Charles G Healy Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, following prior roles at Scottrade Investment Management and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework and recommending internally approved funds and strategies.

Catherine Turk is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2009. Outside of her advisory role, she is involved in managing a rental property on a part-time basis. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Kyle Nielsen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Ierna is a ChFC® credentialed financial advisor with 32 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Next Financial Group for 19 years. Outside of advising, he coaches for the Peconic Hockey Foundation. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

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 designations 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 an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, employing both discretionary and non-discretionary management approaches.

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 with OSAIC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, AXA Advisors, Mass Mutual Life Insurance Company, and MSI Financial Services. In addition to his advisory work, he engages in outside fixed insurance sales focused on servicing and renewing existing clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services along with access to multiple third-party investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management to deliver customized investment solutions.

Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Keith Robertson is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2016. Prior to and concurrently with his advisory role, he has extensive experience in private banking and commercial loans at Dime Community Bank, where he serves as Senior Vice President of Private Banking. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by comprehensive research and portfolio management options.

Mark Parrott is a financial advisor with OSAIC based in Medford, NY, holding Series 63, 65, and 66 credentials and 37 years of industry experience. He has worked at Creative Retirement Planning and OSAIC since 1996. Outside of his advisory role, he is a musician who performs in nightclubs and has authored a book on economic trends. OSAIC Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and third-party money manager access.

Christopher Casano is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience spanning construction, food services, and education. Casano has maintained a long-term association with Laronde Beach Club since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage a variety of registered investment companies.

Gus Catanzaro is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 14 years. Outside of his advisory role, Catanzaro is a partner and Chief Operating Officer at PPS Advisors, LLC, where he is involved in management and fixed insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports multiple advisory platforms and legacy account transitions.

Joseph Marano is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Merrill since 1989. Merrill, along 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.

Richard Nicolich is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at American Portfolios Financial Services, Inc. and LPL Financial. He is also active as an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of portfolio construction tools and provides access to multiple third-party managers and advisory platforms.

Kasten Carter is a financial advisor with Morgan Stanley in Riverhead, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and AXA Advisors, LLC for two years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, relying on structured discovery processes and firm-approved planning tools.

Jessica Istchenko is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 63 designation and previously worked at Equity Services, Inc. and National Life Group for 14 years each. She is also an insurance agent operating under Cellen Financial, selling life, disability, and health insurance products. 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 model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Susan Palmer is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Outside of her advisor role, she is a general partner in a family limited partnership and serves on the Board of Advocates for the College of Arts & Sciences at Stony Brook University. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured planning tools and proprietary investment models.

Louise Fallica is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 66 designations and has 41 years of industry experience. Prior to joining Osaic in 2024, she worked for American Portfolios Financial Services, Inc. for 10 years and has been associated with Design Capital Planning Group, Inc. since 1979. She serves as a board member of the International Association of Registered Financial Consultants. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage, investment advisory services, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.