Gail Hollingsworth is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with Prudential Insurance Company of America, PRUCO Securities, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of finance, she has been involved with JFS Contracting Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model wealth portfolios and third-party asset management through an integrated advisory and brokerage platform.

Anthony Gippetti is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015, following two years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Anthony Del Prete is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at several firms, including Kovack Advisors and TD Tax & Financial Solutions. He is the owner of Legacy Tax Specialist, Inc., where he prepares and advises clients on their taxes. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap programs, money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

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 financial advisor with LPL Enterprise holding a Series 66 designation. He joined LPL Enterprise in 2026 and has prior experience at firms including CrowdSync Technology, UPS, and Arrive Logistics. Outside of finance, his background includes roles in maritime services and education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by research, model portfolios, and third-party strategists, with an integrated platform that combines advisory programs and financial product sales.

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 holding Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, MassMutual, and Aflac. He was also involved with BWD Sports & Entertainment LLC for nearly two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services supported by a platform that integrates investment advisory, financial planning, and insurance products.

Christina Barbante is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at OSAIC, Woodbury Financial Services, Inc., and Capital One Investing, LLC. Barbante is also involved in personalized wealth management through her own LLC and writes life insurance and annuity policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting supported by both discretionary and non-discretionary management strategies and research from multiple sources.

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 involved in non-variable insurance sales, including whole life and universal life policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a comprehensive range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and both discretionary and non-discretionary management options.

Charles Albrecht is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and is also the owner and president of A.C.C.A., Inc., a practice management firm. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm delivers written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and automated tools overseen by a dedicated consulting team.

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 financial advisor with LPL Financial in Melville, NY, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, previously working at North Ridge Securities Corp and Cetera Advisor Networks LLC. Outside of his advisory role, he participates as an Amazon Vine Reviewer, providing unbiased product reviews. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and nonprofits through a wide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.