Mark Sonnenblick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior experience includes long tenures at Cadaret, Grant & Co., Inc., Mutual Life Insurance Co., and his own agency, the Mark Jay Sonnenblick Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by extensive research and multiple portfolio management options.

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 worked at institutions including JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Steven Vessa is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 66 designation and five years of industry experience. His prior work includes roles at M&T Bank, Merrick Financial Group, and Momentum Solar. Outside of his advisory duties, Vessa is employed at the Brookhaven Free Library. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

John Froberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He has previously worked at SagePoint Financial, Hightower Securities, Hightower Advisors, Lincoln Financial Advisors, and Ellowitch 3, LLC. Outside of his primary role, he is involved with IronBridge Wealth Counsel, supporting other advisors and onboarding clients, and he also engages in public speaking through his sole proprietorship. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing various asset-allocation and portfolio management tools and offering access to multiple investment platforms and third-party managers.

Ronald Dinehart is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2015. Ronald also serves as trustee for his parents' irrevocable trust, managing associated financial and administrative responsibilities. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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 Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Aegis Capital Corp, and National Income Life Insurance. He has also been involved in businesses outside finance, including solar energy and private investigation. 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, retirement plans, corporations, and charitable organizations.

Susan Whitcomb is a CFP®-certified financial advisor with 31 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. She holds Series 63 and Series 65 licenses and is based in Asharoken, NY. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey St. Simon is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Toshiba Business Solutions and Memorial Sloan Kettering. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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 and holds Series 63 and Series 66 designations. He has 27 years of industry experience, including ten years with Ameriprise Financial Services. Outside of his advisory work, he operates a business entity to manage his Ameriprise practice expenses and sells insurance through a related firm. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

James Davis is a financial advisor with Equitable Advisors in Garden City Park, NY. He holds Series 63 and Series 66 designations and has 28 years of industry experience, including six years at Equitable Advisors and six years at VOYA Financial Advisors. He also operates The BlackOak Group, LLC as 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 through a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored investment solutions.

Andrew Hawson is a Series 65 licensed financial advisor with LPL Financial, where he has worked since 2008. He has 43 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, retirement plan consulting, and brokerage services.

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.

Larry Kessler is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He previously spent 28 years at Avantax Advisory Services and operates Larry Kessler Accounting & Tax Service. Kessler also serves on the boards of the New York Society of Independent Accountants and the Independent Association of Accountants of Brooklyn, assisting in speaker recruitment on tax law topics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Peter Gold is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 designations and has worked with Charles Schwab and its affiliated entities since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custodial and operational infrastructure.

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.