Patrick O'Leary is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kevin Vivas Caamano is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Citibank. He is also associated with K&S Elite Enterprise LLC. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Lawrence Miele is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversification principles and modern portfolio theory to provide brokerage and advisory solutions across a broad client base.

Luke Baranek is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry experience in 2026. Before joining Equitable Advisors, his work history includes roles outside of financial services, such as positions at AYR Wellness and Northern Green Canada. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm uses a combination of proprietary and third-party investment programs to tailor strategies to client needs.

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.

Gregory De Tolla is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 credential and one year of industry experience. He has worked at Perennial Wealth Solutions and also operates the DeTolla Law Group, where he serves as an attorney. Additionally, he is a notary public for the State of New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, including access to third-party asset managers and model portfolios, supported by a large network of investment adviser representatives.

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.

Matthew Clarke is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Vanguard Advisers and Vanguard Marketing Corporation. He is currently based in Rocky Point, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

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, 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.

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 at Cetera with eight years of industry experience. He holds a Series 63 designation and has worked previously with Avantax Investment Services and Avantax Advisory Services. Stevens is also employed at Koval & Casagrande CPA's, where he prepares individual and business tax returns, handles bookkeeping, payroll, and sales tax preparation, and assists with investment advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across diverse program structures and custodial relationships.

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 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.