George Sucich is a CFP® with 42 years of industry experience, currently serving at OSAIC since 2017. His prior experience includes fourteen years at National Planning Corporation and ten years at Nathan & Lewis Securities, Inc. Outside of advising, he is the executive owner of George N Sucich Assoc, Inc., where he performs tax preparation and occasional life and health insurance sales. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services across various financial planning and portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Mallory Brenner is a CFP® with over 32 years of industry experience. She currently works at Merrill and previously held roles at Citigroup Global Markets and Citicorp Investment Services. Brenner serves as an Honorary Director of the Suffolk Y JCC, a nonprofit organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal CIO teams and third-party managers.

Matthew Galati is a financial advisor at Wells Fargo Advisors with a Series 66 credential. He has one year of experience in the industry and previously worked at Citibank for three years and Del Vino Vineyards for two years. Wells Fargo Advisors Financial Network 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 planning menu and develops tailored recommendations using proprietary research and planning tools.

Brendan Whitehead is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at both Ameriprise and Northwestern Mutual. His background also includes roles outside the financial industry, including positions at Sacred Heart University and Kellenberg Memorial High School. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Arthur Gonsalves III is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise Financial Services, Inc. from 2016 to 2019 before joining Raymond James in 2019. He is also associated with Girard Wealth Management Group as a branch manager and service financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporate and institutional clients, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Hector Dominguez is a financial advisor with Primerica Advisors in Levittown, NY, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through disclosure and oversight.

Matt Hughes is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

David Mottes is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 12 years. Outside of his advisory role, he serves as director of business development for PPS Advisors, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of customized investment strategies and program options.

Lee Lessing is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory roles, he has been involved with Lessing's Inc for nearly two decades. LPL Enterprise serves a broad client base, including individual and high-net-worth investors as well as institutional clients such as employer-sponsored retirement plans and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through its network of investment adviser representatives.

Daniel Tohill is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account services while maintaining separate delivery of each.

Derek Downing is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and previously worked at First Empire Securities before joining Stifel Nicholas in 2019. Outside of his advisory role, he serves as a board member and treasurer for the St. James Smithtown Little League, a local youth sports organization. Stifel serves a broad range of clients, 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, retirement, insurance, and estate planning analyses.

Anthony Fusaro is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AXA Advisors, LLC for five years. Outside of his advisory role, he has ownership in Fusaro Cerrato Enterprise, LLC, which is a non-investment-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Quartararo is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously held positions at Bank of America, Merrill, and Deutsche Bank Securities. He serves as an acting trustee for a family life insurance trust. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, research resources, and specialized municipal advisory services.

Gerard Kuzniewski is a financial advisor with Primerica Advisors in Farmingdale, NY, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes long-term service with Primerica Financial Services since 1993 and roles with the New York City Board of Education. Outside of financial advising, he is an independent contractor with Melaleuca, receiving residual income. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including non-high-net-worth and high-net-worth clients. The firm operates at scale with model-based investment strategies managed by unaffiliated asset managers, and delivers advisory services through a large network of financial advisors.

Christopher Bergmann is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services Inc. from 2018 to 2024 and Eastern Suffolk BOCES from 2013 to 2018. Outside of finance, he owns Chris Bergmann Photography, specializing in sports and event photography since 2012. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Dakota Lambrou is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for two years. Outside of the financial industry, Dakota has experience working as a server at Krischs Ice Cream Parlor and Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where applicable.

Gregg Evangelist is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including TD Ameritrade Investment Management, Oak Financial Group Inc, and Baxter Investment Management. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Ross Scheintaub is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he serves as a consultant for Executive Pet Shipping, a professional pet transportation coordination service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting numerous advisors and managing over $256 billion in assets.

Robert Capra is a CFP® with 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Prior to that, he spent ten years at Metlife Securities, Inc. Outside of his advisory role, he is involved in the sale and servicing of fixed annuities and life insurance products. 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’s approach includes collaborative annual planning engagements using firm-approved software tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Timothy Pilz is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011, including prior tenure at Axa Advisors, LLC. Outside of advisory work, he is a partner in Se-Kure Insurance Agency, which focuses on property and casualty insurance, and is involved with Globe Life Insurance Company of New York for health insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and program sponsors for most advisory models and provides ERISA fiduciary services to qualified plans through credentialed representatives.