Matthew Dolan is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Dolan is also involved in non-variable insurance activities through Prudential. 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 uses model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.

Jake Billelo is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at MassMutual from 2019 to 2020. Jake's experience spans various aspects of financial consulting, offering clients comprehensive financial strategies and guidance tailored to their specific needs. He collaborates with a team of professionals to help clients work towards their financial goals, whether through broad financial planning or focusing on particular areas. Outside of his professional work, Jake has interests in baseball, fitness, football, and golf.

Michael Poncet is a Series 66-licensed advisor at Ameriprise with two years of industry experience. Before joining Ameriprise, he worked at Equitable Advisors, LLC and has held various roles including outside operations at Meadow Brook Club, where he serves as a caddie providing shot-to-shot strategy and practice facility maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers customized retirement-income planning and tax-aware withdrawal strategies.

Jessica Istchenko is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 63 designation and previously worked at Equity Services, Inc. and National Life Group. In addition to her advisory role, she acts as an insurance agent through her business, Cellen Financial, offering life, disability, and health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Joseph Palese 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 worked at JPMorgan Chase Bank, N.A. since 2014. Outside of his advisory role, he is a signer for Forever Young Childcare, LLC, a home daycare business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Whitehead is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. He is also involved as a contractor with Certainity of Uncertainty, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party tools within a defined investment framework.

Maria Gasparro is a financial advisor at UBS Financial Services with 33 years of industry experience. She has previously worked at Bank of America and Merrill, each for 11 years. Outside of her advisory role, she is involved in family-owned real estate businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad array of capital markets and banking services.

Johnny Chan is a financial advisor at Merrill with 11 years at the firm and 4 years of industry experience. He holds Series 66 and Series 63 licenses. 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 institutional investors.

Louise Fallica is a financial advisor at OSAIC with 41 years of industry experience. She holds Series 63 and Series 66 designations and has worked at American Portfolios Financial Services, Inc. for 10 years before joining OSAIC in 2024. Louise is also the Vice President of Design Capital Planning Group, Inc., a financial services firm where she has been involved since 1979. Additionally, she serves as a board member of the International Association of Registered Financial Consultants. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with multiple program options, supported by an extensive network of affiliated broker-dealer and RIA relationships.

Adam Cafarella is currently serving as Vice President, Financial Consultant. He assists individuals and businesses in achieving their financial goals by developing personalized strategies tailored to each client's unique needs. Adam emphasizes transparency, education, and ongoing support to empower clients in making informed financial decisions. Adam's professional experience includes roles as a Financial Consultant at Fidelity Investments from 2021 to 2024, and as an Investment Consultant at the same firm from 2014 to 2021. Prior to that, he was a Financial Advisor at Stifel Nicolaus & Company Inc in 2014 and at Wells Fargo Advisors from 2012 to 2014. His earlier positions include Client Associate roles at Wells Fargo and Merrill Lynch and a Financial Representative at Northwestern Mutual. Outside of his professional work, Adam enjoys activities such as beach outings, boating, cars, family activities, golf, and reading.

Robert Simeti is a financial advisor with Ameriprise Financial Services, LLC in Melville, NY, holding a Series 63 designation and 31 years of industry experience. His prior work includes eight years at Wells Fargo Clearing. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering 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.

Gregory Warren is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes roles at BNY Securities Corporation, J.P. Morgan Securities, Merrill, and Minnesota Life Insurance Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Jacob Flikshteyn serves as a Financial Advisor and Senior Portfolio Advisor with The Leiman Morse Wealth Management Group at Merrill Lynch. He joined Merrill and the group in 2019 and focuses on clients with growing careers, businesses, and practices, including corporate executives, medical practitioners, and law firm partners. Jacob's areas of expertise include investment and risk management, wealth transfer, income and liquidity management, as well as advanced estate planning services. His approach emphasizes a disciplined investment process to help clients build, preserve, and transition wealth across generations. He also has a strong background in credit needs, managing complex balance sheets, and overseeing structured lending opportunities. He holds a Bachelor of Business Administration degree in Finance and Investment from the Zicklin School of Business at Baruch College. Jacob grew up in Queens, New York, where he played football at St. Francis Preparatory High School and played guitar and drums. He enjoys traveling internationally, skiing in the Northeast, and playing golf in Florida. In the community, Jacob volunteers at the Bowery Mission in New York City and Habitat for Humanity on Long Island.

Brandon Kustek is the Vice President, Financial Consultant at Fidelity Investments. In this role, he works closely with local individuals and families to develop and maintain financial plans focused on building, preserving, and distributing their wealth to provide peace of mind. Prior to this, he held positions as a Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, as well as a Financial Professional at AXA Advisors. Brandon's experience spans various financial advisory and planning roles, providing him with a broad understanding of wealth management strategies. His career progression within Fidelity Investments demonstrates a continued commitment to supporting clients' financial goals. Outside of his professional responsibilities, Brandon enjoys spending time at the beach, boating, and golfing.

Sandra Grinspan is a CFP® with 35 years of industry experience currently serving as a financial advisor at Cetera. She previously worked at North Ridge Securities Corp. for over two decades and has maintained ownership of S.J. Grinspan & Co., Inc., an insurance sales business, since 2001. Grinspan is also active as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Brenda Connolly is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023, with previous experience at Bank of America and Merrill. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Devin Haber is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has one year of industry experience. Prior to joining Equitable Advisors, he was associated with the Premier Lacrosse League and involved in collegiate athletics at the University of Maryland. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.

David Brady is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Aegis Capital Corp. for 11 years. Outside of his advisory role, he coaches youth basketball as a consultant for Nassau Pride Hoops. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a combination of proprietary and third-party advisory models to deliver tailored investment solutions.

Paul De Santis is a Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank, a role he has held since 2019. His prior experience includes positions at Bank of America, Merrill, and UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach integrates quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Heather Steiniger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, using centralized due diligence and incorporating an ESG eligibility framework.