Giovanni Migliaccio is a financial advisor with OSAIC, holding a Series 63 designation and 29 years of industry experience. His prior roles include fourteen years at Investacorp, Inc. and related entities, followed by four years with Securities America Advisors and Securities America, Inc. He is also president of MLA Financial Services, where he provides fixed life and property casualty insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services that encompass financial planning, retirement consulting, and access to third-party money managers. The firm uses advanced asset-allocation tools and a variety of managed account options, supporting both discretionary and non-discretionary portfolio management.

Judith Beckman is a CFP® with 48 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, she spent 22 years at American Portfolios Financial Services, Inc. She is the principal owner of a life and long-term care insurance agency since 1978 and sits on the board of directors for Long Island Small Business Assistance Corp and Literacy Nassau, a nonprofit focused on adult and child literacy. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, offering both discretionary and non-discretionary account management.

James Necker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of finance, he was involved with Periwinkles Catering for 10 years. 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 recommendations.

Mitchell Cohen is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and First Republic Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to Bank of America fiduciary clients including individuals, high-net-worth clients, and institutional accounts.

Nicholas Amendolara is currently an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as an Associate Financial Advisor at Artisan Wealth Management from 2025 to 2026 and as a Relationship Banker at JPMC from 2024 to 2025. His professional experience spans roles focused on client financial services and investment consulting. Nicholas approaches client service by connecting with clients to understand their complete current situation, goals, and priorities. He emphasizes listening to client concerns as a key part of collaborating on plans that work towards their financial objectives.

Sean Tully is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he served in the United States Marine Corps Reserve and is actively involved as a volunteer firefighter and EMT with the Greenlawn Fire Department, where he holds the position of Lieutenant. 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, pension plans, corporations, and charitable organizations.

Martha Baumbach is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Outside of her advisory role, she is involved with One Ten Partners, LLC, a business entity that manages payroll and practice expenses for her Ameriprise practice. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Judith Hansen is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. Hansen is based in Melville, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations across various specialized areas.

Francis Smith is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2025, he worked at Commonwealth Financial Network from 2012 to 2025. He is also involved with FGS Financial, Inc. in an insurance and benefits capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent financial professionals, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options.

Jing Chen is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 14 years of industry experience. Chen has been with Bank of America and Merrill since 2012. Outside of advisory work, Chen owns a sole proprietorship rental property business in New York. 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, pension plans, corporations, and charitable organizations.

Tara Busby is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2011. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

James Hannigan Jr. is a financial advisor at Osaic with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at American Portfolios for 16 years. Outside of his advisory role, he operates a personal income tax preparation business. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Georgina Eriksen is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following five years at First Empire Securities, Inc. Stifel serves a diverse client base 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 and financial planning analyses intended to support client decision-making.

Matthew Donnino is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an ordained minister and officiates weddings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Tracey Kuhn is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica Advisors since 2005 and has worked with Primerica Financial Services since 2004. Outside of advisory work, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, emphasizing a tiered percentage-based fee model.

Nicholas Novellino is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He began his career at Fidelity as an Investment Consultant in 2024 before transitioning to his current position. Prior to joining Fidelity, Nicholas worked as a Private Client Advisor at J.P. Morgan Wealth Management from 2023 to 2024, and as a Financial Advisor at Equity Services Inc. from 2021 to 2023. His professional experience spans various aspects of financial advising, including investment management and client consultation. Nicholas views financial services as an opportunity to help clients invest and manage their hard-earned money with intent and confidence. Outside of his professional work, Nicholas enjoys outdoor activities such as beach visits, hiking, and football. He also participates in concerts and various volunteering activities.

Christopher Carrieri is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2007 and at Pruco Securities, LLC from 2007 to 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and services including affiliated trust custody and insurance products.

Shaun Murphy is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he works as a community habilitation specialist assisting individuals with special needs and is also involved as a pyrotechnician for Santore's World Famous Fireworks. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, special-needs analysis, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Leonardo Fiorentino is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following nearly a decade at Scottrade. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Alex Millwater is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including partner at Island Shine Home Services, where he manages client operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.