Daniel Mazzola is a CFP® professional with 32 years of industry experience. He is currently with OSAIC, joining the firm in 2024 after 14 years at American Portfolios Financial Services. Mazzola is also a CPA and prepares tax returns for investment advisory clients and others in his local area. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple investment programs.

Edward Riepe is a Certified Financial Planner® at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2013 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Michael Meegan is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at NYLIFE Securities LLC and Wealth Conservation Group. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Caleb Milsow is a Series 66-credentialed financial advisor with Ameriprise, based in Amarillo, TX, and has one year of industry experience. His prior work includes roles at Boost Performance, The Occunet Company, West Texas A&M University, and the Amarillo Independent School District. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.

Joshua Sydney is a Series 66-licensed advisor at Equitable Advisors with experience at firms including Warburg Pincus LLC and Institutional Capital Network, Inc. He entered the advisory field in 2026 after a career spanning finance and other industries. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of representatives and third-party managers.

Henry Cho is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and three years of industry experience. He previously worked at IHT Wealth Management and PRB Wealth Management. Outside of advisory duties, he is a commissioned notary. 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 range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by a large network of advisors and advanced operational tools.

Robert Sturges is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following a decade at MetLife Securities. He has a referral relationship with a payroll company to provide additional services to business clients. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Jeffrey Haiken is a financial advisor at Stifel with 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Secretary and Board Member for the Jerome W Gratenstein Foundation, where he helps develop investment plans and vote on grants to charitable organizations. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Matthew Hanratty is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously with AXA Advisors. Outside of his advisory work, he is involved with Ashar Group, selling life settlements, and acts as an agent for National Financial Network, selling disability insurance. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension 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 a range of third-party asset managers and advisory programs.

Norma Ortiz is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 licenses. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party teams.

Jeanmarie Beganskas is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Salvatore Alesia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2015. In addition to his advisory role, he provides coaching focused on networking and business development to members of a business impact group. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client relationships and Corporate Financial Planning agreements.

Alvin Enahoro is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously worked at Axa Advisors, Allstar Security, Lowes, and UVA Wise. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement consulting, and asset management programs. The firm combines internally managed programs with third-party advisory solutions and does not sponsor its own wrap fee program.

Scott Braun is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Axa Advisors and SCSA Enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on retirement income and tax-aware withdrawal strategies. The firm’s retirement income approach involves centralized research and tools, with recommendations implemented on a non-discretionary basis.

Christopher Tong is a financial advisor with Ameriprise in Commack, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Tong is involved in independent insurance brokering and owns a business that manages office operations for Tong & Tong & Associates. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside human oversight for its retirement planning programs.

Mikhail Leyon is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 24 years of experience in the industry, including 15 years with MetLife Securities and over nine years at Mass Mutual Investors Services. Leyon serves on the board of Theodora Mission, a nonprofit supporting special needs children in Egypt. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of programs, including wrap accounts and educational seminars, with financial planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Dennis Cunningham is a financial advisor with Wells Fargo Clearing in Woodbury, NY. He holds Series 63 and Series 65 licenses and has 53 years of industry experience. Cunningham has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

John Duane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Citigroup Global Markets. He is based in Melville, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, combining broad-scale financial activities with oversight of over $819 billion in discretionary assets.

Shari Eidlitz is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning, supported by proprietary research and capital market assumptions. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Thomas Cammisa is a CFP®-designated financial advisor with LPL Financial, where he has worked for 12 years. He has 18 years of industry experience. Outside of his advisory role, he serves as a board member of the Episcopal Diocese in Melville, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.