Daniel Burns is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding a Series 63 designation and 17 years of industry experience. His prior roles include six years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of his advisory duties, he owns and operates The Bespoke Advantage Corp, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and planning tools.

Alexi Caligiuri is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, Alexi held roles at Bankers Life and NY State Solar. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Steeve Koven Augustin is a financial advisor with LPL Enterprise, holding a Series 63 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over a decade. He serves as a board member for the Babylon Chamber of Commerce. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product sales, leveraging a platform that integrates multiple financial services.

Matthew Murphy is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with LPL Financial since 2016 and also has a role with Bridgehampton National Bank beginning in 2015. Outside of his advisory work, he is the owner of Kella Agency LLC, a wholesale distribution service to insurance carriers, and is involved in business development for Kuvare Corporate Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors, and supports both discretionary and non-discretionary management approaches.

Robert Garofallou is a financial advisor with Osaic who holds Series 63 and Series 65 designations and has 43 years of industry experience. His prior experience includes American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Since 1998, he has also served as president and partner of RJG Tax & Capital Solutions, Inc., a tax preparation and guidance firm. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a nationwide network of advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Robert Kowaleski is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at AXA Advisors, David Lerner Associates, MML Investors Services, and Mass Mutual Life Insurance Company, as well as a period of self-employment. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to clients.

Michael Fliegelman is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. Prior to joining OSAIC in 2024, he worked at G&G Planning Concepts, Inc. for 11 years and American Portfolios Advisors, Inc. for 13 years. He is involved in coaching and training insurance agents on insurance and estate planning through his roles with Strategic Wealth Advisors Network LLC and Mass Mutual Brokerage. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing, offering portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Christian Campbell is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His work history includes roles at Teachers Federal Credit Union, Equitable Advisors, and educational positions at Riverhead Middle and High Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Serena Cole is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms including Principal Financial and Principal Securities prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Neil Solina is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of advising, Solina manages a home audio sales business and works as a truck driver for FedEx. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Maura O'Brien is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners directly with advisors and the team to provide personalized financial planning for clients. Prior to this, Maura worked as a Relationship Manager at Fidelity Investments from 2019 to 2024. Her experience at Fidelity spans several years, focusing on client relationship management and financial planning services. Details about her education, credentials, personal interests, or community involvement have not been provided.

Laura Hoffman is a CFP®-credentialed financial advisor with 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank from 2012 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Stephen Levine is a financial advisor at Cetera with 62 years of industry experience. He holds the ChFC® and Series 63 designations. His professional background includes long-term roles at Cetera Wealth Services, LLC and his own firm, Stephen Levine & Associates Ltd. He also works as an independent insurance agent in life, accident, and health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a large nationwide network of advisors and operates a multi-manager platform with access to both affiliated and third-party investment managers.

Laurence Paul is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, LPL Enterprise, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a quality assurance representative for a healthcare service and works part-time in hospitality as a valet. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Schwenk is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets, City National Bank, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing an advisory role without providing individual security recommendations in standalone planning.

Morgan Weil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. for 15 years. Weil is also involved in administrative duties at Hendel Wealth Management Group. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors and affiliated firms.

Alexander Vail is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has held roles at Raymond James Financial Services and Ameriprise, along with experience in nonprofit and healthcare organizations. Vail is also associated with Vail & Associates, a financial advisory support business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Panayota Deluca is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley since 2017 and previously at Merrill from 2009 to 2017. 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 tailored financial planning supported by proprietary planning tools and investment models.

Fabio Purita is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Capital One prior to his current role. Outside of finance, his background includes time spent in education and technology sectors, such as roles at Binghamton University and Zebra Technologies. 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 plans, corporations, and charitable organizations.

Samuel Lewis is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.