Anthony Barone is a financial advisor with Primerica Advisors in Brookhaven, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Barone is also involved in investment-related business activities through two entities he leads, Personal Power Development, Inc. and Anthony Barone Marketing, Inc., both established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through oversight and disclosure.

Michael Foote is a Series 66-licensed advisor with LPL Enterprise in Melville, NY. He has one year of experience in the financial industry. Prior to joining LPL Enterprise, his work history includes roles at several companies across various sectors, including Tampa Bay Boat Charter and Arrive Logistics. Outside of finance, his background includes positions in maritime and university settings. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and related insurance and trust services.

Lance Madris is a Financial Advisor with Merrill Lynch Wealth Management who specializes in helping individuals and families turn financial goals into actionable plans. He collaborates closely with clients to understand their unique priorities and develops personalized strategies that align investments with broader financial objectives. His approach emphasizes ongoing communication and proactive guidance to adapt strategies as clients' circumstances evolve. Lance focuses on areas including personal retirement planning, portfolio management services, and tax minimization. Holding professional designation as a Personal Investment Advisor (PIA), he supports clients in navigating complex financial landscapes, addressing priorities from buying a home and saving for education to planning for long-term financial security. He earned both his Bachelor's and Master's degrees from Stony Brook University. Outside of work, Lance enjoys basketball, hiking, spending time with his family, and traveling.

Thomas Kolakowski is a financial advisor with LPL Enterprise in Huntington, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, MassMutual Life Insurance Co, and Aflac. Outside of advising, he was involved with BWD Sports & Entertainment LLC for nearly two decades. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Christina Barbante is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including OSAIC, Woodbury Financial Services, and Capital One Investing. Outside of her advisory role, she is involved with Personalized Wealth Management, LLC, providing financial planning services, and writes life insurance and annuity policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by research and technology tools and serves more than 22,800 advisors nationwide.

William Hytner is a CFP® professional with 32 years of industry experience, currently associated with OSAIC. His prior work includes positions at Royal Alliance and National Planning Corporation. He owns Wealth Preservation Group, providing services in financial, estate, and investment planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Edward Travaglianti is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Financial Services, TD Private Client Wealth, TD Bank, Tullett Prebon Financial Services, and Chapdelaine & Co. He is also involved in a non-variable insurance business selling whole and universal life products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a wide range of investment options and uses a combination of proprietary research, third-party subadvisors, and technology tools to support client portfolio management.

Charles Albrecht is a Series 66-licensed financial advisor with Ameriprise in Melville, NY, bringing 23 years of industry experience. He has been with Ameriprise since 2005 and is also the owner and president of A.C.C.A., Inc., a practice management corporation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Gianluca Palermo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Bank of America, N.A. for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with implementation options through various brokerage or advisory programs.

Justin Volence is a financial advisor with MassMutual Investors Services holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, HSBC Securities, and Rockline Wealth Management. He is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning relationships.

Shown Kumar is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining MassMutual’s affiliated firms in 2025, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2025. Outside of his advisory role, he is involved in several business activities including ownership of a taxi medallion and managing administrative support through multiple LLCs and S-Corps. Mass Mutual Investors Services, LLC 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, and educational programs, emphasizing collaborative, goal-oriented planning engagements.

Joanne Diemer is a financial advisor at Ameriprise with 43 years of industry experience and holds a Series 63 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she provides notarial services. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Pluschau is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank, N.A. His background includes a brief tenure at NYRR Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Di Dio is a CFP® certificant currently with Ameriprise, where he has worked since 2024. He has five years of industry experience, including prior roles at Commonwealth Financial Network and Equitable Advisors, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Jacobs is a financial advisor with Ameriprise in Stony Brook, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. before continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, tax-smart income strategies through a centralized consulting team. The firm combines research, modeling, and adaptive withdrawal advice, with a focus on assets held in Ameriprise-managed accounts.

James Forbes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2007 and concurrently works with STOP & SHOP for 29 years. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm relies on model-based strategies managed by unaffiliated asset managers and offers various portfolio approaches, including those investing in cryptocurrency ETFs.

John Hannah is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following previous roles at Cetera Advisor Networks LLC and North Ridge Securities Corp. Outside of his advisory work, he participates as an Amazon Vine Reviewer, providing product reviews to Amazon.com. 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 and access to model portfolios, employing a combination of proprietary and third-party research tools.

Anthony Casagrande is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Insurance Agency, among other firms. Outside of his advisory role, he is also the owner of Koval & Casagrande C.P.A.'s PLLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use model portfolios, third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Gregory Aloisio is a financial advisor at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise since 2016 and previously worked at Wells Fargo Advisors. Aloisio is the author of a self-published book on World War II equipment, with a second volume completed. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeffrey Nagel is a CFP® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services and Albrecht Viggiano Zureck & Co. He serves as a board member of the Bellport Country Club and the Patchogue YMCA. Cetera Investment Advisers LLC is a large nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary accounts.