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.

Brian Lanze is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with oversight controls and specialized roles including commodity pool operator registration and advisory services to registered investment companies.

Alexander Milack is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously held roles at Ameriprise Financial and Dennis R Miller & Associates LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Roger Brigati is a CFP® and CFA® with 23 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Commack, NY. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of advisors and focuses on asset-based fee structures and internally approved investment options.

Anthony Chiarelli is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Giovanni Migliaccio is a financial advisor with OSAIC, holding a Series 63 designation and 29 years of industry experience. His prior roles include fourteen years at Investacorp, Inc. and related entities, followed by four years with Securities America Advisors and Securities America, Inc. He is also president of MLA Financial Services, where he provides fixed life and property casualty insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services that encompass financial planning, retirement consulting, and access to third-party money managers. The firm uses advanced asset-allocation tools and a variety of managed account options, supporting both discretionary and non-discretionary portfolio management.

Judith Beckman is a CFP® with 48 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, she spent 22 years at American Portfolios Financial Services, Inc. She is the principal owner of a life and long-term care insurance agency since 1978 and sits on the board of directors for Long Island Small Business Assistance Corp and Literacy Nassau, a nonprofit focused on adult and child literacy. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, offering both discretionary and non-discretionary account management.

James Necker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of finance, he was involved with Periwinkles Catering for 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2025, he worked at Commonwealth Financial Network from 2012 to 2025. He is also involved with FGS Financial, Inc. in an insurance and benefits capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent financial professionals, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options.

Vincent Perrotta is a Series 66 licensed financial advisor with Edward Jones in Lindenhurst, NY, where he has worked since 2015. He has 10 years of experience in the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of investment strategies under a fiduciary standard.

James Hannigan Jr. is a financial advisor at Osaic with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at American Portfolios for 16 years. Outside of his advisory role, he operates a personal income tax preparation business. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Leonardo Fiorentino is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following nearly a decade at Scottrade. 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.