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.

Santino Mirabelli is a financial advisor with Primerica Advisors in Holbrook, NY, holding a Series 63 designation and 16 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2008 and has also been employed at Kravet since 2010. Outside of financial advising, he is active as a musician. 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 a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

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.

Alan Cohn is a Certified Financial Planner (CFP®) with 48 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2010. He is based in Hauppauge, NY. Outside of his advisory role, Cohn is actively involved with the Smithtown Rotary Club, serving as Foundation Chairman and as Chairman of International Service on the Board of Directors. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

Matthew Posch is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at People's Securities, Inc., and has a background that includes four years at Sacred Heart University. Outside of his advisory work, he is employed by Certainty of Uncertainty, LLC, an entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm employs proprietary research and algorithmic tools and operates within a product ecosystem featuring affiliated sub-advised options and fee rebate arrangements.

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.

Camille Kelton is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Merrill for five years. Outside of her advisory role, she works as a personal assistant and caregiver for elderly clients through the New York Consumer Personal Assistance Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various portfolio management solutions.

Kenneth Cracchiola is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has a diverse work background including roles in tax services, hospitality, and education. Outside of finance, he has been associated with several businesses in the food and service industries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing tax-aware withdrawal strategies, leveraging proprietary research and third-party data within a defined investment framework.

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.

Ryan Mc Adam is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Bayside Tax & Wealth, Edward Jones, and the Office of the Suffolk County Comptroller. Outside of finance, he is involved as a musician with Gnarly Karma, a recreation business based in Huntington, New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and provides services spanning from personalized financial plans to corporate financial planning agreements.