Kevin Vivas Caamano is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Citibank. He is also associated with K&S Elite Enterprise LLC. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Luke Baranek is a financial advisor with Equitable Advisors holding a Series 66 designation. He has less than one year of experience in the industry, joining Equitable Advisors in 2026. Prior to his current role, his work history includes various positions outside the financial services sector. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Edward Levine is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining OSAIC in 2024, he worked for American Portfolios for 16 years and has been a partner at Pinnacle Tax Advisors, LLC since 2002. Outside of his advisory work, Levine is involved in music production through Preemo Productions LLC and serves on the boards of organizations supporting individuals with intellectual or developmental disabilities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk assessments to construct portfolios across various asset classes and provides both discretionary and non-discretionary account management.

Frank Rizzo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors Inc. He also acts as an independent agent in outside fixed insurance sales and receives trail commissions from existing disability and life and fixed annuity insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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 and provides both advisory and brokerage/insurance channels to implement client recommendations.

Nicholas Biscardi is a CFP® with eight years of industry experience, currently serving clients at Ameriprise Financial Services, LLC since 2020. He previously worked at Ameriprise Financial Services Inc. and held positions at Binghamton University. Biscardi owns BWM Enterprise Group, Inc. and is employed by Wood Park Corporation, where he manages his advisory practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on income reliability and tax-aware withdrawal strategies through a centralized service team.

Carl Kravitz is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 26 years at Metlife Securities Inc. Additionally, he serves as an independent insurance agent focusing on property and casualty coverage. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of asset management and educational programs.

Rodobaldo Acosta is Vice President and Branch Leader at Fidelity Investments. In this role, he leads, coaches, and develops financial advisors to support clients in making well-informed financial decisions for themselves and their families. He has held various positions at Fidelity Investments since 2006, progressing from Financial Representative to his current leadership role. His professional experience includes leadership positions such as Team Leader for Workplace Planning & Advice and Investment Solutions, Assistant Branch Manager, Branch Service Manager, and Senior Relationship Manager. Prior to joining Fidelity, he worked at National Financial Services LLC as an Associate and Intern. Outside of his professional responsibilities, Rodobaldo has personal interests that include beach activities, family activities, fitness, parenthood, running, and traveling.

William Langhan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of financial advising, Langhan is involved in tax preparation through his role at Tax Ranger Returns. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporates, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Kenny Charles is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2020, he held various roles including work at Chevrolet Huntington and community involvement in the Town of Huntington. He serves as a board member and liaison on the Town of Huntington Affordable Housing Advisory Board. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform.

Robert Blair is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 23 years of industry experience. His career includes roles at Cetera Advisor Networks, WC Hoover and Company, Cogent Wealth Management, and North Ridge Securities Corp. Outside of advisory work, he is president of SMFD LLC, a sports memorabilia business. 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 range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research from LPL and third-party sources.

Brian Yun is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he owns Unitas Wealth Management and is involved in health insurance through Oxford and life settlements with Ashar Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via 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.

Tetyana Kucherska is a Series 63 licensed advisor with Primerica Advisors, based in Coram, NY, and has 18 years of industry experience. She has been with Primerica Advisors since 2008 and Primerica Financial Services since 2007. Outside of her advisory role, she is involved in tax preparation on a part-time basis and participates in referral activities related to home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure for its services.

August Lentricchia is a financial advisor with Cetera who holds a Series 63 designation and has 45 years of industry experience. His background includes roles with various insurance and tax preparation entities, including Senior Services of North America and Freedom Wealth Management, where he has been involved in selling insurance products and preparing individual tax returns. He also has experience selling Medicare insurance and fixed annuities. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform combining discretionary and non-discretionary services, model portfolios, third-party money managers, and various program structures.

Shawn Boyle is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and INVEST Financial Corp. In addition to his advisory role, Boyle serves as president of Tax Line Corp., where he is involved in tax preparation, and he also offers life, disability, long-term care insurance, and fixed annuities as an insurance agent. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party asset managers. The firm employs asset-allocation tools and automated rebalancing across multiple investment platforms and supports a variety of legacy and third-party programs.

Emmett Christie is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at LPL Financial since 2025 and previously was with Ic Advisory Services Inc and The Investment Center Inc. Christie is also vice president and a board member of Challenger Athletics, a nonprofit organization. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research from various sources.

James Mc Loughlin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Raymond James Financial Services Advisors in 2019. Outside of his role at Raymond James, he is an independent contractor financial advisor with Girard Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Jerry Goldblum is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He previously worked at Aegis Capital Corp for seven years before joining Equitable Advisors in 2022. 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 asset managers and LPL programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Harry Rouzeau is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Advisors Corp from 2012 to 2020. Outside of his advisory role, Rouzeau operates HMR Planning Services, an independent insurance agency offering long-term care, accident/health, disability, fixed annuities, and traditional fixed life insurance products. 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 multiple third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to client goals, risk tolerance, and time horizon.

Brett Rosenblatt is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Equitable Advisors since 2016 and previously held a position at Axa Advisors from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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 and works extensively through program sponsors and endorsed third-party managers.

Uhlensky Pierre Louis is a financial advisor with Charles Schwab who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Broadway National. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.