Kyung Yeum is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL Enterprise in 2024, Yeum worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2004 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various affiliated products and services.

Linda Sanders is a CFP® with 42 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Merrill and Bank of America. Sanders serves as a board member of the Sunshine Prevention Center, a nonprofit focused on children, youth, education, and health. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

Mark Sonnenblick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include extended tenures at Cadaret, Grant & Co., Inc. and his own agency, Mark Jay Sonnenblick Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Edward Wess is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to derivatives and commodities capabilities uncommon among institutional advisory programs.

Steven Vessa is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at M&T Bank, Merrick Financial Group, and Momentum Solar. Outside of his advisory work, he is employed at the Brookhaven Free Library. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Diane Honoski is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fidelity Investments and Charles Schwab in various capacities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kalle Ruga is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Galardi is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at UBS Financial Services, Northwell Health, and Leviton Manufacturing Co. Outside of finance, he officiates Little League baseball games in Nassau and Suffolk counties. 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 manage diversified portfolios.

Brandon Cruz is a financial advisor at Merrill with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America, Aegis Capital Corp, and National Income Life Insurance. Outside of his advisory role, he formerly owned a small LLC used for commission-based sales. Merrill, along 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Culhane is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, also working with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its planning process.

Mark Harris is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years and Investors Capital Corp. for ten years. Harris is also involved in selling insurance as part of his comprehensive client advice. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Andrew Hawson is a Series 65-credentialed financial advisor with LPL Financial, where he has worked since 2008. He has 44 years of industry experience. 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 financial planning, asset management, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and technology tools.

Claire Fitz is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at UBS Financial Services from 2015 to 2020. Fitz is also involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing her practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stephen Abbott is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and Cuna Mutual group. Abbott is involved in an investment-related activity through Teachers Investment Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational programs to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual relationships using firm-approved tools to analyze client goals and develop written recommendations.

Lori Bjorndahl is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held following her tenure as Senior Registered Client Associate starting in 2005. In her time as a Client Associate, Lori served in leadership positions and was recognized as a mentor among her peers, developing a strong emphasis on attention to detail in her work as a Financial Advisor. Her areas of focus include transfer of assets, retirement planning, education planning, and managed money. Lori graduated from Berkeley College in New York City in 2005 with a Bachelor's Degree in Business Management. She holds FINRA Series 7 and Series 66 registrations, as well as Life and Health Insurance licenses. She also has the Personal Investment Advisor (PIA) designation. Lori resides in Port Jefferson Station with her husband Jason and their children, Sophia and Henrik. Outside of her professional work, she enjoys cooking, music, spending time with family, traveling, and community involvement, including volunteering as a coach with Comsewogue Youth Football & Cheer.

Regina Saio is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 66 designation and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC serves a diverse client base ranging from retail to institutional investors and offers a range of advisory and portfolio management services. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and manage its investment strategies.

John Helldorfer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of experience at the firm. He has a background that includes over two decades as a CPA and accountant operating his own practice, John E Helldorfer, CPA, since 1999, and prior roles at CA Technologies Inc. He is involved in various non-investment related business activities including providing accounting and tax services through his CPA practice. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Brian Thornton is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 30 years of industry experience. He has worked with North Fork Asset Management since 2007 and has held roles at National Asset Management, Inc., and National Securities Corporation. In addition to his advisory work, he is licensed to sell fixed life insurance and annuities. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and a multi-manager platform.

Dennis Byrne is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at AXA Advisors, LLC and Jason C. Fu. Outside of his primary advisory work, he is involved as an associate with Hendel Wealth Management Group, where he helps service clients and solicit new business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.