Brian Ullman is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he spent 24 years with Cadaret, Grant & Co., Inc. and has operated North Shore Financial Resources since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and technology tools.

Frederick Azzurro is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors, AXA Advisors, LLC, and Heritage Harbor Financial Associates. Outside of his advisory role, he is a member of several LLCs involved in business operations and serves as a trustee managing trust accounts. OSAIC serves a broad range of retail and institutional clients through a diverse network of advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a variety of investment vehicles, catering to different client needs.

Joseph Bonifazio is a financial advisor with J.P. Morgan Securities in Ronkonkoma, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at David Lerner Associates for three years. J.P. Morgan Securities 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 recommendations.

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 at J.P. Morgan Securities with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joanne Bennett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in Patchogue, NY. Outside of her advisory role, Bennett is involved with the Patchogue Chamber of Commerce, where she serves as 2nd Vice President and is a member of the board of directors, and she participates in educational seminars at Patchogue-Medford High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mark Calaci is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at a variety of firms including TIAA-CREF, Lincoln Financial Securities, and CUNA Mutual Group. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

David Molter is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. for 10 years before joining OSAIC in 2024. Outside of his advisory work, he performs as a DJ, dedicating 5-10 hours per month to this activity. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of advisors. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to build portfolios using stocks, bonds, mutual funds, ETFs, and alternative investments across discretionary and non-discretionary accounts.

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.

Michael Greene is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Michael Brescia is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked in the NY State Attorney General's Office Trust and Estates Division. In addition to his advisory role, Brescia is president of a legal practice specializing in estate planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Amanda O'Neal is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2007. Outside of her advisory role, she serves on the board of the Suffolk Cheerleading Officials Association and is a partner and director of premium finance at Greco & O'Neal Wealth Strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning engagements using firm-approved software and offers a range of programs including divorce planning and employer-sponsored planning.

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 with OSAIC, holding a Series 63 designation and 11 years of industry experience. He has worked at firms including 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 serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset allocation and portfolio management tools, supporting both discretionary and non-discretionary accounts with a wide range of investment options.

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 at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2010. 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 supported by an in-house manager solutions team and centralized due diligence.

Johnpaul Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Daiana Ploscaru is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with individuals and their families to develop financial plans that align their needs and preferences with their goals. Daiana emphasizes regular reviews of financial plans to accommodate any life changes and to ensure resources are properly aligned for clients' peace of mind and confidence. Her professional experience includes various roles at Fidelity Investments, starting as a Financial Representative in 2020, then serving as a Relationship Manager from 2020 to 2022, followed by a Planning Consultant position from 2022 to 2023, before becoming a Financial Consultant. Prior to joining Fidelity, she worked as a Financial Representative at Equitable Advisors in 2019.