Philip Scaglione is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JPMorgan Securities, as well as service with the Suffolk County Board of Elections. He serves on the investment committee of the Holy Cross Society Endowment Fund for the Dormition of the Virgin Mary Church. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Collin Beardslee is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016, including two years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Spelman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Merrill, CUNA Mutual Group, and Myrmidon Private Capital LLC. Outside of advising, he is a business owner of Spelman Pearce Pizza Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive resources.

Kateryna Skliarenko is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. Her prior experience includes roles at Bank of America Private Bank, Merrill Lynch, and Point 32 Investment Partners. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platform services.

Robert Forrester is a financial professional with nine years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at several firms including Johnson Mowdy Associates, LSWM LLC, and National Asset Management. Outside of his advisory role, he owns a tax and bookkeeping service and is involved as a staff accountant providing tax and payroll services locally. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Michael Schmid is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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 strategies and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Raymond Di Sunno is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Tuscaloosa City Schools, as well as a nine-year tenure with Kids of Mount Sinai. MassMutual 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 offers collaborative, annual planning engagements using firm-approved analytical tools and supports various event-driven planning programs.

Matthew Clarke is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Vanguard Advisers and Vanguard Marketing Corporation. He is currently based in Rocky Point, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Kim Caldwell is a CFP® professional with 30 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2009. She has previously sold life and long-term care insurance through Prudential and Traveler's Insurance. 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 financial planning and portfolio management services, leveraging both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Simons Chase Jr. is a financial advisor at SC Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Systematic Alpha Management LLC, Mighty Media, and Chase Advisors LLC. In addition to his advisory work, he provides business consulting services focused on strategy, planning, hiring, accounting, and financial projections. SC Capital Management LLC is an independent firm led by Simons Chase Jr. that offers personalized advisory services.