Stacey Tucker is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Merrill, along 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 plans, corporations, and charitable organizations.

Dylan Krieg is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at The Harbor Crab Company for three years and has one year of experience in full-time education. He is also involved in managing his practice through a separate advisor-owned entity, Certainty of the Uncertainty, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes delivering written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Susan Galati is a financial advisor at Equitable Advisors with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, previously working at Axa Advisors. Outside of her advisory role, she prepares tax returns and assists clients with college financial aid forms. 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 a variety of third-party managers and LPL programs. The firm employs a hybrid referral and implementation model tailored to client goals, risk tolerance, and time horizon.

Jeffrey Tabman is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Equitable Advisors since 2001 and previously worked at AXA Advisors. In addition to his advisory role, he teaches CFP and insurance continuing education courses at Hofstra University. 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, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Vito Mannino Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at Merrill and Bank of America, N.A., before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market forecasts without providing individual security recommendations as part of standalone planning.

Jonathan Lowd is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Merrill from 1994 to 2017 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2017. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional offerings.

Thomas Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked nine years at JP Morgan Securities, LLC. Outside of his advisory role, he owns and operates Edgewater Points Yacht Companies, LLC, providing boat rides and selling boats. 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 a broad range of brokerage and advisory solutions.

Emily Stover is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments. Outside of advising, she has experience working in the hospitality industry as a bartender and is associated with a financial advisory S-Corp, Tim Allen Financial Associates, where she engages in client meetings and account management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management across a broad range of investment products.

Ayana Hall is a financial advisor at Merrill with a Series 66 designation. She has over 20 years of industry experience, including two decades at Bank of America before joining Merrill in 2025. Merrill, along 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, and institutions.

Arthur Costanzo is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024, previously serving 16 years at American Portfolios and maintaining Costanzo Financial Services since 1988. In addition to advisory work, he prepares taxes for clients through his tax preparation business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using tools like asset-allocation models, risk-tolerance questionnaires, and automated rebalancing, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Luciano Marciano is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prospect Financial Services LLC, LPL Financial, Maxim Financial Advisors, and Maxim Group LLC. 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 to implement client recommendations.

Anthony Dolisi II is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, tailoring services through a client intake process and offering both advisory and brokerage/insurance channels.

Brian White is a CFP® professional with 21 years of experience in financial advising. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise is a large institutional firm offering a retirement-income planning service tailored for clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Cameron Tomassone is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Prudential Insurance Company of America, and LPL Enterprise. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagement and corporate financial planning agreements.

Michael Cohen is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Prior to his current roles, he had experience at Lehigh University. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked seven years at JPMorgan Chase Bank, N.A. and five years at J.P. Morgan Securities LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and third-party research.

Daniel Freeman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2014. Outside of his advisory role, he owns and operates JJR Retail, LLC, an online resale business specializing in household and everyday items. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Mario Longo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 39 years of industry experience. His career includes roles at METLIFE Securities Inc. and MassMutual Life Insurance Company prior to his current position. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning engagements.

Robert Cutajar is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and at Bank of America N.A. since 2007. He holds Series 63 and Series 66 designations. 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 plans, corporations, and charitable organizations.

Patricia Thomas is a CFP®-credentialed financial advisor with 27 years of industry experience. She has worked at LPL Financial and Flagstar Bank N.A. since 2009. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with support from internal research and third-party subadvisors.