Carole Sarson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following a three-year tenure at Kestra Financial Services. Outside of her advisory work, she serves on the board of the Windrush III Condo Association, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by comprehensive research and technology tools.

Peter Joseph is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved as an executor of an estate and is a member of River Road General Store LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 uses structured planning tools and modeling techniques to support its advisory services.

Sergey Kuznetsov is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AxA Advisors. Outside of his advisory role, he is involved as Treasurer of the ElArte Foundation Inc. and participates in renewable energy ventures including Tunkhannock Solar Partners and My Healthy Cookie Co. 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, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Thomas Karabinus is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2005. In addition to his advisory role, he has served on the Belvidere Board of Education since 1978. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

George Grow is a financial advisor with Equitable Advisors in Washington, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory role, he is involved in an insurance brokerage business. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Craig Carcuffe Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services across advisory and brokerage channels. The firm combines adviser programs with a broad range of financial products and leverages both in-house and third-party portfolio management solutions.

Ashley Bolton is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked in educational and support roles outside the financial services sector. Bolton also works as an associate at support companies related to Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public finance through unique affiliations and specialized programs.