Patrick Carton is a financial advisor at Morgan Stanley in Garden City, NY, with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

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 the Series 66 designation and previously worked at Equitable Financial Life Insurance and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is a named owner of two companies involved in undeveloped land and other business interests. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 with Merrill Lynch Wealth Management and a founding partner of Koppelman, Szturma, Tasso & Associates. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in advising successful individuals and families whose wealth presents both opportunities and complexities. His client base includes business owners, attorneys, physicians, multigenerational families, and those navigating significant financial events such as business sales, sudden wealth, retirement, estate complexities, or responsibility for loved ones with special needs. Timothy places particular emphasis on families with special needs members, a focus influenced by his personal experience as the father of twin boys, one of whom has autism and is non-verbal. Timothy's approach to wealth management centers on understanding clients' unique circumstances, responsibilities, concerns, and goals. His services encompass coordinating investment strategies, retirement planning, risk management, estate and legacy planning, banking and lending needs, and major financial decisions. He collaborates with clients' attorneys, accountants, and other professionals to provide comprehensive, multigenerational planning and to address complex family financial challenges. Before entering wealth management, Timothy began his career as an equity trader, where he developed a disciplined understanding of markets, risk, and decision-making. He holds a Bachelor's Degree from Wake Forest University and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).

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 Series 66-credentialed financial advisor with J.P. Morgan Securities, where he has worked since 2026. His prior experience includes roles at JPMorgan Chase Bank, AMC Networks, and Pace University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research, incorporating ESG frameworks and broader derivatives and commodities capabilities.

Pamela Pearson is a CFP® professional at OSAIC with 41 years of industry experience. She has worked at OSAIC since 2024 and previously held roles at American Portfolios Financial Services, Inc. for 20 years and at Pearson Financial Advisors/PMG Securities for over three decades. Pamela is also the owner of Pearson Financial, a financial planning business unrelated to securities. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization techniques and supports a range of programs such as Unified Managed Accounts and retirement plan consulting.

Scott Edgemont is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of more than 14,000 financial advisors and approximately $671 billion in assets under management. The firm combines research from its Investment Institute with third-party analytics and provides both brokerage and advisory solutions.