Michael Damiano is a financial advisor with Morgan Stanley in Hauppauge, NY. He holds a Series 66 designation and has one year of industry experience, including prior roles at Raymond James Financial and RBC Capital Markets. Outside of his advisory work, he assists with operations and customer service at Girard Wealth Management Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

Morgan Dorado is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA before joining Fidelity. Outside of his advisory role, he occasionally works as an independent contractor providing technical support services for an organization assisting independent living. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves various clients including charitable funds and registered investment companies, and is known for its use of systematic methodologies and its advisory role in multiple registered funds.

Sean Mc Hugh is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Equitable Advisors, Chimera Securities, and involvement with a meal prep business and landscaping firm. Outside of advising, he has worked in retail support activities related to seasonal tasks. 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 a variety of individual and institutional clients.

Anthony Stella is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2017 and has prior experience in administrative roles at the University of Miami and in retail management. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Gerard Nicosia is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Royal Alliance and Cetera Wealth Services. In addition to his advisory role, he serves as president of Executive Financial & Tax Planning Services, where he prepares personal and business tax returns. He is also an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform featuring discretionary and non-discretionary program options.

Michael Rivelli is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been associated with Primerica Financial Services since 1997 and PFS Investments Inc. since 2001. Outside of his advisory work, he has been involved with the Mineola Volunteer Ambulance Corps since 2022 and Emergency Ambulance Service since 2010, and he is also engaged with CAS Digital Printing. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with an emphasis on model-driven portfolio strategies. The firm supports approximately 3,948 advisors and $15.5 billion in assets under management.

Karen Kelly is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities since 2014. Outside of her advisory role, she owns a co-op unit that she occasionally rents out. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Janice Smith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 40 years of industry experience, including 30 years with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to her advisory role, she works as an insurance brokerage agent specializing in individual and group life and health insurance. She also serves as a referral partner to a consulting group that identifies savings or credits through vendor and cost reviews. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Linda Springer is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and over 22 years of industry experience. She has worked with PFS Investments Inc, Primerica Financial Services, and Theodore Roussis & Associates since 1999. In addition to her advisory role, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management services primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee approach.

Todd Fanning is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes ten years at Citigroup Global Markets and positions at TD Ameritrade and Home Depot. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide forward-looking investment analysis and asset allocation guidance.

Rubens Botaro is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Citigroup for 14 years before joining Merrill in 2025. Botaro serves as a board member at large for the G Street Condominium in New York City, where he participates in overseeing management company performance and resident concerns. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Buccolo is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials. He has been with Equitable since 2022 and has prior experience at Berlins Restaurant Supply and the College of Charleston. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver its services.

Eleftherios Aris is a CFP® with 17 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Fisher Investments. He also provides accounting and recordkeeping services for Milford Leathers, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios, third-party asset management, and insurance products.

Sean Flynn is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, he worked at LPL Financial, LLC from 2021 to 2024. Flynn also operates Strategic Financial and Tax Planning Services, providing tax preparation and accounting services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by proprietary asset-allocation tools and access to a range of managed account solutions.

Matthew Dolan is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other roles. In addition to his advisory work, he is involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to various asset management programs, combining adviser services with brokerage and insurance product offerings.

Jake Billelo is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at MassMutual from 2019 to 2020. Jake's experience spans various aspects of financial consulting, offering clients comprehensive financial strategies and guidance tailored to their specific needs. He collaborates with a team of professionals to help clients work towards their financial goals, whether through broad financial planning or focusing on particular areas. Outside of his professional work, Jake has interests in baseball, fitness, football, and golf.

Michael Poncet is a Series 66-licensed advisor at Ameriprise with two years of industry experience. Before joining Ameriprise, he worked at Equitable Advisors, LLC and has held various roles including outside operations at Meadow Brook Club, where he serves as a caddie providing shot-to-shot strategy and practice facility maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers customized retirement-income planning and tax-aware withdrawal strategies.

Jessica Istchenko is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 63 designation and previously worked at Equity Services, Inc. and National Life Group for 14 years each. She is also an insurance agent operating under Cellen Financial, selling life, disability, and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Joseph Palese is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked with various entities within the J.P. Morgan organization since 2014. Outside of his advisory role, he is a signer for Forever Young Childcare, LLC, a home daycare service. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice and manager searches. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Robert Whitehead is a financial advisor with Ameriprise in Glen Cove, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a contractor for Certainity of Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.