Brian Bott is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Vanderbilt Securities, Osaic Wealth, American Portfolios, First National Bank of Long Island, Simplay, and Leslie's Poolmart. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard.

Kathleen Bostroem is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. 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.

Lenny Sun is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 24 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2004 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm primarily uses model-driven portfolios developed by in-house and third-party strategists and offers access to third-party asset managers and a variety of financial planning services.

Alaina Guarino is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She contributes to the JB Wealth Management Group, where she collaborates with team members to address client needs through a combination of client-management skills, planning, and product knowledge. While specific details about Alaina’s experience, education, and credentials have not been provided, the team focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. Personal interests related to team members include basketball, boating, bowling, football, golfing, hunting, pickleball, soccer, spending time with family, and traveling.

John Peirano III is a CFP® with 27 years of experience in the financial services industry. He is currently with Morgan Stanley in Garden City, NY, where he has worked since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Estate Planning Strategies.

David Lazaros is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Sean Lane is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2016. Lane serves on several nonprofit boards, including the Irish National Theatre and the NYC St. Patrick’s Day Parade Foundation, among others, without receiving income for these roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Robert Blakeman Jr. is a financial advisor with Wells Fargo Clearing in Garden City, NY. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Bank of America and Merrill, with overlapping tenures spanning from 2009 to 2023. 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 provides both brokerage and advisory solutions.

Robert Belvedere is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including 35 years at MML Investors Services, Inc. He serves as a board member and cook for Ladles of Hope, a nonprofit organization focused on community service. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative financial planning engagements using firm-approved tools and offers additional event-driven planning services such as divorce planning and estate settlement.

Diana Krawiec is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A. and various positions within J.P. Morgan entities since 2012. Outside of her advisory work, she is involved in managing a social media account for her dog that generates revenue through its follower base. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mahmoud Abdelrahman is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Fidelity Investments and previously worked at Prudential Financial. Outside of his advisory role, he is involved with a non-variable insurance agency. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Shayna Savetsky is a financial advisor at LPL Financial with the Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bernath and Rosenberg and CSD Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Sheehy is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Partners Capital Services Inc., American Capital Partners LLC, RBC Capital Markets, MUFG Securities Americas Inc., and SMBC. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Samuel Goldberg is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and several other companies across different sectors. He has also been involved with The Sb Stockroom for over a decade. 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. The firm combines institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Stuart Goldberg is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has worked with Cetera and its affiliates since 2023 and has prior experience with Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, he is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, providing access to affiliated and third-party managers with various program structures.

Jason Darlington is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory approach is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Theresa Damico is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her career includes roles at INVEST Financial Corp, Bethpage Financial Services, Edward Jones, and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Devon Schultz is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and three years of industry experience. Prior to Morgan Stanley, his background includes roles at Lucky 13 Oysters LLC and Vivint, among other positions. He is also involved with the Developmental Disabilities Institute in Smithtown, New York, serving as an employee in a healthcare-related capacity outside of business hours. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning.

Eric Arkin is a financial advisor at OSAIC with credentials including Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in fixed insurance, life and annuities, property and casualty, health, long-term care, and disability income insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and advisory platforms, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes advanced asset-allocation tools and offers diversified investment options including stocks, bonds, options, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

Matthew Sandler is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities LLC since 2015. He holds Series 65 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 operations with brokerage and investment management capabilities.