Gianfranco Calio is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the Town of Oyster Bay Housing Authority, ADP, SUNY Plattsburgh, and work in the restaurant business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research and quantitative analysis. The firm also serves as an adviser to multiple registered investment companies and employs algorithmic and AI-driven methods in its investment process.

Collin Beardslee is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016, including two years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brian Vail is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. He previously spent 15 years at Ameriprise Financial Services, Inc. In addition to his advisory role, he owns and manages rental real estate and operates a support company for his Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary advice aligned with client goals and supports a broad network of advisors and affiliated firms.

Bessy Guevara is a financial advisor with Fidelity and holds a Series 66 designation. She has three years of industry experience and has worked at Fidelity Investments since 2022. Her prior experience includes roles at Stony Brook University and Teachers Federal Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Michael Spelman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at Teachers Federal Credit Union, CUNA Mutual Group, and Merrill. Outside of his advisory work, he is a business owner of Spelman Pearce Pizza Properties LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Kateryna Skliarenko is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Point 32 Investment Partners, Bank of America Private Bank, Merrill Lynch, and other firms. 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, financial planning, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management options.

Raymond Fernandez is a financial advisor at J.P. Morgan Securities with six years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Adler University, and Capital One Bank. He holds a Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Mark is a Series 66-registered financial advisor with LPL Financial, based in Stony Brook, NY. He has 25 years of industry experience, including 19 years at Allstate before joining LPL Financial in 2020. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research.

David Boliver is a CFP® professional with 43 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 65 licenses and has ownership interests in Premier Wealth Management LLC and a massage spa business in Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients meeting a net-worth threshold.

Robert Forrester is a financial professional with nine years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at several firms including Johnson Mowdy Associates, LSWM LLC, and National Asset Management. Outside of his advisory role, he owns a tax and bookkeeping service and is involved as a staff accountant providing tax and payroll services locally. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Michael Schmid is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. Schmid is also involved in insurance sales and service activities affiliated with his LPL business. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Brian Mccormick is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Ameriprise since 2013, serving in various capacities within the firm. Outside of his financial advisory work, he has been involved with Pauly's Pizza and Pasta since 2007. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations through a centralized consulting team.

Raymond Di Sunno is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Tuscaloosa City Schools, as well as a nine-year tenure with Kids of Mount Sinai. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports various event-driven planning programs.

Michael Busch is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He worked at Woodbury Financial Services Inc. for 14 years prior to joining LPL Financial in 2023. Outside of financial advising, he owns several photography and wildlife-related businesses, including Fire Island and Beyond.com and Great South Bay Images. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Lawrence Miele is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory De Tolla is a financial advisor with LPL Financial based in Port Jefferson, NY, holding a Series 66 credential and one year of industry experience. He also serves as an attorney at De Tolla Law Group and is a commissioned notary for the State of New York. Prior to joining LPL Financial, he has held various roles in legal and financial services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rodobaldo Acosta is Vice President and Branch Leader at Fidelity Investments. In this role, he leads, coaches, and develops financial advisors to support clients in making well-informed financial decisions for themselves and their families. He has held various positions at Fidelity Investments since 2006, progressing from Financial Representative to his current leadership role. His professional experience includes leadership positions such as Team Leader for Workplace Planning & Advice and Investment Solutions, Assistant Branch Manager, Branch Service Manager, and Senior Relationship Manager. Prior to joining Fidelity, he worked at National Financial Services LLC as an Associate and Intern. Outside of his professional responsibilities, Rodobaldo has personal interests that include beach activities, family activities, fitness, parenthood, running, and traveling.

Matthew Clarke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Vanguard Advisers and World of Angels, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its offerings. The firm operates within the broader J.P. Morgan organization, delivering non-discretionary advice through a select group of Wealth Advisors.

Caleb Zuhoski is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2025. Prior to his career in financial advising, he was employed at New York Cancer & Blood Specialist and Riverhead Highschool. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Tetyana Kucherska is a Series 63 licensed advisor with Primerica Advisors, based in Coram, NY, and has 18 years of industry experience. She has been with Primerica Advisors since 2008 and Primerica Financial Services since 2007. Outside of her advisory role, she is involved in tax preparation on a part-time basis and participates in referral activities related to home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure for its services.