Mark Klebanoff is a CFP® professional with 38 years of industry experience. He is currently with LPL Financial and has previously worked at Western International Securities, Inc. and Northeast Asset Management LLC. Outside of his advisory work, he serves as Vice President of Klerer Financial Services, Inc., a third-party administrator. 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 supported by research and technology, providing both discretionary and non-discretionary management options.

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 Series 66 licensed financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial since 2026, following 21 years at Ameriprise Financial Services in various capacities. Outside of his advisory role, he is also employed by MMM Consulting Group as a franchise advisor. 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. The firm offers diverse advisory programs and services supported by model portfolios and research, providing both discretionary and non-discretionary management options.

Ashaben Patel is a financial advisor at J.P. Morgan Securities with five years of industry experience. Patel holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Sterling National Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.

Jose Marmol is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has held positions at J.P. Morgan Securities since 2016 and previously worked at American Capital Partners from 2008 to 2016. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Haley Graber is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Fishkin Lucks LLP and Epiq Global among other firms. She owns and operates Dolly's Farm LLC, 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Samuel Chi is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including AXA Advisors and NewDay USA, before joining Equitable Advisors in 2019. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Michael Feder is a financial advisor at Stifel with 56 years of industry experience. He has held his current position at Stifel since 2007. Feder holds the Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.

Michael Campo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Vincent Grappone is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at SUNY Oneonta, Biltmore Beach Club, and Riteway Seamless Gutters. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

Sophie Sheehan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank NA and Gap Inc. prior to her current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

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 designations and has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 access to research from multiple sources.

Seth Karasin is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at BNY Mellon Securities Corporation, Infinex Investments, Popular Bank, and Prudential Insurance Company of America. Outside of his advisory role, he owns and operates a marine mechanic business, Big Sexy LLC. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

Michael Molloy is a financial advisor at Equitable Advisors with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates and Signator Investors Inc. Outside of his advisory role, he is an independent agent engaged in fixed life and health insurance sales. 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

David Ziff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

John Burke is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, Professional Risk Planners, and Robert C. Bill Associates. Since 2022, he has been with Ameriprise in East Meadow, NY. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm’s approach includes written Recommendation Reports, combining research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts.