Karen Tarpey is a financial advisor at Ameriprise with 32 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

John Creeron is a financial advisor with Ameriprise and holds a Series 63 designation. He has 42 years of industry experience, including 14 years at Raymond James Financial Services and associated firms before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized retirement-income consulting team that delivers tailored, algorithm-assisted recommendations.

Kristi Rossy is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has six years of industry experience, including ten years at Ameriprise. Rossy is a managing director and 40% partner at Wayfinder Wealth Management and is involved in several business management roles, including as president of KRossy Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using various analytical tools and maintains specialized programs in municipal and public finance as well as employer-sponsored retirement plans.

Juan Romero is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Maureen O'Donnell. Before entering the financial industry, he worked in various positions outside the sector, including at Ikea and Dick's Sporting Goods. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Santini is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he was with Royal Alliance for six years and National Planning Corporation for two years. Santini is also a partner in Santini & Tastrom LLC, a financial advisory partnership. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform with both proprietary and third-party investment strategies.

Anthony Vlachos is a financial advisor with LPL Financial based in Melville, NY. He holds the ChFC® designation and the Series 63 license, with nine years of industry experience. He has previously worked at National Planning Corporation and is involved with WizdomTower Risk LLC, where he has been active for twelve years. 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 offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Peter Lamberti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 32 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Oppenheimer. 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 research from its Wells Fargo Investment Institute with third-party analytics to guide investment decisions.

Peter Che is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. He previously worked at JPMorgan Chase for 14 years before joining Merrill in 2023. Che was also the owner of a family-operated dry-cleaning business, which ceased operations in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Reuben Birnbaum is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is the sole proprietor of BWM Holdings LLC, a real estate investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and methodologies in its financial planning process.

Anthony Angarola Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Cetera and its affiliates since 2019 and previously worked at Foresters Financial from 2013 to 2019. Outside of his advisory role, he serves as a board member for the Shinnecock Shores Association, where he helps organize community activities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with a broad range of investment program options.

Justin Wasserman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has held positions at several firms, including Merrill, Wamu Investments, and Chase Investment Services, before joining J.P. Morgan Securities in 2012. He holds Series 66 and Series 63 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Nancy Contino is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, following tenures at JPMorgan Chase Bank and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach, incorporating ESG criteria and supported by affiliates for implementation and portfolio services.

Loretta Morano is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 license and bringing 27 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

Jane Carmody is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The First National Bank of Long Island. Carmody owns and manages JSC Management Inc., an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and referral channels to provide tailored recommendations.

Donald Mccormick is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is a co-owner of NuMac Realty, LLC, a real estate business. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with significant assets under management.

Marc Selanikio is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for seven years at David Lerner Associates. Prior to his financial career, he operated Pack and Ship Port Washington, Inc. for three decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Lisa Van Der Voort is a Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in the financial services industry. She has worked with Morgan Stanley, Bank of America, and Merrill, developing expertise in quantitative data analysis to offer clients data-driven strategies aimed at building appropriate risk-adjusted portfolios. Lisa's approach starts with understanding what is important to her clients, enabling her to help them pursue a range of financial priorities including general investing, philanthropic efforts, tax-advantaged solutions, retirement planning, and preparing for unforeseen events. She also facilitates access to Bank of America specialists for banking, credit, home financing, and business solutions. Lisa holds a Bachelor’s Degree from Auburn University and maintains the Personal Investment Advisor (PIA) designation. She is actively involved with Bank of America's Military Support & Assistance Group and serves as a mentor with Statement Arts. Outside of her professional life, she enjoys activities such as hiking, boating, chess, reading, rock climbing, soccer, tennis, and spending time with her family.

Arya Doshi is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, Doshi worked at Guggenheim Partners and Moelis & Company. Doshi holds an undergraduate degree from Binghamton University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone services.

Jay Brown is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley in various capacities since 2007, with prior experience at Merrill from 1997 to 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm’s planning process involves structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jamie Shapiro is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2017 and was previously with Voya Financial Advisors, Inc. from 2014 to 2017. Outside of his advisory role, Shapiro has been involved as a fixed insurance agent since 1980. 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 offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.