Jonathan Klein is a financial advisor with LPL Enterprise in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes positions at The Prudential Insurance Company of America, PRUCO Securities, Northwestern Mutual, Grayscale Investments, Genesis Global Trading, and Stifel Nicolaus. Klein is also involved with Osprey Partners Consulting, Inc., a business entity for tax and investment purposes. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment programs, combining advisory platforms with brokerage and insurance product sales.

Kyle Popiolek is a financial advisor with Merrill, holding a Series 66 designation and 4 years of industry experience. He has been with Merrill since 2007. 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 individuals, high-net-worth clients, and various institutional accounts.

Jose Ocasio III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Chase Bank and its affiliated entities since 2003. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Matthew Murphy is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with LPL Financial since 2016 and also has a role with Bridgehampton National Bank beginning in 2015. Outside of his advisory work, he is the owner of Kella Agency LLC, a wholesale distribution service to insurance carriers, and is involved in business development for Kuvare Corporate Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors, and supports both discretionary and non-discretionary management approaches.

Frank Grippo is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and J.P. Morgan Chase Bank. Outside of his advisory work, he is a managing member of FLG Digital Enterprises LLC, a digital marketing and sales business operating on platforms such as Amazon and eBay. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carmelo Vazquez is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial guidance for individuals and businesses. Fluent in both English and Spanish, Carmelo focuses on developing tailored strategies that address clients’ unique ambitions across various stages of their financial journeys, including college education planning, retirement income, corporate benefits, and socially responsible investing. Carmelo holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a High School Diploma from Cardinal Hayes High School and attended Hunter College. Carmelo emphasizes building long-term client relationships through clear and transparent communication, serving as a resource for investing, retirement planning, tax strategies, and wealth management. He also collaborates with Bank of America specialists to provide comprehensive banking, credit, home financing, and small business solutions. Outside of his professional work, Carmelo is involved with the Leukemia & Lymphoma Society. His personal interests include baseball, basketball, cooking, football, golfing, music, reading, running marathons, traveling, and volleyball.

Thomas Puleo is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has been with Bank of America since 2012. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

William Rudden is a financial advisor with LPL Enterprise, holding 53 years of industry experience. He has a longstanding career that includes over six decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a wide range of services such as financial planning, advisory programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Emma Leiman is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. She has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ferdinand Ruplin Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Equitable Advisors since 1999, following a period with AXA Advisors. Ruplin serves as a board member of the Long Island Charities Foundation, where he helps initiate fundraising activities and events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

James Kaufmann is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at American Portfolios Advisors, Inc., and Avantax Investment Services, Inc. Outside of his advisory role, he is president and owner of JK Tax Strategies, a tax preparation business serving individuals and small businesses. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Craig Gleason is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America N.A. since 2008. 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 range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Garofallou is a financial advisor with Osaic who holds Series 63 and Series 65 designations and has 43 years of industry experience. His prior experience includes American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Since 1998, he has also served as president and partner of RJG Tax & Capital Solutions, Inc., a tax preparation and guidance firm. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a nationwide network of advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Elizabeth Jogani is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2020 and previously held roles at Bank of America and the University of Delaware. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Fliegelman is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. Prior to joining OSAIC in 2024, he worked at G&G Planning Concepts, Inc. for 11 years and American Portfolios Advisors, Inc. for 13 years. He is involved in coaching and training insurance agents on insurance and estate planning through his roles with Strategic Wealth Advisors Network LLC and Mass Mutual Brokerage. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing, offering portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Louis Aquina is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 52 years of industry experience. He worked at Pruco Securities, LLC for 43 years before joining LPL Enterprise in 2024. Outside of advisory services, he is involved in non-variable insurance activities related to Paul Revere Life Insurance, Provident Life & Accident Insurance, and Unum Life Insurance. 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 model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Stephen Mosca is a CFP® with 36 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Serena Cole is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms including Principal Financial and Principal Securities prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Neil Solina is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of advising, Solina manages a home audio sales business and works as a truck driver for FedEx. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Maura O'Brien is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners directly with advisors and the team to provide personalized financial planning for clients. Prior to this, Maura worked as a Relationship Manager at Fidelity Investments from 2019 to 2024. Her experience at Fidelity spans several years, focusing on client relationship management and financial planning services. Details about her education, credentials, personal interests, or community involvement have not been provided.