Gregory Aloisio is a financial advisor at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise since 2016 and previously worked at Wells Fargo Advisors. Aloisio is the author of a self-published book on World War II equipment, with a second volume completed. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeffrey Nagel is a CFP® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services and Albrecht Viggiano Zureck & Co. He serves as a board member of the Bellport Country Club and the Patchogue YMCA. Cetera Investment Advisers LLC is a large nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary accounts.

Bonnie Laffie is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 66 license, and has 44 years of industry experience. She has worked with firms including Royal Alliance Associates and John Hancock Mutual Life Insurance Company. Outside of her advisory role, she operates a sole proprietorship selling insurance and investment products and serves as a trustee for a family trust. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment products on both discretionary and non-discretionary bases.

Isaac Zacharia is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Orlando Basile is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Salvatore Vitale is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 designation and over 34 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Edward Lupardo is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds the Series 63 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and other financial services.

Lauren Bellizzi is a financial advisor with Merrill based in Holbrook, NY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Equitable Advisors and Whaler's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Yonatan Wachspress is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AXA Advisors, LLC. Wachspress serves as a board member for Beis Torah U'Tefillah Synagogue. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes assessing client risk tolerance to match them with program models or discretionary managers, often utilizing third-party asset management programs.

Ralph Laporta is a financial advisor at Morgan Stanley in Melville, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at Citigroup Global Markets since 1994 and Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Jane Heller Gerard is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. Gerard is also affiliated with Bank of America, N.A., where she has been employed since 1995. 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.

Kevin Vasilik is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and having 29 years of industry experience. He previously worked at Ameriprise for 11 years before joining Raymond James in 2025. Outside of his advisory role, Vasilik is President and CEO of Wayfinder Wealth Management, a business involved in supporting his Raymond James activities and other business functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical modeling tools and supports various advisory programs, with additional capabilities in municipal and public finance.

John Cristello is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Cetera and previously held roles at firms including Voya Investments Distributor, LLC, JP Morgan Chase Bank, and Merrill. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Vincenzo Formato is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has three years of industry experience. His background includes multiple roles in hospitality and service businesses. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party investment models delivered through a network of Investment Adviser Representatives.

Stephen Barbosa is a Series 63 licensed financial advisor with 34 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent 32 years at Pruco Securities, LLC. Barbosa is involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

James Quinlivan is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has a diverse work history including roles at Troy Enterprises, Smile Logistics, and Pets Warehouse. 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 offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a centralized operational structure.

Robert Dunn is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a wide range of capital markets and advisory products.

Pat Ingrassia is a CFP® with 43 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Janney Montgomery Scott and Wells Fargo Clearing, among other roles within Wells Fargo entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services like business-owner transition and special-needs analysis. The firm combines tailored recommendations with integrated financial products and referral channels.

Jeffrey Wenzel is a financial advisor with Ameriprise in Northport, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 33 years at Ameriprise and its affiliated entities. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Douglas Lake is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked at Cetera since 2019 and previously was with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Outside of his advisory role, he serves as a finance committee member for Saints Peters & Paul Church and is a director and board member of the Kiwanis Foundations of Hicksville. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and a suite of affiliated providers that influence product offerings.