Charles Mazziotti is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Invest Financial Corporation for 13 years. Outside of his advisory role, he is a joint owner of LCM Marketing Corp, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kristian Reinbachs is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG criteria in its recommendations.

Bradley Cooke is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked for American Portfolios Financial Services Inc. for nine years. He also holds a position as Director of Investments at PPS Advisors, Inc. Outside of his advisory roles, he has been affiliated with Montclair State University for over a decade. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by advanced tools and multiple custodial arrangements.

Thomas Gallagher III is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He has been with Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC 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 programs, structuring planning engagements as annual collaborative relationships.

Peter Johnston is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has worked with Cetera and its affiliated entities for over a decade and is also president of EKA Planning Services, Inc., where he has been involved in insurance sales since 1997. Outside of his advisory work, he is a silent investor and owner in energy auditing firms and is involved in multiple real estate investment ventures. Cetera Investment Advisers LLC is an SEC-registered firm supporting a network of over 10,000 independent advisors nationwide. It serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services across multiple program structures and custodial arrangements.

Tyler Smith is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Advisors since 2022. Prior to this, he held positions at David Lerner Associates and Fundseeder. Outside of his advisory role, Tyler is also involved in real estate services through Keller Williams Realty and Fire Island Homes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, integrating advisory services with other financial products and referral channels.

Andrew Sirvis is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera and its related entities since 2019 and has ownership interests in multiple financial services firms, including North Fork Asset Management Inc. and A. Asset Wealth Management, Inc. He also serves as a trustee for a family trust and works as an insurance agent selling life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, planning, and consulting services and operates a multi-manager platform with access to both affiliated and third-party managers.

Vincenza Draper is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Her career includes 15 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that incorporate various modeling techniques without offering individual security recommendations as part of the standalone planning program.

Michael Marziotto is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting business owners, professionals, and entrepreneurs in maximizing long-term efficiency in their personal and professional finances while minimizing the effects of taxes and inflation. Michael’s approach begins with a comprehensive understanding of his clients’ full financial picture, enabling him to tailor flexible wealth management strategies aligned with current market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients’ goals. Michael's expertise includes divorce transition planning, employee benefits planning, managing defined benefit and contribution plans, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. His team comprises professionals experienced in asset management, ERISA retirement plans, business and personal banking, and residential and commercial lending, with a focus on serving business owners and entrepreneurs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His education includes a non-accredited certificate program from the American College for Financial Program. Michael is committed to community involvement, reflecting Merrill’s tradition, and spends time volunteering with local organizations. Outside of work, his personal interests include adventure sports, camping, hiking, photography, scuba diving, woodworking, and spending time with his family.

Joseph Marinaccio is a financial advisor with Ameriprise in Oakdale, NY, holding CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Marinaccio is involved in a business ownership venture, Larry Joseph & Associates LLC, which manages expenses for his team practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement planning solutions.

Chen Chen is a financial advisor at Merrill with 14 years of industry experience. Prior to joining Merrill in 2024, Chen worked at CitiGroup for 11 years. Outside of finance, Chen is the owner and business manager of Artmazing Studios LLC, where they also serve as an art instructor. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ariela Kilinsky is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Merrill in 2024, she worked at Citigroup from 2017 to 2024 and at Citibank Brazil from 2012 to 2017. 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.

Brian Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1983, he provides clients with a tailored approach to investing and risk management informed by his extensive experience and access to the global resources of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank. His client focus areas include family wealth management strategies, personal retirement planning, and special needs planning strategies. Brian holds a bachelor's degree from St. Francis College and has completed accredited certificate programs from Officer Candidate School and the University of Southern California. He holds several FINRA registrations (Series 3, 5, 7, 8, 15, 31, 63, and 65) and the designation of Chartered Retirement Planning Counselor (CRPC). He is also a qualified Senior Portfolio Advisor through Merrill Lynch's Investment Advisory Program. Prior to his career in finance, Brian served as an officer in the United States Marine Corps. In addition to his professional work, Brian is involved with various organizations including the Marine Corps-Law Enforcement Foundation, the Bank of America Disability Advocacy Network, and the Military Support Assistance Group of Bank of America. He is a member of The Army Navy Club in Washington D.C. and the Order of Malta, American Association. His personal interests include boxing, gardening, and spending time with his family.

Andrew Cohn is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and IJ White. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house programs and third-party asset managers to deliver its services.

Stuart Plotkin is a financial advisor at Merrill with 26 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2019 and previously held positions at JP Morgan Chase Bank, JP Morgan Securities, and Bank of America. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Petersen is a Series 66 licensed financial advisor with Equitable Advisors, based in Melville, NY. He has been with Equitable Advisors since 2026 and has prior experience in academia, having worked at Huntington University and Trinity Christian College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both firm-offered and third-party advisory programs.

James Senese is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. He previously worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Senese serves as a trustee of a Medicare Trust for parents since 2022. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through a network of Investment Adviser Representatives.

Lauren Conway serves as Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial planners. In her role, she is responsible for hiring, training, and coaching the team to work collaboratively with clients on significant financial decisions. Lauren has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Assistant Branch Leader before assuming her current position in 2023.

Jesse Romano is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held a role at Axa Advisors. His other business activities include involvement with TransAmerica Term Life. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party asset managers and its SAM program, and offers ERISA fiduciary services to qualified plans.

Debra Iorio is a financial advisor at LPL Enterprise with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, TIAA-CREF, Santander Securities LLC, and Morgan Stanley. 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’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.