Daniel Crowe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been associated with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, delivered through tailored recommendations that clients may choose to implement through various brokerage or advisory programs.

Scott Pluschau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Citigroup and Citigroup Global Markets from 2004 to 2024. 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 and fund searches, and customized performance reporting. The firm's advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

James Forbes is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2007 and concurrently works with STOP & SHOP for 29 years. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm relies on model-based strategies managed by unaffiliated asset managers and offers various portfolio approaches, including those investing in cryptocurrency ETFs.

Lauren Bellizzi is a financial advisor with Merrill based in Holbrook, NY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Equitable Advisors and Whaler's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kevin Vasilik is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and having 29 years of industry experience. He previously worked at Ameriprise for 11 years before joining Raymond James in 2025. Outside of his advisory role, Vasilik is President and CEO of Wayfinder Wealth Management, a business involved in supporting his Raymond James activities and other business functions. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical modeling tools and supports various advisory programs, with additional capabilities in municipal and public finance.

James Quinlivan is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has a diverse work history including roles at Troy Enterprises, Smile Logistics, and Pets Warehouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a centralized operational structure.

Robert Dunn is a financial advisor with UBS Financial Services in St. James, NY, holding a Series 66 designation and 29 years of industry experience. He worked at Morgan Stanley & Co. LLC from 2002 to 2008 before joining UBS Financial Services, where he has been since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market models to tailor plans aligned with clients’ goals and risk tolerances.

Douglas Lake is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked at Cetera since 2019 and previously was with Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Outside of his advisory role, he serves as a finance committee member for Saints Peters & Paul Church and is a director and board member of the Kiwanis Foundations of Hicksville. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and a suite of affiliated providers that influence product offerings.

Kevin Fitzpatrick is a financial advisor with J.P. Morgan Securities based in Smithtown, NY. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Joseph Gunnar & Co. LLC, and National Securities Corp. Fitzpatrick also briefly worked at Spring Lake Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

Anthony Vann Rubino is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at J.P. Morgan Securities for nine years and has experience in various small business roles, including self-employment and positions in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Kevin Anglim is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and investment modeling techniques.

Christopher Picone is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 63 designation and has worked at Avantax Advisory Services and Avantax Investment Services, as well as operating Spatola and Associates since 2013. Outside of his advisory work, he is the owner and sole proprietor of PRS Capital Group, a full-service mortgage brokerage. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets with more than 10,000 advisors.

Kyung Yeum is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL Enterprise in 2024, Yeum worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2004 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various affiliated products and services.

Mark Sonnenblick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include extended tenures at Cadaret, Grant & Co., Inc. and his own agency, Mark Jay Sonnenblick Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Edward Wess is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to derivatives and commodities capabilities uncommon among institutional advisory programs.

Steven Vessa is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at M&T Bank, Merrick Financial Group, and Momentum Solar. Outside of his advisory work, he is employed at the Brookhaven Free Library. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Galardi is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at UBS Financial Services, Northwell Health, and Leviton Manufacturing Co. Outside of finance, he officiates Little League baseball games in Nassau and Suffolk counties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Philip Krauss is a financial advisor with Cetera, holding a Series 63 designation and with 47 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021, and previously spent seven years with VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment strategies, including affiliated and third-party model portfolios.

Brandon Cruz is a financial advisor at Merrill with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America, Aegis Capital Corp, and National Income Life Insurance. Outside of his advisory role, he formerly owned a small LLC used for commission-based sales. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Justin Culhane is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, also working with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its planning process.