George Lorenz is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior roles include positions at Ameriprise and Merrill. He is also involved in life and disability insurance sales through several related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

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.

George Frenzel III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Raquel Pazmino Coff is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at JP Morgan Chase Bank, Morgan Stanley, and their affiliated entities prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Jacqueline Motta is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

David Israel is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-based financial planning services.

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.

Jake Crimeni is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual and Mosquito Squad prior to his current role. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and various third-party asset managers.

Michael Mcdonagh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2011. He is also the sole owner of Michael Mcdonagh Lighthouse Advisors Inc. and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Douglas Marshall is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. His outside activities include serving as a trustee and co-trustee for a trust in Boynton Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market data to support its financial planning process.

Kevin Peters is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors and MONY Securities Corporation. Peters is a 22% owner of Equinox Financial Partners. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of advisers, utilizing both proprietary and third-party investment solutions.

Adam Tibbetts is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. 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. 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-making authority.

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.

Christian Lapeter is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and has previously worked at Equity Services, Inc. and New York Life. In addition to his advisory role, Lapeter is an independent insurance agent representing fixed insurance products for various carriers. Osaic serves a broad range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and investment advisory services, including financial planning and unified managed accounts. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

John Scarpinito is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2013. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party managers to deliver customized advisory solutions across multiple investment vehicles and offers ERISA fiduciary services to qualified plans.

Danielle Frisone is a Series 66-licensed advisor at Merrill with seven years of industry experience. She has been with Merrill since 2003, totaling 23 years at the firm. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roberta Kahn is a financial advisor at Cetera with nine years of industry experience. She holds a Series 63 designation and has previously worked at LPL Financial and INVEST Financial Corp. Outside of advising, she coaches pickleball at Sportime Port Washington. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Philip Howe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, and MetLife Securities. He is also a registered investment advisor and financial planner with RG Group. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers various financial planning and non-securities services.