Lorraine Pasieka is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2004. Outside of her advisory role, she is involved in tax preparation and serves as an executor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Jacob Whalen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Flagstar Bank, Bank of America, Merrill, Axa Advisors, and Geico. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

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.

James Weinblatt is a Planning Consultant at Fidelity Investments, where he utilizes the company's extensive tools and resources to collaborate with clients in developing comprehensive financial plans. He focuses on understanding clients' priorities to help them achieve both short and long-term financial goals. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role as Planning Consultant in 2026. Prior to joining Fidelity, he worked as a Financial Services Associate at TD Bank from 2022 to 2023. Outside of his professional work, James has interests in fishing, fitness, football, golf, and soccer.

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.

Robert Dunn is a financial advisor with UBS Financial Services in St. James, NY, holding a Series 66 designation and 29 years of industry experience. He worked at Morgan Stanley & Co. LLC from 2002 to 2008 before joining UBS Financial Services, where he has been since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market models to tailor plans aligned with clients’ goals and risk tolerances.

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.

Michael Cassidy is a Planning Consultant at Fidelity Investments, where he has been serving since 2021. He holds the CFP® designation and collaborates with clients to develop comprehensive financial plans and recommend suitable investments tailored to their individual needs and goals. His approach utilizes Fidelity's extensive resources to help clients feel comfortable and confident in their financial decisions. Michael's career in financial services began as a NYS Licensed Agent at Allstate in 2017, followed by roles at Janney Montgomery Scott, LLC, including Private Client Associate and Intern positions from 2018 to 2021. Since joining Fidelity, he has also worked as a Financial Consultant before assuming his current role. Outside of his professional work, Michael enjoys biking, cars, cooking and baking, fitness, kayaking, and traveling.