Alan Cohn is a Certified Financial Planner® at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, he serves as Chairman of the Smithtown Rotary Club Foundation and is involved in charitable service as Chairman of International Service for the Smithtown Rotary Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joshua Elkin is a financial professional with 10 years of industry experience, currently with Cetera since 2024. He holds the Series 63 and Series 66 designations and has prior experience at American Portfolios and Molloy College. In addition to his advisory role, he is involved in fixed insurance sales and operates under the financial services DBA North Ridge Wealth Planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.

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® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and previously worked at American Portfolios Financial Services Inc and Mass Mutual for a combined 28 years. Outside of his advisory role, he operates a sole proprietorship providing life, health, and property and casualty insurance brokerage services. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage, advisory, and financial planning services supported by multiple advisory platforms and third-party resources.

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.

Nicholas Klopsis is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Merrill, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

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 credentials and previously worked at American Portfolios Financial Services and Murano LLC. He serves as a board member and trustee of the Patchogue Arts Council, a local nonprofit community arts organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios consisting of various asset classes on both discretionary and non-discretionary bases.

Matthew Jacoby is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 designation and has a background in tax accounting as a CPA owner. Jacoby has worked at PPS Advisors and American Portfolios Financial Services since 2012 alongside his current role. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various platforms, asset-allocation tools, and third-party solutions to construct and manage portfolios.

Michael Mccrain is a financial advisor at Cetera with 31 years of industry experience and holds a Series 63 designation. He has worked at multiple firms including Avantax Advisory Services and The Equitable Life Assurance Society of the United States. In addition to his advisory role, he is involved in tax preparation and accounting through the McCrain Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Alex Hart is a Financial Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex served as a Planning Consultant at Fidelity Investments from 2024 to 2025, a Relationship Manager from 2022 to 2024, and a Financial Representative from 2021 to 2022. Alex began their career with an internship at Cetera Financial Group in 2020. In their professional practice, Alex focuses on understanding clients' financial goals and objectives to collaboratively develop personalized financial plans aimed at pursuing those goals. Their experience spans multiple roles within the financial services industry, emphasizing client relationship management and financial planning. Outside of work, Alex enjoys family activities, football, friends and social events, music, and soccer.

Salvatore Tringali is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services since 2016 and Mass Mutual Life Insurance Company since 2015. He is also the owner of WealthGuide Inc., a pass-through compensation entity established in 2024. MML 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 uses firm-approved software tools to analyze client goals and offers a range of planning programs, including recent additions such as Divorce Planning.

Eliel Pimentel is a CFP® certificant and holds a Series 66 license, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Nicholas Diolosa is a financial advisor with Equitable Advisors holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Strategic Advisors, and Scottrade prior to joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm provides advice through Investment Adviser Representatives using a variety of third-party advisory models and proprietary tools without sponsoring its own wrap fee program.

Nicholas Cuiffo is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joe Lefebvre is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025. His professional background also includes positions as a Private Client Banker at JP Morgan Chase (2023-2024), Financial Advisor at National Life Group (2022-2023), and Client Services Associate at LPL Financial (2021-2022). Joe focuses on understanding clients' goals, concerns, and values to develop financial plans that align with their priorities. He emphasizes listening and collaborating with clients to create strategies that provide clarity and confidence throughout their financial journeys. He holds a California Insurance License. Outside of his professional work, Joe's personal interests include fitness, football, golf, lake activities, running, and traveling.

Harlan Fischer is a ChFC® and holds a Series 63 license, with 51 years of experience in the financial industry. He is currently with Cetera and has been associated with Cetera Wealth Services, LLC since 2013 and Branch Financial Services, Inc. since 2011. Outside of his advisory roles, Fischer serves as chairman of the Village Planning Board in Harbor, NY, and is an appointed board member of the Suffolk County Citizens Advisory Board for the Arts. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services delivered through various program structures and custodial relationships.

Joseph Barone is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 63 designation and has worked with Primerica Advisors since 2014, following prior roles at Primerica Financial Services and LANCO. Outside of advising, Barone owns and operates a personal income tax preparation service and is an author. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a network of nearly 3,700 advisors, offering model-based investment strategies supported by third-party managers and custody services.