James Taska is a Series 66-licensed advisor at Cambridge Investment Research Advisors with three years of industry experience. His prior roles include positions at Alpha Wealth Advisor LLC and Guardian Life, as well as a 13-year tenure with the New York City Department of Education. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management approaches and access to both proprietary and third-party investment strategies.

Samuel Chi is a Series 66 licensed financial advisor with Equitable Advisors, based in Melville, NY, and has seven years of industry experience. His prior roles include positions at Axa Advisors, NewDay USA, Coastal Equities Inc., and Fortis Lux Financial. He operates a separate wealth management business under Dayton & Sydney Wealth Strategies Group, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes customized advice matched to client risk tolerance and utilizes third-party asset managers and programs for implementation.

Michael Beza is a financial advisor with J.P. Morgan Securities in Medford, NY, holding Series 63 and Series 65 licenses and totaling 24 years of industry experience. He has been with J.P. Morgan Securities since 2012, following a brief period at Chase Investment Services Corp. the same year. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework.

Vincent Grappone is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at SUNY Oneonta, Biltmore Beach Club, and Riteway Seamless Gutters. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Karen Sendel is a financial advisor at Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses with 44 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Nino Luciano is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 23 years of industry experience. He has worked with MassMutual since 1992 and MML Investors Services since 2002. Outside of his advisory role, he is an insurance agent involved in individual and group life and health insurance brokerage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, educational seminars, and specialized event-driven planning services.

Peter Scelfo is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. He has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of advisors and advanced research and operational tools.

Michael Molloy is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to his advisory role, he operates as an independent agent focusing on fixed life and health insurance sales. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of representatives and third-party programs. The firm’s approach involves personalized risk assessment and the use of both proprietary and third-party investment solutions.

David Ziff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Quinn Murray is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC and Finesco Associates. 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 uses research-driven approaches and offers both brokerage and advisory solutions across a large platform with more than $671 billion in assets under management.

Gregory Corcoran is a Financial Consultant at Fidelity Investments. He focuses on empowering clients with education and resources to help them make informed investment decisions aimed at achieving their financial goals. Gregory employs a team-based, collaborative approach to understand each client's objectives and priorities to support their financial planning. He has experience in various financial roles, including his current position at Fidelity since 2023. Prior to that, he worked as a Financial Consultant at E*TRADE from Morgan Stanley between 2021 and 2023. Gregory's background also includes roles as an Equity Options Execution Trader at Susquehanna International Group from 2019 to 2021 and as a Floor Broker at the Philadelphia Stock Exchange from 2017 to 2019. Outside of his professional responsibilities, Gregory enjoys activities such as beach outings, family time, fishing, golf, and skiing.

Nicholas Randone is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Randone is an accountant and bookkeeper at Koval & Casagrande, CPAs PLLC, where he prepares individual and business tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to both affiliated and third-party investment managers through various program structures.

Michael Beall is a financial advisor with Ameriprise in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at DoorDash and held various roles within the food service industry. He serves on the Board of Directors for Farmingdale State College. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, offering specialized retirement income planning through a dedicated service team that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Anthony Coulianidis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior career includes over three decades at Prudential Insurance Company of America and related entities. Outside of his advisory work, he is involved in boating activities through his roles with Cool Breeze Charters LLC, providing private yacht charters and boat training, and Safer Boater, which offers on-water training for students and captains. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Derek Mahoney is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past 11 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Edward Murphy is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he manages several investment-related businesses, including ownership interests in entities that administer business expenses and real estate group activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that utilize Wells Fargo research and tools, delivering tailored recommendations across diverse financial needs.

Carmine Anzalone Jr. is a financial advisor at Cetera with over 56 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2010, as well as owning and presiding over CPA Investors Planning Group, Inc. since 1980. Outside of his advisory role, he is involved in selling life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Eric Katten is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Cahill Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at American Portfolios Financial Services and Questar Capital Corporation. Cahill also maintains a non-variable insurance business related to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joshua Diamond is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior firms include Morgan Stanley, Merrill, LPL Financial, and Gladstone Wealth Partners. Outside of advisory work, he is an independent agent involved in fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs, offering a range of investment solutions without sponsoring its own wrap fee program.