Danielle Frisone is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Roberta Kahn is a financial advisor at Cetera with nine years of industry experience. She holds a Series 63 designation and has previously worked at LPL Financial and INVEST Financial Corp. Outside of advising, she coaches pickleball at Sportime Port Washington. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Philip Howe is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 18 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved as a financial planner with RG Group, a registered investment advisor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance product sales through an integrated platform.

Elizabeth Smith is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of her advisory work, she is involved as a horseback riding instructor at DDR Farm in Melville, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by a structured discovery process and advanced planning tools.

John Braggs is a financial advisor at Morgan Stanley in Melville, NY, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

John Dinkelmeyer is a financial advisor with OSAIC, holding a Series 63 designation and 11 years of industry experience. He has worked at firms including Securities America Advisors, AXA Advisors, and New York Life Insurance Company. Outside of his advisory role, he works weekends at La Buena Vida, a restaurant in Moriches, NY. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset allocation and portfolio management tools, supporting both discretionary and non-discretionary accounts with a wide range of investment options.

Steven Schiebelhuth is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2012. He is also president of Paul Louis Financial Management Inc., a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, firm research, and a range of implementation options, with a distinctive focus on advisory and implementation-support services.

Christopher Pratt is a financial advisor with LPL Financial in Hauppauge, NY, holding CFP®, ChFC®, and Series 63 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has been with M&T Securities, Inc. since 1996. 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 advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Matthew Goldstein is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at UBS Financial Services and Merrill. He serves as a trustee for his grandmother's trust, dedicating limited time to this responsibility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven, incorporating modern portfolio theory and a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

John Klimchak is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and totaling 36 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also operates an insurance agency focused on non-variable products. Klimchak is involved with Sage Scholars, a program that promotes tuition rewards. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a variety of program structures, including model portfolios, third-party managers, and bespoke strategies.

Maria Lipinski is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Transamerica Financial Advisors. Her prior experience also includes roles outside of finance, such as with the Town of North Hempstead and Staffing Solutions Organizations LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in its investment process.

Ryan Brown is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he worked at Monster Music, Amazon, and Guitar Center, and has been a self-employed music instructor since 2018. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed TAMPs, offering advisory and brokerage solutions with a focus on both discretionary and non-discretionary asset management.

Sean Joseph is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Compliancy Group LLC and entrepreneurial experience with Jeung Golf, LLC. 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 a variety of third-party managers and programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Ronald Zucker is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds a Series 63 designation and previously worked at Pruco Securities, LLC for 33 years. In addition to his advisory role, he is involved with the Dick Furnari Insurance Agency, focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with insurance and lending products.

James Hughes is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hughes holds Series 63 and Series 65 licenses and has ownership interests in several investment-related businesses based in Melville, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Daniel Murcott is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2010. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Johnpaul Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Kevin Ahlstrand is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Blue Ocean Wealth Solutions and served in the United States Navy from 2013 to 2019. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through its integrated platform.

Daiana Ploscaru is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with individuals and their families to develop financial plans that align their needs and preferences with their goals. Daiana emphasizes regular reviews of financial plans to accommodate any life changes and to ensure resources are properly aligned for clients' peace of mind and confidence. Her professional experience includes various roles at Fidelity Investments, starting as a Financial Representative in 2020, then serving as a Relationship Manager from 2020 to 2022, followed by a Planning Consultant position from 2022 to 2023, before becoming a Financial Consultant. Prior to joining Fidelity, she worked as a Financial Representative at Equitable Advisors in 2019.

Robert Desanto is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. He worked at Signator Investors, Inc. for 34 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, he operates a sole proprietorship as an insurance broker for fixed insurance products and serves as an Investment Advisor Representative with Lighthouse Financial Network, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.