Justin Culhane is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, also working with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its planning process.

Michael Hughes is a financial advisor at Ameriprise with the Series 66 designation and over 20 years of experience in the industry, including roles at Deloitte & Touche and BDO USA. He has been with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Cole Block is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial planning and investment advisory services to clients. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Cole earned his Bachelor's Degree from Syracuse University. His professional focus includes retirement planning and personal investment advisory services.

Scott Burns is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has worked with Merrill since 2003 and is also associated with Bank of America, N.A. since 2012. 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 serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Michael Solomon is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. His work history includes roles at VIP Ventures NJ LLC, Eagle Chevrolet, PFS Investments Inc., and Primerica Financial Services. Outside of investment advisory, he is involved in sales of home-related products through affiliated companies, including mortgage loan products and home security services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

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 in Garden City Park, NY. He holds Series 63 and Series 66 designations and has 28 years of industry experience, including six years at Equitable Advisors and six years at VOYA Financial Advisors. He also operates The BlackOak Group, LLC as a separate business activity. 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 a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored investment solutions.

Andrew Hawson is a Series 65 licensed financial advisor with LPL Financial, where he has worked since 2008. He has 43 years of industry experience. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

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 who holds Series 65 and Series 63 licenses and has 29 years of industry experience. He previously worked at Pruco Securities, LLC for 28 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services in 2025. Mancini is also involved in outside insurance sales and owns two companies, Fire Island Asset Management LLC and The MKG Group, both of which support administrative and associate expense management. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored planning engagements using proprietary software tools and a range of investment and insurance solutions.

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®-certified financial advisor with six years of industry experience, currently with LPL Financial. He has worked at several firms including Ic Advisory Services Inc and The Investment Center Inc. Outside of advising, he has prior experience in the food service industry. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various technology-driven investment strategies.

Albert Althaus is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation for 13 years. Althaus is also president of Creative Professional & Executive Planning Corp., where he has been involved since 1975. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by research, model portfolios, and both discretionary and non-discretionary management options.

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.