Jeffrey Greco is a financial advisor at LPL Financial with 33 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining LPL Financial in 2019, he worked at Mutual Inc., PlanMember Securities Corporation, and Long Island Wealth Management. Outside of his advisory role, he is involved with several business entities related to insurance and consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios supported by LPL Research and third-party subadvisors.

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 Series 66-licensed advisor with LPL Enterprise, LLC, and has one year of industry experience. Prior to joining LPL Enterprise, Klouda held roles at Snyder Wealth Group, OSAIC, and several law firms. Outside of advising, Klouda manages operations and oversees staff at Snyder Wealth Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing a platform that integrates investment adviser representatives, third-party portfolio strategists, and access to multiple financial products including insurance.

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 at Equitable Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at KBK Wealth Management, Commonwealth Financial Network, and Morgan Stanley. Outside of his advisory role, Miller is the president and founder of JEM Wealth Management and serves as a trustee of a family trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services through partnerships with LPL and multiple third-party asset managers.

John Capogna is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by various model portfolios, research resources, and technology solutions.

Dory Adoracion Jacinto is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Prior to joining LPL Enterprise in 2024, Jacinto worked at Prudential Insurance Company of America and Pruco Securities, LLC, with a combined tenure of around 30 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Christopher Voisine is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a board member for Heal Our Heroes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage channels to clients.

George Sucich is a CFP® with 42 years of industry experience, currently serving as a financial advisor at OSAIC since 2017. He previously worked for National Planning Corporation for 14 years. Outside of his advisory role, he is the executive owner of George N Sucich Assoc, Inc., which provides tax preparation and occasional life and health insurance sales. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a range of tools including asset-allocation models and automated rebalancing to manage portfolios.

Mallory Brenner is a CFP®-designated financial advisor at Merrill with 31 years of industry experience. She has worked at Merrill since 2025 and previously spent 19 years at Citigroup Global Markets. Brenner serves as an Honorary Director of the Suffolk Y JCC, a nonprofit Jewish Community Center. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies.

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.