Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual since 2018, following 18 years at Lincoln Financial Advisors and 10 years at Lincoln Financial Securities Corporation. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides ongoing financial planning, asset management, and educational programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative relationships focused on client goals using approved analytical tools and offers event-driven planning services including a standalone Divorce Planning offering.

Beat Ryff is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior firms include People's United Advisors, People's Securities, Edward Jones, and Merrill. 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, utilizing a broad mix of investment strategies and operational tools, and oversees more than $819 billion in discretionary assets through a network of over 22,800 advisors.

Selette Jones Jemison is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to this, she was employed by Massachusetts Mutual Life Insurance Company and MML Distributors LLC from 2015 to 2019. She has also served as a finance committee member for Liberty Christian Center in Hartford, CT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, and has prior experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. 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 non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jacqueline Ferguson is a financial advisor at OSAIC with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she worked at TD Private Client Wealth LLC and TD Bank from 2016 to 2024. Outside of finance, she is involved with Ragnarok Tattoo Company, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools.

Daniel Duffey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Voya Financial Advisors, RBC Capital Markets, Bank of America, and Merrill. Duffey has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

John Grillo is a CFP® certificant with over 31 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and previously operated Grillo & Associates for 23 years. Outside of his advisory role, he serves as a board member of the Atlanta Neuroscience Foundation and is a partner in a charter boat business. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Garrett Ambrosino is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Benchmark Senior Living, Encompass Home Health, and New Horizons Learning Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Kotlarz is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He has worked at OSAIC since 2023, following prior roles at Sagepoint Financial, Inc. and TD Private Client Wealth LLC. Outside of advisory work, he serves as CFO of Diant Pharma and operates BK Capital LLC, an investment management firm. OSAIC serves a diverse range of retail and institutional clients with brokerage and advisory services delivered through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering discretionary and non-discretionary strategies, third-party managers, and proprietary models.

Joseph Klein is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Equity Services Inc for 23 years. Klein provides education seminars and assists clients with life insurance, long-term care insurance, fixed annuities, disability insurance, and Medicare plan options as part of his financial planning practice. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment process, emphasizing asset allocation and portfolio optimization through multiple program options and affiliated relationships.

Armand Fisher is a financial advisor with OSAIC, holding a Series 63 designation and 39 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, MSI Financial Services, and Equity Services, Inc. Outside of advisory work, he is involved in life insurance sales and holds a leadership position as president of a life insurance firm. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its large scale, complex affiliate network, and comprehensive multi-advisor platform.

Thomas Riedy is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of Riedy & Associates. He has been recognized on Forbes Magazine's "Best-in-State Wealth Advisors" list multiple times, including in 2019, 2022, 2023, 2024, 2025, and 2026. He holds several professional designations including the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and the Merrill Lynch Wealth Management title of Wealth Management Advisor (WMA). Additionally, he is an approved Merrill Lynch Wealth Management Discretionary Portfolio Manager and holds FINRA Series 7, 8, 9, 63, and 65 registrations, along with life and health insurance licenses. His areas of expertise include college education planning, corporate executive services, divorce transition planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He earned a Certificate of Professional Development from the Wharton School of Business and holds a High School Diploma from Smithtown High School. Thomas serves on the Board of Trustees for the Cradle of Aviation Museum and is a member of the Advisory Board for the Town of Islip-MacArthur Airport. He is a past board member of ADDAPT and a member of the TPC River Highlands Golf Club. He is also an instrument rated private airplane pilot. In addition to his professional commitments, Thomas mentors new employees at Merrill Lynch. His personal interests include baseball, cooking, golfing, ice hockey, music, and skiing.

Brendan Donahue is a financial advisor at Sovereign Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ing Financial Partners, Inc. since 2011. Sovereign Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management services with ongoing portfolio oversight and periodic account reviews. The firm also coordinates investment advice with tax and insurance considerations as part of its client services.

Mark Mazzone is a financial advisor with Sovereign Financial Services, holding a Series 65 designation and possessing 22 years of industry experience. He is also a 50% owner and member of D'Agostino & Mazzone, LLC, a CPA firm providing tax planning, tax compliance, and financial planning services. He has been with D'Agostino & Mazzone since 2000. Sovereign Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes ongoing portfolio oversight and coordination of investment advice with tax and insurance considerations.