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Madison M

Series 66

Melville, NY

LPL Financial

Madison Matthews is a financial advisor at LPL Financial with one year of industry experience. Madison holds the Series 66 designation and previously worked at Equitable Advisors. Outside of financial services, Madison is involved as a home health aide on weekends with Quality Health Care. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Spencer L

Series 66

Melville, NY

LPL Financial

Spencer Lam is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Flagstar Bank and First Republic Bank, as well as experience with Good Friends Hawaiian Poke. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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James Q

Series 66

Melville, NY

LPL Financial

James Quigley is a financial advisor at LPL Financial based in Melville, NY, with 20 years of industry experience and a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing Services and E*TRADE Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Anthony Z

CFP®, ChFC®, Series 63, Series 65

Melville, NY

LPL Financial

Anthony Zambri is a financial advisor at LPL Financial with 36 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ameriprise Financial Services, Inc. for nine years. 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 offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jake S

Series 66

Melville, NY

LPL Financial

Jake Spano is a financial advisor with LPL Financial holding a Series 66 designation. He joined LPL Financial in 2025 and has previous experience working at Wykagyl Country Club, Hommocks Park Ice Rink, Mamaroneck High School, and Hommocks Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Christopher N

Series 63, Series 65, Series 66

Melville, NY

LPL Financial

Christopher Nicolosi is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Oppenheimer for eight years and Stifel Nicolaus & Co Inc for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides financial planning and advisory programs, including discretionary and non-discretionary management, utilizing research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Gregory G

Series 63, Series 65

Melville, NY

LPL Financial

Gregory Giantsos is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Bank of America, NA for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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John D

Series 63, Series 65

Melville, NY

LPL Financial

John Duane is a financial advisor with LPL Financial based in Melville, NY. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including ten years at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

College savings (529s, UTMA, etc.)
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Donald J

Series 63, Series 65

Melville, NY

LPL Financial

Donald Johannes is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including five years at Ameriprise and eleven years at Ameriprise Financial Services, Inc. He is currently based in Melville, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Michael U

Series 63

Melville, NY

LPL Financial

Michael Uvenio is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Tercia D

Series 66

Melville, NY

LPL Financial

Tercia Dobrzynski is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining LPL Financial, she served on the Yardarm Homeowners Association from 2021 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Anthony Z

Series 66

Melville, NY

LPL Financial

Anthony Zambri is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Ameriprise Financial Services Inc and has experience in process service and investigations as well as at Cortland State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 with a range of discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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