Donald Blumberg Jr. is a CFP® certificant and Series 66 license holder with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at IC Advisory Services Inc., Comprehensive Financial, and The Investment Center Inc. He also worked outside the financial sector briefly at Local Burger Bay Shore. 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 broad range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Albert Althaus is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and has worked at LPL Financial since 2018. Prior to that, he spent 13 years at Invest Financial Corporation and has been president of Creative Professional & Executive Planning Corp., an investment and insurance agency, since 1975. 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 and investment management through diverse strategies and utilizes advanced advisor support tools alongside a broad range of financial services.

Stephen Abbott is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and Cuna Mutual group. Abbott is involved in an investment-related activity through Teachers Investment Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational programs to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual relationships using firm-approved tools to analyze client goals and develop written recommendations.

Brian Gasior is a financial advisor with OSAIC in Melville, NY, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. Additionally, he operates a sole proprietorship that buys and sells sports cards and memorabilia. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning and Unified Managed Accounts. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization.

Charles Donnelly is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 34 years of industry experience. He worked at Bank of America, NA for 17 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies tailored to clients meeting certain net-worth thresholds.

Sheena Marr is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures at both firms from 2011 to 2026. Outside of her advisory role, she serves as an administrator for a non-investment-related entity. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses proprietary research and planning tools to develop tailored recommendations.

Douglas Aber is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise since 2017, including prior work at Wells Fargo Clearing. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Larry Kessler is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He previously spent 28 years at Avantax Advisory Services and operates Larry Kessler Accounting & Tax Service. Kessler also serves on the boards of the New York Society of Independent Accountants and the Independent Association of Accountants of Brooklyn, assisting in speaker recruitment on tax law topics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base 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 third-party money managers.

Peter Gold is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Co., Inc. and TDAmeritrade Inc. over the past decade. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Lori Bjorndahl is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held following her tenure as Senior Registered Client Associate starting in 2005. In her time as a Client Associate, Lori served in leadership positions and was recognized as a mentor among her peers, developing a strong emphasis on attention to detail in her work as a Financial Advisor. Her areas of focus include transfer of assets, retirement planning, education planning, and managed money. Lori graduated from Berkeley College in New York City in 2005 with a Bachelor's Degree in Business Management. She holds FINRA Series 7 and Series 66 registrations, as well as Life and Health Insurance licenses. She also has the Personal Investment Advisor (PIA) designation. Lori resides in Port Jefferson Station with her husband Jason and their children, Sophia and Henrik. Outside of her professional work, she enjoys cooking, music, spending time with family, traveling, and community involvement, including volunteering as a coach with Comsewogue Youth Football & Cheer.

Alexander Kregel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles outside the financial sector, including managing a valet service. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives.

Michael Lombardo is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Fidelity, where he has worked since 2022, following five years at Morgan Stanley Smith Barney LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Douglas Sinclair Jr. is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, as well as in legal roles at Lavallee Law Offices and Foley Griffin LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Philip Von Arx is a financial advisor with Ameriprise in Rockville Centre, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation overseen by a dedicated team to generate tailored retirement advice.

Robert Genalo is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Merrill since 2007 and also has professional experience with Bank of America and Molloy College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Edward Behar is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He has worked extensively with Avantax Insurance Agency and Avantax Advisory Services, and he owns EJ Behar, Inc dba Behar & Company, which provides accounting and income tax preparation services. Additionally, he is an independent insurance agent involved in health and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with a multi-manager platform that includes affiliated and third-party investment options.

Domenico Dercole is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co., and Metlife Securities Inc. He is also an independent agent for outside fixed insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Regina Saio is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 66 designation and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC serves a diverse client base ranging from retail to institutional investors and offers a range of advisory and portfolio management services. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and manage its investment strategies.

Harish Chugh is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of advisory work, he serves as a trustee for the Herricks Community Fund in New Hyde Park, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, offering diversified investment options and ERISA fiduciary services.

Tercia Dobrzynski is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation. She has one year of industry experience, having joined LPL Financial in 2025. Prior to this, she served on the Yardarm Homeowners Association from 2021 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies supported by advanced operational tools.