John Helldorfer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of experience at the firm. He has a background that includes over two decades as a CPA and accountant operating his own practice, John E Helldorfer, CPA, since 1999, and prior roles at CA Technologies Inc. He is involved in various non-investment related business activities including providing accounting and tax services through his CPA practice. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Brian Thornton is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Cetera Wealth Services, National Asset Management, North Fork Asset Management, and National Securities Corporation. Outside of his advisory work, he is an insurance agent specializing in life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Kristina Clemenz is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Merrill since 2014. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Steinberg is a CFP®-designated financial advisor with Morgan Stanley, based in Riverhead, NY, with 22 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, N.A. since 2020. Steinberg maintains a broker affiliation to manage renewals and service for his previous life insurance clients. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured financial planning process using firm-approved tools and provides access to extensive investment resources through its parent company.

Charles Matisi is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including American Portfolios Financial Services, Inc., Guardian Life, Mass Mutual Investors Services, and Equitable Advisors. Outside of his advisory role, he is involved in the sale and service of fixed insurance products through The Consilium Group, LLC, where he holds a 25% ownership stake. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and managed account solutions with access to multiple investment types and third-party managers.

Jake Wayne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Greystone and PricewaterhouseCoopers LLC. Outside of finance, he has worked with Taylormade Golf. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Faith Olsen is a CFP® professional with 39 years of industry experience, currently advising clients at LPL Financial since 2009. She holds the Series 63 designation and is based in Setauket, NY. Outside her advisory role, she manages investments through a family limited partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and technology tools.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with Osaic, having joined in 2024, and previously worked at Mass Mutual Investors Services for 26 years. He has also held long-term positions at Guardian Life Insurance Co. of America and Home Life Insurance Company. Outside of his advisory role, he is involved in insurance sales and is an owner/partner of MAGS, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and corporations. The firm offers integrated financial services and employs firm-provided tools and third-party solutions to construct and manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

Frederick Polaniecki is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, he serves as a trustee for Art Kibbutz, an international Jewish artist residency program, where he is involved in strategy, programming, and fundraising. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jarred Giordano is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at LPL Financial, Fidelity Investments, the Internal Revenue Service, Capital One, TD Bank, and JP Morgan Chase Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

John Hiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Lanze is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes positions at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Anthony Chiarelli is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 licenses. 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. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Nicholas Amendolara is currently an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as an Associate Financial Advisor at Artisan Wealth Management from 2025 to 2026 and as a Relationship Banker at JPMC from 2024 to 2025. His professional experience spans roles focused on client financial services and investment consulting. Nicholas approaches client service by connecting with clients to understand their complete current situation, goals, and priorities. He emphasizes listening to client concerns as a key part of collaborating on plans that work towards their financial objectives.

Francis Smith is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2025, he worked at Commonwealth Financial Network from 2012 to 2025. He is also involved with FGS Financial, Inc. in an insurance and benefits capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent financial professionals, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options.

Paul Pucilowski is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His career includes prior roles at Cetera Advisor Networks, Summit Advisors, and FNB Long Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolios, and institutional platforms to a broad client base, including individuals and institutions. The firm supports advisors with a range of investment strategies and uses advanced operational tools while overseeing significant discretionary assets.

Nicholas Novellino is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He began his career at Fidelity as an Investment Consultant in 2024 before transitioning to his current position. Prior to joining Fidelity, Nicholas worked as a Private Client Advisor at J.P. Morgan Wealth Management from 2023 to 2024, and as a Financial Advisor at Equity Services Inc. from 2021 to 2023. His professional experience spans various aspects of financial advising, including investment management and client consultation. Nicholas views financial services as an opportunity to help clients invest and manage their hard-earned money with intent and confidence. Outside of his professional work, Nicholas enjoys outdoor activities such as beach visits, hiking, and football. He also participates in concerts and various volunteering activities.

Alex Millwater is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including partner at Island Shine Home Services, where he manages client operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Santino Mirabelli is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2008, alongside a concurrent role at Kravet since 2010. Outside of his advisory work, he is also involved as a musician. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides services through a large network of advisors across numerous offices.

Joshua Elkin is a financial professional with 10 years of experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at American Portfolios and Molloy College prior to joining Cetera. He is also engaged as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to affiliated and third-party managers and multiple program structures.