Marc Strent is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and has over three decades of experience in insurance through his role as president and owner of MLS Insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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 a broker-dealer, utilizing a range of advisory and brokerage solutions through LPL-sponsored programs and endorsed third-party managers.

Cara Every is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2013. Her current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies to create model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Nikia Adams is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and People's United Bank. Outside of her advisory role, Adams has held part-time positions with delivery services such as Instacart, Shipt, and Uber Eats. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Michael Romanelli is a Certified Financial Planner (CFP®) at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Graziano Rotellini is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at AXA Advisors, LLC and Commerce Spring Corporation. 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.

Anthony Italiano is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Equitable Advisors since 2014, previously working at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

William Bernstein is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger since 2003. 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, and retirement consulting, utilizing research and model portfolios from internal and third-party sources.

Catherine Buckley is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years. She is also associated with Vail and Associates in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Madden is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and having 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2007 to 2021. He is also involved with The Sterling Wealth Group, LLC, an entity related to his LPL business, and works as an agent selling life, long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Stephen Daige is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017. Prior to that, he was with Bank of America and Merrill from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis.

Dana Sydney is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as Director of the Board of Directors for the Rotary Club of Northport and is a managing partner at Dayton and Sydney Wealth Strategies Group. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Jaydon Rivera is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked in real estate with Daniel Gale Sotheby's International Realty and has experience with Fire Island Ferries. 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 various third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Geoffrey Brown is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and previously worked for American Portfolios Financial Services, Inc. for ten years. Outside of his advisory role, he is employed as a registered sales assistant with American Premier Financial Group. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools and strategies to build portfolios across asset classes for both discretionary and non-discretionary accounts.

Howard Ross is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with Axa Advisors. Outside of advising, Ross is a licensed attorney and tax preparer, and serves as a board member of a New York City cooperative. 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 asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Polk is a CFP® professional with 36 years of industry experience. He is currently with Osaic and previously spent 20 years at American Portfolios Financial Services, Inc. In addition to his advisory work, Polk is a partner in Noble Financial Solutions, which specializes in employee benefits, and he also prepares tax returns through his own corporation. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients, including high-net-worth individuals and organizations, offering integrated brokerage and investment advisory services supported by advanced asset-allocation tools and access to various managed account solutions.

Nicholas Kreutzberg is a financial advisor with Equitable Advisors in Lindenhurst, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Kreutzberg is involved with the Lindenhurst Soccer League. 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Philip Caporusso is a financial advisor at OSAIC with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at OSAIC since 2024 and previously spent over two decades with American Portfolios Financial Services, Inc. Caporusso is also co-owner and co-president of Ferrera, Destefano, & Caporusso, CPA. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary tools and multiple advisory platforms to manage portfolios across various asset classes.

Douglas Bauer is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Equitable Advisors, AXA Advisors, and his own CPA practice. In addition to his advisory work, he serves as CFO and in-house counsel for Toll Booth Maintenance Services, Inc., and is involved in multiple legal, accounting, and real estate ventures. 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 asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Maria Cappa is a financial advisor with Ameriprise in Smithtown, NY, holding a Series 66 designation and 24 years of industry experience. She has worked with Ameriprise and its affiliate since 2005. Outside of financial advising, she is involved in fitness coaching through her business ownership of MJC Times 3 Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing tailored recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Patrick Passaretti is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Progressive Advisory Solutions. Outside of his advisory work, he is involved with PPS Advisors, Inc., offering insurance and fixed annuities, and serves as a member of Karapat Realty LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of financial advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes on both discretionary and non-discretionary bases.