Steeve Koven Augustin is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a board member for the Chamber of Commerce in Babylon, NY. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients including retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, offering financial planning, access to external asset managers, and insurance products through affiliated entities.

Matthew Murphy is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 63 credential and over 31 years of industry experience. He has been with LPL Financial since 2016 and also serves at Bridgehampton National Bank. Beyond his advisory roles, Murphy is involved in business development with Kuvare Corporate Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Robert Garofallou is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for six years and Northeast Securities, Inc. for 27 years. Outside of advisory work, he is president and partner of RJG Tax & Capital Solutions, Inc., a tax preparation and guidance firm. 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 approach centers on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party management strategies.

Robert Kowaleski is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Axa Advisors, David Lerner Associates, Mass Mutual Life Insurance Company, and Mutual of Omaha Investor Services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models delivered through its network of representatives and third-party managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Fliegelman is a financial advisor at OSAIC with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC, he worked at G&G Planning Concepts, Inc. and American Portfolios Advisors, Inc. among other firms. He is involved in coaching and training licensed insurance agents on insurance and estate planning. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization and offers discretionary and advisor-managed strategies alongside third-party manager programs.

Christian Campbell is a financial advisor with LPL Financial holding a Series 66 designation. Although he has no prior industry experience, his background includes roles at Teachers Federal Credit Union and Equitable Advisors, along with several years in educational and public sector positions. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Serena Cole is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms including Principal Financial and Principal Securities prior to joining Fidelity. 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 develop model portfolios across multiple asset classes.

Neil Solina is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of advising, Solina manages a home audio sales business and works as a truck driver for FedEx. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Maura O'Brien is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners directly with advisors and the team to provide personalized financial planning for clients. Prior to this, Maura worked as a Relationship Manager at Fidelity Investments from 2019 to 2024. Her experience at Fidelity spans several years, focusing on client relationship management and financial planning services. Details about her education, credentials, personal interests, or community involvement have not been provided.

Laura Hoffman is a CFP® professional with 13 years of experience in the financial industry. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked since 2012. 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 with forward-looking capital market assumptions to develop model asset allocations.

Stephen Levine is a financial advisor at Cetera with 62 years of industry experience. He holds the ChFC® and Series 63 designations. His professional background includes long-term roles at Cetera Wealth Services, LLC and his own firm, Stephen Levine & Associates Ltd. He also works as an independent insurance agent in life, accident, and health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a large nationwide network of advisors and operates a multi-manager platform with access to both affiliated and third-party investment managers.

Laurence Paul is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, LPL Enterprise, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a quality assurance representative for a healthcare service and works part-time in hospitality as a valet. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Schwenk is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets, City National Bank, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing an advisory role without providing individual security recommendations in standalone planning.

Morgan Weil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. for 15 years. Weil is also involved in administrative duties 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors and affiliated firms.

Alexander Vail is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has held roles at Raymond James Financial Services and Ameriprise, along with experience in nonprofit and healthcare organizations. Vail is also associated with Vail & Associates, a financial advisory support business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Panayota Deluca is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill and Banc of America Investment Services. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate agreements.

Fabio Purita is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Capital One prior to his current role. Outside of finance, his background includes time spent in education and technology sectors, such as roles at Binghamton University and Zebra Technologies. Merrill, together 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Lewis is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Vincent Serro is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2013, he worked at Stifel and Ryan Beck & Co. Outside of his advisory role, he assists part-time with a family business that sells pasta sauce at fairs and festivals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers capabilities in derivatives and commodities through affiliated entities.

Timothy Mirocco is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Co, and The Ohio State University. Mirocco also operates as a sole proprietor agent specializing in non-variable insurance. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology and comprehensive investment options.