glatman & Filonuk CPAs PC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alisson Nieto Reyes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Reyes worked at Bank of America and Citibank. Reyes attended Baruch College from 2021 to 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jake Spano is a financial advisor at LPL Financial with Series 66 registration and one year of industry experience. Prior to joining LPL Financial, he worked at Wykagyl Country Club for seven years and held roles at Hommocks Park Ice Rink, Mamaroneck High School, and Hommocks Middle School. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives using a range of investment strategies.

Benjamin Lee is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes roles at Youngsun Kang CPA PC and entrepreneurial experience with Barnyard Bagel Company. He also worked in various positions during his time at the University of Miami and at Schultzy's Restaurant. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that integrates investment advice, financial planning, and access to third-party asset management programs.

Rachel Heege Abode is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at B. Riley Wealth Advisors, National Securities Corporation, and Gilman & Ciocia. In addition to her advisory work, she operates a fixed insurance business providing life, disability, annuities, and long-term care products. 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 with various investment program options, managing over $256 billion in assets through more than 10,000 advisors.

Patrick Tiernan Jr. is a financial advisor with Ameriprise based in Fort Salonga, NY, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC from 2009 to 2016 and Ameriprise Financial Services, Inc. from 2016 to 2020. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kevin Curry is a financial advisor at LPL Financial with 33 years of experience in the industry. His prior roles include positions at Petersen Investments, Inc., Cadaret, Grant & Co., Inc., and Royal Alliance. 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 portfolio programs, third-party asset management access, and institutional platforms.

Marshall Manoff is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its prior identity as Axa Advisors. Outside of his advisory role, Manoff is involved with Blue Cove Capital LLC and is a member of MaWa Capital, LLC. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s approach incorporates a range of third-party asset managers and advisory programs, focusing on matching clients to suitable investment models and offering services across mutual funds, ETFs, separately managed accounts, and alternative investments.

Jenna Aronoff is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to her advisory career, she was a student at SUNY Cortland and worked at La Bottega Italian Gourmet. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Susan Payton is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 credentials and 45 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Petar Jordan is a financial advisor with Ameriprise in Merrick, NY, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he serves on a nonprofit Board of Directors. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Evan Branfman is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He serves on the Board of Directors for the Long Island Explorium and is Treasurer of the organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-focused planning and recommendations driven by proprietary research and algorithmic tools.

Kenneth Spielman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has worked at firms including LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he is part owner of Atlantic Cove Marina and involved in related holding companies. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.