Kirk Fawcett is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools such as Secular Return Estimates and Monte Carlo simulations.

Sheila Natale is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2021, following a 22-year tenure at UBS Financial Services. 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 processes and firm-approved tools.

Ilene Epstein is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She previously worked at JP Morgan Securities for seven years before joining Wells Fargo in 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vincent Cacciatore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Murphy & Mullick Capital Management Corp. Outside of finance, he is involved in ice hockey coaching and club sports, including activities with Farmingdale State College Ice Hockey and SIQ Hockey LLC. 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, and institutional platforms, leveraging technology and a broad network of over 22,800 advisors.

Peter Knowles is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he coaches a third-grade boys lacrosse team in Rockville Centre, New York. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning services.

Rick Betancourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Royal Alliance from 2014 to 2020 before joining LPL Financial. Outside of advisory work, Betancourt is involved in music production and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Nicholas Milvid is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Financial Life Insurance and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is the named owner of two companies involved in land and property ownership. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services. The firm uses quantitative asset-allocation modeling combined with centralized manager due diligence and applies an ESG framework when making recommendations.

Christopher Castiglia is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Inter-Metro Freight, Inc. for six years and JF Hillebrand for two years. 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, portfolio management, and advisory services through a large network of investment adviser representatives.

Hilary Kuster is a CFP®-designated financial advisor with 10 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2020. Prior to joining Raymond James, she worked at Wells Fargo Advisors from 2015 to 2020. Kuster is a managing partner at Waypoint Wealth Management Group. 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 municipal advisor affiliation.

Timothy Tasso is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial services to elite athletes and entertainers, families, retirees, corporate executives, business owners, professionals, and telecommunications workers in New York transitioning into retirement. His team also focuses on assisting special needs families, particularly those affected by autism, drawing from his personal experience as a father of a young special needs child. Timothy began his financial services career in 1999 trading equities on Wall Street before joining Merrill Lynch Wealth Management. He holds a Bachelor's Degree in Sports and Exercise Science from Wake Forest University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His approach includes multigenerational planning and a service model emphasizing regular contact and customized financial plans to help clients prioritize and pursue their financial goals. In his personal time, Timothy enjoys spending time with his family, gardening, working out, staying active outdoors, and engaging in activities related to permaculture.

William Stanton III is a CFP® with 26 years of experience in the financial services industry. He is currently a financial advisor at UBS Financial Services and has prior experience with JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he serves as Treasurer for the Massapequa Soccer Club, which promotes youth development through soccer. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Pornpimon Pongvitayapanu is a financial advisor at LPL Enterprise with 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Pornpimon worked for Pruco Securities, LLC for 12 years and has been affiliated with Prudential Insurance Company of America since 1999. Outside of advisory work, Pornpimon is involved in a business recommending and servicing life insurance, annuity, and health insurance products. 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 investment approach is typically model-driven, incorporating portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to third-party asset managers and insurance product sales.

Patrick Gaffney is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he is involved as an owner and manager of a family investment entity, Gaffney Family LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Gary Tietjen is a financial advisor with Cetera and holds a Series 63 designation, bringing 35 years of industry experience. He has been with Cetera since 2001 and also serves as president and manager of WTI Advisors Inc., where he oversees marketing of property and casualty insurance products. Additionally, he works as an investigator for All Island Investigations NY Inc. and is an election official for the Suffolk County Board of Election. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. 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.

Jonathan Abrams is a financial advisor with Ameriprise in Rockville Centre, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory work, Abrams owns a consulting business and serves as a FINRA non-public arbitrator. He also plays guitar in a local band. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Leopold Garcia is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, with trading and execution delegated to BNY Mellon Advisors.

George Davis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase, Pace University, and AMC Networks. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Pamela Pearson is a CFP® professional with 41 years of industry experience, currently advising at OSAIC since 2024. Her career includes long-term roles at Pearson Financial Advisors/PMG Securities and American Portfolios Financial Services, Inc. She owns a financial planning firm, Pearson Financial, which operates independently of securities activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and platforms. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Patrick Chambers is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Financial. He has worked at Morgan Stanley and CAVU Securities LLC, among other firms. Chambers also holds a role with Flagstar Bank related to wealth services. 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, supported by advanced operational tools and a network of over 22,800 advisors.

Terrence Lambert is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates 152 Associates, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning.