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.

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 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® with 31 years of experience in the financial industry. She is currently with Merrill and has held a position at Citigroup Global Markets since 2007. Outside of her advisory role, she serves as an Honorary Director for the Suffolk Y JCC, a nonprofit Jewish Community Center. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 with Raymond James Financial who holds a Series 63 designation and has 31 years of industry experience. He has been associated with Girard Wealth Management Group and Raymond James Financial Services since 2019. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of resources and emphasizes advisory services with significant non-discretionary client engagements.

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 with Merrill, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Bank of America and Merrill for the past 10 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individual, high-net-worth, pension, charitable, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide access to a wide set of investment products and services.

David Mottes is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining OSAIC in 2024, he spent 12 years at American Portfolios Financial Services, Inc. He also serves as director of business development for PPS Advisors, Inc. outside of his advisory role. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party managed accounts. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Lee Lessing is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has been involved with his own business, Lessing's Inc, since 2007. 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, employing both internal and third-party portfolio management strategies within an integrated platform that includes financial planning and access to various financial products.

Daniel Tohill is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account services while maintaining separate delivery of each.

Derek Downing is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and previously worked at First Empire Securities before joining Stifel Nicholas in 2019. Outside of his advisory role, he serves as a board member and treasurer for the St. James Smithtown Little League, a local youth sports organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation, retirement, insurance, and estate planning analyses.

Anthony Fusaro is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AXA Advisors, LLC for five years. Outside of his advisory role, he has ownership in Fusaro Cerrato Enterprise, LLC, which is a non-investment-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Quartararo is a financial advisor with Raymond James & Associates, holding CFP® and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc., Merrill, and Bank of America. He also serves as a trustee for a family life insurance trust. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, providing tailored financial plans and institutional consulting through its Wealth Advisory Services Program.

Gerard Kuzniewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Primerica Financial Services since 1993 and the New York City Department of Education from 1983 to 2020. Outside of advising, he is an independent contractor with Melaleuca, receiving residual income. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Jose Rosario is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley and its 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 with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee estimates in its process.