Georgia Lentzeres is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018 and previously at Sii from 2013 to 2018. Outside of her advisory role, she has been involved with the Peter Pan Diner for over 20 years. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Thomas Flanagan is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory work, he operates a sole proprietorship providing fixed annuities, disability, health, and life insurance, and he engages in motivational speaking at local churches and libraries. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles.

Lauren Madia is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brendan Conlon is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has been with Mass Mutual Investors Services since 2021 and concurrently associated with MassMutual Life Insurance Company since 2020. Prior to his financial services career, he worked at Mortons the Steakhouse for five years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of investment programs and educational seminars, delivering financial planning through collaborative annual engagements using firm-approved analytical tools.

Connor Wilson is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019. Outside of his advisory role, he owns Wilson Securities, Inc., a small independent securities practice. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Jessica Baker is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior work includes roles at Copper Beach Builders, Stage Door School of Dance, Baker Septic Installations Inc, and involvement with The Performing Arts Center of Suffolk County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Lawrence Sangirardi is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 34 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 1991. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Long Island and oversees accounting activities for a business entity, Larry Joseph & Associates. Ameriprise provides comprehensive retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David Reyes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 16 years of industry experience. He has worked at Primerica Advisors since 2007 and Primerica Financial Services since 2006, alongside a concurrent role at NBC Universal since 2010. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lawrence Kreutzberg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is an owner of rental property. 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 that includes both advisory and brokerage/insurance channels.

Robert Giaccone is a CFP® with 28 years of experience in the financial services industry. He has been with OSAIC since 2025 and previously worked for Lincoln Financial Advisors Corp for 20 years. In addition to his advisory role, he is a registered tax preparer and holds a license as an insurance agent offering various insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses a combination of proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Lauren O'Connell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, with prior roles at Pruco Securities, LPL Enterprise, Primerica Advisors, and Guardian Life Insurance Company. Outside of her financial advisory work, she also works as a jewelry specialist at Signet/Jared Galleria Jewelers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software and provides specialized event-driven planning programs.

Matthew Shore is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Binghamton University for three years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michael Ambrosio is a financial advisor with Equitable Advisors, holding a Series 66 designation and 35 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Peter Hall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and is a partner at Hall & Raynoha CPA's LLP, practicing for 25 years. Outside of advisory work, he is a part-owner of a sports memorabilia business and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing various portfolio management options and proprietary as well as third-party strategies.

Paul Southard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and has maintained a business, Southard General Group Inc, focusing on insurance sales since 1984. 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 a variety of endorsed third-party money managers.

Robert Fusaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Outside of his advisory role, Fusaro serves as a trustee for family trusts. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rufus Davenport is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of his advisory work, he is involved in an insurance-related business called Emerson Rogers / Health Care. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering 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 numerous program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Dino Carfora is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Paul Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Scottrade, Inc. and Scottrade Investment Management before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. He also worked at Rig Gear USA from 2020 to 2023. J.P. Morgan Securities 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amy O'Brien is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Citibank, and Bank of America. 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 plans, corporations, and charitable organizations.