Michael Buccolo is a financial advisor with Equitable Advisors holding Series 63 and Series 66 designations. He has been with Equitable Advisors and its predecessor since 2022, with prior work experience including roles at Berlins Restaurant Supply and the College of Charleston. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing third-party asset managers and advisory platforms to implement customized investment solutions.

Eleftherios Aris is a CFP® with 17 years of industry experience, currently serving at LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Fisher Investments. He is also involved in providing accounting and recordkeeping services through Milford Leathers, a business he manages. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach, leveraging third-party asset managers and portfolio strategists, and provides access to non-securities products such as affiliated insurance and trust services.

Sean Flynn is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Stony Brook University. Flynn is also involved in tax preparation and accounting through Strategic Financial and Tax Planning Services, where he prepares individual and corporate tax returns. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm employs advanced asset-allocation tools and supports multiple platform programs to construct diversified portfolios for its clients.

Matthew Dolan is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Dolan is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.

Jake Billelo is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at MassMutual from 2019 to 2020. Jake's experience spans various aspects of financial consulting, offering clients comprehensive financial strategies and guidance tailored to their specific needs. He collaborates with a team of professionals to help clients work towards their financial goals, whether through broad financial planning or focusing on particular areas. Outside of his professional work, Jake has interests in baseball, fitness, football, and golf.

Michael Poncet is a Series 66-licensed advisor at Ameriprise with two years of industry experience. Before joining Ameriprise, he worked at Equitable Advisors, LLC and has held various roles including outside operations at Meadow Brook Club, where he serves as a caddie providing shot-to-shot strategy and practice facility maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers customized retirement-income planning and tax-aware withdrawal strategies.

Jessica Istchenko is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 63 designation and previously worked at Equity Services, Inc. and National Life Group. In addition to her advisory role, she acts as an insurance agent through her business, Cellen Financial, offering life, disability, and health insurance products. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Joseph Palese is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Mortgage Securities LLC since 2014. Outside of his financial career, he is a signer for Forever Young Childcare, LLC, a home daycare service. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, offering non-discretionary advice through a select group of Wealth Advisors.

Robert Whitehead is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. He is also involved as a contractor with Certainity of Uncertainty, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party tools within a defined investment framework.

Michael Kinstler is a CFP® with 39 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Maria Gasparro is a financial advisor at UBS Financial Services with 33 years of industry experience. She has previously worked at Bank of America and Merrill, each for 11 years. Outside of her advisory role, she is involved in family-owned real estate businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad array of capital markets and banking services.

Johnny Chan is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He has been with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Louise Fallica is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 66 designations and has 41 years of industry experience. Prior to joining Osaic in 2024, she worked for American Portfolios Financial Services, Inc. for 10 years and has been associated with Design Capital Planning Group, Inc. since 1979. She serves as a board member of the International Association of Registered Financial Consultants. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage, investment advisory services, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Robert Prusiewicz is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Prior to that, he held roles at Northwestern Mutual Investment Management and Financial Telesis Inc. MassMutual Investors Services 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 seminars, structuring planning engagements as annual collaborative relationships using firm-approved software tools.

Adam Cafarella is currently serving as Vice President, Financial Consultant. He assists individuals and businesses in achieving their financial goals by developing personalized strategies tailored to each client's unique needs. Adam emphasizes transparency, education, and ongoing support to empower clients in making informed financial decisions. Adam's professional experience includes roles as a Financial Consultant at Fidelity Investments from 2021 to 2024, and as an Investment Consultant at the same firm from 2014 to 2021. Prior to that, he was a Financial Advisor at Stifel Nicolaus & Company Inc in 2014 and at Wells Fargo Advisors from 2012 to 2014. His earlier positions include Client Associate roles at Wells Fargo and Merrill Lynch and a Financial Representative at Northwestern Mutual. Outside of his professional work, Adam enjoys activities such as beach outings, boating, cars, family activities, golf, and reading.

Robert Simeti is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise managed accounts.

Gregory Warren is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at BNY Securities Corporation, J.P. Morgan Chase Bank, Merrill, and Minnesota Life Insurance Co. He has worked in various capacities across investment and financial services firms. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

Jacob Flikshteyn is a Financial Advisor at Merrill Lynch Wealth Management and a senior member of The Leiman Morse Wealth Management Group. Since joining Merrill and the group in 2019, Jacob has supported clients including corporate executives, medical practitioners, and law firm partners by providing wealth management solutions tailored to their personal and professional needs. His work focuses on areas such as investment and risk management, wealth transfer, income and liquidity management, and advanced estate planning. Jacob’s approach to wealth management is based on a disciplined investment process that aims to help clients build, preserve, and transition their wealth across generations. He also has expertise in credit needs, managing complex balance sheets, and overseeing structured lending opportunities. He holds a Bachelor of Business Administration degree in Finance and Investment from The Zicklin School of Business at Baruch College. Outside of his professional role, Jacob grew up in Queens, New York, where he played football and developed an interest in music. He enjoys traveling internationally, skiing in the Northeast, and playing golf in Florida. Jacob is also involved in community service, volunteering with organizations such as Beacon of Hope St. Jude and Habitat for Humanity.

Brandon Kustek is the Vice President, Financial Consultant at Fidelity Investments. In this role, he works closely with local individuals and families to develop and maintain financial plans focused on building, preserving, and distributing their wealth to provide peace of mind. Prior to this, he held positions as a Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, as well as a Financial Professional at AXA Advisors. Brandon's experience spans various financial advisory and planning roles, providing him with a broad understanding of wealth management strategies. His career progression within Fidelity Investments demonstrates a continued commitment to supporting clients' financial goals. Outside of his professional responsibilities, Brandon enjoys spending time at the beach, boating, and golfing.

Robert Alpert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo affiliates since 2013, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he is involved in managing residential properties through several limited liability companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support investment decisions and offers both brokerage and advisory solutions.