Paul Van Steen is a financial advisor at Ameriprise with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise since 2016, including its predecessor entity Ameriprise Financial Services. Prior to that, he was with Wells Fargo Advisors from 2009 to 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide detailed recommendations on asset allocation and 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.

Helen Scannapieco is a Certified Financial Planner™ with over 42 years of industry experience. She is currently with LPL Financial and has held previous roles at Western International Securities, Northeast Asset Management LLC, and Northeast Securities, LLC. In addition to her advisory work, she provides tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, and retirement plan consulting.

Luis Cabral is a financial advisor at Wells Fargo Clearing with nine years of industry experience. His prior roles include positions at JPMorgan Securities, HSBC Bank USA, KeyBank, and M&T Bank. 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 combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Kate Tastrom is a financial advisor with Osaic Wealth, Inc. based in Mt Sinai, NY, holding the CFP® designation with 18 years of industry experience. She worked at National Planning Corporation from 2015 to 2017 before joining Osaic in 2017. Tastrom is a partner in Santini & Tastrom LLC and serves as recording secretary for the Shoreham Civic Organization, as well as a member of the Shoreham Village Finance Committee. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a broad network of affiliated advisors and advisory platforms. The firm combines brokerage and investment advisory services, employing asset-allocation tools, efficient-frontier analysis, and third-party managers to construct portfolios across various asset classes tailored to client needs.

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 Series 66-licensed financial advisor with J.P. Morgan Securities, based in Mineola, NY, and has one year of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and JPMorgan Chase Bank. Outside of finance, he has experience working in the food service and pool cleaning industries. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rodolfo Martin is a financial advisor at Equitable Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

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 in Melville, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time with AXA Advisors, LLC. Outside of his advisory role, he is involved with WJP Insurance Services, Inc. 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, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Amanda Gonzalez is a financial advisor with OSAIC and holds Series 66 and Series 63 licenses. She has nine years of industry experience, including prior roles at Securities America Advisors and AXA Advisors, LLC. Outside of advisory services, she is involved with Heritage Harbor Financial Associates and Highland Capital Brokerage, focusing on insurance sales and fixed annuities. OSAIC serves a diverse range of retail and institutional clients by offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that incorporate various investment products, with accounts managed on both discretionary and non-discretionary bases.

Matthew Russo is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Foresters Financial Services, Inc., and JCW Mechanical. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Ladenheim is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-affiliated firms since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Terrence Fenton is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, he has experience in the hospitality and tourism sectors through previous involvement with Di Jamaican DocBird Restaurant and various tour operations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage channels.

David Reuben is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cadaret, Grant & Co., Inc., Royal Alliance, and Ryan, Beck & Co., LLC. Outside of his advisory role, he provides tennis instruction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Raymond Dady is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, 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 managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Ryan Engel is a financial advisor with Raymond James Financial in Smithtown, NY, holding a Series 66 designation and one year of industry experience. He has worked with Raymond James Financial Services, Inc. since 2024 and currently serves as an Associate Financial Advisor at Hendel Wealth Management Group, where he supports existing clients and develops his own client base. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and recommendations.

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 Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Frisch Financial Group, Inc., and Clear Point Advisors, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

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.