Philip Arcilesi is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Commerzbank AG and Citigroup. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, corporate entities, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and endorsed third-party managers.

Carissa Casagrande is a financial advisor with Cetera in Melville, NY, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Wealth Services, Avantax Advisory Services, and PricewaterhouseCoopers, among other firms. Casagrande is also an accountant at Koval & Casagrande CPAs, PLLC, where she provides financial planning, investment assistance, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios and third-party managers.

Bryant Weintraub is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gregg Eisenstein is a financial advisor with LPL Financial in Stony Brook, NY, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at HSBC Securities USA Inc., Citigroup, and Webster Bank. Outside of his advisory work, he serves as president of Shreddin Sports Inc., providing consulting services in the specialty sports sector, and is a board member of Avalon Nature Preserve, a local private nature preserve. 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 consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Quinn is a financial advisor with Morgan Stanley in Stuart, FL, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, he serves on the Board of Directors for Gardiners Bay Country Club in Shelter Island, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides financial planning through both direct client relationships and Corporate Financial Planning agreements.

Craig Goldman is a financial advisor with Morgan Stanley in Melville, NY, holding the Series 66 designation and with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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, managing approximately $2.74 trillion in client assets.

Brian Quatrale is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2023, he worked at American Portfolios Financial Services, Inc. for nine years and Massachusetts Mutual Life Insurance Company for 34 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Scott Vislocky is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 29 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with SVGC, Corp, a corporate entity used for administrative purposes such as leasing and banking. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform that combines adviser programs with brokerage and insurance offerings.

Robert Reed is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. He has previously worked at North Ridge Securities Corp. for 29 years and has been associated with Cetera and affiliated entities since 2019. Reed is also the owner of Manchester Financial, a financial services firm, and has roles as a financial professional and insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program platforms and access to affiliated and third-party money managers.

Paul Essner is a CFP® with 34 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously spent 15 years with Securities America Advisors and Securities America Inc. Essner is also an executive vice president at Risk Strategies Company, where he is involved in the sales and service of insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platforms and account structures.

Paul Donahue Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining OSAIC in 2024. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for various client types, including individual investors and charitable organizations.

Daniel Klonsky is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Since 2024, he has been associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but do not rely on individual security recommendations.

Frank Aimetti is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has built his entire 45-year career since 1977. He holds the position of Vice President and is recognized as a Personal Investment Advisor (PIA). Frank's expertise encompasses tax minimization, retirement planning and administration, wealth accumulation, education planning, liquidity management, managing new wealth, personal retirement planning, and retirement income strategies. He earned a Bachelor's degree in Business Administration from Long Island University – Post. Throughout his career, Frank has focused on providing clients with comprehensive guidance related to their investment and retirement goals, estate planning services, and strategies. Frank enjoys baseball, cooking, football, gardening, music, spending time with his family, watching movies, writing, and yoga.

Sara Urban is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Equitable Advisors since 1999, following a tenure at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Mustafa Yaqubie is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner and landlord of a rental property. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Paul Goldhirsch is a financial advisor with OSAIC, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Signator Investors Inc. for 16 years before joining Royal Alliance Associates, INC. His other business activities include operating a sole proprietorship as an insurance broker. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services that utilize firm-provided asset-allocation tools, risk assessments, and automated rebalancing.

Kenneth Greenblatt is a financial advisor with Equitable Advisors in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors. Outside of his advisory role, he is involved in trustee duties for family trusts and owns KRG Wealth Management, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support along with access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage/insurance services.

Astonia Carey is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2023, she worked at CITIGROUP for five years and Concordia College NY for five years. Outside of her advisory role, she is an ambassador for Swing Chic Golf, a retail and online brand. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, featuring tailored financial planning and extensive client asset management. The firm employs a structured planning process with firm-approved tools and serves both retail and institutional clients.

Irie Adams is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior experience at Bank of America, Teachers Federal Credit Union, and several other firms. 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 including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.