Dakota Lambrou is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for two years. Outside of the financial industry, Dakota has experience working as a server at Krischs Ice Cream Parlor and Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where applicable.

Gregg Evangelist is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including TD Ameritrade Investment Management, Oak Financial Group Inc, and Baxter Investment Management. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Ross Scheintaub is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he serves as a consultant for Executive Pet Shipping, a professional pet transportation coordination service. 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 a range of portfolio management and financial planning services, supporting numerous advisors and managing over $256 billion in assets.

Robert Capra is a CFP® with 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Prior to that, he spent ten years at Metlife Securities, Inc. Outside of his advisory role, he is involved in the sale and servicing of fixed annuities and life insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Timothy Pilz is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011, including prior tenure at Axa Advisors, LLC. Outside of advisory work, he is a partner in Se-Kure Insurance Agency, which focuses on property and casualty insurance, and is involved with Globe Life Insurance Company of New York for health insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and program sponsors for most advisory models and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Gregg Cohen is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of advisory services, Cohen is an attorney specializing in trusts, wills, and estates, serves on the board of directors and as secretary for the St James Smithtown Little League, and works part-time as a tax preparer. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of representatives using a range of firm-offered and third-party investment programs, including ERISA fiduciary services for qualified plans.

Gary Orkin is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at American Portfolios Financial Services, Inc. for 10 years prior to joining OSAIC. In addition to his advisory role, he is the owner of Orkin CPA PC, a tax preparation and accounting services firm. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and options for discretionary or advisor-managed strategies.

Richard Bucaro is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes tenure at Wells Fargo Clearing and multiple Morgan Stanley affiliated entities dating back to 2002. He serves as a board member of the St George Golf and Country Club, a nonprofit organization in East Setauket, New York. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Brady Drozdowski is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Stifel and Bank of America, N.A. Outside of finance, he has worked in various retail and hospitality positions, including at TJ Maxx and Fish Daddy's Grill House. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Monaco is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Steven Dombrower is a CFA® charterholder with 30 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at American Portfolios Financial Services Inc., ACLI, Inc. d/b/a Anago of Long Island, Ascensus Broker Dealer Services, Inc., and OFI Private Investments Inc. He is involved in managing a vacation rental business in Sunny Isles Beach, FL. 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 and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs.

Stratis Zaferiou is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Lisa Kielmeyer is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, as well as with Jpmorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory framework. Their process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities compared to many institutional programs.

Jacqueline Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Oppenheimer from 2010 to 2012 before joining Wells Fargo in 2016. Outside of her advisory role, she serves as a notary public in Albany, NY. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm offers both brokerage and advisory solutions and uses research and analytics to guide its investment approach.

Walter Gravagna is a Series 66-credentialed advisor with Merrill, based in Melville, NY. He has recently entered the industry, beginning his advisory career in 2026. Prior to joining Merrill, his work experience includes roles across a variety of sectors such as East End Bin Cleaning and Van de Wetering Greenhouses. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Lockhart is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior work history includes extensive tenure at Merrill and Bank of America before joining Morgan Stanley in 2023. Outside of his advisory work, he is a silent partner in local rental property ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm‑approved planning tools and methodologies.

Drew Parisi is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, and Chelsea Financial Services. Outside of advisory work, he is involved with Parisi Capital Inc., focusing on health insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of non-securities products through affiliated entities.

Christopher Ferrari is a financial advisor with J.P. Morgan Securities who holds Series 66 and Series 63 licenses and has 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process leverages centralized due diligence combining quantitative and qualitative research and incorporates forward-looking capital market assumptions.

Keith Ryan is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Commonwealth Financial Network and KSG Advisors. Outside of his advisory role, he provides legal consulting services through Savage Holdings, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vikram Kumar is a financial advisor at Wells Fargo Clearing with Series 66 credentials and three years of industry experience. He has worked at several major firms, including TD Bank, JPMorgan Chase, Bank of America, and Morgan Stanley, prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.