Stephen Anglim is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 66 licenses and with 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

David Mottes is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining OSAIC in 2024, he spent 12 years at American Portfolios Financial Services, Inc. He also serves as director of business development for PPS Advisors, Inc. outside of his advisory role. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party managed accounts. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Daniel Tohill is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account services while maintaining separate delivery of each.

Derek Downing is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and previously worked at First Empire Securities before joining Stifel Nicholas in 2019. Outside of his advisory role, he serves as a board member and treasurer for the St. James Smithtown Little League, a local youth sports organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation, retirement, insurance, and estate planning analyses.

Christopher Quartararo is a financial advisor with Raymond James & Associates, holding CFP® and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc., Merrill, and Bank of America. He also serves as a trustee for a family life insurance trust. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, providing tailored financial plans and institutional consulting through its Wealth Advisory Services Program.

Jose Rosario is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee estimates in its process.

Christopher Bergmann is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services Inc. He is also the owner of Chris Bergmann Photography, a sports and event photography business he has operated since 2012. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing sophisticated asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Robert Capra is a CFP® with 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Prior to that, he spent ten years at Metlife Securities, Inc. Outside of his advisory role, he is involved in the sale and servicing of fixed annuities and life insurance products. Mass Mutual Investors Services, LLC 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’s approach includes collaborative annual planning engagements using firm-approved software tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Gary Orkin is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has previously worked at American Portfolios Financial Services, Inc. He is also a certified public accountant and owner of Orkin CPA PC, providing tax preparation and accounting services. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and investment platforms.

Richard Bucaro is a financial advisor with Morgan Stanley in Port Jefferson, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a board member of the St George Golf and Country Club, a nonprofit organization in East Setauket, New York. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Jacqueline Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public in Albany, NY. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Lockhart is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior work history includes extensive tenure at Merrill and Bank of America before joining Morgan Stanley in 2023. Outside of his advisory work, he is a silent partner in local rental property ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm‑approved planning tools and methodologies.

John Baldi is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ and Series 63 designations and bringing 20 years of industry experience. His career includes prior roles at LPL Financial and American Portfolios Financial Services. He serves as a board trustee for St. Patricks Smithtown and holds other community and advisory roles. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, incorporating proprietary and third-party strategies across multiple custody platforms.

Adam Friedman is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. MassMutual 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, using firm-approved software and collaborative annual planning engagements to support client goals.

John Demertzis is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. He has worked at firms including LPL Financial and Avantax before joining Cetera. Outside of advising, he is involved in acting, currently participating in the Amazon Prime fictional show "Mob Mentality." Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Jeffrey Gash is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Primerica Advisors and Primerica Financial Services for a combined six years. Before entering the financial services industry, he spent over three decades at Jaco Electronics, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Alexandra Kolessar is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Bank of America. Outside of her advisory role, she owns Crafted.Chapter, where she creates and posts video content related to crafts, books, and drinks. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Arthur Rooney is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Merrill for 25 years. Rooney holds Series 63 and Series 65 licenses and is based in Hauppauge, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support its financial planning process.

Vincent Batteria is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop customized recommendations.

Michael Newins is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities, Guardian Life Insurance, and New York Life among others. Outside of his advisory role, he serves as Treasurer of Potunk Lodge #1071 F&AM, a Masonic Lodge and charity in Westhampton, NY. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services with investment guidance based on proprietary forward-looking methodologies developed by its Investment Strategy Group.