Tina Morgan is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked in research and healthcare-related roles before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Whalter Ponce is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Citigroup Global Markets and Citibank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in recommendations.

Timothy Bourke is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Preston Schoenfeld is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. He has been with Morgan Stanley since 2010 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Michael Lagnese is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over seven years of experience in providing financial guidance to clients. He and his team employ a Goals-Based Wealth Management approach that places client priorities at the center of the wealth planning process. Leveraging the global resources of Merrill Lynch, Michael assists clients in identifying and prioritizing key financial objectives such as college education funding, retirement income planning, health care cost coverage, and family wealth preservation. Michael’s expertise encompasses a broad range of client focus areas, including personal retirement planning, portfolio management, employee and corporate benefits, as well as strategies tailored for small business owners and the LGBT community. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Hicksville High School, followed by an Associate's Degree from Nassau Community College. In addition to his professional activities, Michael is involved with the community organization Long Island Cares. His personal interests include biking, chess, cooking, golfing, and yoga.

Thomas Sconzo is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Chase Investment Services, and Merrill. Outside of his advisory work, he serves part-time as a mixed martial arts referee. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor resources and technology tools.

Robert Notarfrancesco is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including HSBC Bank USA, N.A., Cetera, and INVESTORS BANK. Outside of his advisory role, he is also an active drummer and band member. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Lisa Sciuto is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jorge Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Giorgio Armani for five years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Philip Johann is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He previously worked for American Portfolios Financial for ten years before joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

David Willmott III is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Edward Jones, Joseph Stone Capital, and entrepreneurial ventures outside finance such as Skate Safe America and People Pool Valet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with various non-advisory financial activities.

Nathaniel Mccabe is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Suffolk Federal Credit Union, Big Think Capital, and The Prudential Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Paul Tuttle is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2017 to 2022 and Munistat Services, Inc. from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers options that combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Christian Buzzanca is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors and ownership of Economic Planning Group. Buzzanca serves as president of the Society of Financial Service Professionals, where he plans meetings and directs board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Stuven is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2022 and previously spent time with New York Life Insurance Company and in non-investment roles including pool services and the restaurant industry. He is also involved with Girard Wealth Management Group as an associate focusing on research and trading. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports its clients through a large advisory network with specialized offerings in municipal finance and SIMPLE IRA consulting.

Robert Ward is the Senior Resident Director at Merrill, leading the Riverhead Merrill Lynch Wealth Management office since 2018. He has over 30 years of experience in the financial services industry, including 17 years in banking and 12 years as a branch manager. Since joining Merrill in 2015, he has focused on serving the wealth management needs of business owners, entrepreneurs, and affluent individuals by developing tailored strategies to address both short- and long-term financial goals. Bob holds multiple professional designations including Chartered Financial Consultant®, Certified Plan Fiduciary Advisor®, and Retirement Benefits Consultant, enabling him to provide fiduciary services and oversee corporate retirement plans as well as nonprofit endowment and foundation assets. His expertise encompasses areas such as divorce transition planning, family wealth management, legacy planning, and philanthropic planning. In addition to his professional work, Bob serves on the boards of East End Arts and Riverhead Rotary, and supports organizations such as Big Brothers Big Sisters of Long Island and Junior Achievement. He has received the Presidential Volunteer Award three times and was recognized as Man of the Year by Big Brothers Big Sisters in 2011. Bob resides in Manorville with his wife Laura and their two children and enjoys boating, golf, skiing, mountain biking, and photography.

Azhar Shah is a financial advisor with LPL Financial who holds a Series 66 designation and has 11 years of industry experience. He has worked at LPL Financial since 2015 and has been affiliated with Webster Bank since 2005. 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, third-party asset management, and institutional platforms.

Edward Vrona Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services and Ameriprise Financial Services. Outside of advisory work, he is the managing member of a CPA firm, Vrona & Van Schuyler CPA's, and serves as a trustee for the Sylvan Family Foundation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.

Nicholas Galletta is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for the Twin Forks Networking Group, a nonprofit organization in Manorville, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Brian Ullman is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial in 2025, he worked for Cadaret, Grant & Co., Inc. for 24 years and has been associated with North Shore Financial Resources since 1998. He is involved with North Shore Financial Resources as a business activity. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, combining a broad range of advisory and non-advisory financial services.