Michele Devine is a financial advisor with Raymond James Financial Services Advisors, Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC before joining Raymond James in 2021. Devine serves as Treasurer and Secretary on the board of the Suffolk County Legal Aid Society, contributing financial expertise to the nonprofit. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofits. The firm uses analytical tools and risk profiling to tailor advice and supports both advisory programs and institutional consulting across a large advisor network.

Olatunbosun Jose is a Financial Advisor with Merrill Lynch Wealth Management. He brings two decades of experience in the financial services industry, focusing on helping clients pursue their financial goals through personalized wealth management strategies. His areas of expertise include family wealth management, legacy planning, retirement income, portfolio management, small business strategies, tax minimization, and both individual and corporate investment strategies. Olatunbosun is also a Chartered Retirement Planning Counselor™ and a Personal Investment Advisor. He holds a high school diploma from Brooklyn Technical High School and attended Polytechnic University of New York without a degree conferred. Olatunbosun is committed to building strong relationships with his clients and supports their financial decisions with knowledge and accessible advice. Outside of his professional role, he volunteers with organizations in the community, including America Needs You, where he mentors young professionals and advocates for financial literacy programs in the public and charter school system. In his personal time, Olatunbosun enjoys a variety of activities such as basketball, biking, chess, football, golfing, hiking, reading, running, swimming, and tennis. He also values spending time vacationing with his family.

Alana Brown is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously attended Fordham University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools to guide client financial strategies.

Deepjot Sohal is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2014. Outside of advisory work, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Michael Montevago is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 14 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence that combines quantitative and qualitative research and incorporates a forward-looking capital market outlook.

Jonathan Isler is a financial advisor at Stifel in Garden City, NY, with 32 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology designed by its Investment Strategy Group to provide asset allocation and planning analyses.

Theodore Stricker is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Milvado Wealth Advisors LLC and Bernath and Rosenberg P.C., where he maintains ongoing involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Alex Katz is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JPMorgan. 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 alongside diversification principles and modern portfolio theory.

Mark Raghunandan is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, JPMorgan Securities LLC, and JPMorgan Chase Bank N.A. throughout his career. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Polizzi is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has held roles at Bank of America, Merrill, and Raymond James Financial Services prior to joining UBS. Outside of advisory work, she is a general partner in LazyHustl, a lifestyle and CrossFit clothing company she operates with family members. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lloyd Gold is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Cetera since 2023 and previously at Allied Wealth Partners and Securian Financial Services. In addition to his advisory role, he serves on the advisory board of the Atlantic Beach Estates Civic Association. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services to a wide range of clients, including individuals, employer-sponsored plans, and institutions. The firm operates a multi-manager platform offering both discretionary and non-discretionary investment programs, serving over 800,000 clients with more than $256 billion in assets under management.

Anthony Riley Barrett is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Equitable Advisors, Pruco Securities, Wells Fargo, and PNC Bank. Barrett is also the owner of ARB Wealth Management LLC and holds a 33% ownership stake in The QAE Group, a DBA for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

Joseph Liana is a financial advisor with Ameriprise in Massapequa, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in business ownership related to real estate management. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Mcwilliams is a CFP® with 38 years of industry experience. He is affiliated with OSAIC and has worked at Creative Wealth Management LLC and Matrix Group for over two decades each. His other business activities include serving as a registered representative with Gateway Investments LLC in Garden City, NY. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple investment program options.

Stephen Samter is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a board member and trustee for the Woodmere Fire Department’s Volunteer & Exempt Fireman’s Benevolent Association, which provides financial assistance to needy members and their families. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Matthew Corbi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Uber from 2015 to 2018. Corbi has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes broader derivatives and commodities capabilities.

Corey Dalton is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Swingu. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and analyses.

Cindy Sipkin is a financial advisor with Cetera, holding Series 63 and 66 licenses and over 43 years of industry experience. Her career includes roles at Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advisory work, she is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through a large nationwide network of advisors.

Lynne Crockett is a Series 66 licensed financial advisor with 22 years of industry experience. She has worked at J.P. Morgan Securities since 2011 and previously was with Bear Stearns Asset Management from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Anthony Russo is a financial advisor with Merrill in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Merrill since 2008 and is also associated with Bank of America, NA since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients through managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies while leveraging its affiliation with Bank of America to support trading, lending, and capital markets activities.