Yasin Halimi is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and has held positions at several other companies including Chanel and Coty. 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.

Marguerite Ryan is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at LPL Financial for five years and spent 15 years with HomeMaking. Outside of her advisory role, she serves as vice president of Premier Networking Professionals, a local networking group. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk and matching them with investment programs delivered through a network of advisers and third-party managers.

Zoran Vaz is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 utilizes research and analytics to support portfolio diversification and investment selection.

Lynne Whalen Calabro is a Branch Leader at Fidelity Investments, where she leads a team of financial associates. In her role, she is responsible for hiring, managing, leading, and coaching associates to assist clients with their financial needs. She has been with Fidelity Investments since 2013, holding various positions including Planning Consultant, Financial Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held senior roles such as Senior Vice President at Grace Financial Group and Axiom Global Trading, as well as Director and Supervisor of Agency Trading at Worldco, LLC.

Joseph Doolan is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and four years of industry experience. He has held roles at firms including City National Rochdale and Charter Oak Financial. In addition to his advisory work, he is involved in real estate sales through Coldwell Banker American Homes. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nathaniel Mccabe is a financial advisor with LPL Financial in Port Jefferson, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Suffolk Federal Credit Union, Big Think Capital, and The Prudential Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Daniel Rossiter is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years. Rossiter also operates Rossiter Financial Services and serves as a board member for the Visiting Nurse Service Hospice House. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting.

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.

Charles Mccann is a financial advisor at LPL Enterprise with eight 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, and MML Investors Services, LLC. Outside of his advisory role, he coaches basketball skill development through Offseason LLC and serves as a first responder with the FDNY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

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 with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has concurrently worked with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

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. Outside of his advisory role, he is involved in managing several investment-related entities, where he serves as part owner and property manager. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

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 credentials and bringing 31 years of industry experience. He previously worked at Citizens Securities Inc. for 24 years before joining LPL Financial and Flagstar Bank in 2023. 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 institutional platforms, supporting advisors with research, technology, and a broad suite of non-advisory financial products.

Katherine Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Cetera and its related entity since 2019, and previously held roles at RC Dugans and Foresters Financial Services. Outside of her advisory role, she is involved in health and disability insurance and owns KGM Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program structures and access to third-party managers, overseeing more than $256 billion in assets.

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.