Justin Allone is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He provides personalized financial guidance to individuals and families, emphasizing a client-centric approach that considers each client's comprehensive financial situation and goals. Justin collaborates with a team of specialists and professionals, including those from the Big Four accounting firms, to deliver tailored strategies in asset management, estate planning, and retirement planning. His work particularly supports executives and professionals undergoing career transitions or managing liquidity events. Justin's expertise encompasses areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Seton Hall University. A former Division I athlete and team captain for Seton Hall University's cross-country and track teams, Justin applies discipline and work ethic to his professional role. His personal interests include golfing, running, and participating in marathons.

Kiera Devers is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 63 designation and previously worked at The Vanguard Group. Outside of finance, she has experience with event planning through her involvement with All About Events. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gregg Gunzburg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he is involved with Oxford Health and United Concordia Dental through Sound Private Wealth. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services for qualified plans.

Anthony Barone is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Advisors Inc. and Wells Fargo Clearing. Outside of advisory work, he owns a corporation providing financial services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers personalized planning and ongoing advice focused on retirement income strategies, using a centralized team and proprietary research tools.

Brendan Shepherd is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Ankit Paliwal is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2018 and previously held positions at J.P. Morgan Securities and J.P. Morgan Chase from 2011 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 institutional investors.

Katherine Connors is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cetera. She has held roles at firms including Avantax and 1st Global Advisors and operates KC Wealth Management LLC, through which she provides comprehensive financial planning and investment management services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and allows advisors to implement model portfolios or bespoke strategies across multiple program structures.

Joseph Depietro is a financial advisor with LPL Financial and holds Series 63, 65, and 66 licenses. He has 30 years of industry experience, having worked at firms including Morgan Stanley, TD Bank, and Dinosaur Financial Group. His career also includes roles at TD Private Client Wealth LLC and Halliday Financial LLC. 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 access to model portfolios and third-party asset management.

Mary Coleman is a CFP®-certified financial advisor with 21 years of industry experience. She has worked at LPL Financial since 2022 and previously spent 14 years at Ameriprise Financial Services, Inc. Coleman operates Coleman Wealth Advisors, Inc., a business entity for tax and investment purposes. 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 services, including financial planning and model portfolio programs, with support from proprietary research and third-party subadvisors.

Vincent Iammarino is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2012. He has 100% ownership of Singularity Wealth Management, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Brian Mills is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Equitable Advisors since 2002, including the period when the firm operated as Axa Advisors. Outside of his advisory role, Mills serves as an appointed member of the Riverhead Town Board of Assessment Review. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs primarily through a broad network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models and does not sponsor its own wrap fee program.

John Leonard is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. His prior work experience includes roles at Madison Parker Financial and Elite System Choice, as well as positions outside the financial sector such as at University of South Florida and Hauppauge High School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs while offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Philip Cracchiola is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he has business interests in Benefit Concepts and the Ashar Group, which focuses on life settlements. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory program models or discretionary managers, often utilizing third-party TAMPs and offers ERISA fiduciary services through credentialed representatives.

Michael Gaffary is a Series 66-registered financial advisor with Equitable Advisors in Melville, NY, having three years of industry experience. Prior to joining Equitable Advisors, he worked at Oak Neck Delicatessen and held various roles including at St. John The Baptist DHS and SUNY Oneonta. Outside of financial advising, he operates a business under the name Quantum Financial Solutions. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party investment models and providing ERISA fiduciary services to qualified plans.

Matthew Kelley is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He worked at Lincoln Financial Advisors for 12 years before joining Cetera in 2024. Outside of his advisory role, he is also an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Carl Della Sala is a financial advisor at Equitable Advisors with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, where he worked for over two decades. His other business activities include involvement in the insurance sector. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a variety of third-party and proprietary investment solutions.

Claudia Gluck is a financial advisor at Merrill with 42 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Helen O'rourke is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America, N.A. and Merrill since 2011. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Palumbo is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing and has been with Ameriprise since 2017. Outside of finance, he is involved in acting and has a role in the upcoming third season of the Amazon Prime series "Gravesend." Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning focused on income reliability and tax-efficient withdrawal strategies.

Matthew Foley is a financial advisor with LPL Financial, holding a Series 63 license and bringing 11 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. He is involved with Business Bartitone Inc, a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by extensive technology tools and a broad platform of investment options.