Quintino Ciuffetelli is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ofer Albaz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Christopher Mancini is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. His prior experience includes roles at NWI Investigative Group Inc. and Relish Restaurant. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Julia Battaglia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1996 and joined Merrill in 2011. Julia focuses on helping clients develop financial strategies tailored to their needs, including retirement planning, business solutions, and legacy planning. Her approach centers on understanding clients' short- and long-term financial objectives to provide personalized guidance. With over 25 years of experience, Julia has developed expertise in areas such as investment planning, risk management, retirement income strategies, tax-efficient wealth transfer, college education planning, liquidity management, and managing new wealth. She works with individuals, families, and business owners to help them make informed financial decisions. Julia holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Italian. Julia attended Hofstra University and received her high school diploma from John Adams High School. Beyond her professional work, she serves as Co-President of the Long Island Women's Exchange. Her personal interests include cooking, gardening, scuba diving, and traveling.

Brooke Gronich is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2024. Brooke attended the University of Michigan from 2020 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of investment products.

Michael Bruno is a financial advisor with LPL Enterprise, holding a Series 63 designation and 23 years of industry experience. He has worked at LPL Enterprise since 2024 and previously at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include affiliations with several life insurance companies. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Richard Fiderer is a financial advisor at Cetera with 11 years of industry experience and holds the Series 66 designation. He has worked at Allied Wealth Partners since 2015 and was previously affiliated with Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory role, he serves as a trustee for the Westbury/Carle Place Chamber of Commerce and is the board president of the Old Westbury Hebrew Congregation, where he leads cultural programming and board meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with both discretionary and non-discretionary options, utilizing a multi-manager platform that includes affiliated and third-party managers.

Charles Eschmann is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked at Protiviti for seven years and Credit Suisse for two years. Eschmann is based in Garden City, NY. Morgan Stanley Wealth Management serves both individual and institutional clients through various advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its process.

Shawn Golden is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to this, he was employed at INVEST Financial Corp. and Bethpage Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs a variety of portfolio strategies and operational tools.

Francesco Amodio is a financial advisor with LPL Enterprise, holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advising, he is the business owner of Frankies Famous. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing a model-driven investment approach with access to third-party asset managers and financial planning services.

Wayne Landau is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has previously worked at North Ridge Securities Corp and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and operates an accounting firm specializing in tax advisory and forensic accounting services. 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 solutions, operating through a nationwide network of over 10,000 advisors.

Anthony Lucarelli is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His previous roles include positions at The Legacy Group, Mass Mutual Investors Services, and the Center for Wealth Preservation. 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 applying an ESG eligibility framework in its recommendations.

James Newkirk Jr. is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. He holds a Series 63 designation. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis in a structured, algorithm-supported process.

Robert Santucci is a financial advisor at OSAIC with four years of industry experience. He previously worked at Knickerbocker Club, Inc. for six years. Outside of his role at OSAIC, he is involved with Gateway Group LLC, where he assists clients with their financial advisory needs. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and operates through a complex corporate structure with multiple platform offerings.

Aymer Callejas is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, and has eight years of industry experience. Prior to his current role, he worked at Bank of America and Merrill for nine years. Outside of his advisory work, he is president of Ace Electronicz, Inc., an electronics distribution business he has operated since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Avani Patel is a CFP® professional with 22 years of experience in the financial industry. She has been associated with Fidelity and its affiliated entities since 2013, currently working at Fidelity Investments. Her background includes roles at FIDELITY Brokerage Services LLC and a period outside the industry between 2014 and 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

David Powers is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of his advisory role, he is a member and manager of Paramount Consulting LLC, a passive real estate holding company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Gregory Puttick is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at OSAIC since 2022 and previously spent nine years at American Portfolios Financial Services, Inc. Outside of his advisory role, he is a partner in The Tax Advisors Group of Long Island, where he is involved in tax preparation and life insurance sales. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.

Nicholas Scordato is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and totaling 20 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, he is involved with A La Carte Culinary Services Ltd., a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Michelle Koss is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. She has worked at Cetera and its affiliates since 2019 and previously spent over two decades with Foresters Financial and Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.