James Hannigan Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Portfolios for 16 years. In addition to his advisory role, he operates a personal income tax preparation business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various programmatic solutions and a complex network of affiliated entities.

Georgina Eriksen is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following five years at First Empire Securities, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.

Matthew Donnino is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an ordained minister and officiates weddings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Tracey Kuhn is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, emphasizing a tiered percentage-based fee model.

Nicholas Novellino is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He began his career at Fidelity as an Investment Consultant in 2024 before transitioning to his current position. Prior to joining Fidelity, Nicholas worked as a Private Client Advisor at J.P. Morgan Wealth Management from 2023 to 2024, and as a Financial Advisor at Equity Services Inc. from 2021 to 2023. His professional experience spans various aspects of financial advising, including investment management and client consultation. Nicholas views financial services as an opportunity to help clients invest and manage their hard-earned money with intent and confidence. Outside of his professional work, Nicholas enjoys outdoor activities such as beach visits, hiking, and football. He also participates in concerts and various volunteering activities.

Christopher Carrieri is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2007 and at Pruco Securities, LLC from 2007 to 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and services including affiliated trust custody and insurance products.

Shaun Murphy is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he works as a community habilitation specialist assisting individuals with special needs and is also involved as a pyrotechnician for Santore's World Famous Fireworks. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, special-needs analysis, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Leonardo Fiorentino is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 designations and 27 years of industry experience. His career includes roles at Scottrade Investment Management and Chase Investment Services Corp. Leonardo is based in Babylon, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, 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.

Alex Millwater is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including partner at Island Shine Home Services, where he manages client operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Peyman Pezeshkian is a financial advisor at Merrill with 4 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2008. 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 clients, pension plans, corporations, and charitable organizations.

Devon Pinto is a Series 66 licensed advisor at Equitable Advisors with six years of industry experience. His prior roles include work at Gregory Mosick and Aon, and he has been involved with Island Xtreme for over a decade. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a large network of Investment Adviser Representatives. The firm uses third-party program sponsors and advisory models, providing clients with a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Santino Mirabelli is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2008, alongside a concurrent role at Kravet since 2010. Outside of his advisory work, he is also involved as a musician. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides services through a large network of advisors across numerous offices.

Jennifer Yoon is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their long-term goals. Jennifer’s approach centers on understanding each client's comprehensive financial picture and adapting strategies to changing market conditions. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Her areas of focus include family wealth management strategies, services for defined benefit plans, portfolio management services, and retirement income planning. Jennifer holds a Master’s degree and a Bachelor’s degree from Long Island University. She is also certified as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jennifer actively participates in community volunteer activities and enjoys hiking, traveling, and yoga in her personal time.

Christopher Cahoon is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. His prior work includes roles at Bank of America N.A. and positions in the hospitality sector. 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 institutions.

Alec Marinaccio is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His background includes roles at Eastern Distributors Inc. and teaching positions at St. John's University and Kings Park High School. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Alan Cohn is a Certified Financial Planner® at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, he serves as Chairman of the Smithtown Rotary Club Foundation and is involved in charitable service as Chairman of International Service for the Smithtown Rotary Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joshua Elkin is a financial professional with 10 years of industry experience, currently associated with Cetera. He holds Series 66 and Series 63 licenses and has previously worked at American Portfolios and Molloy College. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment solutions through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brendan Mcbrien is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He holds ownership interests in several investment-related businesses, including FMRG Holdings, Ltd., FMRG Holdings, LLC, Tack Wealth Management Inc., and AFCM Management Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu to clients meeting certain net-worth thresholds and integrates advisory services with various financial product sales and referral channels.

Matthew Posch is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at People's Securities, Inc., and has a background that includes four years at Sacred Heart University. Outside of his advisory work, he is employed by Certainty of Uncertainty, LLC, an entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm employs proprietary research and algorithmic tools and operates within a product ecosystem featuring affiliated sub-advised options and fee rebate arrangements.

Philip Razza is a Financial Consultant currently working at Fidelity Investments. In this role, he collaborates with individuals and families to develop and maintain financial plans that align assets with their goals, adjusting these plans as circumstances evolve through different life stages. Philip has accumulated experience in various roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2020 to 2021.