Christopher Bergmann is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services Inc. He is also the owner of Chris Bergmann Photography, a sports and event photography business he has operated since 2012. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing sophisticated asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Dakota Lambrou is a Series 66 registered financial advisor with Equitable Advisors, based in Melville, NY, and has one year of industry experience. Prior to joining Equitable Advisors in 2024, Dakota attended SUNY Binghamton University and has worked as a server at Krischs Ice Cream Parlor and Restaurant since 2018. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Gregg Evangelist is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and TD Ameritrade, as well as operating his own law office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Susan Wahba is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 63 designation and has previously worked at Avantax Advisory Services and Joseph Scarpa, CPA. Outside of advising, she owns tax preparation and tax planning businesses and is involved as an investor in a film production project. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies supported by a large national network of advisors.

Elvia Macri is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and JPMorgan Securities LLC. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 worked at Equitable Advisors since 2011, including time with its predecessor, Axa Advisors. Outside of his advisory role, he is a partner at Se-Kure Insurance Agency, where he is involved in property and casualty insurance, and he also engages in health insurance activities with Globe Life Insurance Company of New York. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels.

Gregg Cohen is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors. Outside of his advisory work, Cohen is involved in tax preparation and serves on the board of directors and as secretary for the St. James Smithtown Little League. Equitable Advisors serves a broad client base, including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and provides advisory and brokerage/insurance channels to implement client recommendations.

Neil Ferrentino Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied to its investment recommendations.

Gary Orkin is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has previously worked at American Portfolios Financial Services, Inc. He is also a certified public accountant and owner of Orkin CPA PC, providing tax preparation and accounting services. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and investment platforms.

Richard Bucaro is a financial advisor with Morgan Stanley in Port Jefferson, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Steven Dombrower is a CFA® charterholder with 30 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at American Portfolios Financial Services Inc., ACLI, Inc. d/b/a Anago of Long Island, and Ascensus Broker Dealer Services, Inc. He is also involved with Janco Planning, Inc., a business entity used for tax and investment purposes. 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 model portfolios and research from internal and third-party sources.

Stratis Zaferiou is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Lisa Kielmeyer is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having also worked at Jpmorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jacqueline Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public in Albany, NY. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Nicholas Quartarano is a CFP® professional associated with LPL Financial with 16 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC for nine years prior to his current roles at Webster Bank and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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 licenses and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and Chelsea Financial Services. He is also active in health insurance sales through Parisi Capital Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Christopher Ferrari is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also associated with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.