Thomas Flanagan is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory work, he operates a sole proprietorship providing fixed annuities, disability, health, and life insurance, and he engages in motivational speaking at local churches and libraries. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles.

Matthew Shore is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Binghamton University for three years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Peter Hall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and is a partner at Hall & Raynoha CPA's LLP, practicing for 25 years. Outside of advisory work, he is a part-owner of a sports memorabilia business and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing various portfolio management options and proprietary as well as third-party strategies.

Paul Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Scottrade, Inc. and Scottrade Investment Management before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. He also worked at Rig Gear USA from 2020 to 2023. 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 combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Luke Donenfeld is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019, following seven years at First Empire Securities. Outside of his advisory role, he serves as treasurer for the Harry Donenfeld Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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 at LPL Financial with a Series 66 designation and two years of industry experience. He has worked at various firms, including Prudential Insurance Company of America and Big Think Capital, and has experience in both advisory and other business roles. His outside activities include involvement with Suffolk Federal Credit Union. 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 retirement plan consulting and brokerage services, and utilizes both discretionary and non-discretionary management supported by extensive research and model portfolios.

Daniel Rossiter is a financial advisor with OSAIC, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and has operated Rossiter Financial Services since 2002. Rossiter also serves as a board member for the Visiting Nurse Service Hospice House. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, utilizing multiple third-party platforms and investment solutions.

Paul Tuttle is a Series 66-licensed financial advisor with six 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 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, focusing on comprehensive goal-based analyses across various financial topics without managing client portfolios directly.

Kathleen Raseman is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Ward Brickner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked at OSAIC since 2024 and previously spent 10 years at American Portfolios Financial Services, Inc., along with over two decades at Guardian Life Insurance Company of America. Brickner is also a partner in Fortress Financial Services, Inc., where he provides investment advice and management, and he is involved in marketing investment services to attorneys through the National Network for Attorneys. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and risk-tolerance assessments, managing accounts on both discretionary and non-discretionary bases while providing access to third-party managers and various investment platforms.

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.

Frank Mezzanotte Jr. is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 13 years. He owns a personal trading entity and a wealth management firm operating as a DBA for his Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform and manages over $256 billion in assets.

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 at LPL Financial with 11 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2015 and also has a long tenure at Webster Bank starting in 2005. 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 services, including discretionary and non-discretionary management supported by research and model portfolios.

Michael Breunig is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center, Inc. Breunig is also involved with Harbour Financial, a business related to LPL that includes non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jake Cabble is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management, retirement planning, investment management, and financial planning for individuals, families, and business owners. Jake works closely with clients to simplify their financial lives by creating personalized strategies focused on growing, protecting, and transferring wealth. His areas of focus include retirement planning and income strategies, investment and portfolio management, IRA and 401(k) rollovers, wealth preservation and risk management, estate and legacy planning strategies, and ongoing financial planning and reviews. He earned his Bachelor's Degree from St Joseph's University and holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Jake emphasizes understanding each client's full financial picture—including income, investments, retirement goals, risk tolerance, and legacy objectives—to design customized portfolios and long-term strategies that emphasize asset allocation, diversification, tax-efficient investing, and risk management. He also works with a full-service wealth management team and connects clients with trusted specialists, including CPAs, estate planning attorneys, and private banking professionals, to ensure all aspects of financial life are aligned. Outside of his professional work, Jake is involved with the American Cancer Society. His personal interests include antiquing, golfing, interior decorating, music, reading, spending time with family, tennis, and yoga.