Michael Foote is a Series 66-licensed advisor with LPL Enterprise in Melville, NY. He has one year of experience in the financial industry. Prior to joining LPL Enterprise, his work history includes roles at several companies across various sectors, including Tampa Bay Boat Charter and Arrive Logistics. Outside of finance, his background includes positions in maritime and university settings. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and related insurance and trust services.

Michael Hirson is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 66 designation and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Trading. Outside of his role at LPL, he is involved with Legacy Advisors Financial Group, serving as an investment advisor and registered representative. 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 model-driven investment implementation and offers access to third-party asset managers, financial planning, and a wrap program called Model Wealth Portfolios.

Lance Madris is a Financial Advisor with Merrill Lynch Wealth Management who specializes in helping individuals and families turn financial goals into actionable plans. He collaborates closely with clients to understand their unique priorities and develops personalized strategies that align investments with broader financial objectives. His approach emphasizes ongoing communication and proactive guidance to adapt strategies as clients' circumstances evolve. Lance focuses on areas including personal retirement planning, portfolio management services, and tax minimization. Holding professional designation as a Personal Investment Advisor (PIA), he supports clients in navigating complex financial landscapes, addressing priorities from buying a home and saving for education to planning for long-term financial security. He earned both his Bachelor's and Master's degrees from Stony Brook University. Outside of work, Lance enjoys basketball, hiking, spending time with his family, and traveling.

Thomas Kolakowski is a financial advisor with LPL Enterprise in Huntington, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, MassMutual Life Insurance Co, and Aflac. Outside of advising, he was involved with BWD Sports & Entertainment LLC for nearly two decades. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Peter Palmieri is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2021 and previously spent 14 years at MBSC Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Frank Cirasola Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. He has been with MML Investors Services, Inc. since 1999. Outside of his advisory role, he is a silent partner and partial owner of a Pilates studio. 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, and educational seminars, utilizing firm-approved software and structured collaborative planning processes.

Christina Barbante is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including OSAIC, Woodbury Financial Services, and Capital One Investing. Outside of her advisory role, she is involved with Personalized Wealth Management, LLC, providing financial planning services, and writes life insurance and annuity policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by research and technology tools and serves more than 22,800 advisors nationwide.

Christopher Ferrara is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has held various roles in businesses including ValidProducts and Gabrielli Truck Sales. 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 primarily employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Kenneth Caufield is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Christopher Figuccio is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Huntington, NY, and has 20 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured asset allocation and investment manager advisory program supported by centralized due diligence and a combination of quantitative and qualitative research methods.

William Hytner is a financial advisor with Osaic, holding the CFP® designation and securities licenses Series 63 and 65, with 32 years of industry experience. His previous roles include positions at Royal Alliance from 2017 and National Planning Corporation from 2003 to 2017. He is also the owner of Wealth Preservation Group, a sole proprietorship focusing on financial, estate, and investment planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with discretionary management options and access to alternative investments via third-party platforms.

Edward Travaglianti is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Financial Services, TD Private Client Wealth, TD Bank, Tullett Prebon Financial Services, and Chapdelaine & Co. He is also involved in a non-variable insurance business selling whole and universal life products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a wide range of investment options and uses a combination of proprietary research, third-party subadvisors, and technology tools to support client portfolio management.

Charles Albrecht is a Series 66-licensed financial advisor with Ameriprise in Melville, NY, bringing 23 years of industry experience. He has been with Ameriprise since 2005 and is also the owner and president of A.C.C.A., Inc., a practice management corporation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Robert Digregorio is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Gianluca Palermo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Bank of America, N.A. for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with implementation options through various brokerage or advisory programs.

Justin Volence is a financial advisor with MassMutual Investors Services holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, HSBC Securities, and Rockline Wealth Management. He is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning relationships.

Andres Libreros is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Citigroup/Citibank and TIAA, as well as previous positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Albert Yeh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, BofA Securities, and Brainstream LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

John Mccleery is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and bringing 28 years of industry experience. He previously worked at Merrill for 15 years before joining Morgan Stanley and Morgan Stanley Private Bank, National Association, where he has been since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and research from its Global Investment Committee.

Paul Schroeder is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.