Robert Worlow is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked with various J.P. Morgan entities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm operates with a non-discretionary program, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Tara Casey is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services for eight years before joining Merrill in 2020. Merrill, along 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 plans, corporations, and charitable organizations.

Mitch Klenofsky is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise for 11 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential investment outcomes, supporting client implementation through its advisory programs and partnerships.

Joseph Bonura is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Invest Financial Corp. and Bethpage Federal Credit Union. Outside of his advisory work, he is involved in tax preparation and accounting through Bonura Tax Planning. LPL Financial serves individual investors, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.

Christopher Caufield is a financial advisor with UBS Financial Services in Sound Beach, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Painewebber and UBS Financial Services since 1999. Outside of his advisory role, he is active as a livery driver for both Lyft and Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Sean Turner is a financial advisor at LPL Financial with Series 65 and Series 66 licenses. He began his advisory career in 2025 after prior experience in various roles including military service in the United States Air Force and work in fitness and hospitality sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

James Guardiola is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 27 years of industry experience, having worked at MetLife Securities for 17 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. Outside of his advisory role, Guardiola serves as a trustee and is an insurance agent offering individual and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning using firm-approved analytical tools and features specialized programs such as divorce planning and estate-settlement services.

Brian Steck is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he focuses on creating tailored client experiences by building long-term relationships and delivering customized financial planning services that align with each client's unique goals and objectives. Brian has extensive experience within Fidelity Investments, having served in various leadership and advisory roles since 1993. His positions have included Market Leader, Senior Branch Office Manager, Branch Office Manager, and Assistant Branch Manager. Prior to joining Fidelity, he worked as a Portfolio Manager and Financial Advisor at Fifth Third Bank and as an Investment Representative at Edward Jones. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brian enjoys activities such as spending time at the beach, cooking and baking, engaging in family activities, as well as football, golf, and photography.

Lizbeth Lindley is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Quinn is a financial advisor with Equitable Advisors who holds a Series 66 designation and has three years of industry experience. His work history includes roles at Seven Valleys Health Coalition and Pita Station, as well as positions in education at the State University of New York at Cortland and Manhasset Secondary School. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Kathi Lee is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Outside of her advisory work, Lee is an on-air personality for Cox Media Group Long Island's WBAB radio station. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-sponsored financial plans.

Daniel Finnegan is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 22 years before joining OSAIC in 2024. Outside of his advisory role, Finnegan serves as Sargent-at-Arms for the Northport Rotary, a nonprofit organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and comprehensive advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio management tools that include automated rebalancing and access to third-party money managers.

Brandy Seyfried is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network and FGS Financial, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies.

Steven Goldis is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and H. Beck, Inc. He is also the president and owner of G & G Agency Ltd, an insurance agency he has operated since 1982. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple advisory platforms and third-party solutions to manage portfolios across asset classes.

Matthew Barbis is a financial advisor with OSAIC, holding a Series 63 credential and bringing 31 years of industry experience. His prior work includes tenures at LPL Financial, Select Benefits Inc., and Creative Wealth Management. He serves as a trustee for St. Joseph's College and holds leadership roles with nonprofit organizations including the Sachem Education Foundation and the Rose Brucia Educational Foundation. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services employing asset-allocation tools and multiple third-party platforms to manage portfolios across various investment types.

Scott Zambelli is a financial advisor at OSAIC with 39 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Securities America Advisors, AXA Advisors, and managing Heritage Harbor Financial Associates. Outside of his advisory duties, he is involved in community service as First Vice President of the Suffolk County Police Athletic League and serves on the advisory board of the Kortright Kares Foundation, a charitable organization. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisors and multiple investment platforms.

Elliot Altman is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Gary Backer is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through dedicated advisors and estate planning specialists. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market outlook models.

Daniel Hohenberg is a financial advisor with Ameriprise in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

George Visintin is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at JPMorgan Chase Bank, NA and HSBC Bank USA, N.A. He is based in Farmingville, NY. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.