John Hiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Danielle Payne is a financial advisor with LPL Financial in Babylon, NY, holding a Series 63 designation and bringing 21 years of industry experience. She has been with LPL Financial since 2008 and concurrently serves at Webster Bank since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by a network of over 22,800 advisors.

Brian Lanze is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Roger Brigati is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2016 and previously held roles at HSBC Securities, Citigroup Global Markets, and Morgan Stanley. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

John Kuchmak is a Series 65-licensed financial advisor with Equitable Advisors, where he has worked since 1999, totaling 47 years in the industry including his prior tenure at AXA Advisors. He is also president of Kuchmak Asset Management, a health insurance sales and administration business. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Justin Manfredo is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 17 years of industry experience, previously working at firms including Equity Services, National Life, Hornor Townsend & Kent, and Penn Mutual Life Insurance. He is the principal and founder of Life Legacy Concepts Inc., where he manages his own financial services practice. MassMutual Investors Services 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, employing firm-approved software and collaborative planning processes.

Anthony Chiarelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2004 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Giovanni Migliaccio is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and Investacorp, Inc. Outside of his advisory role, he serves as president of MLA Financial Services, where he provides fixed insurance products including life, property, and casualty insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed investment strategies across multiple custodial and affiliated platforms.

Judith Beckman is a CFP® with 48 years of industry experience, currently serving at OSAIC since 2024. She previously worked for American Portfolios Financial Services, Inc for 22 years. Beckman is on the board of directors for Literacy Nassau, a nonprofit focused on adult and child literacy in New York. She is also principal of a financial solutions insurance agency and involved with the Long Island Small Business Assistance Corp, which provides loans to woman- and minority-owned businesses. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization while supporting diverse client needs including high-net-worth individuals, retirement plans, and charities.

James Necker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2014. Outside of his advisory role, he was involved in Periwinkles Catering for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

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®-certified financial advisor at Ameriprise with 20 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2006. Baumbach is also involved in managing payroll and practice expenses through her role with One Ten Partners, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research with tax-aware withdrawal strategies and a range of affiliated investment options.

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 and holds a Series 63 designation. He has 34 years of industry experience, including 13 years at Commonwealth Financial Network prior to joining his current firm. Smith is also involved as an agent in insurance and benefits through FGS Financial, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

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.

Vincent Perrotta is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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 Series 63 and Series 65 credentials and has worked previously at American Portfolios for 16 years. In addition to his advisory role, he operates a personal income tax preparation business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various programmatic solutions and a complex network of affiliated entities.