Matthew Russo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2021. Merrill, along 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.

Charles Ladenheim is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-affiliated firms since 2013. 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 IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Cara Maloney is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2018, following prior roles at Cetera Investment Services and Valley National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management. The firm combines planning with managed-account programs under its WealthPlan option while maintaining separate services.

Terrence Fenton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience in hospitality and tourism, having been involved with a restaurant and tour operations in Jamaica. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

David Reuben is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Royal Alliance, and Ryan, Beck & Co., LLC. Outside of his advisory role, he provides tennis instruction as a sports and fitness coach. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of tools and services.

Maria Barilla is a financial advisor with Merrill in Garden City, NY. She holds a Series 63 designation and has 30 years of industry experience, including 15 years with Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 and profit-sharing plans, corporations, and charitable organizations.

Anil Lamba is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1993. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services, LLC 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 collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate brokerage or insurance arrangements.

Raymond Dady is a financial advisor at Equitable Advisors with 25 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Equitable Advisors since 2004, including during the firm's prior iteration as Axa Advisors. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Randall Perkins is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as CEO of J&R Operations, LLC, a business focused on managing office and operational expenses. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Engel is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2024. Outside of his primary role, he is an associate and employee at Hendel Wealth Management Group, where he services existing clients and develops his own client base. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Leo De Blasio is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Heidi Beattie is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, with prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Frisch Financial Group, and Clear Point Advisors. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Timothy Austin II is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

William White is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2010. Outside of his advisory work, he is a partner in a music group called Fear of Fred. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial and estate planning, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers both advisory services and broker-dealer capabilities.

Timur Novokreshchenov is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and E*TRADE in various roles since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Christina Panouis is a financial advisor at Wells Fargo Advisors with two years of industry experience. She previously worked at Merrill for seven years and has academic experience at Adelphi University and Sacred Heart University. She holds a Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers specialized planning in areas such as retirement, business-owner transition, and special-needs analysis, using proprietary research and tools to develop client recommendations.

Mark Goldman is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Goldman also owns Goldman Financial Services, a financial services business providing advice to individual and corporate clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a specialized advisory affiliation.

Nilima Madan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. She worked at Citigroup Global Markets and Citicorp Investment Services before joining LPL Financial in 2010. Madan serves as President of the Association of Indians in America, a nonprofit organization based in Port Washington, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by advanced operational and research tools.

Colleen Glavin Beiner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 35 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent five years at J.P. Morgan Securities. 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 employs modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Mark Krauss is a financial advisor with Raymond James & Associates in Garden City, NY, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Raymond James in various capacities since 2009. Krauss is the owner of NY Wealth Management, a support company through which he provides financial advice. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a wide range of portfolio management styles and affiliated research.