Haley Graber is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Fishkin Lucks LLP and Epiq Global among other firms. She owns and operates Dolly's Farm LLC, a floral design and flower farm in East Hampton, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Samuel Chi is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including AXA Advisors and NewDay USA, before joining Equitable Advisors in 2019. 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 clients’ goals, risk tolerance, and time horizon.

Michael Beza is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Vincent Grappone is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at SUNY Oneonta, Biltmore Beach Club, and Riteway Seamless Gutters. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

Peter Scelfo is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2013. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

Michael Molloy is a financial advisor at Equitable Advisors with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates and Signator Investors Inc. Outside of his advisory role, he is an independent agent engaged in fixed life and health insurance sales. 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 and offers both advisory and brokerage/insurance channels to meet client needs.

Quinn Murray is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC and Finesco Associates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research-driven approaches and offers both brokerage and advisory solutions across a large platform with more than $671 billion in assets under management.

Nicholas Randone is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Randone is an accountant and bookkeeper at Koval & Casagrande, CPAs PLLC, where he prepares individual and business tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to both affiliated and third-party investment managers through various program structures.

Michael Beall is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at DoorDash, Ginos of Kings Park, Chefs of New York, and Kings Park High School. He serves on the Board of Directors at Farmingdale State College and assists advisors through Larry Joseph & Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Coulianidis is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he is involved in providing private yacht charters and boating safety education through his business, Cool Breeze Charters LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers both advisory and brokerage services, utilizing model portfolios, third-party asset management, and a range of financial products through an integrated platform.

Derek Mahoney is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past 11 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Edward Murphy is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he manages several investment-related businesses, including ownership interests in entities that administer business expenses and real estate group activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that utilize Wells Fargo research and tools, delivering tailored recommendations across diverse financial needs.

Carmine Anzalone Jr. is a financial advisor at Cetera with over 56 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2010, as well as owning and presiding over CPA Investors Planning Group, Inc. since 1980. Outside of his advisory role, he is involved in selling life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Eric Katten is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Cahill Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes roles at American Portfolios Financial Services, Inc. and Questar Capital Corporation. He maintains an interest in non-variable insurance related activities alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, supported by research and diverse portfolio management options.

Joshua Diamond is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Gladstone Wealth Partners, LPL Financial, and Morgan Stanley. Outside of his advisory work, he is also an independent agent involved in fixed insurance sales. Equitable Advisors serves a wide range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement plan support alongside access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Nondita Hazari is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paul Moran is a financial advisor with LPL Financial in Medford, NY, holding a Series 63 designation and 17 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for six years before joining LPL Financial in 2022. Moran is also a licensed insurance agent offering life, fixed annuities, and disability products, and he serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and advanced portfolio management strategies.

Christopher Hibbard is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, he spent over two decades with Cuna Mutual Group and Cuna Brokerage Services. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Diane Boyajian is a financial advisor at OSAIC with 40 years of industry experience. She holds a Series 63 designation and has previously worked at American Portfolios for 16 years. Outside of her advisory role, she has been a tax preparer since 1984, focusing on personal income taxes. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, and supports both discretionary and non-discretionary account management.