Thomas Sconzo is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including ten years with Cuna Brokerage Services and CUNA Mutual Group. Outside of his advisory work, he serves as a part-time Mixed Martial Arts referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Erin Mayernik is a Planning Consultant currently working at Fidelity Investments. She has been with Fidelity since 2023, serving in the role of Investment Consultant. Prior to her current position, Erin worked as a Financial Advisor Associate at Morgan Stanley from 2021 to 2023 and as a Financial Advisor at Merrill Lynch from 2019 to 2021. Erin focuses on integrity, compassion, understanding, confidentiality, open-mindedness, and teamwork in her work with clients. She aims to listen deeply and work purposefully to help clients improve the quality of their lives. Outside of her professional role, Erin enjoys food, social events with friends, reading, snowboarding, softball, and traveling.

Robert Ungerer is a CFP®-certified financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Benjamin Lingenfelter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at LPL Financial since 2011, with a brief period at Ameriprise Financial Services Inc. Outside of his advisory role, he serves as a code enforcement officer in Lake Grove, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies, supported by research and multiple portfolio management options.

Tracy Prush is a financial advisor with Raymond James Financial holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, Tracy worked at Edward Jones, Kestra Advisory Services, Coastline Wealth Management, and Lincoln Investment. Tracy is also involved with Hendel Wealth Management Group, a non-investment-related business activity based in Smithtown, NY. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals across its extensive advisor network.

Robert Notarfrancesco is a financial advisor at LPL Financial with 28 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc., Investors Bank, Cetera, and People’s United Advisors. Outside of his advisory work, he is a drummer and band member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research to support both discretionary and non-discretionary management strategies.

Linda Kuhn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Long Island Vision Management, North American Partners in Anesthesia, and Fuentes Cosmetic Surgery Center. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Gina Ayasse is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Richard Catucci is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He has held positions at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and previously spent 33 years with Metlife Securities Inc. Outside of his advisory role, he is also an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using collaborative, software-supported analyses to develop written recommendations tailored to client goals.

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.

Frank Heraghty is a financial advisor with LPL Financial in Stony Brook, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Bethpage Federal Credit Union, Astoria Federal Savings, and Ifmg Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Peter Halliwell is a financial advisor at Raymond James Financial with 42 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 32 years and has operated his own advisory business since 2004. Additionally, he serves as an independent contractor financial advisor at Hendel Wealth Management Group. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Cameron is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance. Outside of his advising role, Cameron has been a business teacher in the South Country Central School District since 1998 and serves as an assistant swim coach for the Sayville swim team. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Jeffrey Thiele is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney assisting his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Thomas Flanagan is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory work, he operates a sole proprietorship providing fixed annuities, disability, health, and life insurance, and he engages in motivational speaking at local churches and libraries. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles.

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.

Peter Hall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and is a partner at Hall & Raynoha CPA's LLP, practicing for 25 years. Outside of advisory work, he is a part-owner of a sports memorabilia business and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing various portfolio management options and proprietary as well as third-party strategies.

Paul Southard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and has maintained a business, Southard General Group Inc, focusing on insurance sales since 1984. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and a variety of endorsed third-party money managers.

Paul Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Scottrade, Inc. and Scottrade Investment Management before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. He also worked at Rig Gear USA from 2020 to 2023. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Luke Donenfeld is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019, following seven years at First Empire Securities. Outside of his advisory role, he serves as treasurer for the Harry Donenfeld Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.