Robert Notarfrancesco is a financial advisor at LPL Financial with 28 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc., Investors Bank, Cetera, and People’s United Advisors. Outside of his advisory work, he is a drummer and band member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research to support both discretionary and non-discretionary management strategies.

Lisa Sciuto is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jorge Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Giorgio Armani for five years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Philip Johann is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He previously worked for American Portfolios Financial for ten years before joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

David Willmott III is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Joseph Stone Capital. Prior to his financial services career, he held positions in various organizations including Skate Safe America and Parks and Recreation of Southampton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Jeffrey Thiele is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney assisting his mother. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Jessica Baker is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior work includes roles at Copper Beach Builders, Stage Door School of Dance, Baker Septic Installations Inc, and involvement with The Performing Arts Center of Suffolk County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Nathaniel Mccabe is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. He has worked at various firms, including Prudential Insurance Company of America and Big Think Capital, and has experience in both advisory and other business roles. His outside activities include involvement with Suffolk Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, and utilizes both discretionary and non-discretionary management supported by extensive research and model portfolios.

Paul Tuttle is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services from 2017 to 2022 and Munistat Services, Inc from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across various financial topics without managing client portfolios directly.

Christian Buzzanca is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors and ownership of Economic Planning Group. Buzzanca serves as president of the Society of Financial Service Professionals, where he plans meetings and directs board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Stuven is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2022 and previously spent time with New York Life Insurance Company and in non-investment roles including pool services and the restaurant industry. He is also involved with Girard Wealth Management Group as an associate focusing on research and trading. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports its clients through a large advisory network with specialized offerings in municipal finance and SIMPLE IRA consulting.

Matthew Wilkow is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Altice Business. Outside of his advisory role, he is involved in telecommunications as a referral partner and provides financial planning services through an affiliated consulting firm. MassMutual Investors Services 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, and educational seminars, structuring planning engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations.

Robert Ward is the Senior Resident Director at Merrill Lynch Wealth Management in Riverhead. He has been a financial advisor since 1990 and joined Merrill in 2015. In 2018, he was promoted to Resident Director. He and his team serve business owners, entrepreneurs, and affluent individuals by developing tailored wealth management strategies to address both professional and personal financial goals. Robert's expertise includes managing corporate 401K plans, nonprofit endowments, and foundations. He holds several professional designations such as Chartered Financial Consultant® (ChFC), Certified Plan Fiduciary Advisor® (CPFA), Chartered Advisor in Philanthropy (CAP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His educational background includes a High School Diploma from Comsewogue High School and an Associate's Degree from Suffolk County Community College. Committed to his community, Robert serves on the boards of East End Arts in Riverhead and the Riverhead Rotary. He supports organizations like Big Brothers Big Sisters of Long Island, Junior Achievement, and the United Way. He has received the Presidential Volunteer Award from the White House in 2016, 2017, and 2018, and was recognized by Big Brothers Big Sisters in 2011 as Man of the Year. Robert lives in Manorville with his wife and two children; his personal interests include boating, golf, skiing, mountain biking, and photography.

Anthony Solomita is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with local individuals and families to develop transparent financial plans aimed at building, preserving, and distributing wealth to meet their lifetime goals. He has been with Fidelity Investments since 2013, progressing through roles from Financial Representative to his current position. His professional experience includes serving as a Financial Consultant from 2017 to 2020, an Investment Consultant from 2015 to 2017, and a Financial Representative from 2013 to 2015 at Fidelity Investments. Prior to joining Fidelity, he worked as a Financial Representative at Citibank from 2007 to 2013.

Azhar Shah is a financial advisor at LPL Financial with 11 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2015 and also has a long tenure at Webster Bank starting in 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Daniel Begley is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1998 and has been with Strategic Advisors Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and is notable for its use of systematic methodologies and AI-driven research.

Edward Vrona Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Ameriprise Financial Services. In addition to his advisory role, he is the managing member of Vrona & Van Schuyler CPA's, a CPA firm, and serves as a trustee for the Sylvan Family Foundation, a charitable organization. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across various investment types.

Thomas Taormina is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent nine years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, based on modern portfolio theory, and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Nicholas Galletta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and at Pruco Securities, LLC from 2012 to 2024. Galletta serves as a board member of the Twin Forks Networking Group, a nonprofit organization in Manorville, NY. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by a platform that integrates adviser programs with active financial product sales.

Dianna Sanchez is a Wealth Management Senior Relationship Manager focused on assisting clients and their families with customized wealth planning that aligns with their unique preferences. She prioritizes forming strong relationships and maintaining a high level of trust, reliability, and competency as a dedicated point of contact for valued clients. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Advisor Associate at Morgan Stanley from 2016 to 2022. These positions have contributed to her expertise in wealth management and client service. Outside of her professional work, Dianna has interests in cooking and baking, fitness, parenthood, reading, traveling, and volunteering.