Andrew Cameron is a financial advisor at Osaic with four years of industry experience and a Series 66 designation. He has previously worked at Royal Alliance and is also a tax preparer at Mid Island Tax. Outside of his advisory role, Cameron is a business teacher at South Country Central School District and serves as an assistant swim coach for the Sayville swim team. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance assessments and rebalancing strategies.

Thomas Flanagan is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Woodbury Financial Services, Questar Capital Corporation, and Chase Investment Services Corp. In addition to his advisory work, Flanagan operates a sole proprietorship providing fixed annuities, disability, health, and life insurance, and he engages in motivational speaking at churches and libraries. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management, supporting discretionary and third-party-managed strategies.

Jessica Baker is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior work includes roles at Copper Beach Builders, Stage Door School of Dance, Baker Septic Installations Inc, and involvement with The Performing Arts Center of Suffolk County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Lea Muller is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2013. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathaniel Mccabe is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Suffolk Federal Credit Union, Big Think Capital, and The Prudential Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Daniel Rossiter is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years. Rossiter also operates Rossiter Financial Services and serves as a board member for the Visiting Nurse Service Hospice House. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting.

Paul Tuttle is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2017 to 2022 and Munistat Services, Inc. from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers options that combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Christian Buzzanca is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors and ownership of Economic Planning Group. Buzzanca serves as president of the Society of Financial Service Professionals, where he plans meetings and directs board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Stuven is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2022 and previously spent time with New York Life Insurance Company and in non-investment roles including pool services and the restaurant industry. He is also involved with Girard Wealth Management Group as an associate focusing on research and trading. 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, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports its clients through a large advisory network with specialized offerings in municipal finance and SIMPLE IRA consulting.

Christopher Fiorello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Metlife Securities Inc. for 19 years and MassMutual Life Insurance Co. since 2016. Fiorello also owns Fiorello Planning Services, Inc., a financial services practice, and is an independent insurance agent offering various insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a structured, collaborative approach to client goals and planning.

Thomas Schwartz is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has over 20 years of experience in the financial services industry, during which he has developed expertise in partnering with clients to understand their financial goals and creating customized financial plans to meet their unique needs. Prior to his current position, Thomas served as Branch Leader at Fidelity Investments from 2021 to 2026, Branch Manager at TD Ameritrade from 2018 to 2021, and Financial Consultant - Branch Manager at Scottrade from 2006 to 2018. Outside of his professional work, Thomas enjoys cooking and baking, participating in family activities, fitness, parenthood, and traveling.

Frank Mezzanotte Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He previously worked at LPL Financial for 13 years before joining Cetera in 2025. He is also the owner of FDM Equities, engaged in personal trading activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party investment options.

Robert Ward is the Senior Resident Director at Merrill, leading the Riverhead Merrill Lynch Wealth Management office since 2018. He has over 30 years of experience in the financial services industry, including 17 years in banking and 12 years as a branch manager. Since joining Merrill in 2015, he has focused on serving the wealth management needs of business owners, entrepreneurs, and affluent individuals by developing tailored strategies to address both short- and long-term financial goals. Bob holds multiple professional designations including Chartered Financial Consultant®, Certified Plan Fiduciary Advisor®, and Retirement Benefits Consultant, enabling him to provide fiduciary services and oversee corporate retirement plans as well as nonprofit endowment and foundation assets. His expertise encompasses areas such as divorce transition planning, family wealth management, legacy planning, and philanthropic planning. In addition to his professional work, Bob serves on the boards of East End Arts and Riverhead Rotary, and supports organizations such as Big Brothers Big Sisters of Long Island and Junior Achievement. He has received the Presidential Volunteer Award three times and was recognized as Man of the Year by Big Brothers Big Sisters in 2011. Bob resides in Manorville with his wife Laura and their two children and enjoys boating, golf, skiing, mountain biking, and photography.

Anthony Solomita is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with local individuals and families to develop transparent financial plans aimed at building, preserving, and distributing wealth to meet their lifetime goals. He has been with Fidelity Investments since 2013, progressing through roles from Financial Representative to his current position. His professional experience includes serving as a Financial Consultant from 2017 to 2020, an Investment Consultant from 2015 to 2017, and a Financial Representative from 2013 to 2015 at Fidelity Investments. Prior to joining Fidelity, he worked as a Financial Representative at Citibank from 2007 to 2013.

Robert Mastrosimone is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes a structured financial planning process supported by firm-approved tools and employs advanced modeling techniques as part of its planning services.

Azhar Shah is a financial advisor with LPL Financial who holds a Series 66 designation and has 11 years of industry experience. He has worked at LPL Financial since 2015 and has been affiliated with Webster Bank since 2005. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Begley is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1998 and has been with Strategic Advisors Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and is notable for its use of systematic methodologies and AI-driven research.

Edward Vrona Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services and Ameriprise Financial Services. Outside of advisory work, he is the managing member of a CPA firm, Vrona & Van Schuyler CPA's, and serves as a trustee for the Sylvan Family Foundation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.

Michael Murphy is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at American Portfolios Advisors, Inc., Cetera Advisors, and Investors Capital Corp. He is a partner at Murphy Mullick Capital Management and owns A&E Advisory, a personal S Corporation. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, portfolio management, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Nicholas Galletta is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for the Twin Forks Networking Group, a nonprofit organization in Manorville, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.