Bryan Pendrick is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc. for 15 years. Pendrick is active in the golf community, serving on executive committees for the Long Island Golf Association and the Metropolitan Golf Association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement consulting services. The firm utilizes a range of asset-allocation tools and third-party platforms to manage portfolios across various investment types on discretionary and non-discretionary bases.

Augustine Abbatiello is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Cetera in Westbury, NY, where he has worked since 2019. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Augustine is also involved with Long Island Financial Planning Group, a business associated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Theodore Brakatselos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he serves as a church choir director, conducting Sunday and occasional weeknight services from September through June. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Russo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2021. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cara Maloney is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2018, following prior roles at Cetera Investment Services and Valley National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management. The firm combines planning with managed-account programs under its WealthPlan option while maintaining separate services.

Terrence Fenton is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, he has experience in the hospitality and tourism sectors through previous involvement with Di Jamaican DocBird Restaurant and various tour operations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage channels.

Maria Barilla is a financial advisor with Merrill in Garden City, NY. She holds a Series 63 designation and has 30 years of industry experience, including 15 years with Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Skutnik is a CFP® credentialed financial advisor with six years of industry experience, currently with Ameriprise. He previously worked at BNY Mellon Securities Corporation and BNY Mellon. Skutnik serves on the board of The League Of Yes and is involved in the hospitality industry through roles at Rose Hill Vineyards & Inn and Main & Mill House. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Raymond Dady is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Randall Perkins is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as CEO of J&R Operations, LLC, a business focused on managing office and operational expenses. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Heidi Beattie is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Frisch Financial Group, Inc., and Clear Point Advisors, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Timothy Austin II is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Timur Novokreshchenov is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and E*TRADE in various roles since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Christina Panouis is a financial advisor at Wells Fargo Advisors with two years of industry experience. She previously worked at Merrill for seven years and has academic experience at Adelphi University and Sacred Heart University. She holds a Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers specialized planning in areas such as retirement, business-owner transition, and special-needs analysis, using proprietary research and tools to develop client recommendations.

Nilima Madan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with LPL Financial since 2010. Madan serves as president of The Association of Indians in America, a nonprofit organization based in Port Washington, NY. 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 advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Colleen Glavin Beiner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 35 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent five years at J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and employs modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Mark Krauss is a financial advisor with Raymond James & Associates in Garden City, NY, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Raymond James in various capacities since 2009. Krauss is the owner of NY Wealth Management, a support company through which he provides financial advice. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a wide range of portfolio management styles and affiliated research.

Jeremy Levinson is a Series 66-registered advisor with J.P. Morgan Securities, based in Garden City, NY, with three years of industry experience. He previously worked at Bernstein Private Wealth Management and Deloitte Consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager 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 in its recommendations.

Bibi Iqbal is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Bibi worked at Bank of America, National Association for five years and at Merrill Lynch Commodities Inc for seven years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, along with trading, account administration, and custody support.

Michele Tuzzolo is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 63 designation and 29 years of industry experience. He has been with UBS since 2000. Outside of advisory work, he is also commissioned as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers custody, underwriting, and other capital markets solutions.