Robinson Crothers is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios Financial Services and Murano LLC. He serves as a board member and trustee of the Patchogue Arts Council, a local nonprofit community arts organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios consisting of various asset classes on both discretionary and non-discretionary bases.

Erwin Sierra is a financial advisor at LPL Enterprise with 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Sierra has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance services.

William Cruz Benitez is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2018, he held roles at Teachers Federal Credit Union, Farmingdale State University, Planet Home Lending, and Suffolk County Community College. Outside of his advisory work, he owns a construction business based in Central Islip, New York. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Capilets Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure with AXA Advisors, LLC. He also operates a business under the name Sound Private Wealth. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Matthew Jacoby is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 designation and has a background in tax accounting as a CPA owner. Jacoby has worked at PPS Advisors and American Portfolios Financial Services since 2012 alongside his current role. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various platforms, asset-allocation tools, and third-party solutions to construct and manage portfolios.

Ryan Mc Adam is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Bayside Tax & Wealth, Edward Jones, and the Office of the Suffolk County Comptroller. Outside of finance, he is involved as a musician with Gnarly Karma, a recreation business based in Huntington, New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and provides services spanning from personalized financial plans to corporate financial planning agreements.

Luke Lafferty is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 66 designation and four years of industry experience. His prior work includes a role at Digital Intelligence Systems LLC and other positions dating back to 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 offers a broad range of brokerage and advisory solutions.

Kyle Graham is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has experience working with Uber. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory services with other financial products.

Colleen Walsh is a financial advisor at Equitable Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2017, including prior roles at Axa Advisors and Axa Equitable. She also serves as the administrator and executor of the Walsh family estate. Equitable Advisors serves a diverse group of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered model.

Alex Metzler Metzler is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and previously worked at Port Jefferson Country Club. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations and delivers services through a centralized consulting team in partnership with financial advisors.

Paul Sevcik is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, and business owners navigate important financial decisions. His services focus on family wealth management strategies, personal retirement planning, and portfolio management. Paul aims to simplify complex financial concepts into clear, practical advice tailored to each client's goals. He holds a Bachelor's degree from Hofstra University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Paul's approach centers on education, communication, and building trust with clients, supporting both experienced investors and those beginning their financial journey. Outside of his professional role, Paul is involved in mentorship and community activities. He participates with the Respect The Game: AAU Basketball Team and supports organizations such as SAY: The Stuttering Association for the Young and breast cancer awareness initiatives. Paul also enjoys baseball, basketball, football, golfing, music, pickleball, reading, skiing, spending time with his family, and traveling.

Robert Madden is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he spent 25 years at MassMutual Life Insurance Company and Mass Mutual Investors Services. 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 and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Trinh Jermyn is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2005. Additionally, she serves as a director on the committee of the Hirshhorn Museum and Sculpture Garden in Washington, DC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Lebson is a financial advisor with Equitable Advisors in Melville, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at Money Tree Merchant Services and 1-800-Flowers, as well as time at Binghamton University and North Shore Family Chiropractic PC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working through various program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Marc Stenzler is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Toms Capital, Force Hill Capital Management, Latimer Light Capital, and Kavi Asset Management. He serves as Co-Chair for the annual Brooke Jackman Foundation Benefit. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Douglas Sinetar is a financial advisor with OSAIC based in Melville, NY, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at Jhfn / Sii for 18 years and has been with Royal Alliance Associates, Inc. since 2018. In addition to his advisory role, he owns a sole proprietorship focused on referral services and works as an insurance broker specializing in fixed insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and a range of investment vehicles, and supports both discretionary and non-discretionary portfolio management.

Vincent Cardullo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and is also associated with North East Wealth Management Associates Inc. and Waterstone Financial Group. Outside of advisory work, he is involved in tax preparation and accounting services as president of TTAFC Services. 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 consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Santoro is a financial advisor with Primerica Advisors in Copiague, NY, holding a Series 63 license and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees.

Salvatore Tringali is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services since 2016 and Mass Mutual Life Insurance Company since 2015. He is also the owner of WealthGuide Inc., a pass-through compensation entity established in 2024. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers a range of planning programs, including recent additions such as Divorce Planning.

Daveta Winski is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2010. 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 uses structured discovery and firm-approved tools to model outcomes, managing approximately $2.74 trillion in client assets.