Stephen Carson is a financial advisor with LPL Financial in Wantagh, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Equity Services, Inc., National Life Insurance Company, and his own firm, Carson Investors. Outside of advising, he is a silent partner in Bourbon and Branch, a business based in New York City. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Michael Depaolo is a financial advisor with Cambridge Investment Research Advisors possessing 29 years of industry experience. He holds Series 63 and Series 66 designations and has held leadership roles at DB Advisor Group and Depaolo & Associates, Inc., where he serves as president. His background includes extensive work in tax and legal liability through his own firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services delivered through independent Financial Professionals using multiple portfolio management platforms and proprietary and third-party strategies.

John Soto is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at LPL Financial for 12 years before joining Cetera in 2024. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and consulting services, combining affiliated and third-party strategies across multiple program structures.

Darlene Lukaszewicz is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. She has previously worked at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Outside of her advisory role, she manages a family business involved in shopping center operations and handles estate administration work. OSAIC is a wealth management firm serving a diverse client base that includes individual, high-net-worth, pension, corporate, and charitable investors. The firm provides integrated brokerage and advisory services through various platforms, employing asset-allocation tools and third-party solutions to construct and manage portfolios.

Esther Luk is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bayside, New York. She has been in the financial services industry since 1973, beginning her role as a full-time Financial Advisor at HSBC Securities in 1994 before joining Merrill Lynch in 2008. Esther focuses on forming long-term relationships with clients and assisting them with all aspects of their financial lives, offering a defined process to create individually customized wealth management strategies. Her expertise spans wealth accumulation, preservation, and transfer, covering areas such as portfolio development, education planning, liability management, retirement planning, tax minimization, and asset preservation. Esther provides sophisticated strategies related to concentrated stock positions, company stock options, liquidity, and other investment management approaches, with an emphasis on ensuring a lifetime retirement income stream. She collaborates closely with clients’ trusted advisors, including accountants and attorneys, to address tax, trust, philanthropic, and estate matters. Esther attended Hunter College and Queens College from 1975 to 1979, majoring in Business Administration. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Esther is fluent in English, Cantonese, and Mandarin. Outside of her professional work, she participates in community volunteering and has personal interests in music, reading, and singing.

Mario Zambrano is a financial advisor with Wells Fargo Clearing based in Garden City, NY. He holds Series 63 and Series 66 licenses and has 25 years of experience in the industry. Zambrano has worked with Wells Fargo in various roles since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.

Julian Naiken is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously was employed at Santander Securities and Santander Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Riofrio is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Popular Bank, and Infinex. He is also president and wealth manager at Riofrio Wealth Management Group, a dba for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers, operating as a multi-manager platform with various program structures and supervisory services.

Michael Berk is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with OSAIC. He previously worked at Signator Investors, Inc. for 29 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, Berk operates a sole proprietorship selling Long Term Care insurance and acts as an insurance broker for life, annuities, disability, and group benefits. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and third-party platforms to support varied investment needs.

Christopher Fontana is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and related entities from 2006 to 2025. In addition to his advisory role, he owns and operates a tax preparation and accounting business, Fontana Tax and Accounting Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Kyle Hauptman is a financial advisor at Edward Jones in Garden City, NY, with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Vestwell, Ameriprise, and other firms. Outside of finance, he consults in music marketing, advising artists on release strategies and marketing plans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Catanzarite is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 22 years of industry experience and has been associated with Primerica Financial Services since 2003 and PFS Investments Inc. since 2004. Outside of his advisory role, he is involved with Lighthouse Tabernacle COG and engages in part-time sales of non-investment related products including home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies developed by unaffiliated asset managers.

Jeffrey Feder is a financial advisor at Stifel with over 32 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Izabella Bobkiewicz is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with individuals, families, and professionals to develop personalized financial plans aimed at building, preserving, and transferring wealth. Her responsibilities include guiding clients through retirement planning, education funding, legacy strategies, portfolio management, tax minimization, and small business financial approaches. Before entering financial advising, Izabella's background included management consulting, operations, recruiting, and client relationship management. These experiences provided her with a comprehensive understanding of business strategy and personal financial planning. She holds a Bachelor's Degree from Baruch College and maintains the Personal Investment Advisor (PIA) designation. Izabella is proficient in both Polish and English. Outside of her professional role, Izabella is involved with New York Cares. She enjoys running, spending time with her family, and traveling. Her approach emphasizes building trusting relationships founded on transparency and tailored guidance to help clients make informed financial decisions.

Steven Araneo is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® designation and a Series 63 license. Prior to joining OSAIC in 2024, he spent 24 years with Securities America Advisors, Inc. He is also the owner of Araneo Tax & Financial, where he provides personal income tax preparation services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Brian Malfettone is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner of the May Malfettone Gold Biblo group, which has been named to the Barron's "Top 250 Private Wealth Management Teams" in 2025 and 2026. Brian holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). Brian began his career with Merrill Lynch Wealth Management in 2004. He earned a Bachelor of Arts degree in Management and Political Science from Gettysburg College and has also attended the University of Queensland in Australia and the Zarb Graduate School of Business at Hofstra University. His client focus areas include corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brian has been recognized on Forbes' "Best-In-State Wealth Advisor" list in 2025 and 2026, the "Best-in-State Next-Generation Wealth Advisors" list in 2019, and was named to the "Top Next-Generation Wealth Advisors" list from 2017 to 2021. In addition, the May Malfettone Gold Biblo Group has been recognized on Forbes' "America's Top Wealth Management Teams High Net Worth" list from 2022 through 2025. Outside of his professional work, Brian's personal interests include baseball, basketball, golf, and playing the guitar. He is an amateur baseball historian with published work in various publications and books on the subject. His charitable and volunteer activities include mentoring students from Gettysburg College, coaching youth sports, and providing career assistance to the blind and visually impaired. He is involved with community organizations such as the Baldwin Police Athletic League, Game 7 Basketball in Rockville Centre, Gettysburg College, Helen Keller Services for the Blind, and the Rockville Centre Little League.

James Robdau is a financial advisor with Primerica Advisors based in Farmingdale, NY. He holds a Series 63 designation and has 19 years of industry experience, including roles at PFS Investments Inc. since 2007 and Primerica Financial Services since 2004. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and BNY Mellon Advisors for portfolio implementation and uses a tiered wrap fee structure rather than fixed fees.

George Plauche is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, assisting them in managing their wealth and financial planning needs. Details about his specific areas of expertise, experience, education, credentials, personal interests, or community involvement have not been provided.

Arthur Reyling is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role starting in 2018 at Royal Alliance Associates, INC., he worked at John Hancock from 2005 to 2018. Outside of his financial advising activities, he serves as an officer for the Knights of Columbus, a fraternal charitable organization. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct and manage portfolios across various asset classes.

Geoffrey Nance is a financial advisor with LPL Financial based in Plainview, NY, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. 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 portfolios, third-party asset management, and institutional platforms.