Azhar Shah is a financial advisor with LPL Financial who holds a Series 66 designation and has 11 years of industry experience. He has worked at LPL Financial since 2015 and has been affiliated with Webster Bank since 2005. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Rivello is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Edward Jones, Bank of America, Merrill, and Prospect Financial Services LLC. Outside of his advisory role, he has been involved with Learn With All, Inc. in a prior capacity. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Breunig is a financial advisor with LPL Financial based in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center, Inc. for extended periods before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, supported by extensive resources and a large network of advisors.

Jake Cabble is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management, retirement planning, investment management, and financial planning for individuals, families, and business owners. Jake works closely with clients to simplify their financial lives by creating personalized strategies focused on growing, protecting, and transferring wealth. His areas of focus include retirement planning and income strategies, investment and portfolio management, IRA and 401(k) rollovers, wealth preservation and risk management, estate and legacy planning strategies, and ongoing financial planning and reviews. He earned his Bachelor's Degree from St Joseph's University and holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Jake emphasizes understanding each client's full financial picture—including income, investments, retirement goals, risk tolerance, and legacy objectives—to design customized portfolios and long-term strategies that emphasize asset allocation, diversification, tax-efficient investing, and risk management. He also works with a full-service wealth management team and connects clients with trusted specialists, including CPAs, estate planning attorneys, and private banking professionals, to ensure all aspects of financial life are aligned. Outside of his professional work, Jake is involved with the American Cancer Society. His personal interests include antiquing, golfing, interior decorating, music, reading, spending time with family, tennis, and yoga.

Daniel Begley is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1998 and has been with Strategic Advisors Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and is notable for its use of systematic methodologies and AI-driven research.

Edward Vrona Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services and Ameriprise Financial Services. Outside of advisory work, he is the managing member of a CPA firm, Vrona & Van Schuyler CPA's, and serves as a trustee for the Sylvan Family Foundation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.

Samson Akinyooye is a Series 66 licensed advisor with Equitable Advisors in Melville, NY, where he has worked since 2015. He has 11 years of industry experience, including five years at Axa Advisors. Outside of his advisory role, he serves as a director at Mericel Academy, Inc., a school where he manages financial statements and cash flow. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a risk-based approach to match clients with appropriate advisory models and offers services through a network of Investment Adviser Representatives.

Apryl Redwood is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 certifications and has been with Merrill since 2009. Her prior experience includes roles at Bank of America, N.A., and U.S. Trust Company. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Murphy is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at American Portfolios Advisors, Inc., Cetera Advisors, and Investors Capital Corp. He is a partner at Murphy Mullick Capital Management and owns A&E Advisory, a personal S Corporation. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, portfolio management, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Michael Shanahan is a financial advisor at Fidelity with 27 years of industry experience. His prior roles include positions at Pruco Securities, LLC and Broadridge Financial Solutions. He holds Series 63 and Series 65 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a unique advisory role to multiple registered investment companies and fund-of-funds.

Michael Kaplan is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at Axa Advisors and Mony Securities Corporation. He is a 22% partner in Equinox Financial Partners LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and endorsed wrap fee managers rather than sponsoring its own wrap fee program.

Suresh Malavia is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Dianna Sanchez is a Wealth Management Senior Relationship Manager focused on assisting clients and their families with customized wealth planning that aligns with their unique preferences. She prioritizes forming strong relationships and maintaining a high level of trust, reliability, and competency as a dedicated point of contact for valued clients. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Advisor Associate at Morgan Stanley from 2016 to 2022. These positions have contributed to her expertise in wealth management and client service. Outside of her professional work, Dianna has interests in cooking and baking, fitness, parenthood, reading, traveling, and volunteering.

Frank Gusmano is a financial advisor at OSAIC with 28 years of industry experience. He previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. He holds a Series 63 designation. Outside of his advisory role, he is the sole owner of an entity established to manage business expenses and acts as an insurance agent offering accident insurance, fixed annuities, health savings accounts, life settlements, and traditional life insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment and consulting programs.

Brian Ullman is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial in 2025, he worked for Cadaret, Grant & Co., Inc. for 24 years and has been associated with North Shore Financial Resources since 1998. He is involved with North Shore Financial Resources as a business activity. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Jacqueline Leslie is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC, where she worked for over two decades. Equitable Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and services.

Frederick Azzurro is a financial advisor at Osaic Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Securities America Inc, and AXA Advisors, LLC. Outside of his advisory role, he is a member of several LLCs that handle business and administrative operations unrelated to investment management. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party money manager programs.

Carolyn Smith Lo Giudice is a financial advisor at LPL Financial with 12 years of industry experience. She previously worked at Ameriprise and HSBC in various capacities from 2016 to 2026. She is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity managing her practice. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sally Wing is a financial advisor at Cetera with 30 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and its affiliates since 2013. She is also the owner of Priority Wealth Management LLC, where she provides investment services and fixed insurance sales, including life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Daniel Treacy is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, including five years at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, delivering services through a network of Investment Adviser Representatives and utilizing both proprietary and third-party advisory solutions.