Steven Araneo is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with OSAIC since 2024, following a 24-year tenure at Securities America Advisors, Inc. In addition to his advisory work, he owns and operates a personal income tax preparation business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with emphasis on asset allocation, portfolio optimization, and offers access to third-party money managers and proprietary strategies.

Brian Malfettone is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner of the May Malfettone Gold Biblo group, which has been named to the Barron's "Top 250 Private Wealth Management Teams" in 2025 and 2026. Brian holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). Brian began his career with Merrill Lynch Wealth Management in 2004. He earned a Bachelor of Arts degree in Management and Political Science from Gettysburg College and has also attended the University of Queensland in Australia and the Zarb Graduate School of Business at Hofstra University. His client focus areas include corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brian has been recognized on Forbes' "Best-In-State Wealth Advisor" list in 2025 and 2026, the "Best-in-State Next-Generation Wealth Advisors" list in 2019, and was named to the "Top Next-Generation Wealth Advisors" list from 2017 to 2021. In addition, the May Malfettone Gold Biblo Group has been recognized on Forbes' "America's Top Wealth Management Teams High Net Worth" list from 2022 through 2025. Outside of his professional work, Brian's personal interests include baseball, basketball, golf, and playing the guitar. He is an amateur baseball historian with published work in various publications and books on the subject. His charitable and volunteer activities include mentoring students from Gettysburg College, coaching youth sports, and providing career assistance to the blind and visually impaired. He is involved with community organizations such as the Baldwin Police Athletic League, Game 7 Basketball in Rockville Centre, Gettysburg College, Helen Keller Services for the Blind, and the Rockville Centre Little League.

James Robdau is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 20 years of industry experience. He has been affiliated with PFS Investments Inc. since 2007 and Primerica Financial Services since 2004. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

George Plauche is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). George Plauche earned a Bachelor's Degree from the Louisiana State University System and completed a Masters of Business Administration (MBA) at the University of Chester.

Arthur Reyling is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Reyling has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 13 years at John Hancock. He serves as an officer in the Knights of Columbus, a fraternal charitable organization. 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 utilizes model-based asset allocation and portfolio optimization, providing a wide range of investment programs and strategies supported by a complex network of affiliated entities.

Geoffrey Nance is a financial advisor with LPL Financial based in Plainview, NY, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Grein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial industry career immediately after graduating from Cornell University in 1982, initially working in institutional bond sales and later developing fixed-income investment strategies for institutional clients. Since joining Merrill Lynch in 2004, John has applied his extensive experience to serving entrepreneurs and senior corporate executives, including many from Wall Street firms. John holds a Bachelor's degree from Cornell University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. He focuses on creating customized wealth management strategies that emphasize tax minimization, asset preservation, estate planning, retirement, and educational planning. John is also a Personal Investment Advisor (PIA). In his community involvement, John mentors student athletes at Regis and St. Francis Preparatory High Schools in New York and is a former trustee of Cornell’s Delta Phi Association. He resides in Floral Park with his wife, Ana, and they have three adult children. John's personal interests include gardening and spending time with their Yorkshire terriers.

Michelle Cadet Peronneau is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Courtney Foster is a Planning Consultant at Fidelity Investments, where she collaborates with Wealth Planners to support clients' financial planning processes. She focuses on understanding clients' financial situations, preparing them for planning, assisting with plan implementation, and managing follow-up steps. Before joining Fidelity Investments in 2021, Courtney worked as a Financial Advisor at TIAA from 2006 to 2020. Her professional experience spans over a decade in financial advisory and planning roles. Outside of her professional work, Courtney enjoys family activities and traveling.

Michael Lewis is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity in 2026, he worked at Hudson Valley Credit Union and has a background that includes positions at the U.S. Census Bureau and experience in fine jewelry design. Fidelity 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 various platforms.

Stephen Birnbaum is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory work, he serves as an executor or co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Joseph Gueits is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 and Series 63 certifications. Prior to joining Fidelity, he worked at NYLIFE Securities LLC and New York Life Insurance Co for five years and spent two years at AXA Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, model portfolios, and a formal advisory role to multiple registered investment companies.

Mark Pericolosi is a financial advisor with Ameriprise in Rockville Centre, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages the expense operations of his own business, Mark E. Pericolosi & Assoc. Corp. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Amy Hochfelsen is a financial advisor with Cetera, holding a Series 63 designation and over 20 years of industry experience. She has worked with Cetera since 2013 and maintains active roles in Skye Legacy Planning LLC and Compass Benefit Planning LLC. Outside of her advisory work, she serves as co-president of a local Parent Teacher Organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services via a multi-manager platform, including access to affiliated and third-party managers, with assets under management exceeding $256 billion.

Bettina Johnson is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 63 designation and previously worked at Securities America Advisors for eight years. In addition to her advisory role, she operates Araneo Tax & Financial, where she prepares individual income tax returns and assists clients with tax-related correspondence. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization across multiple platforms and investment strategies.

Gordon Pascale is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading capabilities.

Thomas Rooney is a CFP® with 29 years of industry experience. He is currently with Cetera and has held prior roles at Avantax Advisory Services and related entities for over 27 years. Rooney is also president of Rooney, Schmidt and Associates Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Kaitlyn Rodesk is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving on the Miller-Wachtler Group. She joined the team in 2018 as an intern and became a full-time member following her graduation in 2019. Kaitlyn holds a Bachelor of Science degree in Finance from Adelphi University. She holds the Personal Investment Advisor (PIA) designation and focuses on providing customized, goal-based financial strategies. Her client service areas include personal retirement planning, portfolio management services, and retirement income. In addition to her professional responsibilities, Kaitlyn is involved in community organizations such as A. Holly Patterson Extended Care and Mary Brennan INN Soup Kitchen. She resides in Brightwaters, NY, and enjoys reading, traveling, and spending time with her family.

Dillon Carrino is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2020. Prior to that, he was employed at Robert Moses State Park and West Islip High School. In addition to his advisory role, Carrino is an independent insurance broker. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis, with access to discretionary and third-party-managed strategies.

Francisco Lopez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012, JPMorgan Chase Bank, N.A. since 2009, and Equitable Advisors from 2007 to 2009. Outside of his advisory work, he is involved in real estate through ownership and management of rental properties. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.