Lisa Hoffmann is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Romina Marion is a financial advisor with LPL Enterprise, holding a Series 66 credential and 24 years of industry experience. She previously spent 24 years at Merrill in various roles before joining LPL Enterprise in 2026. Outside of advisory work, she is involved in a non-variable insurance agency business. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

William Donahue is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. Donahue is also part owner of Donahue Resource Group Inc., a business expenses entity used for tax purposes. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Raquel Anagnostopoulos is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, New York Life, and Foresters Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight of affiliated and unaffiliated sub-advisers.

Tamara Wheeling is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling to support its financial planning process.

Anubhav Mullick is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with OSAIC and serves as managing partner at Murphy Mullick Capital Management Corp., an independent registered investment advisory firm. Mullick’s prior experience includes roles at American Portfolios Financial Services, Cetera Advisors, and Investors Capital Corp. Outside of his advisory work, he is president of Vibanu Capital Corp., a personal holding company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and offers a variety of programs such as unified managed accounts and third-party money manager options.

Finbar Mc Clintock is a Series 66-licensed advisor with LPL Financial in Melville, NY. He joined LPL Financial in 2026 and has held roles at Iona University, Entrust Global, Clark Capital, and several other organizations since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with an emphasis on both discretionary and non-discretionary account management supported by various investment strategies and technology tools.

Karen Tarpey is a financial advisor at Ameriprise with 32 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

John Creeron is a financial advisor with Ameriprise and holds a Series 63 designation. He has 42 years of industry experience, including 14 years at Raymond James Financial Services and associated firms before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized retirement-income consulting team that delivers tailored, algorithm-assisted recommendations.

Kristi Rossy is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has six years of industry experience, including ten years at Ameriprise. Rossy is a managing director and 40% partner at Wayfinder Wealth Management and is involved in several business management roles, including as president of KRossy Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using various analytical tools and maintains specialized programs in municipal and public finance as well as employer-sponsored retirement plans.

Juan Romero is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Maureen O'Donnell. Before entering the financial industry, he worked in various positions outside the sector, including at Ikea and Dick's Sporting Goods. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Santini is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he was with Royal Alliance for six years and National Planning Corporation for two years. Santini is also a partner in Santini & Tastrom LLC, a financial advisory partnership. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform with both proprietary and third-party investment strategies.

Anthony Vlachos is a financial advisor with LPL Financial based in Melville, NY. He holds the ChFC® designation and the Series 63 license, with nine years of industry experience. He has previously worked at National Planning Corporation and is involved with WizdomTower Risk LLC, where he has been active for twelve years. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Peter Lamberti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 32 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Oppenheimer. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its Wells Fargo Investment Institute with third-party analytics to guide investment decisions.

Peter Che is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. He previously worked at JPMorgan Chase for 14 years before joining Merrill in 2023. Che was also the owner of a family-operated dry-cleaning business, which ceased operations in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Reuben Birnbaum is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is the sole proprietor of BWM Holdings LLC, a real estate investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and methodologies in its financial planning process.

Justin Wasserman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has held positions at several firms, including Merrill, Wamu Investments, and Chase Investment Services, before joining J.P. Morgan Securities in 2012. He holds Series 66 and Series 63 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Loretta Morano is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 license and bringing 27 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

Jane Carmody is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The First National Bank of Long Island. Carmody owns and manages JSC Management Inc., an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and referral channels to provide tailored recommendations.

Donald Mccormick is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is a co-owner of NuMac Realty, LLC, a real estate business. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with significant assets under management.