Samantha Clark is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and having 24 years of industry experience. She previously worked at Guardian Life from 2001 to 2019 before joining Mass Mutual in 2019. Clark serves as a board member for the American Heart Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to deliver written recommendations tailored to client goals.

James Verdi is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2025, he worked at OSAIC and American Portfolios. Outside of his advisory role, he is a business owner involved with E & S Payroll Services and serves as a notary in New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Dickran Kabarajian is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advisory work, he serves as a Flotilla Commander for the U.S. Coast Guard Auxiliary and is a director of the Masthead Yacht Club. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing multiple program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Matthew Sandler is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities LLC since 2015. He holds Series 65 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Frank Caputo is a financial advisor at Equitable Advisors with 38 years of industry experience. He has held his current position since 1999 and was previously associated with Axa Advisors, LLC for 21 years. Outside of his advisory role, he is involved with Outside Ins. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Thomas Clifford III is a financial advisor at Cetera with 30 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliated entities since 2013. Clifford is also an independent insurance agent specializing in life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that provides access to affiliated and third-party managers across diverse program structures.

Edward Vallar Jr. is a CFA® charterholder and holds a Series 63 license, with 10 years of industry experience. He is currently affiliated with LPL Financial and previously worked at RoundAngle Advisors LLC, Foundation Retirement Plan Consultants, Inc., and Pj Robb Variable Corp. 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 a broad range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios.

Peter Donahue is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2025. Prior to that, he was employed at Bank of America and Merrill from 2022 to 2025 and at State Farm from 2019 to 2022. Outside of finance, he has experience working at Great South Bay Brewery and Farmingdale State College. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brett Heyder is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he has been involved with local youth soccer programs in the Lake Grove, NY area. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jonathan Morton is a financial advisor with Equitable Advisors in Melville, NY, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Axa Advisors, Northwestern Mutual, Nuovo Giorno, LLC, and ACE Hardware Corp. He also serves as an administrator or executor of estates and trustee of trusts for non-family and family members. 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, risk tolerance, and time horizon.

Robert Francis Jr. is a financial advisor with Ameriprise who holds a Series 63 designation and has 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice, and engages in independent insurance brokering focused on fixed annuities. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, emphasizing management of assets within Ameriprise accounts and integrating algorithmic automation overseen by dedicated committees.

Eric Flowers is a financial advisor with Mass Mutual Investors Services in Bohemia, NY, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at MetLife Securities from 2005 to 2017 and has been with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Gregg Gunzburg is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Oxford Health and United Concordia Dental through Sound Private Wealth. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Brendan Shepherd is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at Jpmorgan Chase Bank, N.A. since 2011. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Katherine Connors is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cetera. She has held roles at firms including Avantax and 1st Global Advisors and operates KC Wealth Management LLC, through which she provides comprehensive financial planning and investment management services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and allows advisors to implement model portfolios or bespoke strategies across multiple program structures.

Joseph Depietro is a financial advisor with LPL Financial, holding Series 65, Series 63, and Series 66 credentials and 30 years of industry experience. His career includes roles at M&T Bank, TD Bank N.A., and TD Private Client Wealth LLC. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Mary Coleman is a CFP®-designated financial advisor with 20 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, following 14 years at Ameriprise Financial Services. Coleman also owns a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Brian Mills is a financial advisor with Equitable Advisors in East Islip, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he serves as an appointed member of the Riverhead Town Board of Assessment Review. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates under a dual registration as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that heavily incorporates LPL-sponsored programs and endorsed third-party managers.

John Leonard is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. His prior experience includes roles at Madison Parker Financial and employment in various other sectors, including education and retail. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and collaborates extensively with LPL-sponsored programs and endorsed third-party managers.

Philip Cracchiola is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he is involved with Benefit Concepts and Ashar Group, focusing on life settlements. 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 various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.