Kevin St Jean is a financial advisor with LPL Financial in East Northport, NY, holding Series 63 and Series 65 credentials and five years of industry experience. His prior positions include roles at JPMorgan Chase Bank, TD Private Client Wealth, TD Bank, and Webster Bank. He also serves as a notary. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Karen Hubbard is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Nicholas Meyer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Morrissey is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, his background includes positions at Del Vino Vineyards and Americano Pie Bar, among others. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and manages portfolios through both discretionary and non-discretionary approaches.

Catherine Boyle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Wells Fargo Securities, and she currently serves as Senior Managing Director and Co-Team Lead at Webster Bank. She also acts as an administrator in a fiduciary capacity for a family trust. 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 a range of financial planning and investment services, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Stuart Stein is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, American Portfolios Advisors, and Mass Mutual Life Insurance Company. Stein is also involved in employee benefits and fixed life insurance sales through Professional Group Plans, Inc. and Annuco. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program structures.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jayna Andrikou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Chase for three years. 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, and institutional accounts.

Gregory Mosick is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was with Axa Advisors, LLC and Signator Investors, Inc. Mosick is also involved in outside insurance activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Charles Oddo is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2025, he spent 32 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that include modeling outcomes with tools such as Monte Carlo simulations.

Craig Ferraro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. and Citicorp Investment Services since the late 1990s. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management services.

Robert Sforza is a financial advisor at Wells Fargo Advisors with 18 years of industry experience and a Series 66 credential. His prior roles include positions at Citigroup, LPL Financial LLC, M&T Securities, and HSBC Securities (USA) Inc. He also owns SFORZA CONSULTING GROUP CORPORATION. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored through research and planning tools, covering a wide range of areas from cash-flow to niche services like business-owner transition and special-needs planning.

Stuart Leyton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2020, he worked at H.D. Vest Investment Services and Hd Vest Investment Securities. Leyton is also a licensed attorney and operates a tax preparation and accounting business alongside his advisory role. 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 a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by advanced research tools.

Joshua Widman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup. He serves as trustee for the Widman Family Trust and Else Widman Trust, involving management of trust real estate. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and provides a broad range of investment and advisory solutions.

John Malinak is a financial advisor with Edward Jones in Commack, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, overseeing approximately $1.01 trillion in assets under management.

Bertrand Sejour is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Securities America Advisors and Vanderbilt Securities, LLC. Outside of his advisory work, he provides tax preparation and resolution services through his accounting activities. OSAIC serves a diverse client base ranging from individual investors to charitable organizations, offering a range of investment advisory and brokerage services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes and account structures.

Kelly Manzer is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Stifel in 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning analyses.

Raymond Ten Hoopen is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with Axa Advisors, LLC during the same period. Outside his advisory role, he serves as a Monitor for the State of New York Insurance Department's continuing education program. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party investment programs, including discretionary management options and ERISA fiduciary services.

Andrew Drost is a CFP® professional with 31 years of industry experience. He has been with Ameriprise since 1994, holding roles at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Nicholas Loehle is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Bruderman Brothers LLC and Bruderman Asset Management. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by affiliated products and distribution arrangements.