Robert Niles is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Aegis Capital Corp and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Stephen Daige is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017. Prior to that, he was with Bank of America and Merrill from 2013 to 2017. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis.

Dana Sydney is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as Director of the Board of Directors for the Rotary Club of Northport and is a managing partner at Dayton and Sydney Wealth Strategies Group. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Jaydon Rivera is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked in real estate with Daniel Gale Sotheby's International Realty and has experience with Fire Island Ferries. 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 various third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Anthony Aloisio is a financial advisor at Ameriprise in Melville, NY, holding a Series 66 designation with experience beginning in 2025. Prior to joining Ameriprise, he worked at Tepedino & Company CPA's LLC, where he is currently employed in tax preparation, and has held positions at Marcum, LLP and Sheehan & Company, CPA, PC. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

James Kelly Jr. is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 66 designation and previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for 34 years. Outside of his advisory role, he serves as an investment advisor representative at Atlantic Advisors, LLC and is a partner in a tax preparation and bookkeeping company. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated portfolio management techniques to support client investment strategies.

Benjamin DiMaio is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings over 20 years of experience in financial services with a focus on income planning and tax-efficient investing. Throughout his career, Benjamin has held various roles including Director at Piedmont Capital Distributors and Regional Marketing Director at Lincoln Financial Distributors. Prior to these, he was Vice President and Retirement Planning Specialist at Merrill Lynch from 2002 to 2010. His approach emphasizes understanding clients' goals, values, and family priorities to develop personalized financial plans. Outside of his professional work, Benjamin enjoys spending time at the beach, boating, fishing, golf, and lake activities.

Jeromy Barton is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Bank, JPMorgan Chase, and Enterprise Rental. Outside of his advisory role, Barton serves as a brand ambassador for the Bread and Butter Pickleball Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Geoffrey Brown is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and previously worked for American Portfolios Financial Services, Inc. for ten years. Outside of his advisory role, he is employed as a registered sales assistant with American Premier Financial Group. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools and strategies to build portfolios across asset classes for both discretionary and non-discretionary accounts.

Mitchell Goldberg is a financial advisor at LPL Financial with 36 years of industry experience. He previously spent 20 years at Next Financial Group before joining LPL Financial in 2025. Goldberg holds Series 63 and Series 65 licenses. He is actively involved in several nonprofit organizations, serving on the boards of Long Island Elite Networking Group, ACLD Foundation, and the Financial Planning Association chapter of Long Island, and participates in community volunteer committees. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified and alternative investment strategies.

Howard Ross is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with Axa Advisors. Outside of advising, Ross is a licensed attorney and tax preparer, and serves as a board member of a New York City cooperative. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Polk is a CFP® professional with 36 years of industry experience. He is currently with Osaic and previously spent 20 years at American Portfolios Financial Services, Inc. In addition to his advisory work, Polk is a partner in Noble Financial Solutions, which specializes in employee benefits, and he also prepares tax returns through his own corporation. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients, including high-net-worth individuals and organizations, offering integrated brokerage and investment advisory services supported by advanced asset-allocation tools and access to various managed account solutions.

Nicholas Kreutzberg is a financial advisor with Equitable Advisors in Lindenhurst, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Kreutzberg is involved with the Lindenhurst Soccer League. 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Isabella Holzschuh is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Stifel and Michael Page International. Outside of finance, she owns and operates a chocolate and cake company called ISSY BAKES LLC. 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.

Michael Ciccarelli is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. and Wells Fargo Advisors. Ciccarelli has an interest in real estate ownership outside of his advisory role. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized team to deliver data-driven, non-discretionary retirement income recommendations.

Brendan Whelan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Teachers Federal Credit Union and several realty firms. Outside of finance, he has experience working in education, including at Farmingdale State College and Quinnipiac University. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining advisory services with brokerage and insurance product offerings through an integrated platform.

John Sepe is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Philip Caporusso is a financial advisor at OSAIC with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at OSAIC since 2024 and previously spent over two decades with American Portfolios Financial Services, Inc. Caporusso is also co-owner and co-president of Ferrera, Destefano, & Caporusso, CPA. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary tools and multiple advisory platforms to manage portfolios across various asset classes.

Douglas Bauer is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Equitable Advisors, AXA Advisors, and his own CPA practice. In addition to his advisory work, he serves as CFO and in-house counsel for Toll Booth Maintenance Services, Inc., and is involved in multiple legal, accounting, and real estate ventures. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Durga Varshney is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining LPL Enterprise in 2024, Varshney spent over three decades at Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1990. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.