Eric Sanchez is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and also works with Wells Fargo Bank NA. Outside of finance, he works as a customer service representative at Nordstrom Rack. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of investment vehicles including insurance-related products.

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 at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Traynor is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked previously at Fiduciary Trust International, Northwestern Mutual Investment Services, and other firms. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Susan Mulvehill is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has held positions at EVO Payments International, UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. Outside of her advisory work, she is involved in Parts and Labor Design, a manufacturing and contracting business based in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client goals.

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.

Christian Buzzanca is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors and ownership of Economic Planning Group. Buzzanca serves as president of the Society of Financial Service Professionals, where he plans meetings and directs board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Michael Palma is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for five years before joining LPL Financial in 2019. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory and non-advisory financial services.

Craig Irby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with executives and business owners, particularly those in the aerospace and defense sector, to develop customized financial plans aimed at growing net worth through systematic investing. His expertise includes managing highly appreciated equity compensation and providing tailored financial planning solutions for owner/operators. Craig holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Bay Shore High School, an Associate's Degree from Suffolk County Community College, a Bachelor's Degree from Farmingdale State College, and attendance at SUNY Albany without degree conferral. He is involved with professional organizations such as Friends Of Connetquot and Mission Be. Outside of his professional work, Craig has interests in adventure sports, basketball, boating, boxing, camping, golfing, music, running, surfing, and traveling.

Marlin Gillespie is a financial advisor with LPL Financial in Amityville, NY, holding a Series 63 designation and having 11 years of industry experience. He has worked at LPL Financial since 2016 and previously spent three years at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset managers through a network of advisors, supporting a broad range of investment strategies.

Ronaveer Mitra is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade, and MassMutual. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions supported by integrated custody and brokerage services.

Daniel Stuven is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2022 and previously spent time with New York Life Insurance Company and in non-investment roles including pool services and the restaurant industry. He is also involved with Girard Wealth Management Group as an associate focusing on research and trading. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports its clients through a large advisory network with specialized offerings in municipal finance and SIMPLE IRA consulting.

Kathleen Flock is a financial advisor at Merrill with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with Merrill since 2009. She also has a long tenure at Bank of America, dating back to 2006. 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.

David Caterisano is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, NYLife Securities LLC, and New York Life. Outside of finance, he serves as a board member for the Town of East Hampton’s Board of Finance and is involved with Major League Baseball in a junior support capacity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ward Brickner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked at OSAIC since 2024 and previously spent 10 years at American Portfolios Financial Services, Inc., along with over two decades at Guardian Life Insurance Company of America. Brickner is also a partner in Fortress Financial Services, Inc., where he provides investment advice and management, and he is involved in marketing investment services to attorneys through the National Network for Attorneys. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and risk-tolerance assessments, managing accounts on both discretionary and non-discretionary bases while providing access to third-party managers and various investment platforms.

Mitchell Fischer is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.