Scott Standel is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. His prior experience includes managing rental properties for nearly three decades. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Glenn Turano is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA since 2016, as well as with JPMorgan Securities LLC since 2001. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Rory Pinsky is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior firms include Foresters Advisory Services and Foresters Financial Services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Peter Okin is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market assumptions and asset allocation guidance.

Roy Grant is a Series 63 licensed financial advisor with Primerica Advisors in Lynbrook, NY, where he has worked since 2000, totaling 24 years of industry experience. His activities include the sale of loan products and home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers and supported by third-party trade execution and custody providers.

Sean Sittambalam is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc for seven years. Outside of his advisory role, he is also an entertainer specializing in mentalism and illusion. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products and acts as an ERISA fiduciary when providing investment advice.

Santo Nunnari is a financial advisor at Cetera with a Series 66 credential and has been in the industry for less than one year. He has held positions at Cetera Wealth Services and Gregory Matthew Wealth Management. Outside of finance, he has been involved with Enzo's Pizzeria & Restaurant since 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and both affiliated and unaffiliated third-party managers.

Brian Sheehan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing decades of experience since joining the firm in April 1985. He specializes in working with individuals who are retired or nearing retirement, including corporate executives, police, firefighters, as well as retirement plans and non-profit organizations. Brian’s approach focuses on developing personalized financial strategies tailored to each client’s financial goals and aspirations. This process involves thorough information gathering and risk assessment, addressing areas such as retirement and education planning, insurance, long-term care, and investment objectives. Brian holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) credential. He began his career at Merrill Lynch in an operations role, which enhances his ability to help clients understand administrative and reporting processes. Brian attended Regis High School and the NYU School of Business and Public Administration on academic scholarships. Outside of his professional work, Brian is active in his community and involved in multiple organizations. He is a Third Degree member of the Knights of Columbus, an advisory board member of The Irish Studies Institute at Molloy College, and Vice President of the Central Nassau Athletic Association. Brian also participates in charitable activities through The Friendly Sons of St. Patrick. He lives in Westbury with his wife and three children and enjoys spending time with family, traveling, and practicing yoga.

James Lareddola is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at OPES Private Wealth Management and Stifel Financial Corporation, as well as various positions outside the financial industry. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a variety of investment vehicles.

Gary Marcus is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1993 and has operated his own CPA practice since 1971. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selected separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure in its operational model.

Yong Kun Li is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its advisory process, offering a broad range of retail and institutional investment services.

Joseph Kaplan is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked at Citigroup for 15 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and modeling techniques into its advisory process.

Karen Cacioppo is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she manages a custom jewelry business that she operates with her daughters. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive asset management.

Robert Palombo is a financial advisor with Cetera, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cetera since 2005 and has operated his own advisory business since 1976. Outside of financial advising, he owns an accounting and tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program structures.

Samantha Dohman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and JPMorgan Chase Bank. Prior to her financial services career, she held positions in various roles including at Woodloch Pines and Healthy Kids Day Camp. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary guidance through a select group of Wealth Advisors.

Suzanne Demeo is a financial advisor with Fidelity, holding a Series 63 designation and 20 years of industry experience. She previously worked at MBSC Securities Corporation for six years before joining Fidelity Brokerage Services LLC in 2016. Outside of her financial career, she owns a small business specializing in makeup application. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering investment management and advisory services with an approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Mintz is a financial advisor at UBS Financial Services with 12 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Leonard Bullaro is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Equitable Advisors, Voro Real Estate where he was a licensed New York State realtor, and JLF LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Andrew Feldman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as president of Andrew Feldman Associates, Inc. Additionally, he is a board member of the Syosset School District. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of implementation options, including discretionary and non-discretionary portfolio management, proprietary and third-party strategies, and maintains formal compliance processes and advisor business relationship structures.

Pierre Awadalla is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018, following twelve years at Signator Investors Inc. and John Hancock Life Insurance Company. In addition to his advisory role, he operates as an insurance broker assisting clients with group and health insurance benefits. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party money manager access.