Ryan Brown is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he worked at Monster Music, Amazon, and Guitar Center, and has been a self-employed music instructor since 2018. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed TAMPs, offering advisory and brokerage solutions with a focus on both discretionary and non-discretionary asset management.

Sean Joseph is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Compliancy Group LLC and entrepreneurial experience with Jeung Golf, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a variety of third-party managers and programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Ronald Zucker is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds a Series 63 designation and previously worked at Pruco Securities, LLC for 33 years. In addition to his advisory role, he is involved with the Dick Furnari Insurance Agency, focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with insurance and lending products.

James Hughes is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hughes holds Series 63 and Series 65 licenses and has ownership interests in several investment-related businesses based in Melville, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Keith Caparelli is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities. His prior experience includes roles at Morgan Stanley and UBS Financial Services. He is also an owner partner of a passive triple net real estate investment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied throughout its investment recommendations.

Kevin Ahlstrand is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Blue Ocean Wealth Solutions and served in the United States Navy from 2013 to 2019. 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 various brokerage and insurance products through its integrated platform.

Manoj Paul is a financial advisor with LPL Financial in Woodbury, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years at Woodbury Financial Services, Inc. He is also involved with World Insurance Associates, LLC, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Peter Rosenthal is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 44 years of industry experience. He has been with UBS Financial Services since 2015. Rosenthal serves on the Board of Directors for the Gurwin Jewish Healthcare Foundation, where he is involved in reviewing operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

James Rice is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including RMR Wealth Builders, Calton & Associates, NewBridge Securities, and AXA Advisors before joining J.P. Morgan in 2020. Outside of his advisory work, he is a co-founder of Blue Star Cigars.org, a charity that collects and ships donated cigars to deployed service members. 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. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

Amanda Barclay is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1999 and serves multigenerational families and corporate executives. Her work includes guidance on specialized wealth advisory, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda focuses on areas such as college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, portfolio management, and services for endowments, foundations, and non-profits. She emphasizes building long-lasting relationships based on trust, integrity, and transparency, aiming to offer tailored financial solutions that reflect each client's unique goals and aspirations. She holds the Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program from Valencia College. Outside of her professional role, Amanda enjoys boating, cooking, reading, running marathons, spending time with her family, and playing tennis.

Mitchell Merber is a ChFC® credentialed financial advisor with over 43 years of industry experience. He currently works at Cetera and has prior experience with Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. In addition to his advisory role, he owns Merber Planning Services, which focuses on health insurance and fixed annuity business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Tommy Lam is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Sharebuilder 401 K, Capital One Sharebuilder, Inc., and Capital One Financial Advisors. He is also involved with GoldenCare Solution Services LLC, providing Medicare supplement plan selection to clients. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers brokerage and advisory services alongside financial planning and retirement consulting, utilizing various portfolio construction tools and third-party managers.

Gabriel Grossman is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Bank of America and Merrill Lynch. Outside of his advisory role, he is connected to a retail and online store business operated by his spouse. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Robert Desanto is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. He worked at Signator Investors, Inc. for 34 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, he operates a sole proprietorship as an insurance broker for fixed insurance products and serves as an Investment Advisor Representative with Lighthouse Financial Network, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Teodor Tanjala is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Santander Securities, and Santander Bank. Outside of his work at OSAIC, he provides fixed life and fixed annuity products through his sole proprietorship, Prosperity / SBLI. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Isabella Palagonia is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors and Group M-Mindshare. Outside of her advisory role, she has been involved with the Igloo Lacrosse Club and the Xtraordinary JOY Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Frank Columbia is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as an independent contractor conducting product demonstrations for AMain Hobbies, a retail and online store. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery and modeling tools but generally does not offer individual security recommendations within standalone plans.

Qasim Ellis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2025 and previously spent nine years at Equitable Advisors and four years at Axa Advisors, LLC. Ellis is co-owner of Five Stride Skate Shop BK LLC, a retail business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Christopher Bentley is a Series 66-licensed financial advisor with Morgan Stanley in Melville, NY, with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018, previously working briefly at Valmark Securities and AXA Advisors. Outside of his financial advisory role, Bentley is involved in music as a writer and creator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, while also offering various retail and institutional investment options.

Matthew Kroin is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2008 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee overseeing investments and operations for multiple family trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.