Nicholas Byrnes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at UBS Financial Services and HSBC entities. He is also an owner and partner in Redding Golf & Country Club LLC. 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 their investment process.

Yasin Halimi is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and has held positions at several other companies including Chanel and Coty. 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.

Marguerite Ryan is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at LPL Financial and HomeMaking. Outside of her advisory work, she volunteers as vice president of a local networking group called Premier Networking Professionals of LeTi. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Zoran Vaz is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He has held positions at Wells Fargo Advisors from 2011 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that are IPS-driven and grounded in modern portfolio theory. The firm’s investment approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lynne Whalen Calabro is a Branch Leader at Fidelity Investments, where she leads a team of financial associates. In her role, she is responsible for hiring, managing, leading, and coaching associates to assist clients with their financial needs. She has been with Fidelity Investments since 2013, holding various positions including Planning Consultant, Financial Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held senior roles such as Senior Vice President at Grace Financial Group and Axiom Global Trading, as well as Director and Supervisor of Agency Trading at Worldco, LLC.

Joseph Doolan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charter Oak Financial, City National Rochdale, and TD Bank. In addition to his advisory work, he is involved in real estate sales through Coldwell Banker American Homes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Neil Lauro is a financial advisor with LPL Financial based in Mineola, NY. He holds the Series 63 designation and has 37 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Raymond James & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Scott Koppelman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing a comprehensive approach to wealth management that begins with understanding each client’s individual goals. He leverages the investment insights of Merrill Lynch alongside the banking services of Bank of America to address various aspects of clients’ financial lives. Scott works closely with clients to develop personalized financial strategies aimed at pursuing long-term objectives. Scott began his career on Wall Street in 1979 and has extensive experience navigating multiple investment cycles, emphasizing the importance of a solid plan and quality investment portfolio as foundations for long-term success. His areas of focus include college education planning, family wealth management strategies, retirement income, and legacy planning, among others. Scott holds a Bachelor’s degree from Hofstra University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his professional work, Scott values community involvement and participates in local volunteer activities. Outside of work, he enjoys baseball, boxing, music, and spending time with his family.

Daniel Rossiter is a financial advisor with OSAIC, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and has operated Rossiter Financial Services since 2002. Rossiter also serves as a board member for the Visiting Nurse Service Hospice House. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, utilizing multiple third-party platforms and investment solutions.

Joseph Muro is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Since 2020, he has been with Stifel Nicolaus & Co Inc in Melville, NY. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methods developed by its Investment Strategy Group, which inform client planning without guaranteeing outcomes.

Eugenia Miceli is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a board member for a cooperative building in Tarrytown, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven, modern portfolio theory-based approach and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Camhi is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2002. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with Bank of America’s broader platform, enabling access to a wide array of products and services.

Eric Sanchez is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and also works with Wells Fargo Bank NA. Outside of finance, he works as a customer service representative at Nordstrom Rack. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of investment vehicles including insurance-related products.

Charles Mccann is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, MML Investors Services, and Northwestern Mutual. Outside of advising, he coaches basketball skill development through Offseason LLC and serves as a first responder for the New York City Fire Department. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform that combines advisory programs with brokerage and insurance offerings.

Thomas Mc Candless is a financial advisor with Ameriprise in Eastchester, NY, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for The Miracle League of Westchester. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

John Vigh is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Citigroup and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Julia Bellontine is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Paramount Placement and has held various roles in education and small business settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Vince Zorskas is a financial advisor with LPL Financial in Garden City, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Citigroup, Webster Bank, M&T Securities, and E*Trade, with multiple tenures at LPL Financial. He was also involved with Lax Out Loud LLC for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Thomas Mc Guire is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes positions in education at Sacred Heart University, Suffolk County Community College, and Comsewogue High School. Equitable Advisors serves a broad client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a dual registration as an SEC-registered investment adviser and broker-dealer.

Ronald La Serra Sr. is a financial advisor at Cetera with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include National Life, LPL Financial, and Webster Investments. Outside of his advisory work, he officiates youth and high school football and lacrosse and serves as a FINRA arbitrator; he is also chancellor at the Knights of Columbus, involved in member recruitment and insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services with multiple program structures and a platform that allows advisors to utilize affiliated and third-party managers.