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 credentials and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a variety of third-party advisory models and proprietary 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 with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked seven years at JPMorgan Chase Bank, N.A. and five years at J.P. Morgan Securities LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and third-party research.

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®-credentialed financial advisor with 27 years of industry experience. She has worked at LPL Financial and Flagstar Bank N.A. since 2009. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with support from internal research and third-party subadvisors.

Robert Bird III is a CFP® professional with 25 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at NEXT Financial Group Inc., City National Bank, and RBC Capital Markets Corporation. Bird serves on the Alumni Board of Directors for Iona University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Janet Palomba is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. Her career includes roles at Cetera Wealth Services, LLC and North Ridge Securities Corp. In addition to advising, she works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse investment management and planning services through a large network of independent advisors and multiple program platforms.

Paul Grant is a financial advisor at Primerica Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations and has worked at PFS Investments Inc. since 2024. Outside of his advisory role, he is involved in sales of home security and automation products as well as mortgage and related home services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at scale with approximately $15.5 billion in assets under management.

Russell Weill is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 39 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Andrew Goodman is a financial advisor at Fidelity with nine years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Prudential and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Andrea Mancini is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 license and 27 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as prior experience at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Nicholas Costanza is a CFA® charterholder with seven years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing Services, and The Ayco Company. In addition to his financial advisory work, he serves with the Suffolk County Police Department. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering both advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and a range of financial products.

Jason Schwartz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked with Equitable Advisors since 2006 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of directors at Engineers Country Club and is president of JRS Partners Inc. 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 various asset management programs, utilizing a mix of firm-offered solutions and third-party advisory platforms.

Howard Shuldiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Pruco Securities, LLC from 1995 to 2024 before joining LPL Enterprise. Outside of his advisory role, Shuldiner offers defensive driving classes to clients at a discount through 500 Drive Inc and acts as a commercial property and casualty insurance agent for Simon Paston and Sons Agency. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, model portfolio programs, and access to brokerage and insurance products. The firm combines adviser programs with active sales of financial products and emphasizes co-investment and referral relationships with third-party managers and custodians.