Danielle Payne is a financial advisor with LPL Financial in Babylon, NY, holding a Series 63 designation and bringing 21 years of industry experience. She has been with LPL Financial since 2008 and concurrently serves at Webster Bank since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by a network of over 22,800 advisors.

Roger Brigati is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2016 and previously held roles at HSBC Securities, Citigroup Global Markets, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

John Kuchmak is a Series 65-licensed financial advisor with Equitable Advisors, where he has worked since 1999, totaling 47 years in the industry including his prior tenure at AXA Advisors. He is also president of Kuchmak Asset Management, a health insurance sales and administration business. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Giovanni Migliaccio is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and Investacorp, Inc. Outside of his advisory role, he serves as president of MLA Financial Services, where he provides fixed insurance products including life, property, and casualty insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed investment strategies across multiple custodial and affiliated platforms.

Judith Beckman is a CFP® with 48 years of industry experience, currently serving at OSAIC since 2024. She previously worked for American Portfolios Financial Services, Inc for 22 years. Beckman is on the board of directors for Literacy Nassau, a nonprofit focused on adult and child literacy in New York. She is also principal of a financial solutions insurance agency and involved with the Long Island Small Business Assistance Corp, which provides loans to woman- and minority-owned businesses. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization while supporting diverse client needs including high-net-worth individuals, retirement plans, and charities.

James Necker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2014. Outside of his advisory role, he was involved in Periwinkles Catering for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

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.

Vincent Perrotta is a financial advisor at Edward Jones with 11 years of industry experience. He holds a 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

James Hannigan Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Portfolios for 16 years. In addition to his advisory role, he operates a personal income tax preparation business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various programmatic solutions and a complex network of affiliated entities.

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 with J.P. Morgan Securities holding Series 63 and Series 65 designations and 27 years of industry experience. His career includes roles at Scottrade Investment Management and Chase Investment Services Corp. Leonardo is based in Babylon, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Devon Pinto is a Series 66 licensed advisor at Equitable Advisors with six years of industry experience. His prior roles include work at Gregory Mosick and Aon, and he has been involved with Island Xtreme for over a decade. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a large network of Investment Adviser Representatives. The firm uses third-party program sponsors and advisory models, providing clients with a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 associated with Cetera. He holds Series 66 and Series 63 licenses and has previously worked at American Portfolios and Molloy College. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment solutions through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Posch is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at People's Securities, Inc., and has a background that includes four years at Sacred Heart University. Outside of his advisory work, he is employed by Certainty of Uncertainty, LLC, an entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm employs proprietary research and algorithmic tools and operates within a product ecosystem featuring affiliated sub-advised options and fee rebate arrangements.