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.

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.

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.

Anthony Zambri is a financial advisor at LPL Financial with 37 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, he is a managing partner at Zambri Enterprises, a business entity involved in real estate ownership. 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 advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with proprietary research and technology tools.

Colleen Clancy Cucuzzo is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools designed to model investment outcomes.

Russell Lusterman is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2004. In addition to his advisory role, he owns and operates two CPA firms providing accounting, tax preparation, and bookkeeping services, and he is also a notary. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Brian Tveter is a financial advisor with Charles Schwab in Garden City, NY, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with Charles Schwab since 2000 and with Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative investment onboarding process.

Melody Graham is a CFP® professional with 32 years of experience in financial advising. She has been with Ameriprise and its affiliated entities since 2005 and currently operates out of Melville, NY. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice rooted in investment research and tax-aware strategies.

Seamus Mitchell is a financial advisor at Morgan Stanley with 20 years of industry experience. He previously worked at LPL Financial from 2004 to 2025 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. He holds the Series 63 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

James Filonuk is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has previously worked at Cetera and Glatman & Filonuk Wealth Management. Outside of his advisory role, he is involved in accounting and tax preparation through his ownership and treasurer position at Glatman & Filonuk CPAs PC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.