Arnold Kerbis is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he spent 15 years with American Portfolios Financial Services, Inc. He is also president of Diamond Kerbis CPA's PC, a professional corporation overseeing consulting engagements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based asset allocation process and offers a range of brokerage and advisory services through a multi-advisor platform.

Paul Cabrera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank and Chase Investment Services Corp. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

David Birns is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses. He has 35 years of industry experience, including over two decades with AXA Advisors and more than 20 years at Equitable Advisors. Outside of his advisory role, he is a partner in a life insurance general agency. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

Thomas Geneva is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Royal Alliance, Equitable Advisors, and Axa Advisors. Geneva is also involved in several related business activities, including operating Geneva Capital Management, an S Corporation providing financial advisory services, investment management, and insurance sales. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs, including discretionary and advisor-managed strategies, third-party money manager programs, and retirement plan consulting.

John Hunt is a financial advisor with LPL Financial in Syosset, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, Ameriprise Financial Services, Chase Investment Services Corp., and Equitable Advisors. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Craig Paloscio is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2010. Outside of his advisory role, he is engaged in individual life insurance brokerage activities. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.

Ivy Peterson is a financial advisor with Ameriprise in Mount Sinai, NY, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Gold Coast Wealth Advisors LLC, a business used to manage staff and office expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and automated tools overseen by a committee to generate and tailor retirement income recommendations.

Alex Olteanu is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Bridgeway Analytics and Tulane University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dominic Stilletti is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, Inc., and previously at Capital One Investment Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Daniel Malone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2014 and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Robeson Hilton is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2015, including its predecessor Axa Advisors. Hilton is involved with the Plainview Old Bethpage Soccer Club. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management services, utilizing a variety of advisory programs and third-party managers.

Cheryl Giustiniano is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Citibank and Verizon Wireless. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Marlatt is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a notary public in Suffolk County, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

James Maguire is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at ABG Services Inc and ICD Securities Inc from 2014 to 2022. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jody Sacks is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services directly to individuals and through corporate financial planning agreements.

Richard Punturo is a CFP® with 25 years of experience, affiliated with Cambridge Investment Research Advisors since 2013. He has a background that includes founding Punturo Financial Services, Inc. and partnership in Bernstein & Puntuoro, LLP, a full-service accounting and tax firm. He serves as a director of a national CPA organization and is co-chair of a committee for the Long Island Alzheimer Foundation’s annual event. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Andrew Sanborn is a financial advisor with Mass Mutual Investors Services in Huntington Station, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he serves as a referee for the Long Island Soccer Referee Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, written strategies tailored to client goals.

Luca Boast is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Safetots Limited from 2020 to 2026. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver personalized investment solutions.

Arnold Hochstadt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo. In addition to his advisory role, he serves as an acting surrogate in Queens County Surrogate's Court, managing estate distributions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from internal and third-party sources and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Spencer Lathrop is a financial advisor at Merrill with nine years of industry experience, including one year as a registered representative. He holds the Series 66 designation. Prior to joining Merrill in 2017, he worked at Mindshare for one year. Merrill, along 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.