Ahmadzia Hatami is a financial advisor with LPL Financial in Patchogue, NY, holding a Series 63 credential and 19 years of industry experience. Hatami has worked with LPL Financial since 2008 and with Webster Bank since 2021, having previously spent 19 years at Astoria Federal. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

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 designation and 19 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at Programmed Financial Planning. Outside his advisory role, he is the owner of 2 B Planning Inc., involved in non-variable insurance brokerage and consulting. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

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.

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. Her prior work includes roles at Northwestern Mutual, Equity First Consultants, and several other financial firms. Outside of advising, she is an author and freelance writer with over ten years of experience publishing novels and eBooks on creative writing. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by proprietary and third-party research.

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.

Daniel Wyllie is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, JP Morgan Securities, and Citibank. He also formed Wyllie Enterprises, LLC, a limited liability company initially intended for social media marketing and advertising, though it is currently inactive. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Leskow is a financial advisor at Merrill with 16 years at the firm and eight years of industry experience. He holds the Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mark Labriola is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves as co-trustee and holds power of attorney for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robert Blair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has over a decade of experience with Wells Fargo Bank. Outside of his advisory role, Blair serves as a board member of the Briarwood Estates Home Owners Association in Niantic, CT. 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 advisory services. The firm’s approach is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eduardo Matute is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is vice president and partner of A&M Food Adventures Inc., a takeout restaurant where he assists with financial management. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Christopher Helin is a CFP® with 23 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Ameriprise Financial Services, Inc. for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Christopher Renna is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 10 years. In addition to his advisory role, Renna serves as a branch manager at Conservative Wealth. Cetera Investment Advisers LLC is an SEC-registered firm that offers services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Michael Karwoski is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since 2013, he has worked with clients to provide customized investment strategies tailored to their individual goals. His expertise includes college education planning, divorce transition planning, family wealth management, retirement income strategies, personal retirement planning, and special needs planning, among others. Michael focuses on simplifying clients’ financial lives by prioritizing their objectives and developing personalized strategies. Michael has been a registered Financial Advisor since 2010. He holds a bachelor's degree in Economics from Yale University, where he also competed in Division 1 hockey and lacrosse. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Michael enjoys coaching youth lacrosse, playing golf, and participating in various outdoor sports. He lives in Northport, NY, with his wife Brenna and daughter Caroline. He volunteers with community organizations and values the Merrill tradition of community service.

Erica Lupinacci is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and with 17 years of industry experience, all at Morgan Stanley since 2009. Outside of her advisory role, she is involved in spiritual healing as an energy healer and clairvoyant reader. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from comprehensive advisory programs to corporate financial planning agreements.

Ryan La Mar is a financial advisor with Ameriprise in Sayville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Steel Ridge Advisors and has been involved with Binghamton University since 2022. He has also participated in community activities with the Sayville Yacht Club and local schools. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisor oversight and delivers a broad range of advisory and insurance solutions through its large institutional platform.