Kevin Thompson is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at West Marine and the Miller Place School District, as well as involvement with the University at Albany. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John Duane is a financial advisor with LPL Financial based in Melville, NY. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including ten years at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Thomas Cammisa is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2014. He serves on the board of a nonprofit organization, the Episcopal Diocese in Melville, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives.

Joseph Sitaras is a financial advisor with LPL Financial in Bay Shore, NY, holding a Series 63 designation and 26 years of industry experience. He has been affiliated with both LPL Financial and Flagstar Bank N.A. since 2008. Outside of his advisory role, he is involved with SBLI USA in life and fixed annuities. 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 wide range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from various sources.

Irma Amador is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 63 designation and has worked with Webster Bank, LPL Financial, and Astoria Federal Savings. In addition to her advisory role, she is a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research support.

Linda Lynch is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Lynch is a co-owner and co-trustee of Lynch Bellmar Investments LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet certain net-worth thresholds.

Christopher Rowe is a financial advisor at Equitable Advisors holding a Series 66 designation. He began his career with Equitable Advisors in 2026. Prior to joining the firm, his work history includes roles in professional sports publications and marketing, as well as time at the University of Delaware. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer platform.

Michael Ballin is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 18 years prior to joining OSAIC in 2024. Ballin is also the sole proprietor of MS Ballin Financial Strategies, an independent life and health insurance sales business established in 1983. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and automated rebalancing, utilizing a range of investment vehicles and third-party solutions.

James McCarron is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Equitable and has experience in other roles including involvement with a community flag football organization and ownership of a local restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Neil Filomena Jr. is a financial advisor at OSAIC with 20 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he spent four years at SII. Outside of his advisory work, Filomena is involved in youth sports coaching, including roles with several local lacrosse and basketball teams. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors and utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing in constructing portfolios that include various asset classes.

Helen Wang is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Her career includes roles at Citigroup and JPMorgan Chase, including JPMorgan’s Hong Kong branch. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions. The firm combines internal Chief Investment Office strategies with third-party managers and supports customized investment restrictions and tax-aware options.

Joseph Cardino is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and nine years of industry experience. His background includes roles at AMM Industries, First Student, PFS Investments Inc., Lantern Energy, and Primerica Financial Services. Outside of advising, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-driven strategies and offers a range of portfolio management options supported by third-party managers and custodians.

Dylan Rivera is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the New York State Division of Homeland Security and SUNY, University of Albany. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Blake Valli is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Laz Parking and held positions at Marjory Stoneman Douglas High School and West Glades Elementary School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Elizabeth Golden is a financial advisor with Morgan Stanley in Hauppauge, NY, holding a Series 63 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Cheryl Seward is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with Avantax Advisory Services and Avantax Investment Services, and currently serves as President of Freedom Tax & Wealth Management Inc., which focuses on income tax preparation for individuals and families. Outside of financial services, she is involved with Beach Fitness, consulting on fitness matters. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering multiple portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with various program options and custodial relationships, managing over $256 billion in assets.

Robert Eisenstadt is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Prudential Insurance Company of America, PRUCO Securities, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. He is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Brian Hans is a financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS in 2019, he worked at Arnold & Porter LLP for five years and at Winston & Strawn LLP for one year. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Mark Alber is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is a partner in Alber Enterprises 1 LLC, a real estate business based in St. James, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and approved planning tools, serving clients through both direct engagements and corporate financial planning agreements.

Marc Strent is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and has over three decades of experience in insurance through his role as president and owner of MLS Insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a range of advisory and brokerage solutions through LPL-sponsored programs and endorsed third-party managers.