Brandy Seyfried is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network and FGS Financial, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies.

Scott Zambelli is a financial advisor at OSAIC with 39 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Securities America Advisors, AXA Advisors, and managing Heritage Harbor Financial Associates. Outside of his advisory duties, he is involved in community service as First Vice President of the Suffolk County Police Athletic League and serves on the advisory board of the Kortright Kares Foundation, a charitable organization. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisors and multiple investment platforms.

Caitlin Murray is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James and Wells Fargo Clearing in various advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through advisory programs or other providers.

George Visintin is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at JPMorgan Chase Bank, NA and HSBC Bank USA, N.A. He is based in Farmingville, NY. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Louis Alfano is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. Outside of his advisory role, he is employed part-time at Prime Performance Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Lisa Zarro is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliated private bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Irma Amador is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 63 designation and has worked with Webster Bank, LPL Financial, and Astoria Federal Savings. In addition to her advisory role, she is a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research support.

Cheryl Seward is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with Avantax Advisory Services and Avantax Investment Services, and currently serves as President of Freedom Tax & Wealth Management Inc., which focuses on income tax preparation for individuals and families. Outside of financial services, she is involved with Beach Fitness, consulting on fitness matters. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering multiple portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with various program options and custodial relationships, managing over $256 billion in assets.

Catherine Buckley is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years. She is also associated with Vail and Associates in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Stephen Daige is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017. Prior to that, he was with Bank of America and Merrill from 2013 to 2017. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis.

Benjamin DiMaio is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings over 20 years of experience in financial services with a focus on income planning and tax-efficient investing. Throughout his career, Benjamin has held various roles including Director at Piedmont Capital Distributors and Regional Marketing Director at Lincoln Financial Distributors. Prior to these, he was Vice President and Retirement Planning Specialist at Merrill Lynch from 2002 to 2010. His approach emphasizes understanding clients' goals, values, and family priorities to develop personalized financial plans. Outside of his professional work, Benjamin enjoys spending time at the beach, boating, fishing, golf, and lake activities.

Maria Cappa is a financial advisor with Ameriprise in Smithtown, NY, holding a Series 66 designation and 24 years of industry experience. She has worked with Ameriprise and its affiliate since 2005. Outside of financial advising, she is involved in fitness coaching through her business ownership of MJC Times 3 Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing tailored recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Patrick Passaretti is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Progressive Advisory Solutions. Outside of his advisory work, he is involved with PPS Advisors, Inc., offering insurance and fixed annuities, and serves as a member of Karapat Realty LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of financial advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

James Duffy is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Christopher Barnes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2016 to 2021. His earlier experience includes roles as Associate Wealth Management Advisor at Robert Kilroy, Northwestern Mutual from 2015 to 2016, and Financial Advisor at Northwestern Mutual from 2011 to 2015. Christopher focuses on building long-term relationships with clients based on trust and transparency. He emphasizes understanding each client's unique goals, concerns, and vision for the future to develop personalized financial plans. His approach involves partnering with clients to prioritize goals, analyze risks, and continually monitor and adjust plans as life circumstances change. Outside of his professional work, Christopher enjoys family activities, golf, and traveling.

Samantha Cala is a Planning Consultant at Fidelity Investments, where she collaborates with clients throughout the financial planning process to align strategies with their financial goals and priorities. She emphasizes ongoing relationships with clients to accommodate changes in their financial situations over time. Samantha has been with Fidelity Investments since 2020, initially serving as a Relationship Manager before assuming her current role in 2023. Prior to joining Fidelity, she worked as a Financial Representative at AXA Equitable from 2017 to 2020. Outside of her professional role, Samantha engages in activities such as family gatherings, social events, Pilates, reading, running, and soccer.

Joanne Jacobs Perkins is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Merrill from 2009 to 2017 before joining Morgan Stanley in 2017. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and manages approximately $2.74 trillion in client assets.

Bryan Finger is a financial advisor with Edward Jones in Port Jefferson, NY, holding Series 63 and Series 65 licenses. He has 12 years of industry experience with prior roles at firms including Oppenheimer & Co Inc, Fisher Investments, State Farm, JP Morgan Chase Bank, Santander Securities, and Wells Fargo Advisors. From 2021 to 2024, he also operated an insurance agency under his name. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Michael Mccarrick is a Series 66-licensed financial advisor with Morgan Stanley in Riverhead, NY, bringing 14 years of industry experience. His background includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and broad investment capabilities, managing approximately $2.74 trillion in client assets.

Bradley Welter is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously held roles at TD Ameritrade and Scottrade. J.P. Morgan Securities provides institutional consulting services to 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.