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 financial advisor at Edward Jones with 11 years of industry experience. He holds the 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 strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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 at Primerica Advisors with 17 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2008, alongside a concurrent role at Kravet since 2010. Outside of his advisory work, he is also involved as a musician. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides services through a large network of advisors across numerous offices.

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.

Alec Marinaccio is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His background includes roles at Eastern Distributors Inc. and teaching positions at St. John's University and Kings Park High School. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Alan Cohn is a Certified Financial Planner® at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, he serves as Chairman of the Smithtown Rotary Club Foundation and is involved in charitable service as Chairman of International Service for the Smithtown Rotary Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joshua Elkin is a financial professional with 10 years of industry experience, currently with Cetera since 2024. He holds the Series 63 and Series 66 designations and has prior experience at American Portfolios and Molloy College. In addition to his advisory role, he is involved in fixed insurance sales and operates under the financial services DBA North Ridge Wealth Planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.