Luciano Marciano is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prospect Financial Services LLC, LPL Financial, Maxim Financial Advisors, and Maxim Group LLC. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Anthony Dolisi II is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 employs a hybrid referral and implementation model, tailoring services through a client intake process and offering both advisory and brokerage/insurance channels.

Brian White is a CFP® professional with 21 years of experience in financial advising. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise is a large institutional firm offering a retirement-income planning service tailored for clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

John Dennehy Jr. is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and operates out of Mount Sinai, NY. In addition to his advisory role, Dennehy owns and leads a tax preparation business and serves in fiduciary capacities such as trustee and executor. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining assets in Ameriprise-managed accounts.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked seven years at JPMorgan Chase Bank, N.A. and five years at J.P. Morgan Securities LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and third-party research.

Mario Longo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 39 years of industry experience. His career includes roles at METLIFE Securities Inc. and MassMutual Life Insurance Company prior to his current position. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning engagements.

Robert Cutajar is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and at Bank of America N.A. since 2007. He holds Series 63 and Series 66 designations. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Bird III is a CFP® professional with 25 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at NEXT Financial Group Inc., City National Bank, and RBC Capital Markets Corporation. Bird serves on the Alumni Board of Directors for Iona University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Christopher Grano is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2022. Prior to this, he was involved with ABC Tax Preparation as a tax preparer and has extensive experience at firms including Voorhees & Grano Financial, Cetera Investment Advisers LLC, Cetera Financial Specialists LLC, and The Grano Group, Inc. He is also actively engaged in tax preparation services through ABC Tax Preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Vargas is a financial advisor with Merrill in Huntington, NY, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Bank of America, Target, and Primerica. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Janet Palomba is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. Her career includes roles at Cetera Wealth Services, LLC and North Ridge Securities Corp. In addition to advising, she works as an insurance agent, selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse investment management and planning services through a large network of independent advisors and multiple program platforms.

Christopher Amadeo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for over 21 years, providing investment advice and developing financial strategies tailored to clients' long-term goals. Since 2012, he has specialized in working with high-net-worth individuals, focusing on wealth preservation, preparing for financial uncertainties through insurance, and efficient wealth transfer to heirs. He holds designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes a High School Diploma from West Babylon High, non-accredited certificate programs from Wharton Executive Education and College for Financial Planning, and attendance at Farmingdale State College. Christopher resides in Babylon with his wife and two children and enjoys spending holidays at their second home in Vermont. His personal interests include football, hiking, skiing, traveling, and woodworking. He emphasizes creating a client experience that exceeds expectations while helping clients feel confident about establishing and targeting their financial goals.

Nicholas Costanza is a CFA® charterholder with seven years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing Services, and The Ayco Company. In addition to his financial advisory work, he serves with the Suffolk County Police Department. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering both advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and a range of financial products.

Jason Schwartz is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 2006, following a concurrent tenure at Axa Advisors, LLC. Outside of his advisory role, Schwartz serves on the board of directors for Engineers Country Club and is managing partner of Premier Consulting Partners. 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 employs a hybrid referral and implementation model, tailoring services through a client intake process and offering both advisory and brokerage channels to implement client recommendations.

Howard Shuldiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Pruco Securities, LLC from 1995 to 2024 before joining LPL Enterprise. Outside of his advisory role, Shuldiner offers defensive driving classes to clients at a discount through 500 Drive Inc and acts as a commercial property and casualty insurance agent for Simon Paston and Sons Agency. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, model portfolio programs, and access to brokerage and insurance products. The firm combines adviser programs with active sales of financial products and emphasizes co-investment and referral relationships with third-party managers and custodians.

Richard Pino Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for over two decades at American Portfolios Financial Services, Inc. He is also a partner in a CPA firm, Manzi, Pino & Co., and owns an insurance advisory business, Manzi Pino Advisory Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to manage portfolios across multiple asset classes.

Roland Driscoll is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation. He also has ten years of experience with Bethpage Federal Credit Union. 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 various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Frank Albano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, Albano is also a musician who devotes time monthly to organizing and planning music events. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Luke Meyers is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones and AllianceBernstein, as well as a position with the Madison Square Garden Company. Outside of advisory work, he is also an independent agent involved in outside fixed insurance sales. 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 employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Julie Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the CFA® designation and the Series 63 license. Her prior roles include positions at JPMorgan Chase Bank NA and JPMORGAN Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm uses structured planning tools and firm-approved methodologies to support clients in financial decision-making, managing approximately $2.74 trillion in assets.