Brian Thornton is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Cetera Wealth Services, National Asset Management, North Fork Asset Management, and National Securities Corporation. Outside of his advisory work, he is an insurance agent specializing in life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

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 financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Aldo Jimenez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at LPL Financial, LLC before joining Merrill and Bank of America N.A. in 2018. Outside of his advisory role, Jimenez is an insurance agent and the owner of Aldo Jimenez Wealth Management Corp. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Pornpimon Pongvitayapanu is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Pruco Securities, LLC for 12 years and has a long tenure with Prudential Insurance Company of America dating back to 1999. She is also involved in life and health insurance sales through her activities with PALO Agency, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party asset management, and an integrated platform that combines financial planning with insurance and lending products.

Charles Matisi is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 10 years and has been involved with 4 Thought Financial Group, Inc. since 2014. Outside of his advisory roles, Matisi is also engaged in the sale and service of insurance products, including fixed annuities, life insurance, long-term care, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment vehicles, managing accounts on either a discretionary or non-discretionary basis.

Gary Tietjen is a financial advisor with Cetera, holding a Series 63 license and over 35 years of industry experience. He has been with Cetera since 2001 and also serves as president of WTI Advisors Inc., where he manages and markets insurance products. Outside of his advisory role, he works as an investigator for All Island Investigations NY Inc. and serves as an election official for the Suffolk County Board of Election. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and affiliated and third-party investment managers.

Steven Gimeli is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with LPL Financial since 2018 and has also worked with INVEST Financial Corp. since 2007. In addition to his advisory work, he is involved with Hasset Tax & Financial Services, providing tax preparation and accounting services. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Santiago Alzate is a financial advisor at Morgan Stanley in Hauppauge, NY, holding Series 63 and 66 licenses with five years of industry experience. His prior work includes roles at Phoenix Capital Partners and Robinson and Muller Engineering, PC, as well as previous positions within Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct arrangements and corporate financial planning agreements.

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.

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.

Danielle Payne is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 63 designation and has been with LPL Financial since 2008. Payne has also worked at Webster Bank since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.