Frank Gregorio is a financial advisor with Merrill and holds Series 63 and Series 66 credentials. He has 12 years of industry experience, including roles at Bank of America, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory work, he serves as a general partner and managing member of a private investment entity that pools funds to explore real estate investment opportunities. 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, offering both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Salerno is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors since 1994 and was previously with Primerica Financial Services starting in 1993. Outside of his advisory role, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies developed by third-party asset managers and supports trade execution and custody through established custodians, focusing primarily on individual investors rather than institutional or pension plan clients.

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 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 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.

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 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® 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, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2011. Outside of his advisory role, he is involved with the Lindenhurst Soccer League. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through Investment Adviser Representatives. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and provides ERISA fiduciary services to qualified plans.

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.