Paivi Cartwright is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment solutions utilizing multi-asset model portfolios and conducts due diligence on alternative investments through its dedicated research center.

Michael Ledva is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scot Krempa is a financial advisor with Edward Jones in Sayville, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Krempa is president of an online Christian retailer, serves as an elder involved in financial decisions at New Life Community Church, and acts as vice president of softball for Sayville Little League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment products, supported by a large network of advisors and branch offices nationwide.

Matthew Heeter is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OSAIC and American Portfolios Financial Services INC. Before entering the financial advisory field, he worked for five years at Baiting Hollow Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Ellen Broderick is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and 65 licenses. Her prior roles include positions at Peak Brokerage Services LLC, Diversified Solutions, Oppenheimer & Co, and Coastline Wealth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

John Surace is a financial advisor at Cetera with 26 years of industry experience and holds a Series 63 designation. He has worked with firms including Avantax and AXA Advisors and currently serves as President of S&P Associates of LI, Inc., where he manages client relationships and oversees investment performance. His background also includes fixed life insurance sales and financial advisory roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated investment managers across multiple program structures.

Corey Blumenthal is a financial advisor with LPL Financial, holding a Series 66 designation and 9 years of industry experience. He has worked at LPL Financial since 2024 and previously was with Royal Alliance Associates for seven years. Blumenthal is also involved with Alpine Capital Group NY Inc., a business he has maintained since 2012. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

John Cafone is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nagendra Singh is a CFP® with 20 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 15 years with American Portfolios Financial Services. In addition to his advisory work, he is an adjunct professor at NYU teaching graduate students and is involved in tax preparation through his ownership and management of tax-related businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with a range of managed account solutions and third-party money manager access.

Ahmadzia Hatami is a financial advisor with LPL Financial who holds a Series 63 designation and has 19 years of industry experience. He has worked at LPL Financial since 2008 and also spent 19 years at Astoria Federal. He is based in Patchogue, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by advanced research and operational tools.

Antonios Franks is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and totaling 33 years of industry experience. His career includes twenty years at MetLife Securities Inc. prior to joining Mass Mutual in 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements and a variety of investment programs tailored to client goals.

Tina Somma is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2012. Outside of her advisory role, she is involved as an independent distributor of essential oils and owns a business called Emerge Into Peace. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Aragorn Batsford is a financial advisor with Raymond James Financial in Hauppauge, NY, holding a Series 66 credential and bringing 19 years of industry experience. He has worked with Raymond James Financial and affiliated firms since 2006 and also owns 2 B Planning Inc, a business involved in insurance advisory and consulting. Additionally, he serves as successor trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it maintains unique municipal advisory capabilities and specialized employer advisory programs.

Michael Gershenson is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Paul Wexler is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1987 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of directors and investment committee for the Dysautonomia Foundation, a nonprofit focused on clinical research related to the disorder. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Tanuja Katre is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and has been with Merrill since 2021. 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 individuals, high-net-worth clients, and institutional investors.

Michael Barbaro Barnett is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Elite Feats and engagement with St. John's University and Just In Time Racing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a broker-dealer and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Steven Tambone is a CFP® professional with 17 years of industry experience, currently serving at Morgan Stanley in Hauppauge, NY. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his financial advisory role, he is a board member of S. George's Golf & Country Club in Setauket, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Margreit Mc Innis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at several firms including Northwestern Mutual and Ameriprise, and she is also an author of novels and eBooks on creative writing. In addition to her advisory work, she operates a financial coaching and education business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

James Siciliano is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.