Aldo Jimenez is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2018, following three years at LPL Financial. Outside of his advisory role, he serves as an insurance agent with Algren Associates, Inc., devoting part of his time to selling life insurance. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Charles Matisi is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for ten years and has held roles at firms including Guardian Life and Mass Mutual Investors Services. Matisi is involved in the sale and servicing of insurance products such as fixed annuities, life insurance, long-term care, and disability insurance through related business activities. OSAIC Wealth serves a wide range of clients, including retail, institutional, high-net-worth households, and retirement plans. The firm provides brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by various program offerings and a complex affiliate network.

Santiago Alzate is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 66 and Series 63 licenses and five years of industry experience. His work history includes previous roles at Phoenix Capital Partners, Robinson and Muller Engineering, and Bartco Management Corporation, as well as two separate periods with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling techniques in its financial planning process.

Louis Soriano II is a CFP®-designated financial advisor with 31 years of industry experience. He is currently with Cetera and has held roles at various affiliated firms since 1995. Outside of his advisory work, he serves as a director and officer at Navigator Financial Strategies, a firm involved in financial services and tax preparation. 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 with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across diverse program structures.

Gavin Moran is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Today's Business, Jones Beach State Park, Grant Wilfley Casting, and St. John's University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Faith Olsen is a CFP® professional with 39 years of industry experience, currently advising clients at LPL Financial since 2009. She holds the Series 63 designation and is based in Setauket, NY. Outside her advisory role, she manages investments through a family limited partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and technology tools.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and has held prior roles at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of his advisory work, he is engaged in insurance sales including life, disability, and long-term care products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and supports various discretionary and third-party investment strategies.

Dominic Privitera is a CFP® certificant with 19 years of experience in the financial industry. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial and Woodbury Financial Services. He is also the owner of Total Wealth Planning, a separate advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Guy Nicosia is a CFP® professional with 35 years of industry experience, currently serving as an advisor at OSAIC since 2024. His career includes prior roles at LPL Financial and Royal Alliance, alongside over four decades of self-employment. He is a partner in Strategic Tax Planning Services, LLC, which provides tax preparation and review services. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by advanced risk assessment and rebalancing tools.

Jarred Giordano is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at LPL Financial, Fidelity Investments, the Internal Revenue Service, Capital One, TD Bank, and JP Morgan Chase Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Anthony Chiarelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2004 and has been with J.P. Morgan Securities since 2012. 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 uses a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Nicholas Amendolara is currently an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as an Associate Financial Advisor at Artisan Wealth Management from 2025 to 2026 and as a Relationship Banker at JPMC from 2024 to 2025. His professional experience spans roles focused on client financial services and investment consulting. Nicholas approaches client service by connecting with clients to understand their complete current situation, goals, and priorities. He emphasizes listening to client concerns as a key part of collaborating on plans that work towards their financial objectives.

Francis Smith is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 34 years of industry experience, including 13 years at Commonwealth Financial Network prior to joining his current firm. Smith is also involved as an agent in insurance and benefits through FGS Financial, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

James Hannigan Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Portfolios for 16 years. In addition to his advisory role, he operates a personal income tax preparation business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various programmatic solutions and a complex network of affiliated entities.

Nicholas Novellino is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He began his career at Fidelity as an Investment Consultant in 2024 before transitioning to his current position. Prior to joining Fidelity, Nicholas worked as a Private Client Advisor at J.P. Morgan Wealth Management from 2023 to 2024, and as a Financial Advisor at Equity Services Inc. from 2021 to 2023. His professional experience spans various aspects of financial advising, including investment management and client consultation. Nicholas views financial services as an opportunity to help clients invest and manage their hard-earned money with intent and confidence. Outside of his professional work, Nicholas enjoys outdoor activities such as beach visits, hiking, and football. He also participates in concerts and various volunteering activities.

Alex Millwater is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including partner at Island Shine Home Services, where he manages client operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Santino Mirabelli is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2008, alongside a concurrent role at Kravet since 2010. Outside of his advisory work, he is also involved as a musician. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides services through a large network of advisors across numerous offices.

Jennifer Yoon is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their long-term goals. Jennifer’s approach centers on understanding each client's comprehensive financial picture and adapting strategies to changing market conditions. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Her areas of focus include family wealth management strategies, services for defined benefit plans, portfolio management services, and retirement income planning. Jennifer holds a Master’s degree and a Bachelor’s degree from Long Island University. She is also certified as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jennifer actively participates in community volunteer activities and enjoys hiking, traveling, and yoga in her personal time.

Alec Marinaccio is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His background includes roles at Eastern Distributors Inc. and teaching positions at St. John's University and Kings Park High School. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.