Gavin Moran is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Today's Business, Jones Beach State Park, Grant Wilfley Casting, and St. John's University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Faith Olsen is a CFP® with 39 years of industry experience and has been with LPL Financial since 2009. She is based in S Setauket, NY. Outside of her advisory role, she manages investments for Magna Carta, LP, a family limited partnership. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Nicholas Massimo Jr. is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2021. His prior work history includes roles outside the financial industry, such as at Liberty Moving and Storage and Doordash. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, brokerage, insurance services, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with Osaic and has held previous positions at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of advisory work, he is involved in insurance sales and is an owner/partner in MAGS, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing sophisticated asset-allocation and portfolio management tools.

Dominic Privitera is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research, Inc., LPL Financial, and Woodbury Financial Services, Inc. He is also the owner of Total Wealth Planning LLC and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, ranging from proprietary models to third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Guy Nicosia is a CFP®-designated financial advisor with 35 years of industry experience. He has worked at OSAIC since 2024 and previously at LPL Financial and Royal Alliance, alongside a self-employed practice dating back to 1983. Outside of advisory services, he is a partner at Strategic Tax Planning Services, LLC, and president of Nicosia Management Corp. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, efficient-frontier analysis, and access to third-party money managers and platforms.

Danielle Payne is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 63 designation and has been with LPL Financial since 2008. Payne has also worked at Webster Bank since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.

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.

John Kuchmak is a financial advisor with Equitable Advisors, holding a Series 65 designation and bringing 47 years of industry experience. He has been with Equitable Advisors since 1999, following a prior role at AXA Advisors, LLC. Outside of his advisory role, he serves as president of Kuchmak Asset Management, a health insurance sales and administration business. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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.

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.