Bradley Welter is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at TD Ameritrade and Scottrade, in addition to his current positions at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, offering recommendations that may include ESG criteria and broader derivatives and commodities capabilities.

Michael Eisner is a financial professional at Mass Mutual Investors Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2016. In addition to his advisory role, he serves as Managing Director of Michael Eisner Inv, focusing on financial planning, insurance, and investment management. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs using firm-approved analytical tools.

Pornnipa Pongvitayapanu is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 32 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Her outside business activities include involvement with insurance and investment-related entities under LPL Business such as Palo Agency, Inc. and Arbour Agency, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, with access to third-party asset managers and a wrap program, and it also offers affiliated insurance and trust custody services.

Nickolas Spiliotis is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2012. Prior to joining LPL, he worked at Merrill for four years. He serves on the board of a nonprofit organization, 231 Business Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Quintino Ciuffetelli is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Brush is a financial advisor at Equitable Advisors with 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2023. Outside of advising, he is an independent insurance agent and a notary public. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models implemented through third-party managers and focuses on aligning client risk tolerance with appropriate investment solutions.

Christopher Keel is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative analysis and applies an ESG eligibility framework in its recommendations.

Kevin Stamm is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2016. Stamm has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to provide non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

William Spencer is a financial advisor affiliated with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes roles at M&T Bank, Wilmington Trust, People's United Advisors, and J.P. Morgan Private Wealth Advisors. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using diverse strategies and tools.

Wayne Landau is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has previously worked at North Ridge Securities Corp and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and operates an accounting firm specializing in tax advisory and forensic accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning solutions, operating through a nationwide network of over 10,000 advisors.

Michael Gallagher is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Outside of his financial advisory role, Gallagher has been a soccer coach at Chaminade High School since 1999. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and third-party manager programs.

Michael Katz is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2003. Katz is also involved with Bulldog Business Solutions, Inc., a company he co-manages to process payroll for administrative staff. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and wrap programs.

Evan Todd is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at a parking management company and multiple positions associated with the University of Montana. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, insurance products, and affiliated trust custody and lending services.

John Mikos is a financial advisor with Equitable Advisors in Melville, NY, holding Series 66 and Series 63 credentials and possessing 23 years of industry experience. His prior work includes 11 years at Aegis Capital Corp. and a recent role as a driver for Uber Eats. He serves as a Parish Council Member and Sentinel at the Greek Orthodox Cathedral of St. Paul. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of investment programs, combining firm-offered and third-party solutions.

Eric Melman is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America, N.A. since 2005. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricia Brady is a financial advisor at Edelman Financial Engines with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including AssetMark Brokerage, LLC and Hightower Advisors LLC. Outside of her advisory work, she is a contributing author for a book collaboration through PinkFix Productions. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

Elisa De Jesus is a financial advisor at Merrill with 8 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Bank of America since 2018. Outside of her advisory role, she participates in the planning and event team for The Interfaith Nutrition Network Inc., a nonprofit serving the hungry and unsheltered. 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. The firm serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

William Lai III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked within the Wells Fargo family since 2016, including six years at Wells Fargo Clearing and four years at Wells Fargo Advisors. Lai has a minority ownership interest in Premier Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, with tailored recommendations supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Barry Cohn is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for American Portfolios Financial Services, Inc. for 23 years. Outside of finance, he owns and teaches at a ceramics studio specializing in hand building and wheel throwing pottery. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and rebalancing tools.

Michael Cascio is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial services industry, he has dedicated 15 years to his previous firm, J.P. Morgan, before joining Merrill Lynch in 2021. As a CERTIFIED FINANCIAL PLANNER® professional, Michael specializes in providing customized financial advice and guidance to high net worth clients, institutions, and small businesses, addressing investment, banking, and lending needs with a focus on creating goals-based strategies. Michael graduated from Hofstra University in 2002 with a Bachelor's degree in Business Administration, majoring in Banking and Finance. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His expertise covers a wide range of financial areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Michael is involved in his local community as a member of the Massapequa Chamber of Commerce and participates in the Plainedge Baseball Softball League. He enjoys spending time with his wife and two daughters, traveling, coaching youth sports, staying active through exercise and golf, and following New York sports teams.