Frederick Azzurro is a financial advisor at Osaic Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Securities America Inc, and AXA Advisors, LLC. Outside of his advisory role, he is a member of several LLCs that handle business and administrative operations unrelated to investment management. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party money manager programs.

Eugene Christensen is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. He has 42 years of industry experience, including 22 years at Merrill and 15 years at Bank of America, N.A. In addition to his advisory work, he owns a seasonal rental property in Beckett, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Troy Prochazka is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at Fisher Investments and Fidelity, where he worked from 2013 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Laura Rudolph is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes access to broader derivatives and commodities capabilities.

David Molter is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at American Portfolios Financial Services, Inc., Morgan Stanley, and American Portfolios Advisors, Inc. Outside of his advisory work, he has pursued a DJing activity since 2006, dedicating 5-10 hours per month outside of market hours. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account programs and third-party money manager options.

Matthew Nuccio is a CFP® professional with 13 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Danielle Frisone is a Series 66-licensed advisor at Merrill with seven years of industry experience. She has been with Merrill since 2003, totaling 23 years at the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Dinkelmeyer is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors, AXA Advisors, and New York Life Insurance Company. Outside of his advisory role, he works weekends at La Buena Vida, a restaurant in Moriches, NY. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a broad range of brokerage and advisory services through a multi-advisor platform.

Kerri Biondo is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Riverhead, NY. She provides tailored financial advice and guidance to both individual and corporate clients. Kerri’s expertise spans various areas, including divorce transition and settlement planning, corporate and institutional benefit services, personal and corporate retirement planning, institutional and individual investment strategy, tax minimization, philanthropic planning, and trust management. She also specializes in working with endowments, foundations, and non-profits, focusing on aligning growth goals and managing corporate cash reserves. Kerri holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma at Rocky Point High School and an associate’s degree from Briarcliffe College. Fluent in English and Italian, she collaborates closely with her clients to develop personalized financial strategies designed to support their long-term goals and adapt to changing market conditions. Kerri prioritizes being available to clients throughout different stages of their financial and personal journeys to help position their assets for both growth and risk mitigation. In addition to her professional role, Kerri is active in her community through volunteering, reflecting a deep commitment aligned with the Merrill tradition of service. Her personal interests include cooking, interior decorating, reading, soccer, and spending time with her family.

Matthew Goldstein is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at UBS Financial Services and Merrill. He serves as a trustee for his grandmother's trust, dedicating limited time to this responsibility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven, incorporating modern portfolio theory and a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Daniel Murcott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting while allowing clients to retain final decision-making authority.

Johnpaul Duran is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2008, following roles at Citigroup Global Markets and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services and supports advisors with research tools and multiple investment platforms.

Jared Peyster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at LPL Financial since 2022 and has concurrently been with Allstate Insurance Company since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tyler Conway is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bank of America. 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 supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Paige Bentz is a Series 66-licensed financial advisor with Morgan Stanley, based in Riverhead, NY, and has 11 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that utilizes structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and provides investment advisory and brokerage services across multiple client segments.

Christopher Sackman is a financial advisor with Ameriprise in Levittown, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, with a focus on assets held in Ameriprise-managed accounts.

David Terry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and with 13 years of industry experience. He has been with JP Morgan Securities since 2013 and is also a general partner at Neatlydone, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative analysis to deliver asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Christopher Mauceri is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at NorthCoast Asset Management for two years before joining Morgan Stanley Private Bank and Morgan Stanley in 2022. His background also includes nine years of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients model potential outcomes.

Cindy Hubbard is a financial advisor at Morgan Stanley with 21 years of industry experience, including 17 years at Morgan Stanley. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in real estate as a sole proprietor and serves as a trustee for a trust based in Riverhead, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

John Dennehy Jr. is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and operates out of Mount Sinai, NY. In addition to his advisory role, Dennehy owns and leads a tax preparation business and serves in fiduciary capacities such as trustee and executor. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining assets in Ameriprise-managed accounts.