Michael Madden is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at Mass Mutual Investors Services and Massmutual Life Insurance Company for 14 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Gregory Ferguson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Ferguson has ownership interests in several related entities, including FMRG Holdings, LLC and Ryami Corp, where he also serves as a trustee for certain employee benefit plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically offered on a discrete basis.

Nicole Sapienza is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this capacity, she focuses on understanding clients' financial situations, investment strategies, and personal priorities to ensure their portfolios align with their goals. She emphasizes providing guidance and maintaining open communication through consistent check-ins, aiming to coordinate investments, taxes, estate planning, and income strategies comprehensively. Nicole has garnered experience across several roles in the financial sector, including serving as a Merrill Financial Solution Advisor at Merrill Lynch-Bank of America from 2020 to 2022, working as an Investment Consultant at David Lerner from 2019 to 2020, and as Vice President Fixed Income at ISC Group from 2015 to 2019. Outside of her professional work, Nicole enjoys attending concerts, participating in social events with friends, gardening, reading, parenting, and volunteering.

Richard Blatt is a financial advisor with Primerica Advisors in Massapequa, NY, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2020 and previously spent six years at COMMPATH. Outside of his advisory work, Blatt is a self-employed independent representative for Axxess Networks and Find a Top Doc, Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Robert Niles is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 66 designations. His previous roles include positions at Aegis Capital Corp, Pruco Securities LLC, and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Stephen Daige is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and held prior roles at Bank of America, Merrill, and Wells Fargo Clearing. Daige is based in Smithtown, NY. 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 integrates quantitative and qualitative research and includes ESG considerations, with implementation supported by affiliated investment-management entities.

Dana Sydney is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including the period when it was known as AXA Advisors. Outside of his advisory role, he serves as a director on the Board of the Rotary Club of Northport and is a managing partner of Dayton and Sydney Wealth Strategies Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers, offering products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jaydon Rivera is a financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he worked in real estate at Daniel Gale Sotheby's International Realty and had roles at Fire Island Ferries and St. John's University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers services through a large network of Investment Adviser Representatives.

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.

Paul Zaferiou is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at WB Mason from 2013 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, Zaferiou serves as treasurer for the Order of AHEPA Chapter 319, where he manages correspondence, records, and participates in meetings related to the organization’s mission and activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and bank deposit sweep programs.

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.

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 a registered sales assistant at American Premier Financial Group, focusing on insurance and wealth planning. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, providing advisors with various discretionary and non-discretionary management options.

Mitchell Goldberg is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked at NEXT Financial Group for 20 years and spent one year at Oppenheimer. Goldberg serves on several nonprofit boards, including the Long Island Elite Networking Group and ACLD, where he is also involved in event committees and investment-related volunteer roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad range of financial services.

Howard Ross is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors. Ross is also a licensed attorney and tax preparer and serves as a board member of a New York City cooperative. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs, including third-party asset managers and LPL-sponsored solutions.

Robert Polk is a CFP® practitioner with 36 years of industry experience, currently affiliated with OSAIC. He spent 20 years at American Portfolios Financial Services, Inc. and has been with OSAIC since 2024. Outside of financial advising, Polk is involved in tax preparation through his ownership of RJ Polk Services Ltd and serves as a partner in Noble Financial Solutions, specializing in employee benefits. He also works part-time operating a launch service for the Town of Huntington. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers, and is notable for its size, complex affiliate network, and private-equity ownership.

Nicholas Kreutzberg is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2011, including its predecessor, Axa Advisors. Outside of his advisory role, he is involved with the Lindenhurst Soccer League. Equitable Advisors serves individual clients across various wealth levels, as well as institutional clients such as pension plans and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives utilizing both proprietary and third-party advisory programs.

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.

Steven Whelan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He previously worked for Fahnestock & Co. Inc. for 20 years before joining Raymond James in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Ciccarelli is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2020. His prior experience includes roles at Ameriprise Financial Services, Inc. and Wells Fargo Clearing. He holds the Series 66 license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that provides tailored retirement-income planning centered on dependable income sources and tax-aware withdrawal strategies.

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 various realty firms. Outside of advising, he has experience working in real estate through All the Best Realty Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.