Lawrence Schimel is a financial advisor with Ameriprise in Plainview, NY, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Michael Cousins is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Allstate Insurance Company and CitiGroup. He has been with Thrivent Financial and Thrivent Investment Management since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s planning services can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management separate.

Leandro Fenster is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. He has worked with firms including Woodbury Financial Services and Capital One Financial Advisors. Fenster is also president of Ellipse Wealth Management LLC, a financial advisory business. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services across multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios featuring a variety of investment types, providing both discretionary and non-discretionary account management options.

Kevin Podell is a Financial Consultant at Fidelity, where he provides financial planning and advisory services. He leverages the resources available to Fidelity clients to develop, execute, and refine financial plans tailored to client goals. He has experience as a Financial Consultant at Fidelity since 2023 and previously worked as a Financial Advisor at Morgan Stanley from 2014 to 2023. Kevin holds a California Insurance License and is a Certified Financial Planner™. Kevin focuses on building lasting relationships by understanding the priorities of his clients to help them make informed financial decisions and plan for their futures.

Ronald Prendamano is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Bank of America, and Merrill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice primarily for clients holding assets in Ameriprise-managed accounts.

Peter Halliwell is a financial advisor at Raymond James Financial with 42 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 32 years and has operated his own advisory business since 2004. Additionally, he serves as an independent contractor financial advisor at Hendel Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kevin McAvoy is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Mass Mutual in 2016, McAvoy spent 35 years at MetLife Securities Inc. He also works as an insurance agent specializing in property/casualty, life, disability, long-term care, health, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software tools.

Pradeep Kaur is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with J.P. Morgan since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Reilly is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has involvement with Provision Corporation focused on human resource cost reduction. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Alexandra Bartonik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partial owner of a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

James Vandewalle is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, previously spending nine years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

Suzanne Pfau is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1994 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as an administrator for a fiduciary entity based in Naples, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

James Anderson is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at MSA Security and has experience with the US Department of State and Madison Square Garden Company. He also serves as an assistant ice hockey coach for the PAL Jr Islanders. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, pension, and charitable clients. The firm employs a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.

Christopher Taylor is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at JPMorgan Chase from 2023 to 2025 and Capital One from 2008 to 2023. Outside of his advisory role, he serves as an Information Officer on the board of the Bethpage Baseball Association and owns TX4 Enterprises LLC, an e-commerce business. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jay Szerencsy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held roles within Wells Fargo entities since 2014, including a decade at Wells Fargo Clearing. He holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

Emanuel Lord is a financial advisor with Osaic Wealth, Inc. based in Melville, NY. He holds a Series 63 designation and has 16 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Peter Kappel is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Merrill Lynch since 1996 and at Bank of America, NA since 2009. Additionally, he has a longstanding association with Connecticut Metallurgical Processes Inc dating back to 1968. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Nicole Nunag is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citibank, J.P. Morgan Securities, and Chase Securities Inc. She serves as a board member of the charitable organization Carnegie Hill Neighbors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jairzinho Skair is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he owns and manages a laundromat business. 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 both model-based and discretionary strategies for a range of individual and institutional clients.

Andrew Cameron is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance. Outside of his advising role, Cameron has been a business teacher in the South Country Central School District since 1998 and serves as an assistant swim coach for the Sayville swim team. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.