Lawrence Miele is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years 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 investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Gregory De Tolla is a financial advisor with LPL Financial based in Port Jefferson, NY, holding a Series 66 credential and one year of industry experience. He also serves as an attorney at De Tolla Law Group and is a commissioned notary for the State of New York. Prior to joining LPL Financial, he has held various roles in legal and financial services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Matthew Clarke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Vanguard Advisers and World of Angels, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its offerings. The firm operates within the broader J.P. Morgan organization, delivering non-discretionary advice through a select group of Wealth Advisors.

Daniel Sporn is a Financial Advisor with the WS Group at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and is a CERTIFIED FINANCIAL PLANNER® professional. Daniel joined the WS Group in 2023 and focuses on creating personal financial plans to help clients reach their financial goals. He holds FINRA Series 7 and Series 66 registrations, as well as a Life and Health Insurance License earned during his internship at a wealth management firm while attending Hofstra University. Daniel's client focus areas include college education planning, corporate benefits, executive and equity compensation, managing new wealth, personal retirement planning, investment strategy, tax minimization, and retirement income. He has experience working with senior corporate executives to integrate their equity compensation into long-term financial plans and guiding clients through major financial transitions including mergers and acquisitions, business sales, and IPOs. Daniel graduated from Hofstra University with a Bachelor's Degree in Business Economics. Outside of his professional work, he enjoys boxing, golfing, pickleball, reading, and spending time with his family.

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.

Caleb Zuhoski is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2025. Prior to his career in financial advising, he was employed at New York Cancer & Blood Specialist and Riverhead Highschool. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

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.

Matthew Stevens is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and eight years of industry experience. Prior to joining Cetera, he worked at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his advisory role, he is employed at Koval & Casagrande CPA's, where he prepares individual and business tax returns and provides bookkeeping and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that allows advisors to use affiliated and third-party model portfolios or create custom investment strategies.

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.

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.