Alfred originally started out in the industry as a CPA in 1981. The personal approach to financial planning was what led him to become CFP certified in 1990. Since then he has grown his practice to over 600 clients across the United States.

Alfred is well versed in identifying client’s goals and objectives; thereafter planning effective strategies to pursue both short and long term financial successes. Specializing in estate planning and investment strategies, his practice tailors consultations to address each and every client’s specific needs while building long term business relationships.

Alfred earned a bachelors degree from the Lubin School of Business at Pace University in New York City. He has two adult children and resides with his wife in Garden City, NY.

Daniel graduated from the University at Albany in 2005 with a dual major in Business and Psychology. Shortly after, he began his career in Financial Planning.

Dan started at Foresters Financial in 2007, and continued building his client base throughout the Great Recession. While working at Foresters he continued his education by acquiring additional licenses and becoming supervisor at his company. After 9 years, Dan decided to transition to an independent firm in order to better serve his clients. He joined forces with Alfred Russo at LPL Financial in November of 2016 and became CFP Certified 1 year later.

Currently, Dan is happily married with a son Hayden born Aug 2017, and a daughter Kaia born Feb 2019. His family resides in Massapequa, NY.

Since joining Plan 4, Inc. in 2018, Amanda has helped hundreds of individuals and families work towards their financial goals with her holistic and straightforward approach. She enjoys working with clients at all phases of their financial journey - including retirees, recent graduates, working professionals and everyone in between. Amanda has been recognized by LPL for achieving excellence in client service and was named a member of LPL's Ascent Club* in 2022, 2023 and 2024.

Prior to joining Plan 4, Inc., Amanda worked as a consultant in the Life Sciences and Health & Wellness space. She led primary market research engagements for Wall Street analysts from RBC and Jefferies as well as major pharmaceutical and medical device companies including Biogen, Covidien and GE Healthcare.

Amanda graduated from Tufts University in 2010 with a major in Psychology and a minor in Entrepreneurial Leadership Studies. During her time at Tufts University, she captained the Tufts University Field Hockey team. After graduating, she founded the Tufts Athletics Alumni Group to support professional development among student-athletes and alumni.

Amanda lives in Massachusetts with her husband and two daughters.

*Achievement is based on annual production among LPL Advisors only.

Christopher began his financial advisory career with Plan 4.  He provides financial expertise to individuals, families, and businesses.  Previously, Christopher was an executive in the logistics industry, where he built relationships with business owners by actively listening to their needs, and designing strategies to meet those needs.

Christopher earned his Bachelor of Science degree from Rutgers University Business School, graduating in 2015.  He lives on Staten Island with his fiancée.

Steve started his financial career in 1980 with Merrill Lynch and completed their highly coveted training program. He remained with Merrill as an account executive for seven years. After that Steve founded Northeast Securities, Inc. in 1989 and served as CEO for 27 year until he sold his firm in 2017. Steve is heavily licensed in the financial services industry with the following securities registrations held through LPL Financial:

• Series 4 General Options Principal
• Series 7 General Securities Representative
• Series 24 General Securities Principal
• Series 27 Financial and Operational Principal
• Series 53 Municipal Securities Principal
• Series 63 Uniform Securities Agent State Law Exam
• New York State Life and Health

Steve served as President of the Long Island Broker Dealer Association which had over one hundred members. He kept this position for two years. This position helped other financial professionals deal with complex industry issues. Steve also served for two years on the NASD Nomination Committee which gave a voice to small broker dealers.

Before starting his financial career, Steve graduated from Arizona State University in 1978 with a Bachelor's of Science degree in marketing. Most importantly, Steve loves being a grandfather. Along with spending time with his grandchildren, he enjoys bass fishing and golfing. Steve has taught Sunday School for children for over 10 years and served as an elder at his church for five years.

As a wealth advisor, Theodore (Ted) Brakatselos creates strategies for your financial needs and goals. Working together, he will guide you through the winding roads of life's financial concerns. These include insurance (life, disability, long term care) investment (college savings, retirement planning) and ultimately with retirement income and estate planning.

Ted finds answers to business owner employee benefit needs - particularly with retirement plans such as a 401(k), pension, SEP, and Simple IRA.

Prior to becoming licensed as an advisor, Ted held various positions for well-known financial institutions, including Merrill Lynch, UBS, Dreyfus, and with the Northwestern Mutual Financial Network. Some of Ted’s most notable positions at these firms are highlighted as follows: at Dreyfus, he was a vice president responsible for representing the firm's investment capabilities to national employee benefit consulting firms. At Merrill Lynch, he was a director of the firm's 401(k) investment services group, responsible for offering and screening investment products offered to the firm's retirement plan clients. Ted managed the team of investment specialists whose roles were to consult with retirement plan trustees in the review of plan investment menu designs and options. At UBS, Ted led the effort to develop a retirement plan sales and investment product strategy for the company's asset management division. At the Northwestern Mutual Financial Network, Ted was a retirement plan specialist, insurance agent, and an annuity program director.

Ted has a Bachelor of Science degree in accounting from New York University's Stern School of Business. He has completed the AIMSE Investment Institute at Wharton Program at the Wharton School, University of Pennsylvania, and has been quoted in the Wall Street Journal. Ted is married and lives on Long Island. He hosted, "Your Financial Edge" a radio program on WNYE 91.5 FM where he discussed financial matters for both individuals and businesses. He enjoys choir conducting and singing and is the assistant chanter of the Greek Orthodox Church of the Holy Resurrection in Brookville, NY.

Anne has helped advisors service their clients’ accounts for over twenty years. Prior to joining LPL in 2008, her extensive and varied experience in the financial industry included 10 years in banking, first as a Bank Examiner with the Commonwealth of Pennsylvania, and then as an Assistant Bank Treasurer for the Bank of Great Neck.

Anne is a graduate of the Sigmund Weis School of Business at Susquehanna University with a Bachelor of Science degree in Accounting.

Anna joined Plan 4 Financial in November 2021 bringing over thirty years of administrative experience in private equity, legal services, office management, and human resources.  At private equity firm Rizvi Traverse Management, as well as at law firms Cadwalader, Wickersham & Taft, and Hawkins, Delafield & Wood, Anna provided unparalleled administrative support to senior managers and partners.  She brings her attention to detail and love of helping people to her current role with Plan 4 Financial.

Barbara joined Plan 4 Financial in October 2025 as a Client Services Manager, returning to the investment advisory field after an extended career break. With many years of experience on the institutional side of the investment business and recent work with several non-profits in treasury and leadership roles, she’s excited to bring a personal perspective to investing and to work with the Plan 4 team to help individuals and families work toward their savings goals. 

Before joining Plan 4, Barbara worked as a Vice President and high yield analyst at State Street Research and as an investment analyst in the Fixed Income Division at Fidelity Management & Research Company. She earned her Bachelor of Arts in History from the University of Virginia in 1992 and her MBA in Finance from Columbia Business School in 2000.

Carol began her financial services career at Bank of Boston as a Senior Account Administrator in the World-Wide Custody division. Most recently, she served as a Senior Client Relationship Manager at Broadridge Financial, where she oversaw all aspects of proxy campaign management, delivering exceptional service to clients. 

Carol holds a Bachelor of Arts in English Studies with a minor in Business Administration from Stonehill College. She lives in Massachusetts with her husband, their two grown children, and Bella, their beloved golden retriever rescue.

Patricia joined Plan 4 Financial in August of 2023 bringing over 45 years of professional experience in client services, management development and leadership training and Human Resources Management. At a savings bank and in a non-profit organization, Patricia provided services and support and direction to clients and employees in all facets of human resources management. In her previous role as Human Resources Director, Patricia managed multiple benefit plans including a defined benefit and 403-b plan. 

Patricia earned a Bachelor of Arts from St. Francis College.

Alfred serves as the Director of Technology for Plan 4, Inc., and has been with the company since 2010. He handles all things technology related, and is responsible for maintaining the integrity of Plan 4’s business systems....

Greg re-joined Plan 4 Financial in September 2022 continuing several years of part-time employment with the firm.  His attention to detail and background in technology and software are of tremendous benefit to staff and clients...