Michael Murphy is a financial advisor at OSAIC with 19 years of industry experience. He has previously worked at American Portfolios Financial Services, Cetera Advisors, and Investors Capital. Murphy is a Series 66 and Series 63 holder and is involved in multiple advisory roles, including a partnership at Murphy & Mullick Capital Management Corp. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk tolerance assessments, and access to third-party money managers across a range of investment products.

Michael Shanahan is a financial advisor at Fidelity with 27 years of industry experience. His prior roles include positions at Pruco Securities, LLC and Broadridge Financial Solutions. He holds Series 63 and Series 65 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a unique advisory role to multiple registered investment companies and fund-of-funds.

Michael Kaplan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 2005, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is a 22% partner in Equinox Financial Partners LLC. 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 that integrates advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Mark Greco is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process supported by firm-approved tools and the Global Investment Committee’s market estimates.

Allen Wittenberg is a financial advisor at OSAIC with 44 years of industry experience. He has held roles at Royal Alliance Associates since 2018 and at Signator Investors from 1981 to 2018. His credentials include Series 63 and Series 65 licenses. In addition to advisory work, he operates a sole proprietorship as an insurance broker and serves as an investment advisor representative for Lighthouse Financial Network, LLC. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to third-party money managers and managed-account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Suresh Malavia is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Thomas Taormina is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent nine years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, based on modern portfolio theory, and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Dianna Sanchez is a Wealth Management Senior Relationship Manager focused on assisting clients and their families with customized wealth planning that aligns with their unique preferences. She prioritizes forming strong relationships and maintaining a high level of trust, reliability, and competency as a dedicated point of contact for valued clients. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Advisor Associate at Morgan Stanley from 2016 to 2022. These positions have contributed to her expertise in wealth management and client service. Outside of her professional work, Dianna has interests in cooking and baking, fitness, parenthood, reading, traveling, and volunteering.

Marc Lepselter is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and proprietary modeling tools to develop client plans.

Peter Milankovic is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he held positions at Professional Sports Publications and worked multiple roles associated with SUNY Cortland and Alfa Piping Corp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved tools to analyze client goals.

Frank Gusmano is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 17 years. Outside of his advisory role, he owns an entity established to manage business expenses and works as an insurance agent offering accident insurance, fixed annuities, health savings accounts, life settlements, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios across various asset classes, offering discretionary and non-discretionary management with access to third-party money managers and wrap programs.

Brian Ullman is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he spent 24 years with Cadaret, Grant & Co., Inc. and has operated North Shore Financial Resources since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and technology tools.

Jacqueline Leslie is a financial advisor at Equitable Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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, providing both advisory and brokerage/insurance channels to address client needs.

Frederick Azzurro is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors, AXA Advisors, LLC, and Heritage Harbor Financial Associates. Outside of his advisory role, he is a member of several LLCs involved in business operations and serves as a trustee managing trust accounts. OSAIC serves a broad range of retail and institutional clients through a diverse network of advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a variety of investment vehicles, catering to different client needs.

Bruce Birnbaum is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including Jhfn Sii and Signator Investors, Inc. Birnbaum conducts seminars and writes articles primarily for CPAs and attorneys. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services with a focus on asset allocation and portfolio management using various investment vehicles and third-party platforms.

Carolyn Smith Lo Giudice is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise and HSBC in various capacities. She is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage her practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Elisabetta Strada is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following three years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Katherine Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and has been affiliated with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC 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.

Sally Wing is a financial advisor at Cetera with 30 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and its affiliates since 2013. She is also the owner of Priority Wealth Management LLC, where she provides investment services and fixed insurance sales, including life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Daniel Treacy is a financial advisor with Equitable Advisors based in Melville, NY. He holds the Series 66 designation and has 10 years of industry experience. Prior to his current role, he was affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating with a hybrid referral and implementation model that combines advisory and brokerage channels.