Lars Kofod is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC as a contractor. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a large institutional platform that includes advisory, brokerage, and insurance solutions.

Kevin Wilson Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at several organizations including Con Edison and Top Golf. Outside of finance, he is involved as a musician and producer with Bigg Badd Wolf. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Gregg Marano is a Senior Vice President and Senior Resident Director with Merrill Lynch Wealth Management. He has been in the financial industry since 1992 and joined Merrill Lynch in early 2000. Gregg began his professional career as a foreign currency broker servicing large institutions and now develops personalized, strategic recommendations for high net-worth clients and business owners by leveraging his experience and Merrill's global resources. He holds several professional designations including Certified Exit Planning Advisor℠, Chartered Retirement Planning Counselor™, Accredited Domestic Partnership Advisor™, and Certified Plan Fiduciary Advisor. Gregg has expertise in portfolio construction, business transition, retirement planning, home financing, insurance, and corporate retirement plans. His client focus areas include divorce transition planning, education planning, family wealth management strategies, services for defined benefit plans, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. Gregg earned a Bachelor's Degree from Dowling College. Outside of his professional work, he is involved with the organization "Gavins Got Heart" and enjoys biking, music, spending time with family, and tennis.

Kevin Fitzpatrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Joseph Gunnar & Co. LLC, and National Securities Corporation. He also has experience working with Spring Lake Country Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Salvatore Mannino is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized wealth management strategies that take into account their full financial picture and evolving needs. Salvatore coordinates investment, banking, lending, and wealth planning solutions aligned with his clients' goals. He holds a Bachelor's Degree from SUNY Binghamton and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Growing up in a family of entrepreneurs provided him with insight into the challenges and opportunities involved in building and preserving wealth. Salvatore emphasizes building and maintaining strong client relationships, aiming to help clients focus on their financial priorities and make informed decisions with confidence. He combines his guidance with the investment insights of Merrill and the banking and lending capabilities of Bank of America.

Ronald Bergmann is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he spent 23 years at American Portfolios Financial Services, Inc. He is also president of American Premier Financial Group, where he acts as an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing various asset-allocation tools and third-party solutions to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Anthony Vann Rubino is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at J.P. Morgan Securities for nine years and has experience in various small business roles, including self-employment and positions in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

William Giammarino is a financial advisor at LPL Enterprise with a Series 66 credential. He joined the firm in 2026 and previously worked for the Long Island Weight Loss Institute and Ahold Delhaize–Stop and Shop. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, brokerage, and insurance products through an integrated platform.

Kevin Anglim is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and investment modeling techniques.

Christopher Picone is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has prior experience at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns and operates PRS Capital Group, a full-service mortgage brokerage, and assists with tax preparation at Spatola and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with both affiliated and third-party investment strategies.

Michael Klein is a financial advisor with Osaic Wealth, Inc. based in Melville, NY, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes 38 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Klein also operates as an insurance broker and serves as an investment advisor representative under Lighthouse Financial Network, LLC. Osaic Wealth, Inc. provides services to a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a variety of investment products, and supports multiple advisory platforms and third-party managed account solutions.

Mark Gajowski II is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at American Portfolios for 16 years. Outside of his advisory role, he is a volunteer fireman and serves as the financial secretary for the Peconic River Sportsman’s Club, a 501(c)(7) fraternal organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large adviser network, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Kyung Yeum is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining LPL Enterprise in 2024, Kyung worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2004 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform.

Brian Katz is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various asset management programs through an integrated platform that combines adviser programs with insurance and lending products.

Tristan Pesqueira is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation. He began his advisory career with Equitable Advisors in 2026. Prior to this, his work experience includes roles at Shoprite, Amerivents, and Uber, as well as positions in education and public library services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Linda Sanders is a CFP® with 42 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Merrill and Bank of America. Sanders serves as a board member of the Sunshine Prevention Center, a nonprofit focused on children, youth, education, and health. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

Robert Gerbe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mark Sonnenblick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior experience includes long tenures at Cadaret, Grant & Co., Inc., Mutual Life Insurance Co., and his own agency, the Mark Jay Sonnenblick Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by extensive research and multiple portfolio management options.

Steven De Leo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2021 and previously held roles at Capital One Sharebuilder and Capital One Bank from 2009 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Karla Butler is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Bank of America, the Marcus Organization, and Equitable Advisors. Butler also operated a tax services business prior to joining her current firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.