Steven Sasson is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Before entering the financial sector, he held positions at Al-lectric, Multivision Digital, Sabra Law Group, and Baruch College. 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 uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and specialized product services through affiliated entities.

Paul Van Steen is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2016, including time at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Prior to that, he worked briefly at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Perez is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at J.P. Morgan Securities from 2012 to 2020 and has been with Morgan Stanley’s Private Bank and Smith Barney divisions since 2020 and 2021, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Kate Tastrom is a CFP® professional with 18 years of experience in financial advising. She currently works at OSAIC, where she has been since 2017. Her prior roles include positions at National Planning Corporation, TimeCapital Investor Advisory Services Inc, and Neuberger Berman BD LLC. Outside of her advisory work, Tastrom serves as recording secretary for the Shoreham Civic Organization and is a member of the Shoreham Village Finance Committee. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Michael Cavaliere III is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior roles include positions at Democracy Funding, LLC and CabotLodge Securities LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and broad investment solutions.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, with a broad range of regulatory registrations that support derivatives and commodities capabilities.

Rodolfo Martin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services, including ERISA fiduciary services for qualified plans.

Joseph Giardino is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. He is also involved with Certainty of Uncertainty LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Wayne Pfeiffer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is involved in WJP Insurance Services, Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and sponsored advisory programs.

Amanda Gonzalez is a financial advisor at Osaic with nine years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Securities America Advisors and AXA Advisors. In addition to her advisory role, she is involved in insurance sales through Heritage Harbor Financial Associates and Highland Capital Brokerage. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach centers on model‑based asset allocation and portfolio optimization, with tools that support discretionary strategies and third‑party manager selection.

Matthew Russo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2021. Merrill, along 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.

Charles Ladenheim is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Wells Fargo Clearing since 2016. 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, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Terrence Fenton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience in hospitality and tourism, having been involved with a restaurant and tour operations in Jamaica. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

David Reuben is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Royal Alliance, and Ryan, Beck & Co., LLC. Outside of his advisory role, he provides tennis instruction as a sports and fitness coach. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of tools and services.

Raymond Dady is a financial advisor at Equitable Advisors with 25 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Equitable Advisors since 2004, including during the firm's prior iteration as Axa Advisors. 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 various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Ryan Engel is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2024. Outside of his primary role, he is an associate and employee at Hendel Wealth Management Group, where he services existing clients and develops his own client base. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Leo De Blasio is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Heidi Beattie is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, with prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Frisch Financial Group, and Clear Point Advisors. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Timothy Austin II is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

William White is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. His career includes time at Chase Investment Services Corp., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of financial services, he is a partner in a music group called Fear of Fred. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.