Antoinette Wallace is a financial advisor at UBS Financial Services in Jericho, NY, holding a Series 63 designation with 18 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Angelo Magoulas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes positions at JPMorgan Chase Bank and Kuttin Wealth Management. Outside of financial services, he has been involved in the restaurant industry, working with J&R's Steakhouse and Bier Haus of Patchouge. 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 investment recommendations.

Alan Margolies is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors. 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 operates a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kenneth Kohn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2005 and was previously with Axa Advisors, LLC. He is also a member of Eqinox Financial Partners LLC. 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 programs and sponsors. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Carolyn Cannistraro is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has previously worked at The Snow Companies and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Meaghan Cody is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 65 and Series 66 licenses and has been with Ameriprise Financial Services since 2014. 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 sources and tax-aware 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. Outside of his advisory role, he practices as an attorney specializing in estate planning and serves as a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

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®-designated financial advisor with 42 years of experience, currently affiliated with Cetera. His career includes long-term roles with Guardian Life and Avantax, as well as leadership of his own wealth management business, Hochheiser Deutsch & Co Inc. He is also the author of a financial guidebook and serves on the board of the Children’s Medical Fund of New York. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and planning services, supporting both discretionary and non-discretionary 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 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 through Prudential’s affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.

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 who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She previously worked at Wells Fargo Advisors LLC before joining Ameriprise Financial Services in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice and customized recommendation reports 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 seven years of industry experience. He holds a Series 63 designation and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Stern serves as a board member of the Long Island Alzheimer's Association and works as a consultant for several New York-based firms. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

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.