Scott Porter is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is the owner of a rental property business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

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 at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and People's United Bank. Outside of her advisory role, Adams has held part-time positions with delivery services such as Instacart, Shipt, and Uber Eats. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

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 with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at AXA Advisors, LLC and Commerce Spring Corporation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Anthony Italiano is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Equitable Advisors since 2014, previously working at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

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 at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from internal and third-party sources.

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 in Melville, NY, holding a Series 66 designation and having 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2007 to 2021. He is also involved with The Sterling Wealth Group, LLC, an entity related to his LPL business, and works as an agent selling life, long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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 prior experience includes roles at Aegis Capital Corp and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

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 with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as Director of the Board of Directors for the Rotary Club of Northport and is a managing partner at Dayton and Sydney Wealth Strategies Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Jaydon Rivera is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked in real estate with Daniel Gale Sotheby's International Realty and has experience with Fire Island Ferries. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

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.

James Kelly Jr. is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 66 designation and previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for 34 years. Outside of his advisory role, he serves as an investment advisor representative at Atlantic Advisors, LLC and is a partner in a tax preparation and bookkeeping company. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated portfolio management techniques to support client investment strategies.