Angelo Magoulas is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2019. Prior to that, he was affiliated with Kuttin Wealth Management and has seven years of experience in the hospitality sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Alan Margolies is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Kenneth Kohn is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Kohn is also a 22% member of Eqinox Financial Partners LLC. Equitable Advisors serves a diverse client base including individuals, 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, utilizing both proprietary and third-party investment solutions.

Meaghan Cody is a financial advisor with Ameriprise Financial Services, holding Series 66 and Series 65 designations and 10 years of industry experience. She has been with Ameriprise since 2014, working within both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through detailed Recommendation Reports and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Eric Taylor is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014. In addition to his advisory role, Eric is an attorney specializing in estate planning, including wills, trusts, probate, and traffic court matters. 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 and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Christopher Eschmann is a financial advisor at Charles Schwab with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Edward Jones and JP Morgan Institutional Investments. Eschmann is currently based in Huntington Station, NY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory and discretionary separately managed accounts (SMAs), employing multi-asset model portfolios and a comprehensive due diligence process for alternative investments.

Philip Pappas Jr. is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has worked with Wells Fargo Advisors since 2012. Pappas is also co-trustee for a partnership 401(k) plan and is involved in several investment-related business activities. 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 solutions tailored to clients meeting certain net-worth thresholds.

Christopher Cierski is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He applies a needs-based approach to financial planning, emphasizing thorough understanding of his clients to guide the process through discovery, analysis, and implementation. He continues to support clients by monitoring their progress and helping them navigate challenges to stay on track. Prior to his current role, Christopher was Senior Vice President of Investments at Dreyfus BNY Mellon from 1998 to 2017. He has over 20 years of experience in financial planning and investment management. Outside of his professional work, Christopher has interests in cooking and baking, fishing, gardening, parenthood, singing, and volunteering.

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® professional with 43 years of experience in the financial services industry. He is currently affiliated with Cetera and has held various roles related to insurance sales, retirement plan consulting, and wealth management. Hochheiser is the author of a book titled *The Entrepreneur's Guide to Achieving Financial Freedom* and serves on the board of the Children's Medical Fund of New York. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform that includes model portfolios, third-party managers, and customized 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 bringing 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 related to Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

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 Financial Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice 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 eight years of industry experience. He has held positions at Prudential Insurance Company of America and Pruco Securities, LLC, and has worked in the financial sector since 2006. Stern serves as a board member of the Long Island Alzheimer’s Association and works as a consultant for Alphasights, GLG, and Guidepoint. 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 primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 roles include positions at MML Investors Services Inc. and MassMutual, spanning 16 years, as well as involvement with Strategic Retirement Partners and Global Retirement Partners. Outside of LPL, he maintains active roles in other advisory businesses, including Caswell Advisors and Global Retirement Partners. 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 supported by extensive technology and operational resources, with a broad platform encompassing financial planning, model portfolios, third-party asset management, and institutional solutions.