Bradley Welter is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at TD Ameritrade and Scottrade, in addition to his current positions at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, offering recommendations that may include ESG criteria and broader derivatives and commodities capabilities.

Michael Eisner is a financial professional at Mass Mutual Investors Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2016. In addition to his advisory role, he serves as Managing Director of Michael Eisner Inv, focusing on financial planning, insurance, and investment management. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs using firm-approved analytical tools.

Pornnipa Pongvitayapanu is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 32 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Her outside business activities include involvement with insurance and investment-related entities under LPL Business such as Palo Agency, Inc. and Arbour Agency, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, with access to third-party asset managers and a wrap program, and it also offers affiliated insurance and trust custody services.

Nickolas Spiliotis is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2012. Prior to joining LPL, he worked at Merrill for four years. He serves on the board of a nonprofit organization, 231 Business Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Quintino Ciuffetelli is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Brush is a financial advisor at Equitable Advisors with 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2023. Outside of advising, he is an independent insurance agent and a notary public. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models implemented through third-party managers and focuses on aligning client risk tolerance with appropriate investment solutions.

Christopher Keel is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative analysis and applies an ESG eligibility framework in its recommendations.

Peter Sluka is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2010. He operates out of Melville, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning and manages approximately $2.74 trillion in client assets.

Jonathan Kleiman is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of financial advising, Kleiman is involved in several entrepreneurial ventures including e-commerce businesses focused on customized candy and food brands, sports memorabilia marketing, and food and beverage investments, where he serves in advisory and partnership roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Kevin Stamm is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2016. Stamm has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to provide non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

William Spencer is a financial advisor affiliated with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes roles at M&T Bank, Wilmington Trust, People's United Advisors, and J.P. Morgan Private Wealth Advisors. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using diverse strategies and tools.

Shawn Golden is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to this, he was employed at INVEST Financial Corp. and Bethpage Financial Services. 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 other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs a variety of portfolio strategies and operational tools.

Jeremy Ciampo is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with earlier roles including time at Capital One Financial Advisors. Outside of his advisory work, he serves as a trustee of a family irrevocable trust. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm uses research and analytics to support investment decisions and offers a range of brokerage and advisory solutions across a large national platform.

Wayne Landau is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has previously worked at North Ridge Securities Corp and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and operates an accounting firm specializing in tax advisory and forensic accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning solutions, operating through a nationwide network of over 10,000 advisors.

Michael Gallagher is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Outside of his financial advisory role, Gallagher has been a soccer coach at Chaminade High School since 1999. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and third-party manager programs.

Michael Katz is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2003. Katz is also involved with Bulldog Business Solutions, Inc., a company he co-manages to process payroll for administrative staff. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and wrap programs.

Evan Todd is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at a parking management company and multiple positions associated with the University of Montana. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, insurance products, and affiliated trust custody and lending services.

Robert Schilling is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with UBS since 2001. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm operates with a range of capital markets capabilities alongside wealth management services.

Aazar Bhatti is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at Webster Bank, TD Bank N.A., TD Private Client Wealth LLC, and TD Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diversified investment strategies and operational support tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

John Mikos is a financial advisor with Equitable Advisors in Melville, NY, holding Series 66 and Series 63 credentials and possessing 23 years of industry experience. His prior work includes 11 years at Aegis Capital Corp. and a recent role as a driver for Uber Eats. He serves as a Parish Council Member and Sentinel at the Greek Orthodox Cathedral of St. Paul. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of investment programs, combining firm-offered and third-party solutions.