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.

Russell Weill is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 39 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nicholas Costanza is a CFA® charterholder with seven years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing Services LLC, and The Ayco Company LP. He also serves with the Suffolk County Police Department. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and related brokerage and insurance services through a broad network of investment adviser representatives.

Jason Schwartz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked with Equitable Advisors since 2006 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of directors at Engineers Country Club and is president of JRS Partners Inc. Equitable Advisors serves a diverse 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, utilizing a mix of firm-offered solutions and third-party advisory platforms.

Howard Shuldiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 29 years at Pruco Securities, LLC. Outside of his advisory work, Shuldiner offers defensive driving classes to clients through 500 DRIVE Inc. and serves as a commercial property and casualty insurance agent at Simon Pastonand Sons Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, alongside access to third-party asset managers and wrap programs.

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 designations and 19 years of industry experience. His prior roles include positions at INVEST Financial Corporation, Bethpage Federal Credit Union, and Chase Investment Services Corp. Driscoll is also involved with FourLeaf Financial Group, a related investment entity. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Andrea Toto Walshe is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Luke Meyers is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and AllianceBernstein. He also has experience as an independent agent involved in outside fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, often using third-party advisory models and providing ERISA fiduciary services to qualified plans.

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.

Jeffrey Lewis is a CFP® and ChFC® with 35 years of industry experience. He is currently with Cetera and has held advisory roles at Planning Financial Futures, Inc. since 1995 and North Ridge Securities Corp. from 2014 to 2019. He is also the owner and CEO of CFP4Hire.com, a platform offering on-demand educational webinars focused on major life changes and financial planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers.

Kevin St Jean is a financial advisor with LPL Financial in East Northport, NY, holding Series 63 and Series 65 credentials and five years of industry experience. His prior positions include roles at JPMorgan Chase Bank, TD Private Client Wealth, TD Bank, and Webster Bank. He also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Karen Hubbard is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Nicholas Meyer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Morrissey is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, his background includes positions at Del Vino Vineyards and Americano Pie Bar, among others. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and manages portfolios through both discretionary and non-discretionary approaches.

Stuart Stein is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, American Portfolios Advisors, and Mass Mutual Life Insurance Company. Stein is also involved in employee benefits and fixed life insurance sales through Professional Group Plans, Inc. and Annuco. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program structures.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Mosick is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was with Axa Advisors, LLC and Signator Investors, Inc. Mosick is also involved in outside insurance activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Charles Oddo is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2025, he spent 32 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that include modeling outcomes with tools such as Monte Carlo simulations.