David Reuben is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cadaret, Grant & Co., Inc., Royal Alliance, and Ryan, Beck & Co., LLC. Outside of his advisory role, he provides tennis instruction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Raymond Dady is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Ryan Engel is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2024. Outside of his primary role, he is an associate and employee at Hendel Wealth Management Group, where he services existing clients and develops his own client base. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Leo De Blasio is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

William White is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2010. Outside of his advisory work, he is a partner in a music group called Fear of Fred. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial and estate planning, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers both advisory services and broker-dealer capabilities.

Bruce Huggins is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 1986. He specializes in a range of financial planning and investment consulting services including divorce transition planning, family wealth management strategies, retirement income, and portfolio management services. Bruce works closely with clients to develop personalized financial strategies tailored to their individual goals. He holds a Bachelor's Degree from Long Island University and an Associate in Arts from Suffolk Community College. Bruce has earned the Personal Investment Advisor (PIA) designation. Beyond his professional work, he is involved in his community through participation with Calvary Baptist Church. Bruce's approach centers on understanding each client's comprehensive financial picture and collaborating one-on-one to help pursue long-term financial objectives. His interests outside of work include baseball, billiards, boating, chess, football, golfing, softball, and woodworking.

Najala Langlois is a financial advisor with Ameriprise in Farmingdale, NY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns a consulting business, INFINITUM FINANCIAL. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate personalized retirement income recommendations.

Katherine Kanes is a CFP® designated financial advisor at Edward Jones with 10 years of industry experience. She worked for Brown Brothers Harriman & Co for 22 years before joining Edward Jones in 2023. Outside of her advisory role, she owns and manages rental property businesses through Kanes DFW Properties LLC and Kanes OK Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and supports its advisory services with a large nationwide network of financial advisors and branch offices.

Jack Cheshire is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Wind Watch Country Club, Binghamton University, Sayville Yacht Club, Brockport University, and Sayville Public Schools. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Bartolotta is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior work includes roles at RF Lafferty & Co Inc and Fulcrum Securities, Inc. He is also involved in Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Boccio is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has worked previously at American Portfolios and OSAIC. He is also a financial professional at North Ridge Wealth Planning, where he provides administrative support and customer service. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

Matthew Desjardin is a financial advisor at OSAIC with three years of industry experience. Prior to entering the financial services field, he served 24 years with the New York City Fire Department. He is also engaged in individual tax preparation and serves as a notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using firm-supported asset allocation tools, risk tolerance assessments, and access to third-party managers to create tailored portfolios.

Alfred Haber is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Equitable Advisors since 1999 and previously with Axa Advisors for over two decades. Outside of advisory work, he has involvement in term insurance through a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to meet diverse client needs.

Jackson Willis is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at Marist University and Wegmans Food Markets. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Juan Rodrigo Martin is a financial advisor with Equitable Advisors in Massapequa, NY, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors and Cimpress/Vistaprint. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Chris Occhipinti is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, including time with Axa Advisors. Outside of his advisory role, he serves as a board member for Contractors For Kids. 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 as a dual-registered SEC investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Scott Horning is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He was previously with American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. Outside of advising, Horning is involved in real estate through ownership in Compass Rose Student Housing, LLC, which subleases apartments to students attending trade school. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing tools such as asset-allocation models, risk questionnaires, and automated rebalancing to manage portfolios across a range of investments.

Craig Valentine is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He also works as an associate for Hendel Wealth Management Group, assisting with client account services and new business solicitation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Robert Galian is a CFP® and ChFC® with 19 years of industry experience. He has been with J.P. Morgan Securities since 2016, currently serving in Oakdale, NY. Prior to his current role, he has also worked within J.P. Morgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sameer Aga is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 credentials. Outside of finance, he is involved in importing fruit beverages through his ownership of Global Pathway Inc. He also plans to operate a computer parts sales and repair business under Aga Technologies. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.