Christopher Osso is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Wells Fargo Bank, David Lerner Associates, O & B Realty Corp, and Keybank NA. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

William Connolly is a financial advisor at Fidelity with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes seven years at KeyBanc Capital Markets Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Matt Hughes is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

David Mottes is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining OSAIC in 2024, he spent 12 years at American Portfolios Financial Services, Inc. He also serves as director of business development for PPS Advisors, Inc. outside of his advisory role. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party managed accounts. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Michael Mogavero is a CFA® charterholder with 25 years of industry experience. He is currently with Fidelity Investments and has a background that includes seven years at New York Life Insurance Company and NYLIFE Securities, LLC. He serves as a board member of Temple Or Elohim in Jericho, NY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Lee Lessing is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has been involved with his own business, Lessing's Inc, since 2007. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, employing both internal and third-party portfolio management strategies within an integrated platform that includes financial planning and access to various financial products.

Daniel Tohill is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account services while maintaining separate delivery of each.

Derek Downing is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and previously worked at First Empire Securities before joining Stifel Nicholas in 2019. Outside of his advisory role, he serves as a board member and treasurer for the St. James Smithtown Little League, a local youth sports organization. Stifel serves a broad range of clients, 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, retirement, insurance, and estate planning analyses.

Peter Viveiros is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 16 years and has been affiliated with Keystone Realty USA as a real estate agent, though he is not currently active in that role. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of advisers. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Anthony Fusaro is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AXA Advisors, LLC for five years. Outside of his advisory role, he has ownership in Fusaro Cerrato Enterprise, LLC, which is a non-investment-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Quartararo is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously held positions at Bank of America, Merrill, and Deutsche Bank Securities. He serves as an acting trustee for a family life insurance trust. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, research resources, and specialized municipal advisory services.

Gerard Kuzniewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Primerica Financial Services since 1993 and the New York City Department of Education from 1983 to 2020. Outside of advising, he is an independent contractor with Melaleuca, receiving residual income. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Christopher Bergmann is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services Inc. He is also the owner of Chris Bergmann Photography, a sports and event photography business he has operated since 2012. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing sophisticated asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Dakota Lambrou is a Series 66-licensed financial advisor with one year of industry experience, currently at J.P. Morgan Securities. Prior to joining J.P. Morgan, Dakota worked at Equitable Advisors for two years. Outside of finance, Dakota has experience working as a server at Krischs Ice Cream Parlor and Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Cwalina is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach.

Gregg Evangelist is a financial advisor with J.P. Morgan Securities who holds Series 65 and Series 63 credentials and has 22 years of industry experience. His prior roles include positions at Oak Financial Group, Pinnacle Associates, Baxter Investment Management, and TD Ameritrade. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Susan Wahba is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 63 designation and has previously worked at Avantax Advisory Services and Joseph Scarpa, CPA. Outside of advising, she owns tax preparation and tax planning businesses and is involved as an investor in a film production project. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies supported by a large national network of advisors.

David Gustin is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and possessing 45 years of industry experience. Prior to joining OSAIC in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as president of the Melville Chamber of Commerce and holds board positions with the Townwide Fund of Huntington and the Help America Hear Foundation. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct diversified portfolios, offering discretionary and non-discretionary management options alongside access to third-party money managers and wrap programs.

Elvia Macri is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and JPMorgan Securities LLC. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ross Scheintaub is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he serves as a consultant for Executive Pet Shipping, a professional pet transportation coordination service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting numerous advisors and managing over $256 billion in assets.