Nicholas Lupi is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Financial Life Insurance and Hartt/Borg Insurance Company. Outside of his advisory career, he owns Lupi Trading Company, which trades coins and collectible gaming cards. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Scott Pisano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Pisano serves as an umpire for baseball, basketball, and softball games in various local officials associations in New York. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Hickey is a financial advisor with J.P. Morgan Securities in Hauppauge, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at J.P. Morgan Securities and other divisions of JPMorgan Chase since 2017. Outside of his advisory role, he is an assistant athletic trainer at 3D Athletics, providing basketball and fitness training to children and young adults. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Michael Butensky is a financial advisor with OSAIC who holds the CFP® and ChFC® designations and has 38 years of industry experience. He previously worked at Securities America Advisors and Axa Advisors, LLC. He is a managing partner of Heritage Harbor Financial Associates, an LLC providing financial services. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services with an emphasis on diversified portfolio construction and access to third-party money managers.

Jeffrey Greco is a financial advisor with LPL Financial in West Brentwood, NY, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience and has previously worked at firms including Mutual Inc., PlanMember Securities Corporation, Long Island Wealth Management, Brewer Investment Advisors LLC, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services network.

Thomas Murray is a financial advisor at Cetera with 26 years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Advisory Services, 1 St Global Advisors Inc., and a long tenure at Albrecht, Viggiano, Zureck & Co., P.C. He serves as a trustee for an irrevocable trust involved with insurance premium payments. 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 various portfolio management and financial planning services, overseeing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Alan Cohen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Capital One for ten years and Northwell Health for another ten years. He serves on the scholarship committee of the Glenwood Fire Department, where he coaches and interviews children of fire department members as they begin their college careers. 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.

Nicholas Lenio is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with Financial Consultants to understand clients' values, priorities, and aspirations, guiding them through a planning process tailored to their goals. Prior to his current role, Nicholas served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Through these positions, he has developed experience in client relationship management and financial planning. Outside of his professional duties, Nicholas has interests in badminton, baseball, boating, bowling, cars, and comedy.

Robert Long is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as co-executor for a private estate. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients using model-based and discretionary strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Francis Backus is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of advisory activities, he is involved in the sale of loan products and home-related services referrals and has an affiliation with Coinbase. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies across various approaches, including allocations to cryptocurrency ETFs, and supports its advisory services through a large network of financial advisors.

Deborah Scesney is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2008. 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.

Mackenzie Klouda is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2026, Klouda worked at Snyder Wealth Group, OSAIC, and Cornerstone Wealth Advisory, among other firms. She also serves as Operations Manager at Snyder Wealth Group, overseeing office management and staff operations. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

David Disunno is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 36 years of industry experience, including 26 years at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. In addition to his advisory role, he is licensed as an insurance agent specializing in individual life, property and casualty, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that use firm-approved software and tools to analyze client goals.

William Andersen is a financial advisor with Cetera, holding a Series 63 designation and 18 years of industry experience. He has worked with firms including LPL Financial and INVEST Financial Corporation, and maintains ongoing roles in tax return preparation and personal income tax services through Hoffman & Bentovim and Professional Tax Savers/Suffolk Service Bureau. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that supports a diverse selection of investment strategies and program structures.

Amanda Riesenberg is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2013. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Richardson is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and having 35 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advising, he works as an independent insurance agent and is also a part-time freelance musician. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Jacob Miller is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at KBK Wealth Management, Commonwealth Financial Network, and Morgan Stanley. Miller is a co-owner and manager of JJM Wealth MGMT LLC and serves as a trustee of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models implemented through third-party managers and sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Capogna is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Dory Adoracion Jacinto is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Prudential Insurance Company of America since 1994 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various financial products through its network of investment adviser representatives.

Christopher Voisine is a Series 66-licensed financial advisor at Equitable Advisors with 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously associated with Axa Advisors. Outside of his advisory role, he serves on the board of the nonprofit Heal Our Heroes. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors, to deliver tailored investment solutions.