Joseph Muro is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Since 2020, he has been with Stifel Nicolaus & Co Inc in Melville, NY. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methods developed by its Investment Strategy Group, which inform client planning without guaranteeing outcomes.

Jamie Camhi is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Camhi also has a long tenure at Bank of America, spanning over two decades. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Sanchez is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and also works with Wells Fargo Bank NA. Outside of finance, he works as a customer service representative at Nordstrom Rack. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of investment vehicles including insurance-related products.

Charles Mccann is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and Northwestern Mutual. Outside of advisory work, he coaches basketball skill development through Offseason LLC and serves as a first responder with the New York City Fire Department. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by its research department and third-party strategists, and offers financial planning, access to external asset managers, and participation in wrap programs.

Julia Bellontine is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked in various roles including positions at Paramount Placement and in the food service industry. 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 portfolio programs, and access to third-party asset management, supported by a network of over 22,800 investment adviser representatives.

Thomas Mc Guire is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Flagstar Bank and has held positions at various educational institutions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Ronald La Serra Sr. is a financial advisor at Cetera with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include National Life, LPL Financial, and Webster Investments. Outside of his advisory work, he officiates youth and high school football and lacrosse and serves as a FINRA arbitrator; he is also chancellor at the Knights of Columbus, involved in member recruitment and insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services with multiple program structures and a platform that allows advisors to utilize affiliated and third-party managers.

Kathleen Raseman is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Traynor is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked previously at Fiduciary Trust International, Northwestern Mutual Investment Services, and other firms. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Michael Montuori is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Susan Mulvehill is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has held positions at EVO Payments International, UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. Outside of her advisory work, she is involved in Parts and Labor Design, a manufacturing and contracting business based in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client goals.

Douglas Riccitelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously spent 24 years at Citizens Securities Inc. and concurrently works with Flagstar Bank N.A. Riccitelli operates within the LPL network and provides advisory services primarily through these affiliations. 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, third-party asset management, retirement participant advice, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Katherine Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera since 2019 and previously had roles at RC Dugans and Foresters Financial Services. She is also involved in health and disability insurance and owns KGM Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm features a multi-manager platform with various program structures and affiliations, managing over $256 billion in assets across more than 10,000 advisors.

Thomas Houlihan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Kuttin Wealth Management, and Ameriprise. Outside of advising, he coaches youth lacrosse through Long Island Express Lacrosse. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored client recommendations.

John Flynn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience with NY Life Securities LLC and New York Life Insurance Company. Outside of financial services, he is involved with Inicio Ventures, Inc., operating Sit Still Kids Salon in Port Washington. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services to qualified plans.

William Engellis is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, and delivers tailored recommendations supported by its research and planning tools.

Michael Palma is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for five years before joining LPL Financial in 2019. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory and non-advisory financial services.

Thomas Brucia is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Wealth Services, Long Island Branch LLC (doing business as Affiliated Wealth Advisors), and other related entities. Outside of financial services, he serves as the musical director of a women's chorus within the Sweet Adelines International organization. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform to independent advisors nationwide. The firm serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, providing various portfolio management and financial planning services through discretionary and non-discretionary program structures.

Craig Irby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with executives and business owners, particularly those in the aerospace and defense sector, to develop customized financial plans aimed at growing net worth through systematic investing. His expertise includes managing highly appreciated equity compensation and providing tailored financial planning solutions for owner/operators. Craig holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Bay Shore High School, an Associate's Degree from Suffolk County Community College, a Bachelor's Degree from Farmingdale State College, and attendance at SUNY Albany without degree conferral. He is involved with professional organizations such as Friends Of Connetquot and Mission Be. Outside of his professional work, Craig has interests in adventure sports, basketball, boating, boxing, camping, golfing, music, running, surfing, and traveling.

Marlin Gillespie is a financial advisor with LPL Financial in Amityville, NY, holding a Series 63 designation and having 11 years of industry experience. He has worked at LPL Financial since 2016 and previously spent three years at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset managers through a network of advisors, supporting a broad range of investment strategies.