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. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Aegis Capital Corp for seven years. 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 a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Harry Rouzeau is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 31 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, focusing on insurance products including long-term care, accident/health, disability, fixed annuities, and traditional fixed life insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party program sponsors and asset managers to deliver its advisory services.

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 credentials and bringing 20 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party asset managers.

Uhlensky Pierre Louis is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2023. Prior to Schwab, he was with Equitable Advisors, LLC and has experience at several other firms. 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 offers a combination of non-discretionary and discretionary investment solutions using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

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 experience in the financial services industry. He has worked at LPL Financial since 2023, following 14 years at Woodbury Financial Services and three years at Janney Montgomery Scott. Tilton also manages several investment-related insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms while supporting a broad network of investment adviser representatives with a variety of discretionary and non-discretionary investment strategies.

Scott Frayler is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining LPL in 2019, he worked at Planmember Securities Corporation and Mutual, Inc. Outside of his advisory role, he coaches basketball for Nassau Pride Hoops of Long Island and St. Anthony's School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, combining advisory services with various non-advisory financial products and tools.

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, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been employed by JPMorgan Chase Bank, N.A. since 2007. 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. Their advisory process integrates centralized due diligence, combining quantitative and qualitative research to develop model asset allocations that may include ESG considerations.

David Hungerford is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999, having worked concurrently at Axa Advisors, LLC until 2020. Outside of advising, he is involved with the Ashar Group, focusing on life settlement sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes various third-party asset managers and advisory programs, offering diversified investment options and ERISA fiduciary services through a network of Investment Adviser Representatives.

Brian Davis is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses. He has 45 years of industry experience and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in activities related to Mutual of Omaha Long Term Care and Health Pass Health Insurance. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models and discretionary managers through both proprietary and third-party platforms.

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 who holds Series 63, 65, and 66 designations and has 27 years of industry experience. She previously worked at Capital One Financial Advisors LLC from 2009 to 2013 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 five 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, non–high-net-worth clients, managing approximately $13.5 million in assets across about 90 clients. The firm emphasizes administrative processes including client authorization for ongoing electronic transfers and focuses on serving non-HNW households.

Glenn Turner is a financial advisor at hgTurner Associates LLC with 22 years at the firm and five years of industry experience. He holds a Series 63 designation. Outside of financial advising, he assists with organizational paperwork for a public relations business co-owned with his wife. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual, non–high-net-worth clients. The firm manages approximately $13.5 million in regulatory assets across about 90 clients and employs specific administrative procedures including electronic payment authorizations.