Thomas Irvine is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 30 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018 and previously held roles at Citizens Bank and Citizens Securities, Inc. from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jhisan Ul Alam is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies to pursue their financial objectives. His approach focuses on helping clients with areas including investing, retirement planning, and preparing for unexpected financial needs. Alam holds the Personal Investment Advisor (PIA) designation and has completed his education with a High School Diploma from Sewanhaka High School and an Associate's Degree from Nassau Community College. He communicates with clients in both English and Bengali.

Alfred Russo is a financial advisor with LPL Financial holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial and its predecessor since 2004. In addition to his advisory role, he is involved in accounting and tax preparation as a CPA/bookkeeper and provides non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party asset management, and various advisory platforms while maintaining a large network of over 22,800 advisors and substantial discretionary assets under management.

James Ciccone is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel and Stifel Nicolaus since 2016, with a two-year gap in employment prior to that. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Eric Caine is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His work background includes roles in education with the New York City Department of Education, Pine Forge Academy, and Daniel Boone Area School District, alongside long-term affiliation with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by unaffiliated asset managers.

Darren Brachman is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 63 designation and 32 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 offers both brokerage and advisory solutions.

Drew Dioguardi is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has been with LPL Financial since 2008 and also has experience at Webster Bank, IFMG Securities, Inc., and HSBC Securities (USA) Inc. since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Neil Cunningham is a CFP® certificant with over 31 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently associated with JPMorgan Chase Bank, N.A. since 1998. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, offering services supported by related investment-management entities.

Christopher Noonan is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 30 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, 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Cassandra Depena is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. Her career includes roles at Webster Bank, Sterling National Bank, and Astoria Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, utilizing a wide range of investment strategies and technology tools while overseeing more than $819 billion in discretionary assets through a large network of advisors.

Michael Mott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, NA since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework supported by affiliates including J.P. Morgan Wealth Management Solutions.

Joseph Catanzarite is a financial advisor with Primerica Advisors, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Family Residences and Essential Enterprises and Sherwin Williams. He also engages in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process alongside BNY Mellon Advisors for model implementation.

Conor Reeves is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net-worth individuals and business owners to develop personalized financial strategies focused on achieving their long-term financial and life goals. Conor emphasizes a goals-based wealth management process that is adaptable to changing economic conditions, and he listens carefully to clients to fully understand their financial priorities and objectives. Conor has been recognized nationally in the financial advisory field, including inclusion on Forbes' "America's Top Next-Generation Wealth Advisors" and "Best-in-State Next-Gen Wealth Advisors" lists over multiple years. He joined Merrill in 2012 after previously working as a Relationship Manager with State Farm Insurance. Conor holds a Bachelor's Degree in Business Administration from Long Island University and the CERTIFIED FINANCIAL PLANNER® designation. He is involved with the Robert J Reeves IV Memorial Foundation and The Andy Foundation in Garden City. Born and raised in Garden City, NY, Conor now resides there with his family. In his free time, he enjoys golfing, playing ice hockey and platform tennis, and spending time with his family.

Michael Pizzo is a Series 66 licensed financial advisor with Morgan Stanley in Garden City, NY, where he has worked since 2016. He has 10 years of industry experience and is affiliated with Morgan Stanley Private Bank, N.A. Additionally, he is involved in a trust-related business based in East Northport, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Lawrence Prosky is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research Advisors since 2005. In addition to his advisory role, Prosky is a CPA and has operated his own CPA firm, Prosky & Rosenfeld, since 1989. He is also involved in consulting and coaching through PR Management & Consulting Ltd. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension funds, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

James Vafeas is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he is a musician and co-band leader for the musical group County Line, and he also teaches adult education classes in line and couples dancing at the Farmingdale Union Free School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary managed solutions, separately managed accounts, and tax-efficient strategies.

Roxanne Porter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked with various entities within the J.P. Morgan organization since 2012, including JP Morgan Chase Bank, N.A., and J.P. Morgan Chase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Stone Mitchell is a Planning Consultant at Fidelity Investments. In this role, he focuses on delivering service and building collaborative relationships with clients to understand their individual goals and needs. He works with clients to develop and refine comprehensive financial plans aimed at achieving long-term objectives such as retirement. His experience includes his current position at Fidelity Investments since 2021 and his prior role as a Financial Advisor Associate at Morgan Stanley from 2018 to 2021. Outside of his professional career, Stone has interests in football, pets, tennis, and traveling.

Sajjad Ahmed is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A. for nine years. 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.

John Manning is a financial advisor with Mass Mutual Investors Services in Garden City, NY, holding a Series 63 designation and 20 years of industry experience. He has been with MML Investors Services since 2015 and with Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, Manning also works as an insurance agent specializing in individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to clients’ goals.