Kristine Moraitis is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and previously worked with the American Cancer Society and True North Community Church. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Paul Schifter is a CFP® professional with 45 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research Advisors since 2017 and previously worked at Investacorp, Inc. for 18 years. Schifter is also involved in insurance brokerage through Newbrook Insurance Agency and manages GS Investment Planning LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment strategies through independent Financial Professionals, utilizing both proprietary and third-party models across multiple platforms.

Daniel Crowe is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo entities since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, employing Wells Fargo research and planning tools to develop personalized recommendations.

Michael Castiglie is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Citigroup and Bank of America, as well as a four-year tenure at Amherst College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Jacobi is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CitiGroup, HSBC Securities, and TD Bank. Outside of his advisory role, he coaches boys lacrosse at Elwood Middle School. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers, along with affiliated insurance and trust services.

Stephen Birbiglia is a CFP® professional at LPL Financial with 37 years of industry experience. He has previously worked at Cetera Advisor Networks, North Ridge Securities, and American Portfolios Advisors. Birbiglia is also an agent offering non-variable insurance products through Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brendan Husch is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has six years of involvement with Royal Health and Racquet Club. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gail Hollingsworth is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at several firms, including Prudential Insurance Company of America and PRUCO Securities, LLC. 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 financial planning, access to third-party asset managers, and participation in wrap programs.

Anthony Gippetti is a financial advisor with J.P. Morgan Securities in Smithtown, NY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and has also been associated with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Anthony Del Prete is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at several firms, including Kovack Advisors and TD Tax & Financial Solutions. He is the owner of Legacy Tax Specialist, Inc., where he prepares and advises clients on their taxes. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap programs, money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Przemyslaw Zolopa is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following a year at Integrated Pension Design Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Anthony Barone is a financial advisor with Primerica Advisors in Brookhaven, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Barone is also involved in investment-related business activities through two entities he leads, Personal Power Development, Inc. and Anthony Barone Marketing, Inc., both established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through oversight and disclosure.

Christine Weber is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining UBS in 2021, she worked at Merrill for 12 years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

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.

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.

Kenneth Caufield is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans to clients’ goals and risk tolerances.