Jeffrey Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 29 years of experience providing financial advisory services to individuals, trusts, corporations, and not-for-profit organizations. As part of a Wealth Management team with more than 45 years of collective financial experience, Jeffrey specializes in investment planning, retirement planning, tax minimization strategies, estate planning services, and corporate cash management. His client focus areas include college education planning, corporate executive services, divorce transition planning, institutional investment consulting, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jeffrey is dedicated to building long-term relationships by offering high-quality advice and integrated wealth management strategies tailored to clients' evolving needs. He begins every client relationship with a conversation to understand and prioritize their financial goals, then customizes approaches to support both financial objectives and life passions. He holds FINRA Series 7, 63, and 65 registrations, life and health insurance licenses, and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Hofstra University. Residing in Fort Salonga, NY, Jeffrey has volunteered his time to various local charities. Outside of his professional role, he enjoys golf, softball, football, skiing, and spending time with his family and friends.

Mark Filiberto is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 39 years of industry experience. He has worked at LPL Financial since 2019 and has been involved with Suffolk Federal Credit Union since 2013, including a role at Cuna Brokerage Services from 2013 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and manages both discretionary and non-discretionary portfolios.

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.

Anthony Barone is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors. Outside of his advisory work, he owns a financial services company and a real estate holding corporation. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-based recommendations that incorporate tax-efficient withdrawal strategies and asset management within Ameriprise accounts.

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® with 29 years of industry experience. She is currently with Cetera and also operates KC Wealth Management LLC, through which she provides financial planning and investment management. Her prior experience includes roles at Avantax Advisory Services, 1st Global Advisors, and Avantax Insurance Services. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform with both discretionary and non-discretionary strategies.

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.

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.

Michael Gaffary is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Oak Neck Delicatessen and held several other positions including at Platinum Energy Group and SUNY Oneonta. Outside of his advisory work, he is involved in a separate business under the name Quantum Financial Solutions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Matthew Kelley is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. He previously worked at Lincoln Financial Advisors for 12 years before joining Cetera in 2024. Outside of his advisory role, he is also involved in selling fixed insurance products and works as a financial advisor at Economic Planning Group East. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Carl Della Sala is a financial advisor with Equitable Advisors in Ronkonkoma, NY, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, offering tailored financial plans and utilizing client referral and handoff arrangements to implement investment strategies.

Matthew Foley is a financial advisor with LPL Financial, holding a Series 63 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Business Bartitone Inc, a business entity for tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, third-party research, and technology-driven solutions.