Susan Galati is a financial advisor with Equitable Advisors and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, including 27 years at Equitable Advisors and 21 years at Axa Advisors. Outside of her advisory role, she prepares tax returns and assists with college financial aid forms. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of investment adviser representatives and third-party asset managers.

Jeffrey Tabman is a CFP® with 32 years of industry experience, currently serving at Equitable Advisors since 2001. Prior to the firm’s rebranding, he worked with AXA Advisors, LLC for 19 years. He is also an instructor at Hofstra University, where he teaches CFP courses and insurance continuing education. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of investment programs, including third-party asset managers and LPL-sponsored advisory services, emphasizing tailored client solutions through various model portfolios and fiduciary services.

Tyler Konigsberg is a financial advisor at Merrill with a Series 66 designation and no prior industry experience before joining Merrill in 2025. His work history includes roles at Bank of America, Equitable Advisors, MassMutual, and Stifel Financial Corp. Outside of his advisory role, he provides occasional promotional outreach for social events with Rose Gold Presents. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Vito Mannino Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at Merrill and Bank of America, N.A., before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market forecasts without providing individual security recommendations as part of standalone planning.

Jonathan Lowd is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Merrill from 1994 to 2017 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2017. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional offerings.

Thomas Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked nine years at JP Morgan Securities, LLC. Outside of his advisory role, he owns and operates Edgewater Points Yacht Companies, LLC, providing boat rides and selling boats. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Emily Stover is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments. Outside of advising, she has experience working in the hospitality industry as a bartender and is associated with a financial advisory S-Corp, Tim Allen Financial Associates, where she engages in client meetings and account management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management across a broad range of investment products.

Ayana Hall is a financial advisor at Merrill with a Series 66 designation. She has over 20 years of industry experience, including two decades at Bank of America before joining Merrill in 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Arthur Costanzo is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024, previously serving 16 years at American Portfolios and maintaining Costanzo Financial Services since 1988. In addition to advisory work, he prepares taxes for clients through his tax preparation business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using tools like asset-allocation models, risk-tolerance questionnaires, and automated rebalancing, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Luciano Marciano is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Prospect Financial Services, LPL Financial, Maxim Financial Advisors, and Maxim Group LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver tailored investment solutions.

Anthony Dolisi II is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was affiliated with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and incorporates third-party asset managers and LPL-sponsored advisory programs in its offerings.

Brian White is a CFP® with 22 years of industry experience, currently serving as a financial advisor with Ameriprise in Melville, NY. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Cameron Tomassone is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Prudential Insurance Company of America, and LPL Enterprise. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagement and corporate financial planning agreements.

Michael Cohen is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Prior to his current roles, he had experience at Lehigh University. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

Divpreet Kaur is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2012. Prior to that, she worked at Capital One Financial Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large 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.

Daniel Freeman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2014. Outside of his advisory role, he owns and operates JJR Retail, LLC, an online resale business specializing in household and everyday items. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Robert Cutajar is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and at Bank of America N.A. since 2007. He holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Thomas is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. She has worked at both LPL Financial and Flagstar Bank N.A. for the past 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Robert Bird III is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at RBC Capital Markets Corporation, City National Bank, and NEXT Financial Group Inc. He is a member of the Iona University Alumni Board of Directors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.