Joseph Muro is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Since 2020, he has been with Stifel Nicolaus & Co Inc in Melville, NY. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methods developed by its Investment Strategy Group, which inform client planning without guaranteeing outcomes.

Jamie Camhi is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Camhi also has a long tenure at Bank of America, spanning over two decades. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Sanchez is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and also works with Wells Fargo Bank NA. Outside of finance, he works as a customer service representative at Nordstrom Rack. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of investment vehicles including insurance-related products.

Charles Mccann is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, MML Investors Services, and Northwestern Mutual. Outside of advising, he coaches basketball skill development through Offseason LLC and serves as a first responder for the New York City Fire Department. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform that combines advisory programs with brokerage and insurance offerings.

Julia Bellontine is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Paramount Placement and has held various roles in education and small business settings. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Thomas Mc Guire is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes positions in education at Sacred Heart University, Suffolk County Community College, and Comsewogue High School. Equitable Advisors serves a broad client base that includes 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 with a dual registration as an SEC-registered investment adviser and broker-dealer.

Ronald La Serra Sr. is a financial advisor at Cetera with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include National Life, LPL Financial, and Webster Investments. Outside of his advisory work, he officiates youth and high school football and lacrosse and serves as a FINRA arbitrator; he is also chancellor at the Knights of Columbus, involved in member recruitment and insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services with multiple program structures and a platform that allows advisors to utilize affiliated and third-party managers.

Kathleen Raseman is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Traynor is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked previously at Fiduciary Trust International, Northwestern Mutual Investment Services, and other firms. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Michael Montuori is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Susan Mulvehill is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with 13 years of industry experience. Her prior work includes roles at EVO Payments International, UBS Financial Services, and a period of self-employment. Outside of finance, she is involved in Parts and Labor Design, a manufacturing and contractor business based in New York. Morgan Stanley Wealth Management serves both individuals and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Douglas Riccitelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Citizens Securities Inc. for 24 years before joining LPL Financial and Flagstar Bank N.A. in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, 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, including discretionary and non-discretionary management supported by research and model portfolios.

Katherine Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera since 2019 and previously had roles at RC Dugans and Foresters Financial Services. She is also involved in health and disability insurance and owns KGM Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm features a multi-manager platform with various program structures and affiliations, managing over $256 billion in assets across more than 10,000 advisors.

Thomas Houlihan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Kuttin Wealth Management, and Ameriprise. Outside of advising, he coaches youth lacrosse through Long Island Express Lacrosse. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored client recommendations.

John Flynn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior experience at NY Life Securities LLC, New York Life Insurance Company, and University Sports Publications. Outside of finance, he is involved with Inicio Ventures, Inc., operating Sit Still Kids Salon in Port Washington. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and employs a delivery model that includes LPL-sponsored programs and endorsed third-party managed account platforms.

William Engellis is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, and delivers tailored recommendations supported by its research and planning tools.

Michael Palma is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. He previously worked for Lincoln Financial Advisors from 2014 to 2019 before joining LPL Financial in 2019. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research, model portfolios, and various investment strategies.

Thomas Brucia is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Wealth Services, Long Island Branch LLC (doing business as Affiliated Wealth Advisors), and other related entities. Outside of financial services, he serves as the musical director of a women's chorus within the Sweet Adelines International organization. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform to independent advisors nationwide. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, providing various portfolio management and financial planning services through discretionary and non-discretionary program structures.

Craig Irby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with executives and business owners, particularly those in the aerospace and defense sector, to develop customized financial plans aimed at growing net worth through systematic investing. His expertise includes managing highly appreciated equity compensation and providing tailored financial planning solutions for owner/operators. Craig holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Bay Shore High School, an Associate's Degree from Suffolk County Community College, a Bachelor's Degree from Farmingdale State College, and attendance at SUNY Albany without degree conferral. He is involved with professional organizations such as Friends Of Connetquot and Mission Be. Outside of his professional work, Craig has interests in adventure sports, basketball, boating, boxing, camping, golfing, music, running, surfing, and traveling.

Marlin Gillespie is a financial advisor with LPL Financial in Amityville, NY, holding a Series 63 designation and 11 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Flagstar Bank from 2016 to 2019. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.