Gagandeep Kaur is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill in 2025, Kaur spent ten years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutional investors.

Daniel Burns is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding a Series 63 designation and 17 years of industry experience. His prior roles include six years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of his advisory duties, he owns and operates The Bespoke Advantage Corp, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and planning tools.

Erik Wanta is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has been with Merrill since 2017 and previously worked at Ikea for seven years. 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 strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Bruce Keenan Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel. His prior work includes roles at Arkansas State University, Amazon, and Bucknell University. He is also involved with Valley View Cottage, LLC, coordinating short-term rental operations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joseph Bellmar is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been associated with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he is a co-owner and co-trustee of Lynch Bellmar Investments LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Glenn Mehl is a financial advisor with OSAIC, holding a Series 66 credential and 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner and owner in insurance-related businesses focused on individual and group insurance products and fixed annuities. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services along with various investment platforms and third-party solutions. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of asset types and investment strategies.

Caryl Adelman is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Mbsc Securities Corporation for 15 years prior to joining Wells Fargo Clearing in 2022. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Richard Ondreicka is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following an 11-year tenure at Signator Investors Inc. He is also involved with Lighthouse Financial Network, LLC, an independent firm affiliated with OSAIC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Jonathan Klein is a financial advisor with LPL Enterprise in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes positions at The Prudential Insurance Company of America, PRUCO Securities, Northwestern Mutual, Grayscale Investments, Genesis Global Trading, and Stifel Nicolaus. Klein is also involved with Osprey Partners Consulting, Inc., a business entity for tax and investment purposes. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment programs, combining advisory platforms with brokerage and insurance product sales.

Kyle Popiolek is a financial advisor with Merrill, holding a Series 66 designation and 4 years of industry experience. He has been with Merrill since 2007. 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, and various institutional accounts.

Jose Ocasio III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Chase Bank and its affiliated entities since 2003. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Thomas Irvine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 registrations and 30 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018 and was previously with Citizens Bank and Citizens Securities from 2016 to 2018. 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 integrates research and analytics with a range of brokerage and advisory solutions.

Matthew Murphy is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with LPL Financial since 2016 and also has a role with Bridgehampton National Bank beginning in 2015. Outside of his advisory work, he is the owner of Kella Agency LLC, a wholesale distribution service to insurance carriers, and is involved in business development for Kuvare Corporate Management. 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 and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors, and supports both discretionary and non-discretionary management approaches.

Frank Grippo is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and J.P. Morgan Chase Bank. Outside of his advisory work, he is a managing member of FLG Digital Enterprises LLC, a digital marketing and sales business operating on platforms such as Amazon and eBay. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Puleo is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has been with Bank of America since 2012. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

William Rudden is a financial advisor with LPL Enterprise, holding 53 years of industry experience. He has a longstanding career that includes over six decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a wide range of services such as financial planning, advisory programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Christopher Noonan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Outside of his advisory role, he has an ownership interest in a rental property in Baltimore, MD. 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 options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Emma Leiman is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. She has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ferdinand Ruplin Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Equitable Advisors since 1999, following a period with AXA Advisors. Ruplin serves as a board member of the Long Island Charities Foundation, where he helps initiate fundraising activities and events. 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 third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

James Kaufmann is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at American Portfolios Advisors, Inc., and Avantax Investment Services, Inc. Outside of his advisory role, he is president and owner of JK Tax Strategies, a tax preparation business serving individuals and small businesses. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.