Peter Gold is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 designations and has worked with Charles Schwab and its affiliated entities since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custodial and operational infrastructure.

Lori Bjorndahl is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held following her tenure as Senior Registered Client Associate starting in 2005. In her time as a Client Associate, Lori served in leadership positions and was recognized as a mentor among her peers, developing a strong emphasis on attention to detail in her work as a Financial Advisor. Her areas of focus include transfer of assets, retirement planning, education planning, and managed money. Lori graduated from Berkeley College in New York City in 2005 with a Bachelor's Degree in Business Management. She holds FINRA Series 7 and Series 66 registrations, as well as Life and Health Insurance licenses. She also has the Personal Investment Advisor (PIA) designation. Lori resides in Port Jefferson Station with her husband Jason and their children, Sophia and Henrik. Outside of her professional work, she enjoys cooking, music, spending time with family, traveling, and community involvement, including volunteering as a coach with Comsewogue Youth Football & Cheer.

Alexander Kregel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including valet management and retail. Outside of his advisory role, he manages a valet service business. 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 third-party programs. The firm uses a hybrid referral and implementation model involving multiple asset managers and offers both advisory and brokerage channels to meet client needs.

Michael Lombardo is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for five years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Douglas Sinclair Jr. is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at Morgan Stanley Smith Barney LLC and legal positions at Lavallee Law Offices and Foley Griffin LLP. Additionally, he has been involved with SF Mining and served on staff at Hofstra Law School's Maurice A. Deane School of Law. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

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 at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2025. Prior to that, he was associated with Avantax firms for over 17 years and has operated his own accounting and tax preparation business, Behar & Company, since 2006. In addition to his advisory work, he is an independent insurance agent specializing in health and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers flexible investment management options through a multi-manager platform and provides access to a range of portfolio management services and third-party managers.

Domenico Dercole is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also active as an independent agent in outside fixed insurance. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

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 designations and 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. He serves as a trustee for the Herricks Community Fund in New Hyde Park, NY. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and multiple endorsed TAMPs to deliver advisory and brokerage solutions.

Tercia Dobrzynski is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining LPL Financial, she served on the Yardarm Homeowners Association from 2021 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.

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 licenses and possessing 25 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors LLC and Ross Strent & Co., LLP. Outside of advising, Simonetti is a partner at Licata Papadopoulos & Simonetti CPA and serves as treasurer of the Rose Brucia Foundation nonprofit. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

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 in Melville, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at the Internal Revenue Service and served in the Peace Corps. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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.