Douglas Sinclair Jr. is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, as well as in legal roles at Lavallee Law Offices and Foley Griffin LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Regina Saio is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 66 designation and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC serves a diverse client base ranging from retail to institutional investors and offers a range of advisory and portfolio management services. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and manage its investment strategies.

William La Mura is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel since 2019 and previously spent eight years at First Empire Securities. Outside of his advisory role, he has been involved with Prospect Sports for 19 years and the NY Baseball Academy for 23 years. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Helldorfer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of experience at the firm. He has a background that includes over two decades as a CPA and accountant operating his own practice, John E Helldorfer, CPA, since 1999, and prior roles at CA Technologies Inc. He is involved in various non-investment related business activities including providing accounting and tax services through his CPA practice. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Wayne Buess is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation and Series 66 license and 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Alster is a CFP® with 18 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2008 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with several health insurance providers. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team.

Dennis Byrne is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at AXA Advisors, LLC and Jason C. Fu. Outside of his primary advisory work, he is involved as an associate with Hendel Wealth Management Group, where he helps service clients and solicit new business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lynne Crockett is a Series 66 licensed financial advisor with 22 years of industry experience. She has worked at J.P. Morgan Securities since 2011 and previously was with Bear Stearns Asset Management from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

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.

Pornpimon Pongvitayapanu is a financial advisor at LPL Enterprise with 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Pornpimon worked for Pruco Securities, LLC for 12 years and has been affiliated with Prudential Insurance Company of America since 1999. Outside of advisory work, Pornpimon is involved in a business recommending and servicing life insurance, annuity, and health insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, incorporating portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to third-party asset managers and insurance product sales.

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.

Steven Gimeli is a financial advisor with LPL Financial in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2018 and has worked with INVEST Financial Corp. since 2007. Outside of his advisory work, he is involved in tax preparation and accounting through Hasset Tax & Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

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.