John Capogna is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, and Merrill. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Philip Getfield is a financial advisor at J.P. Morgan Securities in Huntington, NY, holding Series 63 and Series 65 registrations with 33 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 1998. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG frameworks in eligible strategies.

Jennifer Lanigan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at Merrill for 29 years before joining Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Douglas Graham is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Dory Adoracion Jacinto is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Prudential Insurance Company of America since 1994 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various financial products through its network of investment adviser representatives.

Donald Canade is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2001, serving in various roles including Regional Planning Consultant and Senior Account Executive prior to his current role. Before joining Fidelity, he worked as a Financial Consultant with several firms including First Colonial Securities Group, Nichols Safina, Lerner & Co., and Sovereign Equity Management Corp. He began his career as a Financial Assistant at Hanover Sterling & Co. in 1995. Donald has extensive experience in investment and retirement planning. He is a Certified Financial Planner (CFP®) and utilizes the Fidelity platform to provide comprehensive, long-term financial planning for his clients and their families.

Christopher Voisine is a Series 66-licensed financial advisor at Equitable Advisors with 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously associated with Axa Advisors. Outside of his advisory role, he serves on the board of the nonprofit Heal Our Heroes. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors, to deliver tailored investment solutions.

George Sucich is a CFP® with 42 years of industry experience, currently serving at OSAIC since 2017. His prior experience includes fourteen years at National Planning Corporation and ten years at Nathan & Lewis Securities, Inc. Outside of advising, he is the executive owner of George N Sucich Assoc, Inc., where he performs tax preparation and occasional life and health insurance sales. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services across various financial planning and portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Mallory Brenner is a CFP® with over 32 years of industry experience. She currently works at Merrill and previously held roles at Citigroup Global Markets and Citicorp Investment Services. Brenner serves as an Honorary Director of the Suffolk Y JCC, a nonprofit organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal CIO teams and third-party managers.

Matthew Galati is a financial advisor at Wells Fargo Advisors with a Series 66 credential. He has one year of experience in the industry and previously worked at Citibank for three years and Del Vino Vineyards for two years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools.

Brendan Whitehead is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at both Ameriprise and Northwestern Mutual. His background also includes roles outside the financial industry, including positions at Sacred Heart University and Kellenberg Memorial High School. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Richard Lindholm is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities since 2012, also serving at 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 focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility in its recommendations.

Matthew Thompson is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Thompson holds Series 63 and Series 65 licenses. He serves as a board member for the American Red Cross of Nassau County. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, including the Global Investment Committee’s return estimates and Monte Carlo simulations.

Hector Dominguez is a financial advisor with Primerica Advisors in Levittown, NY, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through disclosure and oversight.

William Connolly is a financial advisor at Fidelity with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes seven years at KeyBanc Capital Markets Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Matt Hughes is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

David Mottes is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 12 years. Outside of his advisory role, he serves as director of business development for PPS Advisors, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of customized investment strategies and program options.

Richard Schnier Jr. is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Stifel, Barclays Capital Inc., and Lehman Brothers Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs and portfolio management services using a combination of in-house and third-party investment managers.

Michael Mogavero is a CFA® charterholder with 25 years of industry experience. He is currently with Fidelity Investments and has a background that includes seven years at New York Life Insurance Company and NYLIFE Securities, LLC. He serves as a board member of Temple Or Elohim in Jericho, NY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Lee Lessing is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory roles, he has been involved with Lessing's Inc for nearly two decades. LPL Enterprise serves a broad client base, including individual and high-net-worth investors as well as institutional clients such as employer-sponsored retirement plans and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through its network of investment adviser representatives.