Daniel Hohenberg is a financial advisor with Ameriprise in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Yaniv Hakim is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and Morgan Wilshire Securities. Hakim is also a silent partner in Ayr Management 26 LLC, an investment company providing capital to real estate properties. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

George Visintin is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at JPMorgan Chase Bank, NA and HSBC Bank USA, N.A. He is based in Farmingville, NY. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Louis Alfano is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. Outside of his advisory role, he is employed part-time at Prime Performance Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Sylvester Mallardi is a CFP® with 37 years of industry experience. He is currently with OSAIC and has previously worked at American Portfolios Financial Services, Inc. and Rossiter Financial Group Inc. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various tools and strategies to construct portfolios and supports transitions from prior mergers while providing access to third-party services and managed-account solutions.

Hendry Nurjadi is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company and several other firms. In addition to advisory work, he is a licensed insurance agent covering life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services 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 emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of educational seminars and event-driven planning programs.

John Villella is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at Woodbury Financial Services Inc and SilverOak Financial prior to his current role. He is also a partner at Villella Professional Services, LLC, which provides tax and bookkeeping consultation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and portfolio management strategies across a diverse set of investment products and supports clients with multiple advisory platforms and programs.

Ailun Wang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 10 years of industry experience. Prior to joining Wells Fargo in 2023, Wang worked at Citibank for nine years. Outside of finance, Wang is involved in several tea-related businesses, including ownership interests in multiple tea shops across New York. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven advisory processes grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary services and includes a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Michael Amico is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including prior roles at Western International Securities, Inc. and Northeast Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Jonathan Hernandez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Joseph Gunnar & Co., and Northwestern Mutual. His background includes both large financial institutions and earlier roles outside the industry. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary asset allocation recommendations supported by centralized due diligence and ESG eligibility processes.

Robert Lopes is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked with Local 157 and Local 731. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Mazzola is a CFP® professional with 31 years of industry experience, currently advising at OSAIC since 2024. He has prior experience working 14 years at American Portfolios Financial Services. In addition to his advisory role, Mazzola is a CPA who prepares tax returns for his investment advisory clients and individuals in his local community. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various asset-allocation tools and third-party solutions to manage portfolios across different investment types.

Edward Riepe is a Certified Financial Planner® at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2013 to 2020. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Michael Meegan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and Wealth Conservation Group. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Caleb Milsow is a Series 66-credentialed financial advisor with Ameriprise, based in Amarillo, TX, and has one year of industry experience. His prior work includes roles at Boost Performance, The Occunet Company, West Texas A&M University, and the Amarillo Independent School District. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.

Joshua Sydney is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at iCapital Markets LLC and Institutional Capital Network, Inc. Prior to entering financial services, he held roles at Warburg Pincus LLC, Village Physical Therapy, and Travelers Insurance Inc. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both discretionary and non-discretionary advisory services.

Henry Cho is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. He has previously worked at IHT Wealth Management and PRB Wealth Management. Cho holds a notary commission as an additional professional activity. 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 plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Sturges is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following a decade at MetLife Securities. He has a referral relationship with a payroll company to provide additional services to business clients. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Jeffrey Haiken is a financial advisor at Stifel with 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Secretary and Board Member for the Jerome W Gratenstein Foundation, where he helps develop investment plans and vote on grants to charitable organizations. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Matthew Hanratty is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved with the Ashar Group, which sells life settlements, and acts as an agent for Guardian Disability Insurance through the National Financial Network. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.