Gregory De Tolla is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 credential and one year of industry experience. He has worked at Perennial Wealth Solutions and also operates the DeTolla Law Group, where he serves as an attorney. Additionally, he is a notary public for the State of New York. 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 institutions. The firm provides a range of financial planning and portfolio management options, including access to third-party asset managers and model portfolios, supported by a large network of investment adviser representatives.

Matthew Clarke is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Vanguard Advisers and Vanguard Marketing Corporation. He is currently based in Rocky Point, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Caleb Zuhoski is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2025. Prior to his career in financial advising, he was employed at New York Cancer & Blood Specialist and Riverhead Highschool. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Kim Caldwell is a CFP® professional with 30 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2009. She has previously sold life and long-term care insurance through Prudential and Traveler's Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Simons Chase Jr. is a financial advisor at SC Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Systematic Alpha Management LLC, Mighty Media, and Chase Advisors LLC. In addition to his advisory work, he provides business consulting services focused on strategy, planning, hiring, accounting, and financial projections. SC Capital Management LLC is an independent firm led by Simons Chase Jr. that offers personalized advisory services.