Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lynne Crockett is a Series 66 licensed financial advisor with 22 years of industry experience. She has worked at J.P. Morgan Securities since 2011 and previously was with Bear Stearns Asset Management from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Christopher Fucci is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Fucci serves on the board of directors for Inspire Arts & Music. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Vincent Cacciatore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Murphy & Mullick Capital Management Corp. Outside of finance, he is involved in ice hockey coaching and club sports, including activities with Farmingdale State College Ice Hockey and SIQ Hockey LLC. 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, model portfolio programs, and institutional platforms, leveraging technology and a broad network of over 22,800 advisors.

Frank Fattizzi is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Cadaret, Grant & Co., Inc., and Equitable Advisors. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Aldo Jimenez is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2018, following three years at LPL Financial. Outside of his advisory role, he serves as an insurance agent with Algren Associates, Inc., devoting part of his time to selling life insurance. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Albert Milano Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs, delivering services through a network of Investment Adviser Representatives and leveraging third-party asset managers and sponsored advisory programs.

Nora Zaba Slater is a financial advisor at Ameriprise Financial Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for six years before joining Ameriprise in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and algorithmic tools to provide clients with tailored recommendations.

Scott Sanders is a CFP® with 30 years of industry experience, currently serving at OSAIC since 2024. He has held positions at Citrin Cooperman, Gettry Marcus CPA, American Portfolios Financial Services, and leads his own CPA firm, Scott Sanders CPA P.C., since 1992. Sanders is involved as a committee chair for the Nassau Chapter of the NYS Society of CPAs and serves as co-treasurer and board member of a nonprofit group on Long Island. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through multiple platforms. The firm emphasizes model-based asset allocation and portfolio optimization, supported by risk assessments and diverse management strategies.

Paul Marasciullo is a CFP® professional with 40 years of industry experience, currently advising at Ameriprise Financial Services, LLC since 2020. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of finance, he serves as a chain crew member for the New York Jets. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Krauss is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC and B. Riley Wealth Advisors, Inc. Krauss is involved in health and dental insurance through Savoy Associates/FNA Insurance and Guardian. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory models implemented through third-party sponsors and proprietary programs.

Pornpimon Pongvitayapanu is a financial advisor at LPL Enterprise with 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Pornpimon worked for Pruco Securities, LLC for 12 years and has been affiliated with Prudential Insurance Company of America since 1999. Outside of advisory work, Pornpimon is involved in a business recommending and servicing life insurance, annuity, and health insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, incorporating portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to third-party asset managers and insurance product sales.

Charles Matisi is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for ten years and has held roles at firms including Guardian Life and Mass Mutual Investors Services. Matisi is involved in the sale and servicing of insurance products such as fixed annuities, life insurance, long-term care, and disability insurance through related business activities. OSAIC Wealth serves a wide range of clients, including retail, institutional, high-net-worth households, and retirement plans. The firm provides brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by various program offerings and a complex affiliate network.

Gary Tietjen is a financial advisor with Cetera and holds a Series 63 designation, bringing 35 years of industry experience. He has been with Cetera since 2001 and also serves as president and manager of WTI Advisors Inc., where he oversees marketing of property and casualty insurance products. Additionally, he works as an investigator for All Island Investigations NY Inc. and is an election official for the Suffolk County Board of Election. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios and third-party managers.

Steven Gimeli is a financial advisor with LPL Financial in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2018 and has worked with INVEST Financial Corp. since 2007. Outside of his advisory work, he is involved in tax preparation and accounting through Hasset Tax & Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

Joseph Vicari is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations through a centralized consulting team.

Jesse Neumyer is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients, utilizing both internal and third-party portfolio management approaches.

Jennifer Shaw is a financial advisor at Merrill with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for 12 years. Outside of her advisory role, she serves as a managing member of Home Place Greenwich LLC and holds officer and committee positions related to residential property management in Connecticut and New York. 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 plans, corporations, and charitable organizations.

Lois Goldstein is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 37 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 13 years at Invest Financial Corporation. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and the oversight of substantial discretionary assets.

Sudip Mukherjee is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he develops long-term financial goals and implements customized wealth strategies tailored to each client. He brings extensive institutional experience gained since 1998, having worked in investment banking at JP Morgan, equity research at Credit Suisse, management consulting at McKinsey & Co, and investment management at New York Life. Sudip serves high-net-worth individuals, business owners, corporate executives, and also addresses the needs of institutions, foundations, and endowments through philanthropic and charitable strategy development. Sudip holds a BS in engineering from Cornell University and an MBA from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He is also registered with FINRA Series 7 and 66, and holds licenses in Life, Accident/Health and Annuities, and Long-Term Care Insurance. In addition to his professional work, Sudip is active in community and not-for-profit organizations. He serves on the Board of Directors for the Yale Alumni Association of New York and formerly served on boards including Queens Community House, Hunger Free America, and AFS Intercultural Programs USA. He is also involved with the Association of Yale Alumni and volunteers as a Parent Coach with the Jericho Athletic Association. Sudip enjoys boating, cooking, music, reading, tennis, and spending time with his family.