Quintino Ciuffetelli is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Brush is a financial advisor at Equitable Advisors with 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2023. Outside of advising, he is an independent insurance agent and a notary public. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models implemented through third-party managers and focuses on aligning client risk tolerance with appropriate investment solutions.

Christopher Keel is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Peter Sluka is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2010. He operates out of Melville, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning and manages approximately $2.74 trillion in client assets.

Jonathan Kleiman is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of financial advising, Kleiman is involved in several entrepreneurial ventures including e-commerce businesses focused on customized candy and food brands, sports memorabilia marketing, and food and beverage investments, where he serves in advisory and partnership roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Kevin Stamm is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, including a concurrent role at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

William Spencer is a financial advisor with LPL Financial based in Hauppauge, NY, holding Series 63, 65, and 66 credentials and bringing 40 years of industry experience. His career includes roles at institutions such as M&T Bank, Wilmington Trust, People's United Advisors, and J.P. Morgan Private Wealth Advisors. 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 advisory and brokerage services through a large network of advisors with a broad range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Shawn Golden is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to this, he was employed at INVEST Financial Corp. and Bethpage Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs a variety of portfolio strategies and operational tools.

Francesco Amodio is a financial advisor with LPL Enterprise, holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advising, he is the business owner of Frankies Famous. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing a model-driven investment approach with access to third-party asset managers and financial planning services.

Wayne Landau is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has previously worked at North Ridge Securities Corp and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and operates an accounting firm specializing in tax advisory and forensic accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning solutions, operating through a nationwide network of over 10,000 advisors.

Michael Gallagher is a financial advisor at OSAIC with 42 years of industry experience. His prior work includes roles at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Gallagher has served as a soccer coach at Chaminade High School for over two decades. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Michael Katz is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2003. Katz is also involved with Bulldog Business Solutions, Inc., a company he co-manages to process payroll for administrative staff. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and wrap programs.

Evan Todd is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at a parking management company and multiple positions associated with the University of Montana. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, insurance products, and affiliated trust custody and lending services.

Robert Schilling is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with UBS since 2001. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm operates with a range of capital markets capabilities alongside wealth management services.

John Mikos is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Aegis Capital Corp. from 2011 to 2022. Outside of finance, he serves on the Parish Council and as a sentinel for the Greek Orthodox Cathedral of St. Paul in Hempstead, NY. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers to serve both non-high-net-worth and high-net-worth clients.

Eric Melman is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America, N.A. since 2005. 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.

Patricia Brady is a financial advisor at Edelman Financial Engines with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including AssetMark Brokerage, LLC and Hightower Advisors LLC. Outside of her advisory work, she is a contributing author for a book collaboration through PinkFix Productions. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

Ryan Johnson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Elisa De Jesus is a financial advisor at Merrill with 18 years of experience at the firm and a total of 8 years in the industry. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she contributes to The Interfaith Nutrition Network Inc., a nonprofit serving the hungry and unsheltered, where she participates in planning and event activities. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lai III is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He is also a 20% owner of Premier Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and fee-based financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored financial recommendations, providing a broad range of planning services including retirement, education, and business-owner transition planning.