Paige Bentz is a Series 66-licensed financial advisor with Morgan Stanley, based in Riverhead, NY, and has 11 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that utilizes structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and provides investment advisory and brokerage services across multiple client segments.

Christopher Sackman is a financial advisor with Ameriprise in Levittown, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, with a focus on assets held in Ameriprise-managed accounts.

David Terry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and with 13 years of industry experience. He has been with JP Morgan Securities since 2013 and is also a general partner at Neatlydone, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative analysis to deliver asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Christopher Mauceri is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at NorthCoast Asset Management for two years before joining Morgan Stanley Private Bank and Morgan Stanley in 2022. His background also includes nine years of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients model potential outcomes.

Cindy Hubbard is a financial advisor at Morgan Stanley with 21 years of industry experience, including 17 years at Morgan Stanley. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in real estate as a sole proprietor and serves as a trustee for a trust based in Riverhead, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Roland Driscoll is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 19 years of industry experience. His prior roles include positions at INVEST Financial Corporation, Bethpage Federal Credit Union, and Chase Investment Services Corp. Driscoll is also involved with FourLeaf Financial Group, a related investment entity. 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.

Julie Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the CFA® designation and the Series 63 license. Her prior roles include positions at JPMorgan Chase Bank NA and JPMORGAN Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm uses structured planning tools and firm-approved methodologies to support clients in financial decision-making, managing approximately $2.74 trillion in assets.

Jeffrey Quinn is a CFP® and ChFC® with 27 years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at firms including M&T Bank, LPL Financial LLC, Morgan Stanley, and HSBC Securities. Outside of his advisory work, he serves as treasurer for Hurricane Hoopers Incorporated, a nonprofit supporting high school boys basketball. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and employs both brokerage and advisory strategies.

Craig Ferraro is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Jpmorgan Chase Bank, N.A., and Citicorp Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Richard Westerberg is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at American Portfolios Financial Services, Inc., Northeast Asset Management Inc., and Northeast Securities, Inc. Westerberg also serves as president of Westerberg Wealth Management, Inc., an S corporation through which he manages business-related expenses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk tolerance analysis and rebalancing tools.

Scot Krempa is a financial advisor with Edward Jones in Sayville, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Krempa is president of an online Christian retailer, serves as an elder involved in financial decisions at New Life Community Church, and acts as vice president of softball for Sayville Little League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment products, supported by a large network of advisors and branch offices nationwide.

Ahmadzia Hatami is a financial advisor with LPL Financial who holds a Series 63 designation and has 19 years of industry experience. He has worked at LPL Financial since 2008 and also spent 19 years at Astoria Federal. He is based in Patchogue, NY. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

James Siciliano is a financial advisor with J.P. Morgan Securities in Centereach, NY, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Helin is a CFP®-credentialed financial advisor with 24 years of experience. He is currently with LPL Financial, having joined in 2023 after 18 years at Ameriprise Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory options including model portfolios, third-party management, and customized strategies, supported by technology tools for operational and research purposes.

Dominic Stilletti is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, Inc., and previously at Capital One Investment Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Amy Wilcox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2019 and previously spent seven years with HSBC Securities (USA) Inc. and one year at Suffolk Federal Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Stephanie Browne is a financial advisor at Morgan Stanley with six years at the firm and two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she has been involved with the National Golf Links of America for ten years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to help clients build and manage their financial plans.

Danny Shum is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes prior roles at Citigroup Global Markets and Citicorp Investment Services. He is also involved in managing his own business entities related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using Wells Fargo research, with planning engagements typically tailored and discrete rather than ongoing.

Michael Butensky is a financial advisor with Osaic Wealth, holding CFP® and ChFC® designations and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., Axa Advisors, LLC, and Eagle Strategies (NY Life). He is a managing partner of Heritage Harbor Financial Associates and also holds a licensed notary position. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and maintains a complex affiliate network alongside multiple custodial and legacy program arrangements.

Thomas Murray is a financial advisor at Cetera with 26 years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Advisory Services, 1 St Global Advisors Inc., and a long tenure at Albrecht, Viggiano, Zureck & Co., P.C. He serves as a trustee for an irrevocable trust involved with insurance premium payments. 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 services, overseeing over $256 billion in assets through a nationwide network of more than 10,000 advisors.