Mark Harris is a financial advisor with Osaic and holds Series 63 and Series 66 designations. He has 27 years of industry experience, including ten years with Ameriprise Financial Services. Outside of his advisory work, he operates a business entity to manage his Ameriprise practice expenses and sells insurance through a related firm. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

James Davis is a financial advisor with Equitable Advisors and holds the Series 63 and Series 66 licenses. He has 29 years of industry experience, having previously worked at VOYA Financial Advisors, Voya Financial Partners, and TD Ameritrade. He is also associated with The BlackOak Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, often delivered through third-party sponsors, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Andrew Hawson is a Series 65-registered advisor with LPL Financial, where he has worked since 2008. He has 43 years of industry experience. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Luisi is a financial advisor at Wells Fargo Advisors in Melville, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2015. Luisi is also the owner of AML Strategic Capital Inc., an investment-related business based in West Islip, NY. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Claire Fitz is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at UBS Financial Services from 2015 to 2020. Fitz is also involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing her practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Mancini is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Pruco Securities, LLC for 28 years before joining MassMutual Life Insurance Co and Mass Mutual Investors Services in 2025. Outside of his advisory role, Mancini is involved in insurance brokerage and owns two small businesses focused on administrative support and expense management. MassMutual 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 offers financial planning, asset management, and educational services, utilizing firm-approved software for goal analysis and delivering written recommendations across various planning areas.

Martin Ganzekaufer is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Ganzekaufer also has ownership interests in several investment-related entities. 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 and develops tailored recommendations using proprietary research and tools, with implementation options available through brokerage or advisory programs.

Donald Blumberg Jr. is a CFP® certificant with six years of industry experience, currently serving as a financial advisor with LPL Financial. His prior experience includes roles at Ic Advisory Services Inc, Comprehensive Financial, and The Investment Center Inc. He also has experience outside finance, having worked in the food service and campus auxiliary services sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management options and supports its advisors with a broad range of tools and resources.

Albert Althaus is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and has worked at LPL Financial since 2018. Prior to that, he spent 13 years at Invest Financial Corporation and has been president of Creative Professional & Executive Planning Corp., an investment and insurance agency, since 1975. 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 financial planning and investment management through diverse strategies and utilizes advanced advisor support tools alongside a broad range of financial services.

Stephen Abbott is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and Cuna Mutual group. Abbott is involved in an investment-related activity through Teachers Investment Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational programs to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual relationships using firm-approved tools to analyze client goals and develop written recommendations.

Brian Gasior is a financial advisor with OSAIC based in Melville, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc., each for eight years. Outside of his advisory role, Gasior operates a sole proprietorship buying and selling sports cards and memorabilia. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage and investment advisory services across multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing, supporting a variety of investment vehicles and account management options.

Charles Donnelly is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 34 years of industry experience. He worked at Bank of America, NA for 17 years before joining Wells Fargo Advisors in 2026. 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 financial planning services and investment strategies tailored to clients meeting certain net-worth thresholds.

Sheena Marr is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures at both firms from 2011 to 2026. Outside of her advisory role, she serves as an administrator for a non-investment-related entity. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses proprietary research and planning tools to develop tailored recommendations.

Douglas Aber is a financial advisor with Ameriprise in East Meadow, NY, holding a Series 63 designation and 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Ameriprise since 2017. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Larry Kessler is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He previously spent 28 years at Avantax Advisory Services and operates Larry Kessler Accounting & Tax Service. Kessler also serves on the boards of the New York Society of Independent Accountants and the Independent Association of Accountants of Brooklyn, assisting in speaker recruitment on tax law topics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Peter Gold is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank SSB, CHARLES SCHWAB and CO., INC., and TDAmeritrade Inc. during his career. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, offering multi-asset model portfolios and due diligence on alternative investments.

Lori Bjorndahl is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held following her tenure as Senior Registered Client Associate starting in 2005. In her time as a Client Associate, Lori served in leadership positions and was recognized as a mentor among her peers, developing a strong emphasis on attention to detail in her work as a Financial Advisor. Her areas of focus include transfer of assets, retirement planning, education planning, and managed money. Lori graduated from Berkeley College in New York City in 2005 with a Bachelor's Degree in Business Management. She holds FINRA Series 7 and Series 66 registrations, as well as Life and Health Insurance licenses. She also has the Personal Investment Advisor (PIA) designation. Lori resides in Port Jefferson Station with her husband Jason and their children, Sophia and Henrik. Outside of her professional work, she enjoys cooking, music, spending time with family, traveling, and community involvement, including volunteering as a coach with Comsewogue Youth Football & Cheer.

Alexander Kregel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles outside the financial sector, including managing a valet service. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives.

Michael Lombardo is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for five years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Douglas Sinclair Jr. is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at Morgan Stanley Smith Barney LLC and legal positions at Lavallee Law Offices and Foley Griffin LLP. Additionally, he has been involved with SF Mining and served on staff at Hofstra Law School's Maurice A. Deane School of Law. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.