David Ziff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Jerry Pascucci is a financial advisor with UBS Financial Services, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2010. Pascucci serves on the board of the Institute for Portfolio Alternatives and acts as a board observer for iCapital Networks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a broad range of capital markets and advisory solutions.

James Sanacore is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Sanacore is based in Woodbury, NY. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Quinn Murray is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC and Finesco Associates. 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 uses research-driven approaches and offers both brokerage and advisory solutions across a large platform with more than $671 billion in assets under management.

Gregory Corcoran is a Financial Consultant at Fidelity Investments. He focuses on empowering clients with education and resources to help them make informed investment decisions aimed at achieving their financial goals. Gregory employs a team-based, collaborative approach to understand each client's objectives and priorities to support their financial planning. He has experience in various financial roles, including his current position at Fidelity since 2023. Prior to that, he worked as a Financial Consultant at E*TRADE from Morgan Stanley between 2021 and 2023. Gregory's background also includes roles as an Equity Options Execution Trader at Susquehanna International Group from 2019 to 2021 and as a Floor Broker at the Philadelphia Stock Exchange from 2017 to 2019. Outside of his professional responsibilities, Gregory enjoys activities such as beach outings, family time, fishing, golf, and skiing.

Pradeep Menon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon, CitiBank, and CVS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Nicholas Randone is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Randone is an accountant and bookkeeper at Koval & Casagrande, CPAs PLLC, where he prepares individual and business tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to both affiliated and third-party investment managers through various program structures.

Michael Beall is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at DoorDash, Ginos of Kings Park, Chefs of New York, and Kings Park High School. He serves on the Board of Directors at Farmingdale State College and assists advisors through Larry Joseph & Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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 designations and has been with Merrill and Bank of America since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America’s broader platform, providing access to a diverse set of products and services beyond traditional asset management.

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.