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.

Jarred Giordano is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at LPL Financial, Fidelity Investments, the Internal Revenue Service, Capital One, TD Bank, and JP Morgan Chase Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

John Hiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Danielle Payne is a financial advisor with LPL Financial in Babylon, NY, holding a Series 63 designation and bringing 21 years of industry experience. She has been with LPL Financial since 2008 and concurrently serves at Webster Bank since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by a network of over 22,800 advisors.

Brian Lanze is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Roger Brigati is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2016 and previously held roles at HSBC Securities, Citigroup Global Markets, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Anthony Chiarelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2004 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Giovanni Migliaccio is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and Investacorp, Inc. Outside of his advisory role, he serves as president of MLA Financial Services, where he provides fixed insurance products including life, property, and casualty insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed investment strategies across multiple custodial and affiliated platforms.

Judith Beckman is a CFP® with 48 years of industry experience, currently serving at OSAIC since 2024. She previously worked for American Portfolios Financial Services, Inc for 22 years. Beckman is on the board of directors for Literacy Nassau, a nonprofit focused on adult and child literacy in New York. She is also principal of a financial solutions insurance agency and involved with the Long Island Small Business Assistance Corp, which provides loans to woman- and minority-owned businesses. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization while supporting diverse client needs including high-net-worth individuals, retirement plans, and charities.

James Necker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2014. Outside of his advisory role, he was involved in Periwinkles Catering for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

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 and holds a Series 63 designation. He has 34 years of industry experience, including 13 years at Commonwealth Financial Network prior to joining his current firm. Smith is also involved as an agent in insurance and benefits through FGS Financial, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Vincent Perrotta is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

James Hannigan Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Portfolios for 16 years. In addition to his advisory role, he operates a personal income tax preparation business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various programmatic solutions and a complex network of affiliated entities.