Paul Romano is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in roles spanning Scottrade, Scottrade Investment Management, and J.P. Morgan Chase Bank. 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’s advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and includes broader derivatives and commodities capabilities.

Amy O'Brien is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Citibank, and Bank of America. 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.

Ryan Humbert is a financial advisor at Equitable Advisors with five years of industry experience. His prior roles include positions at Citigroup and Ameriprise Financial Services, LLC. He holds Series 63 and Series 66 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a mix of firm-offered and third-party advisory solutions.

Luke Donenfeld is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019, following seven years at First Empire Securities. Outside of his advisory role, he serves as treasurer for the Harry Donenfeld Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is affiliated with CREW New York, a commercial real estate organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charities, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes client-specific risk assessment and uses a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Tyler Sloves is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America since 2000, including a 24-year tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and other financial services through a broad network of investment adviser representatives.

Lea Muller is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2013. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marguerite Ryan is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at LPL Financial for five years and spent 15 years with HomeMaking. Outside of her advisory role, she serves as vice president of Premier Networking Professionals, a local networking group. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk and matching them with investment programs delivered through a network of advisers and third-party managers.

Joseph Doolan is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and four years of industry experience. He has held roles at firms including City National Rochdale and Charter Oak Financial. In addition to his advisory work, he is involved in real estate sales through Coldwell Banker American Homes. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Rossiter is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years. Rossiter also operates Rossiter Financial Services and serves as a board member for the Visiting Nurse Service Hospice House. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting.

Joseph Muro is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Since 2020, he has been with Stifel Nicolaus & Co Inc in Melville, NY. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methods developed by its Investment Strategy Group, which inform client planning without guaranteeing outcomes.

Jamie Camhi is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Camhi also has a long tenure at Bank of America, spanning over two decades. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Mccann is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and MML Investors Services, LLC. Outside of his advisory role, he coaches basketball skill development through Offseason LLC and serves as a first responder with the FDNY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Julia Bellontine is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked in various roles including positions at Paramount Placement and in the food service industry. 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, and access to third-party asset management, supported by a network of over 22,800 investment adviser representatives.

Thomas Mc Guire is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Flagstar Bank and has held positions at various educational institutions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kathleen Raseman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has concurrently worked with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Thomas Houlihan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Kuttin Wealth Management, and Ameriprise. Outside of advising, he coaches youth lacrosse through Long Island Express Lacrosse. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored client recommendations.

John Flynn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience with NY Life Securities LLC and New York Life Insurance Company. Outside of financial services, he is involved with Inicio Ventures, Inc., operating Sit Still Kids Salon in Port Washington. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services to qualified plans.

William Engellis is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, and delivers tailored recommendations supported by its research and planning tools.

Spencer Schwartz is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and UBS Financial Services Inc. before joining Equitable Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to align clients with appropriate investment program models or managers, utilizing both proprietary and third-party solutions.