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.

Philip Getfield is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Stephen Pavia is a financial advisor with Merrill, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. He previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank, and Wells Fargo Advisors. Merrill, along 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 plans, corporations, and charitable organizations.

Douglas Graham is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

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.

Donald Canade is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2001, serving in various roles including Regional Planning Consultant and Senior Account Executive prior to his current role. Before joining Fidelity, he worked as a Financial Consultant with several firms including First Colonial Securities Group, Nichols Safina, Lerner & Co., and Sovereign Equity Management Corp. He began his career as a Financial Assistant at Hanover Sterling & Co. in 1995. Donald has extensive experience in investment and retirement planning. He is a Certified Financial Planner (CFP®) and utilizes the Fidelity platform to provide comprehensive, long-term financial planning for his clients and their families.

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.

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.

Arthur Gonsalves III is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise Financial Services, Inc. from 2016 to 2019 before joining Raymond James in 2019. He is also associated with Girard Wealth Management Group as a branch manager and service financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporate and institutional clients, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Thompson is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Thompson holds Series 63 and Series 65 licenses. He serves as a board member for the American Red Cross of Nassau County. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, including the Global Investment Committee’s return estimates and Monte Carlo simulations.

Stephen Anglim is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 66 licenses and with 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Christopher Osso is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Wells Fargo Bank, David Lerner Associates, O & B Realty Corp, and Keybank NA. 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 offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Matt Hughes is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.