Melville, NY Maxess Rd Office

John Bellontine is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2012. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, with a focus on both discretionary and non-discretionary management supported by various model portfolios and research.

Julia Bellontine is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Paramount Placement and has held various roles in education and small business settings. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Joseph Cataldi is a CFP® with 10 years of industry experience, currently with LPL Financial since 2026. He has prior experience at Northwestern Mutual Wealth Management Company and Robert Edward Johnson. Outside of his advisory career, he is involved with The Rite Bite Nutrition Counseling LLC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and technology tools.

George Lorenz is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved in non-variable insurance sales, including life and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, incorporating model portfolios and research from multiple sources, alongside various non-advisory products such as insurance and lending programs.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked seven years at JPMorgan Chase Bank, N.A. and five years at J.P. Morgan Securities LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and third-party research.

Gregory Warren is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining LPL Financial, he held positions at BNY Securities Corporation, J.P. Morgan Chase, Merrill, Bank of America, and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across a range of investment strategies.

John Cullinan is a financial advisor at LPL Financial in Melville, NY, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at American Portfolios Financial Services and TD Bank, N.A., including TD Private Client Wealth. Outside of his advisory work, he is involved with Cullinan and Travaglianti Planning Incorporated, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial 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, supporting its clients with discretionary and non-discretionary management, model portfolios, and research from both in-house and third-party sources.

Nickolas Spiliotis is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2012. He serves on the board of the non-profit organization 231 Business Network. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to a broad client base, including individuals, retirement plans, and institutions, through a nationwide network of investment adviser representatives.

Edward Travaglianti is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Financial Services, TD Private Client Wealth, TD Bank, Tullett Prebon Financial Services, and Chapdelaine & Co. He is involved in non-variable insurance sales, including whole life and universal life policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a comprehensive range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and both discretionary and non-discretionary management options.

Philip Siegel is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 18 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.