Michael Beza is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, following a brief tenure at Chase Investment Services Corp. in the same year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, including ESG considerations, supported by centralized due diligence and implementation by affiliated entities.

Gregory Corcoran is a Financial Consultant at Fidelity Investments. He focuses on empowering clients with education and resources to help them make informed investment decisions aimed at achieving their financial goals. Gregory employs a team-based, collaborative approach to understand each client's objectives and priorities to support their financial planning. He has experience in various financial roles, including his current position at Fidelity since 2023. Prior to that, he worked as a Financial Consultant at E*TRADE from Morgan Stanley between 2021 and 2023. Gregory's background also includes roles as an Equity Options Execution Trader at Susquehanna International Group from 2019 to 2021 and as a Floor Broker at the Philadelphia Stock Exchange from 2017 to 2019. Outside of his professional responsibilities, Gregory enjoys activities such as beach outings, family time, fishing, golf, and skiing.

John Cahill Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at American Portfolios Financial Services and Questar Capital Corporation. Cahill also maintains a non-variable insurance business related to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Paul Moran is a financial advisor with LPL Financial in Medford, NY, holding a Series 63 designation and 17 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. from 2016 to 2022. Moran is also a licensed agent for non-variable insurance products and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a variety of investment strategies, including model portfolios and third-party asset management, and provides non-advisory financial services alongside its advisory platform.

Christopher Hibbard is a financial advisor at LPL Financial with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Cuna Mutual Group and CUNA Brokerage Services, where he worked from 1997 until joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Diane Boyajian is a financial advisor with Osaic Wealth, holding a Series 63 designation and possessing 40 years of industry experience. Her previous roles include sixteen years at American Portfolios and ongoing positions at GC Capital Corp, Bisys Insurance, and Guardian Life Insurance Company. In addition to her advisory work, she has been a tax preparer since 1984. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various investment strategies and third-party manager options.

Jason Notter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and at JPMorgan Chase Bank, N.A. since 2018. 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’s approach combines quantitative and qualitative research with a focus on eligible strategies and incorporates specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Daniel Silfer is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 credential and has held various roles in real estate sales, marketing, and commerce, including ownership positions in several businesses unrelated to his advisory role. Silfer’s background includes work with JPMorgan Chase Bank and prior experience in real estate and industrial equipment sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Matthew Niegocki is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Prudential Insurance Company of America since 2006 and joined LPL Enterprise in 2024. He serves as a board member for the Family Service League, a nonprofit organization based in East Setauket, NY. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Robert Worlow is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014, including his current role since 2018. Prior to J.P. Morgan, he worked at Wells Fargo Clearing from 2012 to 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative manager due diligence with customized asset allocation advice, emphasizing client decision-making and incorporating ESG considerations.

Joseph Bonura is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2018 and previously at Invest Financial Corp. and Bethpage Federal Credit Union. Outside of his advisory work, Bonura operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party asset managers.

Christopher Caufield is a financial advisor with UBS Financial Services in Sound Beach, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Painewebber and UBS Financial Services since 1999. Outside of his advisory role, he is active as a livery driver for both Lyft and Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

James Guardiola is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 27 years of industry experience, having worked at MetLife Securities for 17 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. Outside of his advisory role, Guardiola serves as a trustee and is an insurance agent offering individual and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning using firm-approved analytical tools and features specialized programs such as divorce planning and estate-settlement services.

Brian Steck is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he focuses on creating tailored client experiences by building long-term relationships and delivering customized financial planning services that align with each client's unique goals and objectives. Brian has extensive experience within Fidelity Investments, having served in various leadership and advisory roles since 1993. His positions have included Market Leader, Senior Branch Office Manager, Branch Office Manager, and Assistant Branch Manager. Prior to joining Fidelity, he worked as a Portfolio Manager and Financial Advisor at Fifth Third Bank and as an Investment Representative at Edward Jones. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brian enjoys activities such as spending time at the beach, cooking and baking, engaging in family activities, as well as football, golf, and photography.

Daniel Finnegan is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. for 22 years. Outside of advising, Finnegan serves as Sargent-at-Arms for the Northport Rotary, a nonprofit charity organization. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting strategies such as discretionary Unified Managed Accounts and third-party manager programs.

Brandy Seyfried is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 66 designation and has worked previously at FGS Financial, Inc. and Commonwealth Financial Network. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Steven Goldis is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including 15 years at H. Beck, Inc. and 7 years at LPL Financial. He is also president and owner of G & G Agency Ltd, an insurance agency he has operated since 1982. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary investment strategies.

Matthew Barbis is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 designation and has worked at several firms including LPL Financial, Select Benefits Inc., and Royal Alliance Associates. Barbis serves as a trustee for St. Joseph's College and holds leadership roles with multiple nonprofit educational foundations. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed account strategies and third-party money manager programs.

Scott Zambelli is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and AXA Advisors, LLC. Outside of his advisory work, he is involved as a silent partner and financial manager of a local deli and serves as First Vice President on the executive board of the Suffolk County Police Athletic League, a community outreach program for children. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through various managed account options and third-party manager programs.

Caitlin Murray is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James and Wells Fargo Clearing in various advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through advisory programs or other providers.