Philip Von Arx is a financial advisor with Ameriprise in Rockville Centre, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation overseen by a dedicated team to generate tailored retirement advice.

Robert Genalo is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Merrill since 2007 and also has professional experience with Bank of America and Molloy College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Edward Behar is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He has worked extensively with Avantax Insurance Agency and Avantax Advisory Services, and he owns EJ Behar, Inc dba Behar & Company, which provides accounting and income tax preparation services. Additionally, he is an independent insurance agent involved in health and life insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with a multi-manager platform that includes affiliated and third-party investment options.

Domenico Dercole is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co., and Metlife Securities Inc. He is also an independent agent for outside fixed insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Regina Saio is a financial advisor at Fidelity with 14 years of industry experience and holds a Series 66 designation. She has been with Fidelity Investments since 2011 and has worked within Fidelity Personal and Workplace Advisors since 2018. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic methods and AI in its investment process.

Harish Chugh is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of advisory work, he serves as a trustee for the Herricks Community Fund in New Hyde Park, NY. 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 uses a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, offering diversified investment options and ERISA fiduciary services.

Tercia Dobrzynski is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation. She has one year of industry experience, having joined LPL Financial in 2025. Prior to this, she served on the Yardarm Homeowners Association from 2021 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Jesse Solomon is a Series 66 licensed financial advisor with Merrill in Melville, NY, bringing nine years of industry experience. His work history includes roles at Merrill and Bank of America since 2017, as well as prior experience at Dataminr and NYU Stern School of Business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Brian Simonetti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes positions at Axa Advisors LLC and Ross Strent & Co., LLP. Outside of his advisory role, he serves as treasurer of the Rose Brucia Foundation nonprofit and is a partner at Licata Papadopoulos & Simonetti CPA, as well as owner of Brian Simonetti PLLC, an accounting and tax practice. 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 utilizes a range of advisory programs and third-party managers to tailor investment solutions according to client needs and risk tolerance.

William La Mura is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel since 2019 and previously spent eight years at First Empire Securities. Outside of his advisory role, he has been involved with Prospect Sports for 19 years and the NY Baseball Academy for 23 years. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Helldorfer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of experience at the firm. He has a background that includes over two decades as a CPA and accountant operating his own practice, John E Helldorfer, CPA, since 1999, and prior roles at CA Technologies Inc. He is involved in various non-investment related business activities including providing accounting and tax services through his CPA practice. 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 account options. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Wayne Buess is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Corina is a financial advisor with Equitable Advisors who holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles at the Internal Revenue Service and the Peace Corps. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Robert Alster is a CFP® with 18 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2008 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with several health insurance providers. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team.

Brian Thornton is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Cetera Wealth Services, National Asset Management, North Fork Asset Management, and National Securities Corporation. Outside of his advisory work, he is an insurance agent specializing in life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Dennis Byrne is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at AXA Advisors, LLC and Jason C. Fu. Outside of his primary advisory work, he is involved as an associate with Hendel Wealth Management Group, where he helps service clients and solicit new business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Akash Advaney is a Financial Advisor with Merrill Lynch Wealth Management based in the Melville, New York office within the Long Island Market. He serves clients locally and across the country, partnering one-on-one to define their financial objectives and implement investment strategies aimed at long-term success. Akash brings a background in Sales & Trading and Wealth Management, with expertise in alternative investments such as private credit, private equity, hedge funds, and real estate strategies. He holds a Master of Science in Real Estate Analysis and Development and a Bachelor's degree in Finance from the Smeal College of Business at Penn State University, where he also completed a minor in Information Systems Management. Akash holds the Personal Investment Advisor (PIA) designation and is knowledgeable in the areas of fintech and artificial intelligence, driven by an understanding of macroeconomic trends to assist clients in building, preserving, and transferring wealth. Outside of his professional responsibilities, Akash spends time with his family and enjoys traveling, reading, and following football. He is fluent in English and Hindi.

Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, 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 entities.

Lynne Crockett is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christopher Fucci is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Fucci serves on the board of directors for Inspire Arts & Music. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.