Raymond Ten Hoopen 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, following his tenure at Axa Advisors. He also serves as a monitor for the New York State Insurance Department's continuing education program. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third parties to provide advisory and brokerage solutions.

Andrew Drost is a CFP® professional with 31 years of industry experience. He has been with Ameriprise since 1994, holding roles at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Stanley Yee is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 12 years of industry experience. In addition to his advisory role, he is involved in several entrepreneurial ventures, including owning a sneaker reselling business, a silent partnership in a minimart, and working as a home healthcare aide. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

James Corgan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and began his financial services career in 2024. Prior to joining Mass Mutual, he worked in landscaping and retail roles. Outside of advising, he conducts insurance sales as a broker specializing in various life insurance products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides comprehensive planning using firm-approved analytical tools and offers event-driven planning programs, including recent additions such as standalone Divorce Planning.

Nicholas Paccione is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by BNY Mellon Advisors and Pershing.

Boyi Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides 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 to guide its recommendations.

Thomas Sullivan is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a political candidate for New York State’s 23rd Assembly District in the 2024 election cycle. 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 range of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Jose Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Arch Telecom, Portables Choice Group, and Choice Products and Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Timothy Corcoran is a financial advisor with OSAIC in Melville, NY, holding a Series 63 designation and 29 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Corcoran is also involved in insurance brokerage through a sole proprietorship and serves as an Investment Advisor Representative for Lighthouse Financial Network, LLC. OSAIC Wealth, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple investment platforms, using asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

Joseph Geneva is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Royal Alliance, Equitable Advisors, and Axa Advisors, LLC. He serves as a board member of the Michael Magro Foundation, a nonprofit focused on pediatric cancer. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk analysis, and third-party managed accounts to construct diversified portfolios.

Sybil Schaffrath is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her financial career, she serves as a Sunday School teacher for toddlers at The Congregational Church of Manhasset. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Nils Bosch serves as a Senior Resident Director at Merrill Lynch Wealth Management, focusing on working with families and middle market businesses. He and his team strive to deliver a customized experience, educating clients on investment options and strategies tailored to their specific needs. Nils approaches client relationships as collaborative partnerships aimed at achieving both short-term and long-term financial goals. Nils began his career at Merrill Lynch Wealth Management in 2003 as an intern and subsequently gained experience in banking and brokerage. He rejoined Merrill Lynch Wealth Management in 2009 as a Financial Advisor. He works with high-net-worth individuals, entrepreneurs, and corporate executives to develop and coordinate customized financial strategies. His areas of expertise include investment portfolio construction, retirement and estate planning, insurance coordination, short-term cash flow management, lending, and retirement plan structuring. Nils holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Nils earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Towson University in 2004. He resides in Rockville Centre with his wife Meaghan and their three children. Outside of work, Nils enjoys golfing, traveling with his family, and coaching youth basketball programs associated with Holy Trinity Lutheran Church in Rockville Centre.

Sanford Feldman is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 48 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategy services. The firm employs a structured financial planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Charles Margiasso is a financial advisor with Wells Fargo Clearing in Yonkers, NY, holding a Series 63 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Joshua Greenberg is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Greenberg also serves as a board member of the Young Leadership Group at the Juvenile Diabetes Research Foundation, organizing fundraising and educational activities related to juvenile diabetes. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies.

Michael Norman is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including Brokerage Representative, Client Services Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2022. His experience encompasses multiple facets of financial services, with a focus on understanding each client's unique situation and collaborating to develop tailored financial plans. Michael emphasizes trust and communication to build and maintain strong client relationships. Outside of his professional work, Michael's personal interests include cooking and baking, golf, and yoga.

Naeem Semerkant is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. He has held roles at JPMorgan Chase Bank and several other firms, including Allure Marketing Concepts and Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

Richard Dileonardo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1987, focusing on goals-based wealth management. Richard develops integrated strategies that center on clients' objectives and circumstances, aiming to help them achieve personally meaningful life goals. Richard assists clients in creating and implementing financial strategies designed to responsibly grow assets during market upswings while improving downside capture in challenging markets. His approach emphasizes risk management across investments, liabilities, and overall financial strategy. His areas of expertise include personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Richard earned a Bachelor of Science degree in Finance from St. John's University – Peter J. Tobin College of Business. He resides in Massapequa with his wife Christine and their four children. His personal interests include cooking, golfing, and running.

Michael Roehrig is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to ensure financial plans are aligned with clients' goals. He focuses on providing clarity and understanding of the financial planning process, as well as insights into Fidelity's planning, guidance, and investment capabilities. Michael has experience in financial services including roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Prudential from 2018 to 2020. His expertise encompasses client relationship management and financial advisory. Outside of his professional responsibilities, Michael engages in activities such as baseball, family activities, fitness, golf, parenthood, and spending time with pets.

Floyd Ewing Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. His outside business activities include involvement in insurance. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored through a client intake process.