Alison McGowan is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Wells Fargo Advisors since 2023, following eight years at Wells Fargo Clearing. Alison serves as a board member of the American St Boniface Society, a Catholic charity organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to meet various client needs.

Raymond Piacentini is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America, N.A. since 2014 and Merrill since 2011. 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 strategies for individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver tailored portfolio implementation and administration.

Paul Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at North Ridge Securities Corp. for 28 years and at Cetera Advisor Networks LLC for 2 years. In addition to his advisory work, Miller provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management access, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Kimberly Bethea is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with one year of industry experience. Her work history includes roles in healthcare and education organizations such as AHRC Nassau and Amityville Public Schools, alongside nearly three decades with Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

Robert Martino Jr. is a CFP® and ChFC® with 23 years of industry experience. He is currently with OSAIC and was previously at Ameriprise Financial Services, Inc. for 19 years. Martino serves on the board of the Boy Scouts of America Suffolk County Council and is CEO of MBPG Assoc Inc., a financial advisory firm. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

Elizabeth Rose is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her work history includes multiple tenures at Merrill since 2015 and a brief period at BOFA Securities, Inc. She has been with Bank of America, N.A. since 2026. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Paduano Jr. is a financial advisor with Morgan Stanley, holding a Series 66 credential and 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he owns a rental property in Saratoga Springs, New York. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools without providing individual security recommendations in standalone planning.

Philip Basile is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2026, he worked at Wells Fargo Clearing and has experience in other business sectors including equipment rental and alarm services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored written recommendations and ongoing advice focused on reliable income and tax-efficient withdrawal strategies.

Frank Codispoti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. Prior to joining LPL Enterprise in 2024, he was affiliated with Prudential Insurance Company of America and Pruco Securities, LLC from 2004. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individual investors, high-net-worth individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizes third-party asset managers, and offers access to various financial planning and insurance services through affiliated entities.

Willie Satterthwaite is a financial advisor at Morgan Stanley in Melville, NY, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following several years with E*TRADE Securities and E*TRADE Capital Management. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Douglas Snow is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 license and bringing 20 years of industry experience. He previously worked at Commonwealth Financial Network and Donald Hehir and Associates for 14 years. Outside of his advisory role, he owns a private entity operating a fixed insurance business and manages a strategic services company that holds an intellectual property patent. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

John Thomson Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including AXA Advisors and Mass Mutual Life Insurance Company. Thomson is also involved in outside fixed insurance sales, focusing on servicing existing clients and renewals. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Kevin Dayton is a financial advisor at Equitable Advisors with 44 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as AXA Advisors. Outside of his advisory role, he is the managing member and founder of a real estate LLC focused on property transactions in the Detroit area. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored advisory solutions without sponsoring its own wrap fee program.

Brendan Reynolds is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 63 designation and 31 years of industry experience. He previously worked at Janney Montgomery Scott for nine years before joining Wells Fargo in 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Mcmullen is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds a Series 63 designation and has been with Primerica since 2003. Outside of advising, he is involved in several business ventures including KSW Mechanical LLC and Precision Receivable Services, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offers model-based investment strategies supported by third-party asset managers and custodians.

Roger Cahn is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he has a minority ownership interest in a stable that owns racehorses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Purcell is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he serves as a trustee of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and third-party asset managers, offering diversified investment options including mutual funds, ETFs, and alternative investments.

Keith Schreiber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance-related business activities. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Richard Ehli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 27 years of industry experience, including over two decades at Ameriprise Financial Services. He serves as a trustee for his father’s irrevocable trust and operates his practice under the DBA Ehli & Associates Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and institutional consulting services.

Brian Slattery is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Slattery Wealth Management Group. In his role, he focuses on retirement planning and helping clients develop strategies tailored to their long-term financial goals. Brian offers expertise in areas including college education planning, family wealth management, legacy planning, managing new wealth, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income planning. Brian began his career at Merrill in 2016 as a part-time Client Associate while attending Stony Brook University, where he earned both a Bachelor's and a Master's degree in Accounting, graduating in 2020. After five years in the Client Associate role, he entered Merrill's Financial Advisor Training program in 2021. He holds the designation of Personal Investment Advisor (PIA). Born and raised in Smithtown, Brian played lacrosse at SUNY Oswego and continues to participate in adult recreational leagues. His personal interests include golfing, skiing, music, and spending time with his family. Brian's approach emphasizes working one-on-one with clients to develop personalized financial strategies aligned with their individual goals.