Cara Every is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2013. Her current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies to create model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Nikia Adams is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining LPL Financial in 2023, Adams worked at Flagstar Bank, Bank of America, Merrill, Rite Aid, People's Securities, and People's United Bank. Outside of advising, Adams is employed part-time as a delivery shopper for services including Instacart, Shipt, and Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Michael Romanelli is a Certified Financial Planner (CFP®) at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Jeffrey Scharpf is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 35 years of experience in the financial markets. His career includes 20 years as a Fixed Income trader at J.P. Morgan and extensive experience at Bank of America and Merrill Lynch. He brings a unique perspective to wealth management by leveraging his deep market knowledge and trading experience. Jeff utilizes a Goals-Based Wealth Management approach that prioritizes the individual concerns and goals of his clients. He collaborates with a team of specialists to draw on the resources and expertise of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank to develop tailored solutions aimed at addressing both short-term objectives and long-term priorities. His areas of focus include education planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Science in Business Administration in Finance from Georgetown University and an MBA from Fordham University. A lifelong resident of Long Island, Jeffrey lives in Lake Grove with his wife, Catherine. He has two daughters, Courtney, a practicing attorney in New York City, and Brooke, a consultant at NY Presbyterian Hospital. His personal interests include basketball, football, golfing, and traveling.

Graziano Rotellini is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2019 and previously worked at Axa Advisors and Commerce Spring Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Anthony Italiano is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with Axa Advisors, LLC. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

Amy Boyle is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes a year at Wells Fargo Advisors and several years with Ameriprise Financial Services Inc. She is based in Melville, NY. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and ongoing advice.

William Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Linsco/Private Ledger since 2003, totaling 23 years at the firm. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Catherine Buckley is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years. She is also associated with Vail and Associates in a non-investment support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Frank Gregorio is a financial advisor with Merrill and holds Series 63 and Series 66 credentials. He has 12 years of industry experience, including roles at Bank of America, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory work, he serves as a general partner and managing member of a private investment entity that pools funds to explore real estate investment opportunities. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Salerno is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors since 1994 and was previously with Primerica Financial Services starting in 1993. Outside of his advisory role, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies developed by third-party asset managers and supports trade execution and custody through established custodians, focusing primarily on individual investors rather than institutional or pension plan clients.

Michael Madden is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at Mass Mutual Investors Services and Massmutual Life Insurance Company for 14 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Gregory Ferguson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Ferguson has ownership interests in several related entities, including FMRG Holdings, LLC and Ryami Corp, where he also serves as a trustee for certain employee benefit plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically offered on a discrete basis.

Robert Niles is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 66 designations. His previous roles include positions at Aegis Capital Corp, Pruco Securities LLC, and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Stephen Daige is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017. Prior to that, he was with Bank of America and Merrill from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis.

Dana Sydney is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including the period when it was known as AXA Advisors. Outside of his advisory role, he serves as a director on the Board of the Rotary Club of Northport and is a managing partner of Dayton and Sydney Wealth Strategies Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers, offering products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jaydon Rivera is a financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he worked in real estate at Daniel Gale Sotheby's International Realty and had roles at Fire Island Ferries and St. John's University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers services through a large network of Investment Adviser Representatives.

Anthony Aloisio is a financial advisor at Ameriprise in Melville, NY, holding a Series 66 designation with experience beginning in 2025. Prior to joining Ameriprise, he worked at Tepedino & Company CPA's LLC, where he is currently employed in tax preparation, and has held positions at Marcum, LLP and Sheehan & Company, CPA, PC. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Benjamin DiMaio is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings over 20 years of experience in financial services with a focus on income planning and tax-efficient investing. Throughout his career, Benjamin has held various roles including Director at Piedmont Capital Distributors and Regional Marketing Director at Lincoln Financial Distributors. Prior to these, he was Vice President and Retirement Planning Specialist at Merrill Lynch from 2002 to 2010. His approach emphasizes understanding clients' goals, values, and family priorities to develop personalized financial plans. Outside of his professional work, Benjamin enjoys spending time at the beach, boating, fishing, golf, and lake activities.

Geoffrey Brown is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and previously worked for American Portfolios Financial Services, Inc. for ten years. Outside of his advisory role, he is employed as a registered sales assistant with American Premier Financial Group. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools and strategies to build portfolios across asset classes for both discretionary and non-discretionary accounts.