Michael Molloy is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to his advisory role, he operates as an independent agent focusing on fixed life and health insurance sales. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of representatives and third-party programs. The firm’s approach involves personalized risk assessment and the use of both proprietary and third-party investment solutions.

David Ziff is a financial advisor with J.P. Morgan Securities in Plainview, NY, holding a Series 66 credential and 17 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

James Sanacore is a financial advisor with J.P. Morgan Securities in Woodbury, NY, holding a Series 66 license and 12 years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

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 and CitiBank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

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 with Ameriprise in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at DoorDash and held various roles within the food service industry. He serves on the Board of Directors for Farmingdale State College. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, offering specialized retirement income planning through a dedicated service team that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Anthony Coulianidis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior career includes over three decades at Prudential Insurance Company of America and related entities. Outside of his advisory work, he is involved in boating activities through his roles with Cool Breeze Charters LLC, providing private yacht charters and boat training, and Safer Boater, which offers on-water training for students and captains. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

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® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at American Portfolios Financial Services and Questar Capital Corporation. Cahill also maintains a non-variable insurance business related to his investment activities. 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 a broad range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joshua Diamond is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior firms include Morgan Stanley, Merrill, LPL Financial, and Gladstone Wealth Partners. Outside of advisory work, he is an independent agent involved in fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs, offering a range of investment solutions without sponsoring its own wrap fee program.

Nondita Hazari is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and supported by affiliates providing implementation and portfolio services.

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. from 2016 to 2022. Moran is also a licensed agent for non-variable insurance products and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a variety of investment strategies, including model portfolios and third-party asset management, and provides non-advisory financial services alongside its advisory platform.

Christopher Hibbard is a financial advisor at LPL Financial with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Cuna Mutual Group and CUNA Brokerage Services, where he worked from 1997 until joining LPL Financial in 2022. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Diane Boyajian is a financial advisor with Osaic Wealth, holding a Series 63 designation and possessing 40 years of industry experience. Her previous roles include sixteen years at American Portfolios and ongoing positions at GC Capital Corp, Bisys Insurance, and Guardian Life Insurance Company. In addition to her advisory work, she has been a tax preparer since 1984. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various investment strategies and third-party manager options.

Matthew Goddu is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked with Commonwealth Financial Network and the Planned Lifetime Assistance Network of MA and RI. He is a board member of the Anthony Ciccone Memorial Scholarship Fund, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate an ESG eligibility framework.