Roberta Kahn is a financial advisor at Cetera with nine years of industry experience. She holds a Series 63 designation and has previously worked at LPL Financial and INVEST Financial Corp. Outside of advising, she coaches pickleball at Sportime Port Washington. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Philip Howe is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved as a registered investment advisor with RG Group. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various portfolio management programs through advisory and brokerage channels. The firm provides an integrated platform combining advisory services with brokerage and insurance products.

Elizabeth Smith is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of her advisory work, she is involved as a horseback riding instructor at DDR Farm in Melville, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by a structured discovery process and advanced planning tools.

David Kamlet is a financial advisor with LPL Financial in Woodbury, NY, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He previously worked at Cantella & Company, Inc. for 23 years and has operated D. Kamlet & Company, Inc. since 1992. Additionally, he serves as a notary and is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations 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 with access to model portfolios and research.

John Braggs is a financial advisor at Morgan Stanley in Melville, NY, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Rocco Martinelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes a one-year role at Elegant Valet and a year at Brown Brothers Harriman before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2017. 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 an ESG eligibility framework to support non-discretionary investment decisions.

Steven Schiebelhuth is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2012. He also serves as president of Paul Louis Financial Management Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports its services through advisory programs and institutional consulting across a large advisory network.

Christopher Pratt is a financial advisor with LPL Financial in Hauppauge, NY, holding CFP®, ChFC®, and Series 63 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has been with M&T Securities, Inc. since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Matthew Goldstein is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at UBS Financial Services and Merrill. He serves as a trustee for his grandmother's trust, dedicating limited time to this responsibility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven, incorporating modern portfolio theory and a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

John Klimchak is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and totaling 36 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also operates an insurance agency focused on non-variable products. Klimchak is involved with Sage Scholars, a program that promotes tuition rewards. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a variety of program structures, including model portfolios, third-party managers, and bespoke strategies.

Maria Lipinski is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Transamerica Financial Advisors. Her prior experience also includes roles outside of finance, such as with the Town of North Hempstead and Staffing Solutions Organizations LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in its investment process.

Ryan Brown is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he worked at Monster Music, Amazon, and Guitar Center. He has also been a self-employed music instructor since 2018. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services to qualified plans.

Sean Joseph is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior work at Compliancy Group LLC and involvement in entrepreneurial ventures such as Jeung Golf, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Ronald Zucker is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds a Series 63 designation and previously worked at Pruco Securities, LLC for 33 years. In addition to his advisory role, he is involved with the Dick Furnari Insurance Agency, focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with insurance and lending products.

James Hughes is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hughes holds Series 63 and Series 65 licenses and has ownership interests in several investment-related businesses based in Melville, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Daniel Murcott is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Kevin Ahlstrand is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Blue Ocean Wealth Solutions and served in the United States Navy from 2013 to 2019. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through its integrated platform.

Manoj Paul is a financial advisor with LPL Financial in Woodbury, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years at Woodbury Financial Services, Inc. He is also involved with World Insurance Associates, LLC, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Peter Rosenthal is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 44 years of industry experience. He has been with UBS Financial Services since 2015. Rosenthal serves on the Board of Directors for the Gurwin Jewish Healthcare Foundation, where he is involved in reviewing operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

James Rice is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including RMR Wealth Builders, Calton & Associates, NewBridge Securities, and AXA Advisors before joining J.P. Morgan in 2020. Outside of his advisory work, he is a co-founder of Blue Star Cigars.org, a charity that collects and ships donated cigars to deployed service members. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.