Anthony Natrella is a financial advisor at Osaic with 31 years of industry experience. His prior roles include positions at Securities America, Inc. and National Planning Corporation. Outside of advisory services, Natrella is involved in tax preparation and operates a handyman business. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers integrated brokerage and advisory services supported by advanced portfolio construction tools, and it maintains a complex corporate structure with multiple advisory platforms and third-party service arrangements.

William Niederauer is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including prior roles at Prudential Investment Management Services and Securities America Advisors. Niederauer also serves as a life insurance and fixed annuity agent with Yankee Advisor Network. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

John Fisher is a CFP® with 19 years of industry experience, currently advising at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services for ten years and has operated his own CPA practice since 1986. Fisher also serves as president of his accounting firm and manages tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Brianna Aslanian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL, she worked at Cadaret Grant & Co., Inc. and has been involved with Infinity Wealth Management since 2021. Outside of her advisory role, Aslanian has been a clarinet instructor for over a decade and is active as a performing musician with various local schools and institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Connor Coyle is a financial advisor at Osaic with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Securities America. He is a volunteer member of the Pearl River Chamber of Commerce. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers through a network of affiliated advisors and multiple platforms.

Paiwei Lee is a financial advisor at Cetera with 28 years of industry experience and holds Series 63 and Series 66 designations. He has been with Cetera and its affiliated entities since 2013. Outside of advising, Lee works as a flight attendant for United Airlines. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates as a multi-manager platform, providing advisors flexible investment options across discretionary and non-discretionary programs.

Joao Arruda Neto is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo, Charles Schwab, and PNC Bank. 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 mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Nicholas Tuck is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he owns an insurance sales business and manages multiple financial service entities, including Quest Wealth Services LLC. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, employing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Eric Kerssen is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliated entities since 2005. Outside of his advisory role, he is a part-time musician performing at senior living facilities and serves as Music Ministry Director at Hamburg Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers with various program options.

Susan Perry is a financial advisor with Cetera, holding a Series 63 designation and bringing 15 years of industry experience. She has worked at Cetera and its affiliate Cetera Wealth Services since 2013 and spent seven years with Baldino & Perry Associates, Inc. In addition to her advisory role, she provides debt counseling services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.