Bryan Lubitz is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Instacart, SUNY Cortland, American Eagle, Sobol, and William Floyd High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Brian Murphy is a Series 66-licensed financial advisor at Equitable Advisors with 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he owns MK Capital Management, Inc. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, focusing on aligning investment strategies with clients’ risk tolerance and financial goals.

David Janczyk is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, Fast Advantage Funding, and Humbl. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Robert Mason Jr. is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2012 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Glenn Depalma is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management and access to model portfolios and research from multiple sources.

Bradley Welter is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously held roles at TD Ameritrade and Scottrade. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Eisner is a financial professional at Mass Mutual Investors Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2016. In addition to his advisory role, he serves as Managing Director of Michael Eisner Inv, focusing on financial planning, insurance, and investment management. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs using firm-approved analytical tools.

Nickolas Spiliotis is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2012. He serves on the board of the non-profit organization 231 Business Network. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to a broad client base, including individuals, retirement plans, and institutions, through a nationwide network of investment adviser representatives.

Christopher Badolato is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.

Quintino Ciuffetelli is a financial advisor with Ameriprise in Melville, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Brush is a financial advisor at Equitable Advisors with 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2023. Outside of advising, he is an independent insurance agent and a notary public. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models implemented through third-party managers and focuses on aligning client risk tolerance with appropriate investment solutions.

Christopher Keel is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2001. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Peter Sluka is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2010. He operates out of Melville, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning and manages approximately $2.74 trillion in client assets.

Jonathan Kleiman is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of financial advising, Kleiman is involved in several entrepreneurial ventures including e-commerce businesses focused on customized candy and food brands, sports memorabilia marketing, and food and beverage investments, where he serves in advisory and partnership roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Kevin Stamm is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, including a concurrent role at JPMorgan Chase Bank, N.A. since 2016. 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 select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

Graham Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience as a financial advisor. Since joining Merrill Lynch in 2007, he has focused primarily on working with employers and plan participants to develop and manage successful retirement plans. In 2015, he was designated a Retirement Benefits Consultant, and he actively assists over 100 corporate clients with implementing and overseeing their retirement plans. He holds several professional designations including Certified Plan Fiduciary Advisor™ (CPFA™) earned in 2018 from the National Association of Plan Advisors and Certified 401(k) Professional (C(k)P®) through the Trusted Retirement Advisor University at The Anderson School of Business at UCLA. Graham engages directly with clients to understand their financial concerns and goals, developing tailored recommendations with the support of a network of specialists within Merrill Lynch Wealth Management and Bank of America, N.A. Graham earned a Bachelor's Degree from Manhattanville College and also attended Hobart & William Smith Colleges. He resides in Stamford, CT with his wife Susie, Vice President at Blythedale Children’s Hospital, and their two children. They spend time during the summer and fall at their home on Martha's Vineyard.

William Spencer is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior positions include roles at M&T Bank, Wilmington Trust, and People's United Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Shawn Golden is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior work includes roles at INVEST Financial Corp. and Bethpage Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Francesco Amodio is a financial advisor with LPL Enterprise, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also the owner of a business called Frankies Famous. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with sales of brokerage and insurance products.

Wayne Landau is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has previously worked at North Ridge Securities Corp and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and operates an accounting firm specializing in tax advisory and forensic accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning solutions, operating through a nationwide network of over 10,000 advisors.