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.

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.

Anthony Rutigliano is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory role, he is the owner of Rutigliano Consulting, Inc., which supports his wealth management activities. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance product sales.

Steven Cellen is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and previously worked at Equity Services, Inc. and National Life Group from 2012 to 2026. Outside of his advisory role, he operates Cellen Financial, where he sells life, disability, and health insurance as an agent for several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Charles Justino is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked previously at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Donald Cross is a Financial Consultant currently with Fidelity Investments, a role he has held since 2022. He has a total of 15 years of experience in the financial services industry, during which he has undertaken various positions including Private Client Advisor at JP Morgan from 2018 to 2022, Financial Advisor at Prudential Advisor's from 2015 to 2018 and earlier from 2010 to 2014, as well as Financial Representative at Fidelity Investments in 2014. Throughout his career, Cross applies a goals-based approach to financial consulting, partnering with clients to uncover their goals, needs, and wants and aligning these with their investments. His experience spans various facets of financial advising, with a focus on simplifying complex investment decisions for his clients. Outside of his professional work, Donald Cross is interested in baseball, boating, outdoor adventures, and snowboarding.

Collin Krieg is a financial advisor with Ameriprise in Stony Brook, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in various roles related to lacrosse and education. He also manages an advisory business, Certainty of the Uncertainty, LLC, and serves as a part-time consultant supporting advisor transitions to the Ameriprise platform. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Salvatore Caruso is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Aegis Capital Corp for 10 years before joining Equitable Advisors in 2022. Outside of his advisory role, he serves as president of two real estate management companies. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, employing a hybrid referral and implementation model that integrates advisory, brokerage, and insurance services.

Greg Selg is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior work includes roles at American Portfolios Financial Services and OSAIC. Outside of his advisory work, he is a partner in a small vending machine business and serves on a nonprofit homeowner association board. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.