Philip Howe is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved as a registered investment advisor with RG Group. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various portfolio management programs through advisory and brokerage channels. The firm provides an integrated platform combining advisory services with brokerage and insurance products.

Christopher Pratt is a financial advisor with LPL Financial in Hauppauge, NY, holding CFP®, ChFC®, and Series 63 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has been with M&T Securities, Inc. since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

John Klimchak is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and totaling 36 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also operates an insurance agency focused on non-variable products. Klimchak is involved with Sage Scholars, a program that promotes tuition rewards. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a variety of program structures, including model portfolios, third-party managers, and bespoke strategies.

Maria Lipinski is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Transamerica Financial Advisors. Her prior experience also includes roles outside of finance, such as with the Town of North Hempstead and Staffing Solutions Organizations LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in its investment process.

Ryan Brown is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he worked at Monster Music, Amazon, and Guitar Center, and has been a self-employed music instructor since 2018. 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 through program sponsors and endorsed TAMPs, offering advisory and brokerage solutions with a focus on both discretionary and non-discretionary asset management.

Sean Joseph is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Compliancy Group LLC and entrepreneurial experience with Jeung Golf, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a variety of third-party managers and programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Ronald Zucker is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds a Series 63 designation and previously worked at Pruco Securities, LLC for 33 years. In addition to his advisory role, he is involved with the Dick Furnari Insurance Agency, focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with insurance and lending products.

James Hughes is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hughes holds Series 63 and Series 65 licenses and has ownership interests in several investment-related businesses based in Melville, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Daniel Murcott is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Johnpaul Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 extensive research and model portfolios.

Robert Desanto is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. He worked at Signator Investors, Inc. for 34 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, he operates a sole proprietorship as an insurance broker for fixed insurance products and serves as an Investment Advisor Representative with Lighthouse Financial Network, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Jesse Yoskowitz is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at AXA Advisors, Henry Schein, and Limitless Group. Outside of his advisory work, he is involved in health insurance sales through TMRW Benefits and BenAdvance. 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 employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Andrew Morse is a financial advisor at J.P. Morgan Securities LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan in various capacities since 2012, including roles at JPMorgan Chase Bank, NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gregory Giantsos is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Bank of America, NA for 12 years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Chukwuemeka Orakwue is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to bring structure and purpose to their wealth. He focuses on organizing various elements of clients' financial lives and developing personalized strategies tailored to their retirement planning, investment management, liquidity needs, risk considerations, and evolving life goals. Chukwuemeka's client approach centers on understanding the client's family, career, assets, financial obligations, and future aspirations through attentive listening. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, liquidity management, and tax minimization. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Minnesota System. Outside of his professional work, Chukwuemeka enjoys fishing, traveling, and watching movies.

Katharine Tomasino is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Advisors Commercial Real Estate and Coldwell Banker Commercial Advisors. She is the owner of Rogers Partners LTD, a private limited company based in Brooklyn, New York. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roderick Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1999, he has focused on developing financial strategies tailored to individuals, their families, and their businesses by understanding their short- and long-term objectives. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and retirement income. Rod holds a bachelor's degree from the State University of New York system, specifically SUNY Old Westbury, where he studied English. He holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Rod and his wife Christina reside in North Babylon with their two children and support the Big Brothers Big Sisters of Long Island. His personal interests include basketball, running marathons, and yoga.

Aaron Donato is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Since beginning his career in investment and financial services in 2016, he has worked with families and their children to provide advice, guidance, and structure for financial decision-making. Aaron manages discretionary custom investment strategies and selects from Merrill Lynch model portfolios and third-party investment strategies to help clients pursue their objectives. Aaron's experience extends to education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on building lasting relationships with clients, including executives, business owners, and professionals in sports and entertainment, with an emphasis on long-term collaborations and customized guidance. He is also a Registered Player Financial Advisor with the National Football League Players Association (NFLPA). Aaron holds a Bachelor's degree in Business Management from The Pennsylvania State University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, he enjoys basketball, reading, running, skiing, spending time with his family, and watching movies. He is involved in community activities such as Habitat for Humanity, Island Harvest, Keep Islip Clean, Inc, Long Island Cares, Inc, and Toys For Tots.

Stephen Hildebrandt is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 license and five years of industry experience. His prior work includes roles at AIG and GM Advisory Group. He also holds an outside health insurance appointment with United Healthcare Oxford. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and endorsed third-party managers.

Michael Palazzolo is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and having 31 years of industry experience. His prior positions include roles at American Portfolios Financial Services, Inc. and Guardian Life Insurance Company of America. Outside of advisory work, he is a co-partner at Fortress Financial Services, Inc. and the author of a fiction book titled Route 80. Osaic Wealth serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and investment platforms to construct portfolios tailored to client goals.