Frank Fattizzi is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., and A&F Capital Group. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and strategies to construct diversified portfolios tailored to clients’ investment preferences.

Aldo Jimenez is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2018, following three years at LPL Financial. Outside of his advisory role, he serves as an insurance agent with Algren Associates, Inc., devoting part of his time to selling life insurance. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Albert Milano Jr. is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Nora Zaba Slater is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 12 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides detailed, non-discretionary recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Scott Sanders is a CFP® professional with 29 years of industry experience, currently affiliated with OSAIC since 2024. He has held positions at Citrin Cooperman, Gettry Marcus CPA, American Portfolios Financial Services, and has led his own CPA firm, Scott Sanders CPA P.C., since 1992. Sanders is also active as the president of Wealth Advisory, Ltd. and serves as co-treasurer and board member of a nonprofit financial planning association on Long Island. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services that include financial planning, retirement consulting, and access to third-party money managers and model portfolios.

Paul Marasciullo is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he participates as a chain crew member for the New York Jets in field services. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Krauss is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC and B. Riley Wealth Advisors, Inc. Krauss is involved in health and dental insurance through Savoy Associates/FNA Insurance and Guardian. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory models implemented through third-party sponsors and proprietary programs.

Pornpimon Pongvitayapanu is a financial advisor at LPL Enterprise with 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Pornpimon worked for Pruco Securities, LLC for 12 years and has been affiliated with Prudential Insurance Company of America since 1999. Outside of advisory work, Pornpimon is involved in a business recommending and servicing life insurance, annuity, and health insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, incorporating portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to third-party asset managers and insurance product sales.

Charles Matisi is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 10 years and has been involved with 4 Thought Financial Group, Inc. since 2014. Outside of his advisory roles, Matisi is also engaged in the sale and service of insurance products, including fixed annuities, life insurance, long-term care, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment vehicles, managing accounts on either a discretionary or non-discretionary basis.

Michael Barch is a Series 66 licensed financial advisor at Merrill with 19 years at the firm and a total of 10 years of industry experience. He serves as a trustee for the Welles Remy Crowther Charitable Trust, which honors Welles Crowther's actions on September 11, 2001, and participates as a board member of Habitat for Humanity of Long Island. 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 a range of individual and institutional clients.

Steven Gimeli is a financial advisor with LPL Financial in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2018 and has worked with INVEST Financial Corp. since 2007. Outside of his advisory work, he is involved in tax preparation and accounting through Hasset Tax & Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

Joseph Vicari is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations through a centralized consulting team.

Jesse Neumyer is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients, utilizing both internal and third-party portfolio management approaches.

Jennifer Shaw is a financial advisor at Merrill with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for 12 years. Outside of her advisory role, she serves as a managing member of Home Place Greenwich LLC and holds officer and committee positions related to residential property management in Connecticut and New York. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lois Goldstein is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 37 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 13 years at Invest Financial Corporation. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and the oversight of substantial discretionary assets.

Sudip Mukherjee is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he develops long-term financial goals and implements customized wealth strategies tailored to each client. He brings extensive institutional experience gained since 1998, having worked in investment banking at JP Morgan, equity research at Credit Suisse, management consulting at McKinsey & Co, and investment management at New York Life. Sudip serves high-net-worth individuals, business owners, corporate executives, and also addresses the needs of institutions, foundations, and endowments through philanthropic and charitable strategy development. Sudip holds a BS in engineering from Cornell University and an MBA from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He is also registered with FINRA Series 7 and 66, and holds licenses in Life, Accident/Health and Annuities, and Long-Term Care Insurance. In addition to his professional work, Sudip is active in community and not-for-profit organizations. He serves on the Board of Directors for the Yale Alumni Association of New York and formerly served on boards including Queens Community House, Hunger Free America, and AFS Intercultural Programs USA. He is also involved with the Association of Yale Alumni and volunteers as a Parent Coach with the Jericho Athletic Association. Sudip enjoys boating, cooking, music, reading, tennis, and spending time with his family.

Santiago Alzate is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Phoenix Capital Partners and Robinson and Muller Engineering, PC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Louis Soriano II is a CFP®-designated financial advisor with 31 years of industry experience. He is currently with Cetera and has held roles at various affiliated firms since 1995. Outside of his advisory work, he serves as a director and officer at Navigator Financial Strategies, a firm involved in financial services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across diverse program structures.

Richard Morse is a Wealth Management Advisor with Merrill Lynch Wealth Management, primarily based in Melville, New York. He provides an integrated approach to the needs of affluent families, foundations, endowments, and retirement plans, focusing on multi-generational wealth planning, business succession planning, tax-aware investing, and investment manager evaluation and selection. Richard began his financial services career at Smith Barney in 1993 and has experience working with Loeb & Troper CPA's specializing in healthcare and not-for-profit organizations. He was also a co-founder of Advanced Institutional Management Software, Inc., a developer of application software for the alternate healthcare industry. Richard graduated from Ithaca College in 1978 with a Bachelor of Science degree in accounting. He holds the Certified Investment Management Analyst® designation from The Wharton School, University of Pennsylvania, the CERTIFIED FINANCIAL PLANNER® certification, and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He is a member of the CFP Board of Standards and the Investments and Wealth Institute. In the community, Richard has served on the boards of the Dix Hills Jewish Center, the Jewish Education Project, and the Kenya Education Fund. He currently serves on the UJA/Federation Long Island Executive Committee and was co-chair of the UJA/Federation Suffolk Business and Professional Leaders Exchange. Richard and his wife Arlene have been recognized with the Community Service Award by UJA/Federation in 2010, and Richard received the Business Leaders Award in 2023. They reside in Commack, New York.

Vincent Di Marco is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized guidance to clients in pursuit of their financial goals. His approach involves taking the time to understand each client's unique situation and priorities, enabling him to develop tailored strategies that address short-, mid-, and long-term objectives. His expertise encompasses a range of areas including executive compensation, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, special needs planning, sports and entertainment financial considerations, tax minimization, and retirement income. As a Merrill Financial Solutions Advisor, Vincent also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Vincent holds a Bachelor's Degree from Seton Hall University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys fishing, golfing, hunting, skiing, and spending time with his family.