George Klueg is a financial advisor at Cetera with 26 years of industry experience and a Series 66 credential. He has operated multiple tax preparation and accounting firms, including Klueg, Filippone & Co. CPAs LLP and Buonanno Klueg Rothmaler CPAs LLP, and serves as treasurer for both Bull Calf Landing HOA and Huntington Baptist Church. Klueg has been affiliated with Cetera since 1999. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program options and affiliations.

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 in Seaford, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Citigroup and First Republic Investment Management. Outside of his advisory career, he is an owner and seed investor in Daylight RX Inc, a healthcare technology company focused on logistics between pharmaceutical manufacturers and local pharmacies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Angelo Gallo is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Red Jug Pub and Uncle Giuseppe's Marketplace. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a documented client intake process.

Ghedalia Gold Pastor is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill and Bank of America in 2018, Pastor held positions at Tesla Inc. and Consigli Construction Co., and completed four years at the University of Maryland. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Sackstein is a financial advisor with Osaic Wealth, Inc. based in Commack, NY. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including roles at American Portfolios Advisors Inc. since 2015. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Mark Gopen is a financial advisor with Cambridge Investment Research Advisors in Great Neck, NY, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His prior work includes roles at National Securities Corporation and Gilman + Ciocia, Inc. In addition to advisory work, he owns two tax preparation businesses and is involved as an independent insurance agent and mortgage loan originator. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through independent Financial Professionals, combining proprietary model strategies and third-party managers with multiple custody and platform options.

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, holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he gained diverse work experience across various industries, including roles at JJ Coopers and American Whiskey. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Steven Keane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and was affiliated with Pruco Securities, LLC until 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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 CFP® with 10 years of industry experience, currently with LPL Financial since 2026. He has prior experience at Northwestern Mutual Wealth Management Company and Robert Edward Johnson. Outside of his advisory career, he is involved with The Rite Bite Nutrition Counseling LLC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and technology tools.

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 at Merrill, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Bank of America and several other organizations across various sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Daniel Toepfer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked at Axa Advisors, LLC for 20 years. 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 LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jason Rogoff is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Rogoff serves as Executive Director of the Merrick Bellmore Little League and is the owner of Vantage Auto Group of Long Island, an auto purchasing and leasing business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, focusing on topics such as retirement, tax, estate, and special needs planning.

Craig Goldberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as co-trustee for an investment-related family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Zupka III is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services Inc. and Cetera Advisors. Zupka is also the secretary of James' Journey, a nonprofit focused on mental health awareness and suicide prevention. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, using asset-allocation tools and risk assessment to manage portfolios across multiple platforms.

Paul Pedretti is a CFP® with 34 years of industry experience. He currently works at Ameriprise Financial Services, LLC and has previously held roles at Flagstar Advisors, Signature Securities Group, and HSBC Bank USA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.