Donna Stefans is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of experience in the financial industry. She has worked at multiple firms including Adviseher Financial, Gold Coast Capital Management, and Cetera Wealth Services, and has been involved with her own entities, Stefans Associates, Inc. and Stefans Law Group PC. Stefans is also an attorney specializing in estate planning and trusts, and serves on the board of the Long Island Alzheimer's Association as well as holding leadership roles with the New York State Bar Association and the National Academy of Elder Law Attorneys. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, automated and bespoke investment strategies, and various program structures.

Thomas Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 33 years of industry experience. His career includes 15 years at HSBC and over nine years at Wells Fargo Bank before joining Wells Fargo Clearing in 2021. He serves as a representative of the Town Meetings in Darien, Connecticut, contributing to local civic activities. 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 process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Louis Addesso is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Cadaret, Grant & Co., Inc. He is also co-owner of AFC Planning Group, a business involved in fixed insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

Clinton Cameron is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, JPMorgan Chase Bank, and SunTrust Advisory Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by its research department and third-party strategists, and offers a range of financial planning and consulting services.

John Bellontine is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, and supports its network of over 22,800 advisors with technology and a broad platform of financial products.

Tanya Gambale is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2016. Additionally, she serves as a Notary Public for Suffolk County. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm operates within a broader broker-dealer and banking organization and employs an ESG eligibility framework when recommending investment strategies.

Damien Garcia is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and seven years of industry experience. He has been affiliated with both Merrill and Bank of America since 2005. Outside of his advisory role, he operates a sole proprietorship as an art instructor, teaching ceramics classes. Merrill, together 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

John Zarrelli is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2010. He holds the Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Stephen Murphy is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2021. Prior to that, he was with Stifel Nicolaus & Co Inc for a total of nine years. Outside of financial advising, he is involved with Murph's Famous, LLC, a non-alcoholic drink mixture company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and sports planning. The firm uses its proprietary research and tools to develop customized recommendations delivered through meetings and written summaries.

Brendan Rorke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2023 and served as a Relationship Manager at Bank of America from 2018 to 2020. His experience spans retirement planning, income and wealth planning, and general financial guidance, focusing on developing actionable and sustainable financial plans tailored to clients and their families. Brendan aims to build long-lasting relationships to help clients stay on track toward their financial goals.

Jon Coppola is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at LPL Financial, M&T Securities, M&T Bank, Banc of America Investment Services, and Waddell & Reed. He also serves as an Executive Vice President at M&T Bank. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Danielle Afuwah is a financial advisor at Primerica Advisors with eight years of industry experience. She has been with Primerica Advisors since 2017 and has prior experience at Primerica Financial Services and St James Rehabilitation and Nursing Care. Outside of her advisory role, she serves as president of APF Legacy Consultants Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jacqueline Thiele is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Wells Fargo since 2009, initially with Wells Fargo Advisors LLC before continuing at Wells Fargo Clearing. She serves as co-trustee of her parents' trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.

Sandeep Israni is a CFP® certificant with 35 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Slovinsky is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has worked at various Wells Fargo entities since 2009. Slovinsky is the owner of Ollie Capital Group, Inc., and serves as a trustee for several family trusts and a 401(k) plan. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing research and planning tools to develop tailored recommendations. The firm provides a broad range of planning services across multiple financial areas through a large network of advisors.

Gina Accolla is a financial advisor at Stifel with 31 years of industry experience. She holds the Series 63 and Series 66 registrations and previously worked for First Empire Securities, Inc. for 25 years before joining Stifel in 2019. Outside of her advisory role, she owns and operates a promotional products distribution business. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Lawrence Giambalvo is a financial advisor with Wells Fargo Clearing in Fort Meyers, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

James Flood is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2012, following five years at UBS Financial Services. Outside of his advisory role, he serves as a trustee and co-trustee for investment-related purposes in Longboat Key, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models as part of its structured financial planning process.

Philip Arcilesi is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Commerzbank AG and Citigroup. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Carissa Casagrande is a financial advisor with Cetera in Melville, NY, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Wealth Services, Avantax Advisory Services, and PricewaterhouseCoopers, among other firms. Casagrande is also an accountant at Koval & Casagrande CPAs, PLLC, where she provides financial planning, investment assistance, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios and third-party managers.