Eric Szczurowski is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns Bryant Park Consulting Group LLC, a consulting business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to produce tailored recommendation reports. The firm also offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Viviani is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning. The firm utilizes structured planning tools and models client outcomes but generally does not provide individual security recommendations within its standalone planning services.

Joseph Nosworthy is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Sales Associate at Dominick & Dominick LLC from 2007 to 2012. Joseph's professional focus is on providing clients with the tools, guidance, and support necessary to make educated financial decisions aligned with their goals. His approach emphasizes the importance of a well-executed plan to achieve client outcomes. Outside of his professional role, Joseph enjoys fishing, golf, hiking, skiing, traveling, and volunteering.

Gabrielle Cardillo is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Interstate Home Loan Center, SUNY Farmingdale State College, Smashburger, and Island Trees Middle School/High School. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Emilio Paoloni is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he operates a sole proprietorship selling group medical insurance to businesses and individual disability income insurance to clients. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and advisory programs. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Megan Kaplan is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab, Bank of America, Merrill, and Osaic. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

David Irving is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Pioneer Investment Management, American Portfolios, and OSAIC. 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 range of advisory programs and financial planning services, utilizing model portfolios, research, and technologies such as machine learning to support diverse investment strategies.

James Quinn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Quinn has also worked with Ams Market Research and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

John Callea is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Callea is currently based in Hauppauge, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by proprietary planning tools and investment committee insights.

Michael Mosslih is a financial advisor with Equitable Advisors in Melville, NY, holding Series 66 and Series 63 registrations and bringing 23 years of industry experience. He worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple third-party managers and LPL-sponsored programs to provide advisory and brokerage solutions.

Edmund Ruppmann is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Alexa Punturo is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at Punturo Financial Services, Inc., ADP, and XeneX.ai, as well as academic experience at Binghamton University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Joseph Bonanno is a financial advisor with LPL Financial in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior experience includes roles at Sterling National Bank, People's United Advisors, Inc., and People's Securities, Inc. Outside of his advisory work, he is involved with Fi Logistix, a company providing armed guard services for ATM logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.

Michael Leibowiz is a CFP® with 31 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has been with Royal Alliance Associates, INC. since 2018 and previously worked at Signator Investors, Inc. from 2015 to 2018. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated portfolio rebalancing, providing access to a range of investment products and third-party money managers.

Jonathan Polakoff is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Bank of America and Merrill from 2016 to 2024. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions, leveraging research and analytics to support client investment decisions.

Robert Crothers is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services for 23 years. He also advises clients under the DBA Great South Bay Advisors. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary account management across diverse investment types.

Gregory Napolitano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 through a non-discretionary advisory program. The firm combines large institutional advisory operations with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Nicholas Stamatellos is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. 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, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Lisa Hoffmann is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Romina Marion is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 24 years before joining LPL Enterprise in 2026. Romina is also involved in a non-variable insurance business. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.