Mark Klebanoff is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Western International Securities, Northeast Asset Management LLC, and Northeast Securities, LLC. Outside of his advisory work, he serves as Vice President of Klerer Financial Services, Inc., a third-party administrator, and is involved in other investment-related business activities. 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, including financial planning and institutional platforms, supported by extensive technology and research resources.

Anthony Santiago is a Series 66-credentialed financial professional with one year of industry experience, currently with Cetera. His background includes roles at Maiorano & Associates Inc. and the New York City School Construction Authority. He is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and advisory services through a large network of independent advisors. The firm utilizes a multi-manager platform with various program options and manages over $256 billion in assets.

Vasilios Ageletopoulos is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 21 years. Outside of his advisory role, he is employed by MMM Consulting Group as a franchise advisor. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Ashaben Patel is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Patel worked at Bank of America, Merrill, and Sterling National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Jose Marmol is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously held roles at Partners Capital Services and Ladenburg Thalmann Asset Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, relying on centralized due diligence and a combination of quantitative and qualitative research.

Haley Graber is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Haley held roles at Fishkin Lucks LLP, Epiq Global, Empire State South, Chamberlain Hrdlicka, and Emory Law School. Outside of finance, Haley owns and operates Dolly’s Farm, a floral design and flower farm in East Hampton, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a wide range of financial products and solutions.

James Taska is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. His prior roles include positions at Alpha Wealth Advisor LLC and Guardian Life. Before entering the financial industry, he worked for the New York City Department of Education for 13 years. Cambridge Investment Research Advisors, Inc. serves a diverse group of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, custodians, and proprietary model strategies.

Samuel Chi is a Series 66 licensed financial advisor with Equitable Advisors, based in Melville, NY, and has seven years of industry experience. His prior roles include positions at Axa Advisors, NewDay USA, Coastal Equities Inc., and Fortis Lux Financial. He operates a separate wealth management business under Dayton & Sydney Wealth Strategies Group, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes customized advice matched to client risk tolerance and utilizes third-party asset managers and programs for implementation.

Michael Feder is a financial advisor at Stifel with Series 63 and Series 65 credentials and 57 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Campo is a financial advisor with J.P. Morgan Securities in Oceanside, NY, holding Series 63 and Series 65 credentials and totaling 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience at JPMorgan Chase Bank, N.A., TD Ameritrade, and BNY Mellon Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program that maintains centralized due diligence and incorporates ESG considerations.

Vincent Grappone is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at SUNY Oneonta, Biltmore Beach Club, and Riteway Seamless Gutters. 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 investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Sophie Sheehan is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2020 and has prior experience at Gap Inc., Corporate Insight, and Vineyard Vines. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Aram Dadourian is an Investment Consultant at Fidelity Investments. He assists clients with co-creating financial plans by leveraging the resources and capabilities of Fidelity. Prior to his current role, Aram worked as a Financial Representative at Fidelity Investments and as a Securities Operations Specialist at Prudential Financial. These positions have contributed to his experience in the financial services industry. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Karen Sendel is a financial advisor at Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses with 44 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Nino Luciano is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 23 years of industry experience. He has worked with MassMutual since 1992 and MML Investors Services since 2002. Outside of his advisory role, he is an insurance agent involved in individual and group life and health insurance brokerage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, educational seminars, and specialized event-driven planning services.

Franca Maciag is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2013 and previously operated a business called Gallery Of Gifts & Invites for 20 years. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Peter Scelfo is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. He has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of advisors and advanced research and operational tools.

Seth Karasin is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at BNY Mellon Securities Corporation, Infinex Investments, Popular Bank, and The Prudential Insurance Company of America. Outside of his advisory work, he is the owner of Big Sexy LLC, a marine mechanic business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization.

Michael Molloy is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to his advisory role, he operates as an independent agent focusing on fixed life and health insurance sales. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of representatives and third-party programs. The firm’s approach involves personalized risk assessment and the use of both proprietary and third-party investment solutions.

David Ziff is a financial advisor with J.P. Morgan Securities in Plainview, NY, holding a Series 66 credential and 17 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.