Kenneth Spielman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has worked at firms including LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he is part owner of Atlantic Cove Marina and involved in related holding companies. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Michael Jappell is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 14 years at J.P. Morgan Securities and 16 years at JPMorgan Chase Bank, N.A. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services using proprietary research and tools, with a focus on tailored recommendations across various complex planning areas.

Christopher Nicolosi is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Oppenheimer for eight years and Stifel Nicolaus & Co Inc for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides financial planning and advisory programs, including discretionary and non-discretionary management, utilizing research from LPL and third-party subadvisors.

Joanne Bennett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in Patchogue, NY. Outside of her advisory role, Bennett is involved with the Patchogue Chamber of Commerce, where she serves as 2nd Vice President and is a member of the board of directors, and she participates in educational seminars at Patchogue-Medford High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Richard Mazur is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Mazur participates in a faith-based men's group focused on family and community support. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement income recommendations, supported by a centralized consulting team and an emphasis on assets held in Ameriprise-managed accounts.

Mark Calaci is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at a variety of firms including TIAA-CREF, Lincoln Financial Securities, and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

Howard Weinstein is a ChFC® with 41 years of industry experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC, spanning over two decades. Outside of his advisory role, he holds an outside insurance position with Oxford Health and acts as power of attorney for his spouse, Kathleen Sullivan. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing 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 broker-dealer, utilizing LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage solutions.

David Molter is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services, Inc. for 10 years before joining OSAIC in 2024. Outside of his advisory work, he performs as a DJ, dedicating 5-10 hours per month to this activity. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of advisors. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to build portfolios using stocks, bonds, mutual funds, ETFs, and alternative investments across discretionary and non-discretionary accounts.

Griffin Faherty is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and is currently also affiliated with Bank of America, N.A. Prior to his advisory roles, he was at Villanova University for four years. 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. The firm offers model-based and discretionary investment strategies across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Nuccio is a CFP® professional with 13 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

George Lorenz is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved in non-variable insurance sales, including life and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, incorporating model portfolios and research from multiple sources, alongside various non-advisory products such as insurance and lending programs.

Paul Barbarino is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Li May Bystricky is a financial advisor at Merrill with a Series 66 designation and over 25 years of industry experience, including a long tenure at Bank of America. She joined Merrill in 2025. 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, and institutional accounts.

Renee Pun is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Merrill, UBS Securities LLC, and other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Michael Greene is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Russell Dunn is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. In addition to his advisory role, he is the owner of Dunn & Co. CPA's PA, a tax preparation firm, and is involved in teaching CPA review courses. He also serves as a board member of the Masthead Cove Yacht Club, a nonprofit organization focused on sailing activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures.

Michael Brescia is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked in the NY State Attorney General's Office Trust and Estates Division. In addition to his advisory role, Brescia is president of a legal practice specializing in estate planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jake Crimeni is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and Mosquito Squad. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kevin Peters is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of his advisory role, Peters is a 22% owner of Equinox Financial Partners. 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 channels tailored to client goals and risk tolerance.

Amanda O'Neal is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2007. Outside of her advisory role, she serves on the board of the Suffolk Cheerleading Officials Association and is a partner and director of premium finance at Greco & O'Neal Wealth Strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning engagements using firm-approved software and offers a range of programs including divorce planning and employer-sponsored planning.