Lorraine Brady is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Thomas Matera is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Matera serves on the Board of Directors for the SWFL Magic association and performs as a professional close-up magician. Ameriprise is an institutional firm that offers retirement-income planning services targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations, supported by a centralized consulting team and algorithmic tools.

Jason Lee is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012, totaling 19 years in the industry. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he spent a year at Rover.com. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Jeanann Lella is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following five years at JPMorgan Chase Bank. J.P. Morgan Securities 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 large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rupal Doshi is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2006 and led Doshi Capital Partners LLC from 2008 to 2020. Outside of her advisory role, she participates as a panelist for ProSapient. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Rosalind Mouzouris is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser network and a range of portfolio management styles.

Richard Ciufo is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he assists clients with various financial needs including asset management, estate planning services, retirement planning, financing options, college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He emphasizes building long-term client relationships and offers personalized investment management strategies and financial plans aligned with clients' individual goals. He began his career at Merrill in November 2021. Richard combines a disciplined investment process with personalized attention, partnering with Merrill’s specialists to provide clients with comprehensive strategies and services. His approach focuses on understanding clients’ personal and professional circumstances to deliver holistic financial guidance. Richard earned a bachelor's degree in economics from Brown University in 2020, where he was captain of the Brown Bears baseball team during his junior and senior years. He also holds a master's degree from the University of Richmond, where he was a member of the Richmond Spiders baseball team. He completed his high school education at Phillips Academy Andover. Richard holds professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, he enjoys baseball, football, golfing, photography, skiing, spending time with family, and traveling.

Robert Diamond is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 1998 and has worked with MassMutual Life Insurance Company since 1968. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales, as well as life settlements and viatical sales. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap programs, and educational seminars, focusing on collaborative, goal-driven financial planning engagements.

Linda Brucia is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Advisors since 2014, including time at Wells Fargo Clearing, and is currently based in Melville, NY. Outside of her advisory role, she is a commissioned notary public in Glen Cove, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Gregory Page Romer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and S&P Global, Inc. He is a co-founder and CFO/CTO of Deeper Dating, Inc., an online dating site, and serves on the board of directors for the Long Island Crisis Center, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage portfolios under discretionary and non-discretionary arrangements.

Anna Cheng is a financial advisor with Wells Fargo Clearing in Great Neck, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various Wells Fargo entities since 2015. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related products and bank deposit sweep programs.

Anthony Castro Guzman is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and teaching at Adelphi University and Westbury High School. He serves as Secretary Treasurer on the board of a Manhattan professional networking organization and as a director on the Westbury Carle Place Chamber of Commerce board. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and offers asset management, wrap programs, and educational seminars.

Leszek Michniewicz is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management from 2017 to 2025, and at Wunderlich Securities, Inc. from 2015 to 2017. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Ryan Meca is a Wealth Management Advisor serving clients through Merrill and Bank of America. In his role, he focuses on creating personalized financial strategies that align with his clients' goals. He works with individuals and families to develop tailored plans that address their unique aspirations and circumstances. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Ryan holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Saint John's University. Outside of his professional work, Ryan enjoys baseball, cooking, music, running, spending time with his family, and traveling.

Esteban Sarmiento is a Series 66-licensed financial advisor with six years of industry experience, currently working at J.P. Morgan Securities. His prior experience includes roles at Bank of America, Merrill, Equitable Advisors, and JPMorgan Chase Bank. Outside of finance, he has worked as an employee and contractor for an entertainment service that supports events such as fundraisers for servicemen and pet adoption centers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Vincent Toscano is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously with Lincoln Financial Advisors and Lincoln Financial Advisors Corporation over a 27-year period. He is the sole owner and president of Loucon Resources, Inc., a firm offering accident and health insurance and various life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced asset-allocation tools and supports multiple account management options across diverse investment types.

Christopher Ferguson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Charles Schwab since 1998. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Nicola Caporaso is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 20 years of industry experience. He has worked with MassMutual and affiliated firms since 2010 and is the owner and president of Elite Planning Solutions, a business focused on individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning engagements.

Pei Jye Wang is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 15 years. Outside of his advisory duties, he manages Rich Eternity LLC, which focuses on estate planning and fixed life insurance. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a wide network of affiliated advisers, offering integrated brokerage and advisory services with both discretionary and non-discretionary portfolio management options.