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 and has held prior roles at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of his advisory work, he is engaged in insurance sales including life, disability, and long-term care products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and supports various discretionary and third-party investment strategies.

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 registrations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Brian Lanze is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Anthony Chiarelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2004 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

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 and holds a Series 63 designation. He has 34 years of industry experience, including 13 years at Commonwealth Financial Network prior to joining his current firm. Smith is also involved as an agent in insurance and benefits through FGS Financial, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

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 industry experience, currently associated with Cetera. He holds Series 66 and Series 63 licenses and has previously worked at American Portfolios and Molloy College. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment solutions through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Philip Razza is a Financial Consultant currently working at Fidelity Investments. In this role, he collaborates with individuals and families to develop and maintain financial plans that align assets with their goals, adjusting these plans as circumstances evolve through different life stages. Philip has accumulated experience in various roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2020 to 2021.

Gary Nagle is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with OSAIC, joining the firm in 2024 after working at American Portfolios Financial Services Inc and Mass Mutual for over two decades. Outside of his advisory role, he operates a sole proprietorship as a life, health, and property & casualty insurance broker. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

George Elkin is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory role, he is also involved as an insurance agent selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management services through a multi-manager platform with access to both affiliated and third-party managers.

Nichole Dalena is a Financial Consultant at Fidelity Investments, a position she has held since 2020. In her role, she partners with clients to understand their financial goals and needs, co-creating plans designed to provide peace of mind and confidence in their financial futures. Nichole specializes in financial planning aimed at helping clients work towards their goals. Her approach centers on collaboration and tailored strategies to meet individual client needs. Outside of her professional work, Nichole enjoys activities such as beach outings, boating, family activities, outdoor adventures, snowboarding, and traveling.

Jeffrey Hendel is a financial advisor with Raymond James Financial in Smithtown, NY, holding a Series 63 designation and 28 years of industry experience. Prior to joining Raymond James in 2019, he worked at Ameriprise Financial Services for 13 years. He is also the CEO of Hendel Wealth Management Group, a separate enterprise through which he operates his advisory practice. 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 offers tailored, non-discretionary planning and consulting services supported by analytical tools and sponsors wrap-fee advisory programs while maintaining specialized municipal advisor affiliations and employer advisory services.

Michael Sceiford is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and operates out of Port Jefferson, NY. Outside of advisory services, he is president of a commercial rental property business based in Port Jefferson. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a variety of investment solutions, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Robinson Crothers is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Murano LLC, and American Portfolios Advisors, Inc. Crothers serves as a Board Member and Trustee of the Patchogue Arts Council, a local nonprofit community arts organization. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate entities. The firm offers brokerage and advisory services through various programs emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party manager options.