Thomas Sconzo is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Chase Investment Services, and Merrill. Outside of his advisory work, he serves part-time as a mixed martial arts referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor resources and technology tools.

Benjamin Lingenfelter is a financial advisor with LPL Financial in Lake Grove, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked primarily with LPL Financial since 2011, with a one-year tenure at Ameriprise Financial Services Inc. Additionally, he serves as a Code Enforcement officer in his local community. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Robert Notarfrancesco is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including HSBC Bank USA, N.A., Cetera, and INVESTORS BANK. Outside of his advisory role, he is also an active drummer and band member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Lisa Sciuto is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jorge Torres is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at Giorgio Armani for five years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Philip Johann is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He previously worked for American Portfolios Financial for ten years before joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

David Willmott III is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Edward Jones, Joseph Stone Capital, and entrepreneurial ventures outside finance such as Skate Safe America and People Pool Valet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with various non-advisory financial activities.

Jessica Baker is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior work includes roles at Copper Beach Builders, Stage Door School of Dance, Baker Septic Installations Inc, and involvement with The Performing Arts Center of Suffolk County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Nathaniel Mccabe is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Suffolk Federal Credit Union, Big Think Capital, and The Prudential Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Paul Tuttle is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2017 to 2022 and Munistat Services, Inc. from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers options that combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Christian Buzzanca is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors and ownership of Economic Planning Group. Buzzanca serves as president of the Society of Financial Service Professionals, where he plans meetings and directs board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Stuven is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2022 and previously spent time with New York Life Insurance Company and in non-investment roles including pool services and the restaurant industry. He is also involved with Girard Wealth Management Group as an associate focusing on research and trading. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports its clients through a large advisory network with specialized offerings in municipal finance and SIMPLE IRA consulting.

Matthew Wilkow is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Altice Business. Outside of his advisory role, he is involved in telecommunications as a referral partner and provides financial planning services through an affiliated consulting firm. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations.

Robert Ward is the Senior Resident Director at Merrill, leading the Riverhead Merrill Lynch Wealth Management office since 2018. He has over 30 years of experience in the financial services industry, including 17 years in banking and 12 years as a branch manager. Since joining Merrill in 2015, he has focused on serving the wealth management needs of business owners, entrepreneurs, and affluent individuals by developing tailored strategies to address both short- and long-term financial goals. Bob holds multiple professional designations including Chartered Financial Consultant®, Certified Plan Fiduciary Advisor®, and Retirement Benefits Consultant, enabling him to provide fiduciary services and oversee corporate retirement plans as well as nonprofit endowment and foundation assets. His expertise encompasses areas such as divorce transition planning, family wealth management, legacy planning, and philanthropic planning. In addition to his professional work, Bob serves on the boards of East End Arts and Riverhead Rotary, and supports organizations such as Big Brothers Big Sisters of Long Island and Junior Achievement. He has received the Presidential Volunteer Award three times and was recognized as Man of the Year by Big Brothers Big Sisters in 2011. Bob resides in Manorville with his wife Laura and their two children and enjoys boating, golf, skiing, mountain biking, and photography.

Anthony Solomita is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with local individuals and families to develop transparent financial plans aimed at building, preserving, and distributing wealth to meet their lifetime goals. He has been with Fidelity Investments since 2013, progressing through roles from Financial Representative to his current position. His professional experience includes serving as a Financial Consultant from 2017 to 2020, an Investment Consultant from 2015 to 2017, and a Financial Representative from 2013 to 2015 at Fidelity Investments. Prior to joining Fidelity, he worked as a Financial Representative at Citibank from 2007 to 2013.

Azhar Shah is a financial advisor with LPL Financial who holds a Series 66 designation and has 11 years of industry experience. He has worked at LPL Financial since 2015 and has been affiliated with Webster Bank since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Begley is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1998 and has been with Strategic Advisors Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and is notable for its use of systematic methodologies and AI-driven research.

Edward Vrona Jr. is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services and Ameriprise Financial Services. Outside of advisory work, he is the managing member of a CPA firm, Vrona & Van Schuyler CPA's, and serves as a trustee for the Sylvan Family Foundation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.

Nicholas Galletta is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for the Twin Forks Networking Group, a nonprofit organization in Manorville, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Dianna Sanchez is a Wealth Management Senior Relationship Manager focused on assisting clients and their families with customized wealth planning that aligns with their unique preferences. She prioritizes forming strong relationships and maintaining a high level of trust, reliability, and competency as a dedicated point of contact for valued clients. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Advisor Associate at Morgan Stanley from 2016 to 2022. These positions have contributed to her expertise in wealth management and client service. Outside of her professional work, Dianna has interests in cooking and baking, fitness, parenthood, reading, traveling, and volunteering.