Stephen Rizza is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports clients with discretionary portfolio management and custodial services.

Dennis Gur is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant and Financial Representative, starting in 2022. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Canoga Wealth Management from 2021 to 2022. Dennis focuses on co-creating disciplined and tailored financial plans that aim to grow wealth while managing risk. He emphasizes the importance of managing personal finances as a lifelong journey and partners with clients to develop strategies suited to their individual needs. Outside of his professional work, Dennis has personal interests in cars, fitness, golf, movies, pets, and traveling.

Jay Hochheiser is a CFP®-designated financial advisor with 42 years of experience, currently affiliated with Cetera. His career includes long-term roles with Guardian Life and Avantax, as well as leadership of his own wealth management business, Hochheiser Deutsch & Co Inc. He is also the author of a financial guidebook and serves on the board of the Children’s Medical Fund of New York. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and planning services, supporting both discretionary and non-discretionary strategies.

John Murphy is a CFP® with 32 years of experience in the financial services industry, currently serving as an advisor at Ameriprise. He has been with Ameriprise and its affiliated entities since 2005, with a brief period of unemployment in 2024. Outside of his advisory role, Murphy serves as Chairman of the Board and President of the Sue A. Murphy Memorial Foundation and is Vice President of Dylan's Dream Team. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Bonich is a financial advisor with LPL Enterprise, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in non-variable insurance activities through Prudential’s affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.

Cameron Russ is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, progressing through roles including Relationship Manager and Financial Service Representative. Prior to joining Fidelity, Cameron worked as a Financial Services Representative at Suffolk Credit Union from 2020 to 2022. Cameron works closely with clients to develop financial plans tailored to their individual goals and priorities. He emphasizes the importance of understanding clients' needs to effectively build and implement these plans. His professional experience spans investment consulting, relationship management, and financial services. Outside of his professional role, Cameron has interests in baseball, cars, golf, snowboarding, soccer, and tennis.

Kathleen M Di Meo is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She previously worked at Wells Fargo Advisors LLC before joining Ameriprise Financial Services in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice and customized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Jeffrey Kanterman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2023, he spent 27 years associated with Solid Insurance Brokerage, Inc., JTL Management, Inc., and Jericho Taxi Brokers, Inc. Outside of his advisory role, he is a 50% owner and corporate officer of Phoenix Bros. Management, a business that operates 17 NYC Medallion Taxicabs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Gary Stern is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 63 designation and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Stern serves as a board member of the Long Island Alzheimer's Association and works as a consultant for several New York-based firms. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Dina Greene is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2022, following six years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with planning outcomes modeled through Global Investment Committee estimates and simulations.

Anthony Faicco is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2020, he worked at UBS Financial Services, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved with Bada Bing Family, Inc., a retail and online store business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using a range of tools and does not provide individual security recommendations as part of standalone plans.

Dennis Leahy is a financial advisor with LPL Financial in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at MML Investors Services Inc. and MassMutual from 2001 to 2017, and Global Retirement Partners from 2017 to 2026. He also provides investment advisory services through Global Retirement Partners, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers comprehensive financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and technology tools.

Ian Rubin is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes coaching volleyball teams outside of his advisory role. Rubin is involved in coaching a volleyball club team at Sportime Clubs, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Jay Dienes is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. 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 structured planning tools and broad investment offerings.

Philip Canzoneri is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Wells Fargo Advisors since 2015. He is the sole owner of Second Level Wealth LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations, supported by Wells Fargo research and planning tools, with planning engagements typically tailored and discrete.

Christopher Mueller is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. His prior roles include positions at Neuberger Berman, Equitable Advisors, AXA Advisors, and Bank of America. 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.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jeanette Colby is a financial advisor with Cetera in Westbury, NY, holding a Series 63 designation and nine years of industry experience. She has worked with Cetera since 2019 and previously with Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, she spends time assisting with Medicare Advantage plans. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

Juzel Duenas is a financial advisor at Osaic with eight years of industry experience. He holds the Series 66 designation and has worked previously at Royal Alliance Associates, Signator Investors, and Lighthouse Financial Corporation. In addition to his advisory role, he operates as an insurance broker and serves as an investment advisor representative for Lighthouse Financial Network, LLC, an independent firm within the Osaic network. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client risk tolerances and investment restrictions.

J Fitzpatrick Jr. is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.