Matthew Donnino is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an ordained minister and officiates weddings. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Tracey Kuhn is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, emphasizing a tiered percentage-based fee model.

Christopher Carrieri is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory services with brokerage and insurance products, supporting clients through a range of investment and lending programs.

Michael Baptista is a financial advisor with Raymond James Financial, holding a Series 63 designation and 17 years of industry experience. His career includes roles at Commonwealth Financial Network, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MSI Financial Services. He is also involved in fixed insurance sales as a side business. 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, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Shaun Murphy is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he works as a community habilitation specialist assisting individuals with special needs and is also involved as a pyrotechnician for Santore's World Famous Fireworks. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, special-needs analysis, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Leonardo Fiorentino is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following nearly a decade at Scottrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Peyman Pezeshkian is a financial advisor at Merrill with 4 years of industry experience and holds a Series 66 designation. He has been with Merrill 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Devon Pinto is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors, he worked at Gregory Mosick and Aon. Pinto also has a longstanding entrepreneurial role with Island Xtreme. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, focusing on LPL-sponsored programs and various endorsed third-party asset management platforms.

Santino Mirabelli is a financial advisor with Primerica Advisors in Holbrook, NY, holding a Series 63 designation and 16 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2008 and has also been employed at Kravet since 2010. Outside of financial advising, he is active as a musician. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Christopher Cahoon is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. His prior work includes roles at Bank of America N.A. and positions in the hospitality sector. 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, and institutions.

Alec Marinaccio is a financial advisor at Stifel with a Series 66 credential and two years of industry experience. His background includes roles at Eastern Distributors Inc. and teaching positions at St. John's University and Kings Park High School. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Alan Cohn is a Certified Financial Planner® at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, he serves as Chairman of the Smithtown Rotary Club Foundation and is involved in charitable service as Chairman of International Service for the Smithtown Rotary Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joshua Elkin is a financial professional with 10 years of industry experience, currently with Cetera since 2024. He holds the Series 63 and Series 66 designations and has prior experience at American Portfolios and Molloy College. In addition to his advisory role, he is involved in fixed insurance sales and operates under the financial services DBA North Ridge Wealth Planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.

Brendan Mcbrien is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his primary role, he has ownership interests in several investment-related businesses including FMRG Holdings, Ltd., FMRG Holdings, LLC, Tack Wealth Management Inc., and AFCM Management Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, delivered through tailored recommendations using Wells Fargo’s research and planning tools.

Matthew Posch is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at People's Securities, Inc., and has a background that includes four years at Sacred Heart University. Outside of his advisory work, he is employed by Certainty of Uncertainty, LLC, an entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm employs proprietary research and algorithmic tools and operates within a product ecosystem featuring affiliated sub-advised options and fee rebate arrangements.

Camille Kelton is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Merrill for five years. Outside of her advisory role, she works as a personal assistant and caregiver for elderly clients through the New York Consumer Personal Assistance Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gary Nagle is a CFP® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and previously worked at American Portfolios Financial Services Inc and Mass Mutual for a combined 28 years. Outside of his advisory role, he operates a sole proprietorship providing life, health, and property and casualty insurance brokerage services. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage, advisory, and financial planning services supported by multiple advisory platforms and third-party resources.

George Elkin is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory role, he is also involved as an insurance agent selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management services through a multi-manager platform with access to both affiliated and third-party managers.

Alcides Gonzalez Villatoro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank before joining Wells Fargo in 2018. Outside of his advisory role, he owns a freight transportation business and has served as a census taker for the U.S. Census Bureau. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Kenneth Cracchiola is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has a diverse work background including roles in tax services, hospitality, and education. Outside of finance, he has been associated with several businesses in the food and service industries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing tax-aware withdrawal strategies, leveraging proprietary research and third-party data within a defined investment framework.