Harry Rouzeau is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Advisors Corp from 2012 to 2020. Outside of his advisory role, Rouzeau operates HMR Planning Services, an independent insurance agency offering long-term care, accident/health, disability, fixed annuities, and traditional fixed life insurance products. 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 multiple third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to client goals, risk tolerance, and time horizon.

Hanna Hildreth is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Brett Rosenblatt is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Equitable Advisors since 2016 and previously held a position at Axa Advisors from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and works extensively through program sponsors and endorsed third-party managers.

Uhlensky Pierre Louis is a financial advisor with Charles Schwab who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Broadway National. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lydia Diclemente is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Outside of her advisory role, she serves on a committee for fundraising events at St. Anthony's High School and acts as a trustee in a fiduciary capacity. 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 investment strategies for a wide range of clients including individuals, pension plans, and charitable organizations.

Thomas Tilton is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked for Woodbury Financial Services for 14 years. Outside of his advisory role, he is involved with insurance-related activities through entities such as Simplicity Group and Crump Insurance Services. 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 model portfolios, third-party subadvisors, and proprietary research.

Scott Frayler is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 24 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Planmember Securities Corporation and Mutual, Inc. He is also involved in coaching youth basketball for Nassau Pride Hoops of LI Inc. and St. Anthony's School. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brandon Abbe is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he co-owns Melville Wealth Management LLC with his spouse and owns D&B Insurance Brokerage Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Danielle De Marco is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Hungerford is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with Axa Advisors. Outside of his advisory role, he is involved with Ashar Group in life settlement sales. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers, utilizing a hybrid advisory and brokerage model with tailored client services.

Brian Davis is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors for over two decades. Outside of his advisory work, he is involved with Mutual of Omaha Long Term Care and Health Pass Health Insurance. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 structure.

Ann McGreevy Doria is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 31 years of industry experience. She previously worked at Metlife Securities Inc. for 21 years before joining MassMutual in 2016. In addition to her advisory role, she operates as an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using detailed client information and firm-approved tools to deliver written recommendations.

Evan Kralstein is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and having 37 years of industry experience. He has been with Raymond James entities since 1998. Outside of his advisory role, Kralstein serves as a trustee for an investment-related trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports wrap-fee programs, and has unique municipal advisory affiliations alongside programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Lania Cross is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by research from LPL and third-party subadvisors.

Dennis Beasley is a CFP® and holds a Series 65 license with 18 years of experience at DLB Wealth Advisors LLC and over 21 years at Beasley Tax & Financial Advisors LLC. He operates as the sole advisor at DLB Wealth Advisors, an independent firm based in East Northport, NY. DLB Wealth Advisors provides portfolio management and financial planning services primarily to individual clients and manages approximately $18.1 million in assets across 27 client relationships. The firm employs routine account reviews and may use derivatives within separately managed accounts, distinguishing its operational approach from many peers.

Daniel Goldstein is a Certified Financial Planner® operating under his independent firm, Daniel Goldstein, CFP, with over 30 years of experience in financial planning. He has been self-employed since 1995, providing comprehensive financial advice primarily to individual investors and small business owners. His firm offers discretionary portfolio management along with broader financial planning services, including tax, estate, retirement, and insurance advice. The investment approach integrates fundamental and cyclical securities analysis within an asset-allocation framework aimed at diversification across multiple asset classes, with regular portfolio reviews and limited discretionary authority.

Harry Turner is a financial advisor at hgTurner Associates LLC with 4 years of industry experience. He has been associated with hgTurner Associates LLC since 1994. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual clients with smaller household accounts. The firm manages approximately $13.3 million in assets across about 91 client relationships and operates within a supported advisory model.

Glenn Turner is a financial advisor at hgTurner Associates LLC with four years of industry experience. He holds a Series 63 designation and has been involved with hgTurner Associates since 2004. Outside of his advisory role, he assists in a PR business, Ripple Strategies LLC, working about 10 hours per week on organizational paperwork. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual clients with smaller household accounts. The firm manages approximately $13.3 million in assets for around 91 clients and operates within a formal custodian and compliance framework.