Melville, NY Maxess Rd Office

John Bellontine is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, and supports its network of over 22,800 advisors with technology and a broad platform of financial products.

Julia Bellontine is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked in various roles including positions at Paramount Placement and in the food service industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a network of over 22,800 investment adviser representatives.

Joseph Cataldi is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial, he worked at Northwestern Mutual in various capacities from 2016 to 2026 and operated The Rite Bite Nutrition Counseling LLC since 2023. 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 wide range of advisory services through its network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

George Lorenz is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior roles include positions at Ameriprise and Merrill. He is also involved in life and disability insurance sales through several related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

Gregory Warren is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes roles at BNY Securities Corporation, J.P. Morgan Securities, Merrill, and Minnesota Life Insurance Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

John Cullinan is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at American Portfolios Financial Services, TD Bank and its wealth management division, and Merrill. He is also involved with Cullinan and Travaglianti Planning Incorporated, a non-variable insurance business. 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, utilizing a range of investment strategies supported by research and operational tools.

Nickolas Spiliotis is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2012. Prior to joining LPL, he worked at Merrill for four years. He serves on the board of a nonprofit organization, 231 Business Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

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 also involved in a non-variable insurance business selling whole and universal life products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a wide range of investment options and uses a combination of proprietary research, third-party subadvisors, and technology tools to support client portfolio management.

Philip Siegel is a CFP® with 18 years of industry experience. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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.