Jesse Solomon is a Series 66 licensed financial advisor with Merrill in Melville, NY, bringing nine years of industry experience. His work history includes roles at Merrill and Bank of America since 2017, as well as prior experience at Dataminr and NYU Stern School of Business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Brian Simonetti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes positions at Axa Advisors LLC and Ross Strent & Co., LLP. Outside of his advisory role, he serves as treasurer of the Rose Brucia Foundation nonprofit and is a partner at Licata Papadopoulos & Simonetti CPA, as well as owner of Brian Simonetti PLLC, an accounting and tax practice. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions according to client needs and risk tolerance.

William La Mura is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel since 2019 and previously spent eight years at First Empire Securities. Outside of his advisory role, he has been involved with Prospect Sports for 19 years and the NY Baseball Academy for 23 years. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Helldorfer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of experience at the firm. He has a background that includes over two decades as a CPA and accountant operating his own practice, John E Helldorfer, CPA, since 1999, and prior roles at CA Technologies Inc. He is involved in various non-investment related business activities including providing accounting and tax services through his CPA practice. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Wayne Buess is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Corina is a financial advisor with Equitable Advisors who holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles at the Internal Revenue Service and the Peace Corps. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Robert Alster is a CFP® with 18 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2008 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with several health insurance providers. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team.

Dennis Byrne is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at AXA Advisors, LLC and Jason C. Fu. Outside of his primary advisory work, he is involved as an associate with Hendel Wealth Management Group, where he helps service clients and solicit new business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Akash Advaney is a Financial Advisor with Merrill Lynch Wealth Management based in the Melville, New York office within the Long Island Market. He serves clients locally and across the country, partnering one-on-one to define their financial objectives and implement investment strategies aimed at long-term success. Akash brings a background in Sales & Trading and Wealth Management, with expertise in alternative investments such as private credit, private equity, hedge funds, and real estate strategies. He holds a Master of Science in Real Estate Analysis and Development and a Bachelor's degree in Finance from the Smeal College of Business at Penn State University, where he also completed a minor in Information Systems Management. Akash holds the Personal Investment Advisor (PIA) designation and is knowledgeable in the areas of fintech and artificial intelligence, driven by an understanding of macroeconomic trends to assist clients in building, preserving, and transferring wealth. Outside of his professional responsibilities, Akash spends time with his family and enjoys traveling, reading, and following football. He is fluent in English and Hindi.

Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lynne Crockett is a Series 66 licensed financial advisor with 22 years of industry experience. She has worked at J.P. Morgan Securities since 2011 and previously was with Bear Stearns Asset Management from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Christopher Fucci is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Fucci serves on the board of directors for Inspire Arts & Music. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Vincent Cacciatore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Murphy & Mullick Capital Management Corp. Outside of finance, he is involved in ice hockey coaching and club sports, including activities with Farmingdale State College Ice Hockey and SIQ Hockey LLC. 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, model portfolio programs, and institutional platforms, leveraging technology and a broad network of over 22,800 advisors.

Frank Fattizzi is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Cadaret, Grant & Co., Inc., and Equitable Advisors. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Aldo Jimenez is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2018, following three years at LPL Financial. Outside of his advisory role, he serves as an insurance agent with Algren Associates, Inc., devoting part of his time to selling life insurance. 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 model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Albert Milano Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs, delivering services through a network of Investment Adviser Representatives and leveraging third-party asset managers and sponsored advisory programs.

Nora Zaba Slater is a financial advisor at Ameriprise Financial Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for six years before joining Ameriprise in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and algorithmic tools to provide clients with tailored recommendations.

Scott Sanders is a CFP® with 30 years of industry experience, currently serving at OSAIC since 2024. He has held positions at Citrin Cooperman, Gettry Marcus CPA, American Portfolios Financial Services, and leads his own CPA firm, Scott Sanders CPA P.C., since 1992. Sanders is involved as a committee chair for the Nassau Chapter of the NYS Society of CPAs and serves as co-treasurer and board member of a nonprofit group on Long Island. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through multiple platforms. The firm emphasizes model-based asset allocation and portfolio optimization, supported by risk assessments and diverse management strategies.

Paul Marasciullo is a CFP® professional with 40 years of industry experience, currently advising at Ameriprise Financial Services, LLC since 2020. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of finance, he serves as a chain crew member for the New York Jets. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Krauss is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC and B. Riley Wealth Advisors, Inc. Krauss is involved in health and dental insurance through Savoy Associates/FNA Insurance and Guardian. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory models implemented through third-party sponsors and proprietary programs.