William Donahue is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. Donahue is also part owner of Donahue Resource Group Inc., a business expenses entity used for tax purposes. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Joseph Jamison is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and RBC Capital Markets. Jamison is currently based in Riverhead, NY. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

Kristi Rossy is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has six years of industry experience, including ten years at Ameriprise. Rossy is a managing director and 40% partner at Wayfinder Wealth Management and is involved in several business management roles, including as president of KRossy Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using various analytical tools and maintains specialized programs in municipal and public finance as well as employer-sponsored retirement plans.

Donald Mccormick is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is a co-owner of NuMac Realty, LLC, a real estate business. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with significant assets under management.

Samuel Plotsky is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Renewal By Anderson and CVS Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC and serves as an advisor to multiple registered investment companies and fund-of-funds.

Laura Fennell is a financial advisor with Morgan Stanley in Riverhead, NY, holding a Series 63 designation and 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was affiliated with Citigroup Global Markets starting in 1988. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive advisory services.

Kevin Yanza is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2022. Outside of finance, he has experience in the restaurant industry with Cebollines Grill and Off Key Tiki. 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, and institutional investors.

Jonathan Ehrlich is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2019. Ehrlich is also a certified public accountant and a partner at EB Group CPAs LLP, where he provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Patrick Byrne Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Cetera and its related entities since 2013 and has also worked with Maximus Financial Services since 2002. Outside of financial advisory, he serves as president of the Smithtown/Brookhaven Civic Association and hosts a weekly public access television program discussing local civic issues. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment solutions.

Erik Stevens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Raymond James, he worked at Citigroup for eight years. He is also involved with Hendel Wealth Management Group as a financial advisor serving existing clients. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Steven Schmidt is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 15 years. Schmidt is also involved in insurance sales, including variable universal life, disability, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a variety of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and access to a range of managed account strategies and third-party investments.

Vincent Smith is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at the University of Rhode Island, Distinctive Consulting LLC, and NY Invent Co. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Charles G Healy Jr. is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and totaling 10 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, as well as prior positions at Scottrade Investment Management and Scottrade. 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 using a process supported by centralized due diligence and a combination of quantitative and qualitative research.

Catherine Turk is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, following three additional years with JPMorgan Chase Bank. Outside of her advisory role, she manages a rental property on a limited basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, with implementation support from affiliated investment-management entities.

Thomas Ierna is a ChFC® credentialed financial advisor with 32 years of industry experience. He has been with LPL Financial since 2025 and previously worked at Next Financial Group for 19 years. Outside of his advisory role, he coaches hockey for the Peconic Hockey Foundation. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dennis Gur is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant and Financial Representative, starting in 2022. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Canoga Wealth Management from 2021 to 2022. Dennis focuses on co-creating disciplined and tailored financial plans that aim to grow wealth while managing risk. He emphasizes the importance of managing personal finances as a lifelong journey and partners with clients to develop strategies suited to their individual needs. Outside of his professional work, Dennis has personal interests in cars, fitness, golf, movies, pets, and traveling.

Corinne Heaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She worked at RBC Capital Markets Corporation for 13 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Gisele Kirolos is a financial advisor at Morgan Stanley with 17 years of industry experience, all spent at Morgan Stanley Smith Barney LLC since 2009. She holds the Series 63 designation. Outside of her advisory role, she serves as a trustee for a trust in Saint James, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through a range of investment and advisory services.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

John Thomson Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including AXA Advisors and Mass Mutual Life Insurance Company. Thomson is also involved in outside fixed insurance sales, focusing on servicing existing clients and renewals. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.