Nicholas Toscano is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Dime Community Bank. Toscano has also been involved with educational institutions such as Stony Brook University and the University of Tampa. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining unique affiliations that enhance its municipal and public finance services.

Joseph Barone is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 63 designation and has worked with Primerica Advisors since 2014, following prior roles at Primerica Financial Services and LANCO. Outside of advising, Barone owns and operates a personal income tax preparation service and is an author. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a network of nearly 3,700 advisors, offering model-based investment strategies supported by third-party managers and custody services.

Josue Castro is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Equitable Advisors, Axa Advisors, NYLIFE Securities, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Jeffrey Kussoy is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 49 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients' goals and risk tolerance.

Agne Rakauskas is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides goals-based wealth management services to families, accomplished professionals, and business owners. Agne’s approach centers on understanding each client’s full financial picture to develop personalized strategies aimed at pursuing their long-term objectives. Her areas of focus include college education planning, family wealth management strategies, international wealth management, LGBT wealth planning, retirement income, socially responsible and ESG investing, special needs planning, and managing new wealth. Agne collaborates with a team of specialists to recommend financial strategies tailored to clients’ unique circumstances and to adjust those plans over time as needed. Agne holds a Bachelor's Degree from St Joseph's College and a Master's Degree from Hofstra University. She is a Personal Investment Advisor (PIA) and communicates professionally in both English and Russian. Outside of work, Agne enjoys activities such as cooking, gardening, hiking, painting, photography, running, skiing, tennis, and traveling.

Carl Neuberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings 40 years of experience in financial advising, focusing on delivering comprehensive wealth management tailored to clients' individual needs and goals. Carl emphasizes understanding clients' financial situations and priorities to develop flexible strategies that adapt to changing market conditions. His expertise includes education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategies, and retirement income. Carl provides clients with access to investment insights from Merrill and banking services through Bank of America. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Stony Brook University. Beyond his professional role, Carl is involved in volunteering with community organizations, reflecting Merrill's tradition of community participation. His personal interests include golfing, playing the guitar, reading, and spending time with his family.

Nancy Kayekirsch is a financial advisor with LPL Financial who holds a Series 63 designation and has 39 years of industry experience. She has been associated with Sound View Financial Services and LPL Financial since 2006. She provides financial planning and consulting services through Sound View Financial Services, an independent registered investment advisor firm. Additionally, she serves in a fiduciary capacity for supplemental needs trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory, and retirement plan consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Samuel Thorp Nichols is a CFP® professional with nine years of experience in the financial services industry. He is currently with MML Investors Services, LLC, a subsidiary of MassMutual, and has held previous roles at Northwestern Mutual entities. MML Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers specialized programs including divorce planning, estate settlement, and employer-sponsored plans.

Joseph Campisi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked with IC Advisory Services, Inc. and The Investment Center, Inc. for 19 years. 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 range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Ricca is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Roman Sanford, LLC and Equitable Advisors. Outside of finance, Ricca has been involved with golf organizations such as the United States Golf Association and the New York State Golf Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Sirvis is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera and its related entities since 2019 and has ownership interests in multiple financial services firms, including North Fork Asset Management Inc. and A. Asset Wealth Management, Inc. He also serves as a trustee for a family trust and works as an insurance agent selling life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, planning, and consulting services and operates a multi-manager platform with access to both affiliated and third-party managers.

Steeve Koven Augustin is a financial advisor with LPL Enterprise, holding a Series 63 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over a decade. He serves as a board member for the Babylon Chamber of Commerce. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product sales, leveraging a platform that integrates multiple financial services.

Robert Garofallou is a financial advisor with Osaic who holds Series 63 and Series 65 designations and has 43 years of industry experience. His prior experience includes American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Since 1998, he has also served as president and partner of RJG Tax & Capital Solutions, Inc., a tax preparation and guidance firm. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a nationwide network of advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Robert Kowaleski is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at AXA Advisors, David Lerner Associates, MML Investors Services, and Mass Mutual Life Insurance Company, as well as a period of self-employment. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to clients.

Christian Campbell is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His work history includes roles at Teachers Federal Credit Union, Equitable Advisors, and educational positions at Riverhead Middle and High Schools. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Neil Solina is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of advising, Solina manages a home audio sales business and works as a truck driver for FedEx. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Michael Schwenk is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets, City National Bank, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing an advisory role without providing individual security recommendations in standalone planning.

Panayota Deluca is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley since 2017 and previously at Merrill from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by proprietary planning tools and investment models.

Kelli Ann Lanino is a financial advisor with Raymond James Financial in Hampton Bays, NY, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James Financial Services since 2011. Lanino is also the owner of KL Wealth Strategies LLC and serves as a Certified Divorce Financial Analyst through her involvement with East End Divorce Planning LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and analytical tools to support client decision-making.

Samuel Lewis is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.