Robert Fusaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Outside of his advisory role, Fusaro serves as a trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Rufus Davenport is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of his advisory work, he is involved in an insurance-related business called Emerson Rogers / Health Care. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, 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, utilizing numerous program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Dino Carfora is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Joi Generazio is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with UBS since 2015. Outside of her advisory work, she is a notary public involved in nonprofit activities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Nancy Bohan is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2015 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is a partner in a pilates studio called LagreeNY. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Dominick Scarfogliero is a financial advisor with Cetera, holding a Series 63 license and 12 years of industry experience. He has worked with Cetera since 2019 and previously with Foresters Financial Services from 2014 to 2019. He is involved with the Long Island Financial Planning Group, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Paul Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Scottrade, Inc. and Scottrade Investment Management before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. He also worked at Rig Gear USA from 2020 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amy O'Brien is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Citibank, and Bank of America. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Goldsmith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 21 years of industry experience, including roles at Metlife Securities and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns and manages Goldy Lux 8 LLC, which provides group and individual insurance products, and he also offers financial planning services related to life settlements. Mass Mutual 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 financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools and offering a range of investment and planning services.

Ryan Humbert is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked at Citigroup and Ameriprise Financial Services. 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 LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Brett Goldstein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at firms including Cadaret, Grant & Co., Inc. and American Investment Planners. In addition to his advisory work, he is the owner of The Pension Department, Inc., a third-party administrator, and also works as a forensic document examiner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support discretionary and non-discretionary management.

Luke Donenfeld is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019, following seven years at First Empire Securities. Outside of his advisory role, he serves as treasurer for the Harry Donenfeld Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Marc Wong is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, Wong serves on the board of the Long Island Community Foundation and is an officer of Project Music Heals Us, a nonprofit organization that presents classical music performances to diverse audiences for education and healing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of advisory and capital markets solutions.

Tonia Dillon is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages seasonal rentals of a property she owns in Naples, Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 20 years of industry experience. She has worked with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors, LLC. Outside of her advisory role, she is involved with CREW New York, a commercial real estate organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Stephen Plackis is a financial advisor with LPL Financial and holds the Series 66 designation. He has 11 years of industry experience, previously working at firms including Strategies For Wealth and First Command Financial Planning. His current role is based in Levittown, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from multiple sources.

Tyler Sloves is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Anthony Marks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Alliance Global Partners. Outside of finance, he performs administrative duties for his father's e-commerce company, The Dural Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets with over 14,000 advisors.

Jennifer Halper is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley, OSAIC, and Stifel Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a tailored investment approach supported by both in-house and third-party managers.

Shariq Ali is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley Private Bank and Bank of America, with a career beginning at Merrill. Outside of finance, he holds a minority ownership stake in a manufacturing business based in Kolkata, India. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing services such as investment policy statement preparation, performance reporting, and participant education. The firm employs an IPS-driven process grounded in modern portfolio theory and offers a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.