Gabrielle Cardillo is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Interstate Home Loan Center, SUNY Farmingdale State College, Smashburger, and Island Trees Middle School/High School. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Megan Kaplan is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic, Charles Schwab, Bank of America, Merrill, and Kaplan Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations.

David Irving is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Pioneer Investment Management, Merrill, American Portfolios, OSAIC, and Cantella & Co., Inc. He is based in Smithtown, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of advisors and various technology and operational tools.

James Quinn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Quinn has also worked with Ams Market Research and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

John Callea is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Callea is currently based in Hauppauge, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by proprietary planning tools and investment committee insights.

Angel Gulizio is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and New York Life Insurance Company. In addition to his advisory role, Angel is a licensed Notary Public and an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Michael Mosslih is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Equitable Advisors serves a broad client base including individuals, plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party advisory programs, focusing on personalized client assessments and diverse investment options including mutual funds, ETFs, and alternative investments.

Edmund Ruppmann is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Alexa Punturo is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 66 designation and has previously been associated with Punturo Financial Services, Inc. and Cambridge Investment Research, Inc. Her background also includes roles at ADP and involvement with XeneX.ai. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Joseph Bonanno is a financial advisor with LPL Financial in Hauppauge, NY, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Sterling National Bank, People's United Advisors, People's Securities, Chase Investment Services, and Wamu Investments. Outside of his advisory work, he is involved with Fi Logistix, a company that provides armed guard services for ATM machines. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services supported by proprietary research and technology tools.

Michael Leibowiz is a CFP® professional with 31 years of industry experience, currently affiliated with Osaic Wealth. His prior experience includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Guardian Life. Outside of advising, he is involved in managing several real estate holding companies and serves as an investment advisor representative with Lighthouse Financial Network. Osaic Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers comprehensive financial planning and advisory services through various programs, emphasizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Jonathan Polakoff is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill for eight years each. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides a mix of brokerage and advisory solutions supported by research and analytics.

Robert Crothers is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at American Portfolios Financial Services for 23 years. Crothers also advises clients under the DBA Great South Bay Advisors. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform.

Gregory Napolitano is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Zachary Hieb is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. His current role at J.P. Morgan Securities began in 2025. 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 searches, and customized performance reporting within a non-discretionary framework.

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.