Graziano Rotellini is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at AXA Advisors, LLC and Commerce Spring Corporation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Anthony Caputo is a financial advisor at MassMutual Investors Services with 29 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2000. Caputo is also an agent licensed to sell individual life, health, group life, and group health insurance products. MassMutual Investors Services operates as a subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative planning and tailored investment strategy recommendations.

Anthony Borelli is a financial advisor with Mass Mutual Investors Services in Melville, NY, holding a Series 63 designation and having 31 years of industry experience. He has worked with MassMutual Life Insurance Co and Mass Mutual Investors Services since 1996. Outside of his advisory role, he has been involved in life insurance sales since 1995. 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, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Anthony Italiano is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Equitable Advisors since 2014, previously working at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Mark Brellis is a financial advisor with Wells Fargo Clearing, holding the CFP® designation along with Series 63 and Series 65 licenses, and has 29 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent nine years with Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Amy Boyle is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes a year at Wells Fargo Advisors and several years with Ameriprise Financial Services Inc. She is based in Melville, NY. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and ongoing advice.

Tyler Dauble is a Financial Consultant at Fidelity Investments, where he supports clients in utilizing Fidelity's diverse investment offerings and planning tools to develop tailored financial plans. Since 2023, he has worked as an Investment Consultant, providing investment guidance and client support. He holds a California Insurance License, enabling him to assist clients with insurance-related financial planning. Tyler's approach ensures that clients receive comprehensive support, whether they are self-directed investors or seeking professional advice. Outside of his professional role, Tyler has interests in cars, fitness, golf, reading, and traveling.

William Bernstein is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger since 2003. 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, financial planning, and retirement consulting, utilizing research and model portfolios from internal and third-party sources.

Catherine Buckley is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years. She is also associated with Vail and Associates in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ethan Aulino is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 designations. He has one year of industry experience and previously worked at Wedge Woodbuilding Services Inc. for one year. J.P. Morgan Securities LLC 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 its investment recommendations.

Frank Gregorio is a financial advisor with Merrill and holds Series 63 and Series 66 credentials. He has 12 years of industry experience, including roles at Bank of America, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory work, he serves as a general partner and managing member of a private investment entity that pools funds to explore real estate investment opportunities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Salerno is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors since 1994 and was previously with Primerica Financial Services starting in 1993. Outside of his advisory role, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies developed by third-party asset managers and supports trade execution and custody through established custodians, focusing primarily on individual investors rather than institutional or pension plan clients.

Michael Madden is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and having 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2007 to 2021. He is also involved with The Sterling Wealth Group, LLC, an entity related to his LPL business, and works as an agent selling life, long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Gregory Ferguson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Ferguson has ownership interests in several related entities, including FMRG Holdings, LLC and Ryami Corp, where he also serves as a trustee for certain employee benefit plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically offered on a discrete basis.

Nicole Sapienza is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this capacity, she focuses on understanding clients' financial situations, investment strategies, and personal priorities to ensure their portfolios align with their goals. She emphasizes providing guidance and maintaining open communication through consistent check-ins, aiming to coordinate investments, taxes, estate planning, and income strategies comprehensively. Nicole has garnered experience across several roles in the financial sector, including serving as a Merrill Financial Solution Advisor at Merrill Lynch-Bank of America from 2020 to 2022, working as an Investment Consultant at David Lerner from 2019 to 2020, and as Vice President Fixed Income at ISC Group from 2015 to 2019. Outside of her professional work, Nicole enjoys attending concerts, participating in social events with friends, gardening, reading, parenting, and volunteering.

Richard Blatt is a financial advisor with Primerica Advisors in Roslyn Heights, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Primerica Advisors since 2020 and previously worked at COMMPATH from 2014 to 2020. Outside of his advisory role, he is a self-employed independent representative for Axxess Networks and Find a Top Doc, Inc., both unrelated to investment services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Robert Niles is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Aegis Capital Corp and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Stephen Daige is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017. Prior to that, he was with Bank of America and Merrill from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services to clients such as 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 additional market-facing registrations, delivering services on a non-discretionary basis.

Dana Sydney is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as Director of the Board of Directors for the Rotary Club of Northport and is a managing partner at Dayton and Sydney Wealth Strategies Group. 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 and offers both advisory and brokerage/insurance channels to execute client recommendations.

Jaydon Rivera is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked in real estate with Daniel Gale Sotheby's International Realty and has experience with Fire Island Ferries. 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 various third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.