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.

Stuart Stein is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, American Portfolios Advisors, and Mass Mutual Life Insurance Company. Stein is also involved in employee benefits and fixed life insurance sales through Professional Group Plans, Inc. and Annuco. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program structures.

Jeffrey Quinn is a CFP® and ChFC® with 26 years of industry experience. He currently works at Wells Fargo Clearing and has previously held positions at M&T Bank, LPL Financial, People's Securities, Morgan Stanley, and HSBC. He serves as treasurer for Hurricane Hoopers Incorporated, a nonprofit supporting high school boys basketball. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Craig Ferraro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. and Citicorp Investment Services since the late 1990s. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management services.

Robert Sforza is a financial advisor at Wells Fargo Advisors with 18 years of industry experience and a Series 66 credential. His prior roles include positions at Citigroup, LPL Financial LLC, M&T Securities, and HSBC Securities (USA) Inc. He also owns SFORZA CONSULTING GROUP CORPORATION. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored through research and planning tools, covering a wide range of areas from cash-flow to niche services like business-owner transition and special-needs planning.

Nicholas Loehle is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Bruderman Brothers LLC and Bruderman Asset Management. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by affiliated products and distribution arrangements.

Susan Gordon is a Series 66-licensed financial advisor with Equitable Advisors, where she has worked for 25 years. She has a total of 27 years of experience including her role as an accountant at Michael B. Gordon, CPA, a position she has held since 1999. Outside of her advisory work, she serves as a volunteer board member of Country Pointe at Kings Park and participates as a committee member for a local homeowners association. Equitable Advisors serves a broad client base that includes individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a mix of in-house and third-party advisory programs, focusing on client-specific risk assessments to match clients with appropriate investment models and discretionary managers.

Jay Marks is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY. He holds the ChFC® designation and a Series 63 license, with 39 years of industry experience. Marks has worked with MML Investors Services, Inc. since 1996 and Massachusetts Mutual Life Insurance Company since 1986. He is also president of JHM Financial Services Group, Inc., a firm involved in the sale of individual life, health, and group health 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing annual relationships that provide written recommendations without investment discretion.

Suzanne Walsh is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Richard Westerberg is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. and Northeast Asset Management Inc. He occasionally recommends life insurance and fixed annuity products and serves as president of Westerberg Wealth Management, Inc. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services with an emphasis on integrated platforms, asset-allocation tools, and access to third-party money managers.

James Bishop is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals and adapt to evolving market conditions. He provides clients with access to Merrill’s investment insights as well as the banking and lending services of Bank of America. James holds a Bachelor's Degree from SUNY at Old Westbury and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to working closely with clients one-on-one to develop tailored financial strategies designed to support their long-term objectives. In addition to his professional responsibilities, James is engaged in community activities and volunteers with local organizations, reflecting Merrill’s tradition of community involvement.

Paivi Cartwright is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 solutions utilizing multi-asset model portfolios and conducts due diligence on alternative investments through its dedicated research center.

Michael Ledva is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Matthew Heeter is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OSAIC and American Portfolios Financial Services INC. Before entering the financial advisory field, he worked for five years at Baiting Hollow Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

John Surace is a financial advisor at Cetera with 26 years of industry experience and holds a Series 63 designation. He has worked with firms including Avantax and AXA Advisors and currently serves as President of S&P Associates of LI, Inc., where he manages client relationships and oversees investment performance. His background also includes fixed life insurance sales and financial advisory roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated investment managers across multiple program structures.

Nagendra Singh is a CFP® with 20 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 15 years with American Portfolios Financial Services. In addition to his advisory work, he is an adjunct professor at NYU teaching graduate students and is involved in tax preparation through his ownership and management of tax-related businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with a range of managed account solutions and third-party money manager access.

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.

Antonios Franks is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and totaling 33 years of industry experience. His career includes twenty years at MetLife Securities Inc. prior to joining Mass Mutual in 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements and a variety of investment programs tailored to client goals.