Adam Tibbetts is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christian Lapeter is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and has previously worked at Equity Services, Inc. and New York Life. In addition to his advisory role, Lapeter is an independent insurance agent representing fixed insurance products for various carriers. Osaic serves a broad range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and investment advisory services, including financial planning and unified managed accounts. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Michael Greene is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank divisions since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

John Scarpinito is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013, previously associated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

James Barlow is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he maintains an inactive real estate broker license. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant assets, through its retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Cameron is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kevin Alexander is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Fidelity and JPMorgan Chase organizations during his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Roberta Kahn is a financial advisor at Cetera with nine years of industry experience. She holds a Series 63 designation and has previously worked at LPL Financial and INVEST Financial Corp. Outside of advising, she coaches pickleball at Sportime Port Washington. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Elizabeth Smith is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of her advisory work, she is involved as a horseback riding instructor at DDR Farm in Melville, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by a structured discovery process and advanced planning tools.

David Kamlet is a financial advisor with LPL Financial in Woodbury, NY, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He previously worked at Cantella & Company, Inc. for 23 years and has operated D. Kamlet & Company, Inc. since 1992. Additionally, he serves as a notary and is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

John Braggs is a financial advisor at Morgan Stanley in Melville, NY, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

David Jacobs is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Outside of advising, he is involved in life and health insurance sales through Jacobs Financial Services Inc. and serves as trustee for an irrevocable family trust. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs various tools and platforms to construct diversified portfolios, and it supports multiple advisory programs including third-party managed accounts.

Rocco Martinelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes a one-year role at Elegant Valet and a year at Brown Brothers Harriman before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.

Steven Schiebelhuth is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2012. He also serves as president of Paul Louis Financial Management Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports its services through advisory programs and institutional consulting across a large advisory network.

Joseph Marangiello is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, with prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Christopher Pratt is a financial advisor with LPL Financial in Hauppauge, NY, holding CFP®, ChFC®, and Series 63 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has been with M&T Securities, Inc. since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Celina Grant is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked with PFS Investments Inc. and Primerica Financial Services for over two decades. Outside of her advisory role, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

John Klimchak is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and totaling 36 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also operates an insurance agency focused on non-variable products. Klimchak is involved with Sage Scholars, a program that promotes tuition rewards. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a variety of program structures, including model portfolios, third-party managers, and bespoke strategies.

Charles Bilello is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Royal Alliance since 2012. Outside of his advisory role, he is a partner in a law firm representing persons injured in various types of accidents. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party managed account solutions.

Ryan Brown is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he worked at Monster Music, Amazon, and Guitar Center, and has been a self-employed music instructor since 2018. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed TAMPs, offering advisory and brokerage solutions with a focus on both discretionary and non-discretionary asset management.