Edward Levine is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios and Pinnacle Tax Advisors, where he remains a partner providing income tax and accounting services. Outside of financial advising, Levine is involved in nonprofit board roles and business coaching, and he participates in music production through a rock concert tribute band promotion company. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs including Unified Managed Accounts, third-party money manager options, and retirement plan consulting.

Frank Rizzo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of his advisory role, Rizzo is involved in disability and fixed annuity sales through independent brokerage activities. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning and asset management through various programs and third-party managers. The firm provides services across mutual funds, ETFs, separately managed accounts, and select alternative investments, emphasizing third-party advisory models and ERISA fiduciary services.

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 Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2018. He has seven years of industry experience and previously worked at Axa Advisors. Outside of financial advising, Langhan operates Tax Ranger Returns, a tax preparation service. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Kenny Charles is a Series 66 licensed financial advisor at Equitable Advisors with six years of industry experience. He serves on the Affordable Housing Advisory Board in the Town of Huntington, acting as a liaison between affordable housing communities and the town board. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual and institutional clients, utilizing a range of advisory programs and third-party asset managers.

Robert Blair is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 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. In addition to his advisory work, he is president of SMFD LLC, a sports memorabilia business. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Yun is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 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 has involvement with health insurance and life settlements through Oxford and Ashar Group. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory platforms to tailor investment solutions based on client risk tolerance and needs.

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 over 33 years of industry experience. He holds a Series 63 designation and has worked with firms including LPL Financial and INVEST Financial Corp. Outside of advising, he operates a tax preparation business and serves as an insurance agent offering life, disability, long-term care, and fixed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager programs.

Emmett Christie is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2025 and previously served at Ic Advisory Services Inc and The Investment Center Inc. Christie is a vice president and board member of Challenger Athletics, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

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. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Aegis Capital Corp for seven years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Harry Rouzeau is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 31 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, focusing on insurance products including long-term care, accident/health, disability, fixed annuities, and traditional fixed life insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party program sponsors and asset managers to deliver its advisory services.

Brett Rosenblatt is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party asset managers.

Uhlensky Pierre Louis is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2023. Prior to Schwab, he was with Equitable Advisors, LLC and has experience at several other firms. 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 offers a combination of non-discretionary and discretionary investment solutions using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Lydia Diclemente is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Outside of her advisory role, she serves on a committee for fundraising events at St. Anthony's High School and acts as a trustee in a fiduciary capacity. 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 investment strategies for a wide range of clients including individuals, pension plans, and charitable organizations.

Celestina James is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. Her career includes roles at Jaspán Schlesinger Narendran, PFS Investments Inc., Ackerman Levine Caller Brickman & Ligmer, LLP, and Primerica Financial Services. Outside of her advisory work, she owns Tina James & Associates and is a self-employed notary. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered wrap-fee structure and maintaining authority over model management.