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 and Senior Portfolio 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, focusing on helping individuals and families navigate complex financial decisions by providing personalized investment strategies aimed at achieving long-term success. Akash works closely with clients to define their objectives and offers ongoing advice, adjusting portfolios to align with evolving client needs. He holds a Master of Science in Real Estate Analysis and Development, as well as a Bachelor's degree in Finance from the Smeal College of Business at Pennsylvania State University, where he also completed a minor in Information Systems Management. His professional experience includes sales and trading and wealth management, with particular expertise in alternative investments such as private credit, private equity, hedge funds, and real estate strategies. Akash has an interest in disruptive and innovative technologies, including fintech and artificial intelligence, and maintains a strong understanding of macroeconomic trends. In addition to his financial career, Akash speaks English and Hindi and is designated as a Personal Investment Advisor (PIA). Outside of work, he spends time with his family, enjoys traveling, reading, and following football.

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.

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 with Merrill, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at LPL Financial, LLC before joining Merrill and Bank of America N.A. in 2018. Outside of his advisory role, Jimenez is an insurance agent and the owner of Aldo Jimenez Wealth Management Corp. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Albert Milano Jr. is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held roles at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. He holds Series 63 and Series 65 designations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory programs and emphasizing individualized client planning.

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 12 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved with Savoy Associates/FNA Insurance, focusing on health insurance, and Guardian dental insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Pornpimon Pongvitayapanu is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Pruco Securities, LLC for 12 years and has a long tenure with Prudential Insurance Company of America dating back to 1999. She is also involved in life and health insurance sales through her activities with PALO Agency, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party asset management, and an integrated platform that combines financial planning with insurance and lending products.

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 financial advisor at Merrill with 19 years at the firm and 10 years of industry experience. He holds the Series 66 credential. In addition to his advisory role, he serves as a trustee for the Welles Remy Crowther Charitable Trust and is 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 individuals, high-net-worth clients, plans, corporations, and charitable organizations.

Gary Tietjen is a financial advisor with Cetera, holding a Series 63 license and over 35 years of industry experience. He has been with Cetera since 2001 and also serves as president of WTI Advisors Inc., where he manages and markets insurance products. Outside of his advisory role, he works as an investigator for All Island Investigations NY Inc. and serves as an election official for the Suffolk County Board of Election. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and affiliated and third-party investment managers.

Steven Gimeli is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with LPL Financial since 2018 and has also worked with INVEST Financial Corp. since 2007. In addition to his advisory work, he is involved with Hasset Tax & Financial Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, and retirement plan consulting.

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.