Anthony Coulianidis is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he is involved in providing private yacht charters and boating safety education through his business, Cool Breeze Charters LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers both advisory and brokerage services, utilizing model portfolios, third-party asset management, and a range of financial products through an integrated platform.

Derek Mahoney is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past 11 years. 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 offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Edward Murphy is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he manages several investment-related businesses, including ownership interests in entities that administer business expenses and real estate group activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that utilize Wells Fargo research and tools, delivering tailored recommendations across diverse financial needs.

Carmine Anzalone Jr. is a financial advisor at Cetera with over 56 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2010, as well as owning and presiding over CPA Investors Planning Group, Inc. since 1980. Outside of his advisory role, he is involved in selling life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Eric Katten is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Cahill Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes roles at American Portfolios Financial Services, Inc. and Questar Capital Corporation. He maintains an interest in non-variable insurance related activities alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, supported by research and diverse portfolio management options.

Joshua Diamond is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Gladstone Wealth Partners, LPL Financial, and Morgan Stanley. Outside of his advisory work, he is also an independent agent involved in fixed insurance sales. Equitable Advisors serves a wide range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement plan support alongside access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Nondita Hazari is a financial advisor with J.P. Morgan Securities in Melville, NY, holding Series 63 and Series 66 licenses and with nine years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Paul Moran is a financial advisor with LPL Financial in Medford, NY, holding a Series 63 designation and 17 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for six years before joining LPL Financial in 2022. Moran is also a licensed insurance agent offering life, fixed annuities, and disability products, and he serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and advanced portfolio management strategies.

Christopher Hibbard is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, he spent over two decades with Cuna Mutual Group and Cuna Brokerage Services. 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, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Diane Boyajian is a financial advisor at OSAIC with 40 years of industry experience. She holds a Series 63 designation and has previously worked at American Portfolios for 16 years. Outside of her advisory role, she has been a tax preparer since 1984, focusing on personal income taxes. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, and supports both discretionary and non-discretionary account management.

Matthew Goddu is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and involvement with nonprofit and business ventures such as the Planned Lifetime Assistance Network of MA and RI and Urban Axes Boston. He serves on the Board of Directors for the Anthony Ciccone Memorial Scholarship Fund, a nonprofit organization. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Notter is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017. Prior to that, he was not employed in the financial industry from 2015 to 2017. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Daniel Silfer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Forest Hills Financial Group and The Lenard Team. Outside of his advisory role, he is involved in multiple business ventures, including ownership interests in companies engaged in real estate and industrial equipment sales. J.P. Morgan Securities 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 delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Matthew Niegocki is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Family Service League, a nonprofit organization in East Setauket, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to a broad range of brokerage and insurance products via an integrated platform.

Robert Worlow is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked with various J.P. Morgan entities 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 through its Wealth Advisors. The firm operates with a non-discretionary program, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Tara Casey is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services for eight years before joining Merrill in 2020. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitch Klenofsky is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise for 11 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential investment outcomes, supporting client implementation through its advisory programs and partnerships.

Joseph Bonura is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Invest Financial Corp. and Bethpage Federal Credit Union. Outside of his advisory work, he is involved in tax preparation and accounting through Bonura Tax Planning. LPL Financial serves individual investors, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.

Christopher Caufield is a financial advisor with UBS Financial Services in Sound Beach, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Painewebber and UBS Financial Services since 1999. Outside of his advisory role, he is active as a livery driver for both Lyft and Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.