Sigrid Goltz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. She has worked with MassMutual entities since 2005, including MSI Financial Services and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analysis tools and offering event-driven planning services such as divorce and estate settlement planning.

Loreto Testani is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thomas Odonnell Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and asset allocation guidance relying on forward-looking capital market assumptions and probabilistic modeling.

Olivier Allain is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 10 years. Outside of his advisory role, Allain also works as a real estate agent with Charles Rutenberg Realty, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to various investment strategies and program structures.

Matthew Coughlin is a financial advisor with J.P. Morgan Securities holding a Series 66 credential and six years of industry experience. His prior roles include positions at TD Ameritrade and United Asset Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program uses a centralized due diligence process combining quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

George Klueg is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera and its affiliates since 1999 and maintains several business activities outside of advising, including ownership of accounting firms and serving as treasurer for a homeowners association and a local church. Klueg also has a background in tax preparation through multiple CPA entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes both affiliated and third-party investment options.

Kevin Paulsen is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President. His work focuses on wealth planning, utilizing Fidelity's technology and investing platforms to assist clients in achieving their financial goals. Throughout his tenure, Kevin has gained experience in understanding client needs and providing financial guidance. He emphasizes the use of cost-efficient investing strategies as part of his approach. Outside of his professional responsibilities, Kevin enjoys baseball, comedy, and golf.

Blake Klein is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Equitable Advisors and MassMutual Life Insurance Company. Prior to his advisory career, he worked in education at multiple universities and schools. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, goal-focused processes supported by firm-approved analytical tools.

Robert Nicastro is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His career includes roles at Citigroup, Santander Securities, First Republic Investment Management, and J.P. Morgan. Outside of finance, he is an owner and seed investor in Daylight RX Inc., a healthcare technology company focused on logistics between pharmaceutical companies and local pharmacies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Angelo Gallo is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Red Jug Pub and Uncle Giuseppe's Marketplace. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and emphasizes tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Sackstein is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes over a decade at American Portfolios Financial Services and American Portfolios Advisors Inc. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Michael Fragala is a Series 66 licensed advisor with Equitable Advisors in Melville, NY. He has one year of industry experience and previously worked at firms including EOS Investors, ZCG, and Marcum LLP/CBIZ. Outside of his advisory role, he is involved with MJF Accounting Services Inc., a business he operates concurrently. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of third-party advisory models and discretionary management strategies while offering ERISA fiduciary services through credentialed representatives.

Tyler Strauss is a financial advisor at Edward Jones with a Series 66 designation and experience spanning roles at ICONIQ Capital, Deloitte, and SUSA. He has been with Edward Jones since 2026. Outside of finance, he was involved with the YMCA for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Cody is a financial advisor with Equitable Advisors in Melville, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at JJ Coopers and American Whiskey. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes a combination of proprietary and third-party advisory models.

Steven Keane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and previously at Pruco Securities, LLC. Keane is also associated with The Katz Group as a financial advisor. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, providing financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michele Meilamed is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at UBS since 2020 and previously held roles at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a range of capabilities including discretionary and non-discretionary portfolio management, capital markets services, and wealth management solutions.

Joseph Cataldi is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial, he worked at Northwestern Mutual in various capacities from 2016 to 2026 and operated The Rite Bite Nutrition Counseling LLC since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory services through its network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Michael Schneider is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Garden City office. He works with high-net-worth individuals, families, and small business owners to develop financial strategies aimed at achieving their short- and long-term goals. With over thirty years of experience in the financial services industry, Michael leverages his expertise to provide thoughtful, value-added advice utilizing Merrill Lynch’s comprehensive platform. Michael holds a Bachelor of Science degree from Lehigh University and a Master of Business Administration from New York University’s Leonard N. Stern School of Business. He also holds the Personal Investment Advisor (PIA) designation and an inactive Certified Public Accountant license. Outside of his professional role, Michael participates in community activities, including volunteering with the Kiwanis Club. He resides in Garden City, NY, with his wife and two daughters and enjoys reading, spending time with his family, surfing, and swimming.

Gabriel Siri is a financial advisor with Merrill holding a Series 66 credential and no prior industry experience. His work history includes roles at Bank of America, Jemcare, and the Young Adult Institute, among others. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Daniel Toepfer is a Series 66-licensed financial advisor with Equitable Advisors in Melville, NY, where he has worked for 26 years. He has 25 years of industry experience, including two decades at Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party asset managers to tailor solutions based on client information and risk tolerance.