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.

Jake Wayne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Greystone and PricewaterhouseCoopers LLC. Outside of finance, he has worked with Taylormade Golf. 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 advisory services. The firm’s IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Faith Olsen is a CFP® with 39 years of industry experience and has been with LPL Financial since 2009. She is based in S Setauket, NY. Outside of her advisory role, she manages investments for Magna Carta, LP, a family limited partnership. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with Osaic and has held previous positions at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of advisory work, he is involved in insurance sales and is an owner/partner in MAGS, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing sophisticated asset-allocation and portfolio management tools.

Dominic Privitera is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research, Inc., LPL Financial, and Woodbury Financial Services, Inc. He is also the owner of Total Wealth Planning LLC and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, ranging from proprietary models to third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Guy Nicosia is a CFP®-designated financial advisor with 35 years of industry experience. He has worked at OSAIC since 2024 and previously at LPL Financial and Royal Alliance, alongside a self-employed practice dating back to 1983. Outside of advisory services, he is a partner at Strategic Tax Planning Services, LLC, and president of Nicosia Management Corp. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, efficient-frontier analysis, and access to third-party money managers and platforms.

Jarred Giordano is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at LPL Financial and Fidelity Investments, as well as experience at the Internal Revenue Service. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset portfolios and centralized operational infrastructure.

John Hiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Lanze is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with oversight controls and specialized roles including commodity pool operator registration and advisory services to registered investment companies.

Alexander Milack is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously held roles at Ameriprise Financial and Dennis R Miller & Associates 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 applying an ESG eligibility framework in its recommendations.

Roger Brigati is a CFP® and CFA® with 23 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Commack, NY. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of advisors and focuses on asset-based fee structures and internally approved investment options.

Anthony Chiarelli is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Giovanni Migliaccio is a financial advisor with OSAIC, holding a Series 63 designation and 29 years of industry experience. His prior roles include fourteen years at Investacorp, Inc. and related entities, followed by four years with Securities America Advisors and Securities America, Inc. He is also president of MLA Financial Services, where he provides fixed life and property casualty insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services that encompass financial planning, retirement consulting, and access to third-party money managers. The firm uses advanced asset-allocation tools and a variety of managed account options, supporting both discretionary and non-discretionary portfolio management.

James Necker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of finance, he was involved with Periwinkles Catering for 10 years. 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 applying an ESG eligibility framework in its recommendations.

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 who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2025, he worked at Commonwealth Financial Network from 2012 to 2025. He is also involved with FGS Financial, Inc. in an insurance and benefits capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent financial professionals, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options.

James Hannigan Jr. is a financial advisor at Osaic with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at American Portfolios for 16 years. Outside of his advisory role, he operates a personal income tax preparation business. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Georgina Eriksen is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following five years at First Empire Securities, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.

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.