ADVISOR BIO

Albert Kim is a registered investment advisor representative, licensed in New York. He has been working in the securities industry since 1998. Albert currently works with State Farm Investment Management Corp. and has been associated with the firm since February 2025. He holds Series 63 and Series 65 licenses. Albert Kim also holds Series 6 and SIE licenses. The firm has over $10 billion in assets under management and has a strong focus on providing portfolio management for individuals and investment companies.

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ADVISOR BIO

Brad Zaglin is a financial advisor with over 23 years of experience in the industry. Brad is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in 35 states. Brad's experience includes working with individuals, families, businesses, and institutions. Brad has a strong track record of helping clients achieve their financial goals. Brad specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Chan Hee Chang is a financial advisor at Osaic Wealth, Inc. Chan has over 20 years of experience in the financial services industry. Chan holds Series 6, Series 63 and Series 65 licenses. Chan has worked for several prominent financial institutions including Signator Investors, Inc., Metlife Securities, Inc. and Metropolitan Life Insurance Company. Chan is registered to provide investment advice in multiple states, including New York, Arizona, Connecticut, Florida, Georgia, Michigan, New Jersey, North Carolina, Tennessee and Texas. Chan also provides insurance services through a sole proprietorship.

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ADVISOR BIO

Charles Bilello is an investment advisor representative with over 10 years of experience in the industry. Charles is currently registered with Osaic Wealth, Inc. and holds a Series 7 and Series 66 securities license. Charles offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Christopher Wargas is an investment advisor representative at First Shelbourne. He is licensed in New York and has been in the industry since June 2020. Christopher holds a Series 65 license and is a Registered Investment Advisor. Christopher has a strong understanding of investment strategies and is committed to providing personalized financial advice to his clients.

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ADVISOR BIO

Daniel Schnee is a financial professional with over five years of experience in the industry. Daniel is currently registered with J.p. Morgan Securities LLC and is licensed to offer securities and investment advisory services in Connecticut, New Jersey, New York, North Carolina, and Texas. Daniel has previously worked with Reid & Rudgier LLC and Sovereign Global Advisors LLC. Daniel holds the Series 6, 7, 63, and SIE licenses. Daniel specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and the selection of other advisors.

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ADVISOR BIO

Diandra Maria Ebinger is a registered representative with J.p. Morgan Securities LLC, with offices in Commack, New York. Diandra Ebinger holds Series 6, Series 63, and SIE licenses. Diandra Ebinger has been working in the financial industry since 2015. Diandra Ebinger specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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Emilton Lopez is a financial advisor with Citigroup Global Markets Inc. with over 10 years of experience in the financial industry. Emilton is registered as a broker-dealer and investment advisor representative in New York and has experience working with various clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Before joining Citigroup Global Markets Inc., Emilton worked at LPL Financial LLC, Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and MML Investors Services, Inc. Emilton holds Series 6, 7, 63 and 65 licenses as well as the SIE exam.

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ADVISOR BIO

Gary Anthony Frisina is a financial advisor with over 40 years of experience in the industry. Gary has a broad range of experience in financial planning, investment management, and insurance. Gary is currently affiliated with Osaic Wealth, Inc., a firm that provides financial advisory services to a diverse range of clients. Gary has a long history of working with individual investors, businesses, and institutional clients.

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ADVISOR BIO

Graziano Rotellini is a registered representative with J.P. Morgan Securities LLC and is licensed to provide investment advice in multiple states, including New Jersey, New York, and Texas. Graziano has been in the securities industry since 2017 and has held prior roles at AXA Advisors, LLC. Graziano offers a range of investment services to individuals and businesses.

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