Anthony Fusaro is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AXA Advisors, LLC for five years. Outside of his advisory role, he has ownership in Fusaro Cerrato Enterprise, LLC, which is a non-investment-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Quartararo is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously held positions at Bank of America, Merrill, and Deutsche Bank Securities. He serves as an acting trustee for a family life insurance trust. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, research resources, and specialized municipal advisory services.

Gerard Kuzniewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Primerica Financial Services since 1993 and the New York City Department of Education from 1983 to 2020. Outside of advising, he is an independent contractor with Melaleuca, receiving residual income. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Jose Rosario is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee estimates in its process.

Christopher Bergmann is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services Inc. He is also the owner of Chris Bergmann Photography, a sports and event photography business he has operated since 2012. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing sophisticated asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Dakota Lambrou is a Series 66-licensed financial advisor with one year of industry experience, currently at J.P. Morgan Securities. Prior to joining J.P. Morgan, Dakota worked at Equitable Advisors for two years. Outside of finance, Dakota has experience working as a server at Krischs Ice Cream Parlor and Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gregg Evangelist is a financial advisor with J.P. Morgan Securities who holds Series 65 and Series 63 credentials and has 22 years of industry experience. His prior roles include positions at Oak Financial Group, Pinnacle Associates, Baxter Investment Management, and TD Ameritrade. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Susan Wahba is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 63 designation and has previously worked at Avantax Advisory Services and Joseph Scarpa, CPA. Outside of advising, she owns tax preparation and tax planning businesses and is involved as an investor in a film production project. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies supported by a large national network of advisors.

David Gustin is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and possessing 45 years of industry experience. Prior to joining OSAIC in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as president of the Melville Chamber of Commerce and holds board positions with the Townwide Fund of Huntington and the Help America Hear Foundation. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct diversified portfolios, offering discretionary and non-discretionary management options alongside access to third-party money managers and wrap programs.

Elvia Macri is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and JPMorgan Securities LLC. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ross Scheintaub is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he serves as a consultant for Executive Pet Shipping, a professional pet transportation coordination service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting numerous advisors and managing over $256 billion in assets.

Robert Capra is a CFP® with 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Prior to that, he spent ten years at Metlife Securities, Inc. Outside of his advisory role, he is involved in the sale and servicing of fixed annuities and life insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Timothy Pilz is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011, including prior tenure at Axa Advisors, LLC. Outside of advisory work, he is a partner in Se-Kure Insurance Agency, which focuses on property and casualty insurance, and is involved with Globe Life Insurance Company of New York for health insurance. 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 various asset management programs. The firm utilizes third-party asset managers and program sponsors for most advisory models and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Gregg Cohen is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of advisory services, Cohen is an attorney specializing in trusts, wills, and estates, serves on the board of directors and as secretary for the St James Smithtown Little League, and works part-time as a tax preparer. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of representatives using a range of firm-offered and third-party investment programs, including ERISA fiduciary services for qualified plans.

Neil Ferrentino Jr. is a financial advisor with J.P. Morgan Securities in Syosset, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Gary Orkin is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has previously worked at American Portfolios Financial Services, Inc. He is also a certified public accountant and owner of Orkin CPA PC, providing tax preparation and accounting services. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and investment platforms.

Richard Bucaro is a financial advisor with Morgan Stanley in Port Jefferson, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a board member of the St George Golf and Country Club, a nonprofit organization in East Setauket, New York. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Brady Drozdowski is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Stifel and Bank of America, N.A. Outside of finance, he has worked in various retail and hospitality positions, including at TJ Maxx and Fish Daddy's Grill House. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Monaco is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Steven Dombrower is a CFA® charterholder with 30 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at American Portfolios Financial Services Inc., ACLI, Inc. d/b/a Anago of Long Island, and Ascensus Broker Dealer Services, Inc. He is also involved with Janco Planning, Inc., a business entity used for tax and investment purposes. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.