Russell Miller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with Allied Wealth Partners, Securian Financial Services, Inc, and Minnesota Life Insurance Company. Outside of advisory services, he maintains a role as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC operates as a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated third-party managers.

Christian Tateo is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, METLIFE, Merrill, and Chase Investment Services Corp. Tateo also works as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Romeo is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with J.P. Morgan entities since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is an owner and partner of Untouchable Events, a full-service event company where he maintains photo booths. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Bryant Betts is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has over two decades of tenure with JPMorgan Chase Bank, N.A. Prior to that, he was with Chase Investment Services Corp. from 2003 to 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, employing a broad range of strategies including ESG considerations and derivatives capabilities.

John Fabris is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions across a broad client base.

John Tsigakos is a CFA® charterholder with 26 years of industry experience. He is currently with Cetera and Allied Wealth Partners and has previously worked at firms including Securian Financial Services, Minnesota Life Insurance Company, and Guardian Life Insurance. Outside of his advisory work, he serves as membership chair of a nonprofit organization, LETIP of Bayport. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

Gaven Helring is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has previously worked at Merrill, Bank of America, and GSH Capital Holdings. Outside of his advisory role, he is a co-owner of HappyPlay Haven, a soft play rental company for young children. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice and customized performance reporting while clients retain final decision-making authority. The firm’s advisory process integrates quantitative and qualitative research and offers access to a broad range of strategies, including ESG frameworks and derivatives capabilities.

Robert Longo is a financial advisor at J.P. Morgan Securities in New York, NY, with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Merrill and self-employment from 2014 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by forward-looking capital market assumptions and includes specialized regulatory registrations reflecting its broader derivatives and commodities capabilities.

Lawrence Seiden is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with LPL Financial and has previously worked at Invest Financial Corporation, Bethpage Financial Services, and Morgan Stanley DW Inc. He is also involved with Bethpage Federal Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad platform of non-advisory financial activities.

Yasin Halimi is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and has held positions at several other companies including Chanel and Coty. 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 offers both brokerage and advisory solutions.

Zoran Vaz is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 utilizes research and analytics to support portfolio diversification and investment selection.

Lynne Whalen Calabro is a Branch Leader at Fidelity Investments, where she leads a team of financial associates. In her role, she is responsible for hiring, managing, leading, and coaching associates to assist clients with their financial needs. She has been with Fidelity Investments since 2013, holding various positions including Planning Consultant, Financial Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held senior roles such as Senior Vice President at Grace Financial Group and Axiom Global Trading, as well as Director and Supervisor of Agency Trading at Worldco, LLC.

Neil Lauro is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James & Associates. He is based in Mineola, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of advisory strategies through a large network of investment adviser representatives.

Scott Koppelman is a Senior Financial Advisor with Merrill Lynch Wealth Management, affiliated with Bank of America. He brings a comprehensive approach to managing wealth that emphasizes understanding each client's individual needs and goals. Scott provides access to investment insights and banking services to address various aspects of clients' financial lives. Scott began his career on Wall Street in 1979, during a period of significant market challenges. Over the years, he has gained experience in diverse areas, including college education planning, family wealth management, retirement planning, portfolio management, legacy planning, and investment consulting for defined contribution plans. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from Hofstra University. Scott also participates in community volunteering as part of the Merrill tradition. His personal interests include baseball, boxing, music, and spending time with his family.

Joseph Muro is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Since 2020, he has been with Stifel Nicolaus & Co Inc in Melville, NY. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methods developed by its Investment Strategy Group, which inform client planning without guaranteeing outcomes.

Mark Derosa is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors since 2013. Derosa is also the founder of the Woodhaven Foundation and serves as a board member. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through multiple platforms and proprietary model strategies.

Christopher Vasquez is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, CitiGroup, and HSBC. He is based in New York, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and may include ESG considerations.

Jacob Fruchter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Cetera and its affiliates since 2013 and has operated his own advisory practice since 1982. Outside of his advisory work, he serves as vice president and main preparer at Mutual Income Tax Service Inc. and acts as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Sanchez is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Wells Fargo Bank NA beginning in 2016 and a brief position at The Pawn Shop in 2017. Outside of finance, he works as a customer service representative at Nordstrom Rack in West Palm Beach. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dedghra Christie is a financial advisor with Edward Jones in Saint Albans, NY, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Prior to joining Edward Jones in 2022, Christie worked at Rocket Mortgage and Prudential Annuities Distributors Inc., among other roles. Outside of finance, Christie has worked as a sortation warehouse associate at Amazon. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationally.