Jeanmarie Beganskas is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Salvatore Alesia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2015. In addition to his advisory role, he provides coaching focused on networking and business development to members of a business impact group. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client relationships and Corporate Financial Planning agreements.

Alvin Enahoro is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously worked at Axa Advisors, Allstar Security, Lowes, and UVA Wise. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement consulting, and asset management programs. The firm combines internally managed programs with third-party advisory solutions and does not sponsor its own wrap fee program.

Scott Braun is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Axa Advisors and SCSA Enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on retirement income and tax-aware withdrawal strategies. The firm’s retirement income approach involves centralized research and tools, with recommendations implemented on a non-discretionary basis.

Christopher Tong is a financial advisor with Ameriprise in Commack, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Tong is involved in independent insurance brokering and owns a business that manages office operations for Tong & Tong & Associates. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside human oversight for its retirement planning programs.

John Duane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Citigroup Global Markets. He is based in Melville, NY. 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 services including financial planning and model portfolio programs, combining broad-scale financial activities with oversight of over $819 billion in discretionary assets.

Shari Eidlitz is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning, supported by proprietary research and capital market assumptions. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Thomas Cammisa is a CFP®-designated financial advisor with LPL Financial, where he has worked for 12 years. He has 18 years of industry experience. Outside of his advisory role, he serves as a board member of the Episcopal Diocese in Melville, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Joseph Sitaras is a financial advisor with LPL Financial in Bay Shore, NY, holding the Series 63 designation and bringing 26 years of industry experience. He has worked concurrently with Flagstar Bank N.A. and LPL Financial since 2008. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Annette Lyubchenko is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and having one year of industry experience. Her prior roles include positions at The Shack and Marist College. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Linda Lynch is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. She has worked at Wells Fargo Clearing previously and co-owns Lynch Bellmar Investments LLC, serving as co-trustee of the firm. 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 and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

Christopher Rowe is a Series 66-registered advisor with Equitable Advisors in Melville, NY. He joined Equitable Advisors in 2026 and has prior experience in sports publications, marketing, and legal support roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, primarily utilizing third-party asset managers and advisory platforms.

Karen Coffey is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Michael Ballin is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 18 years at American Portfolios Financial Services, Inc. He also operates an independent life and health insurance sales business. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed strategies.

James Mc Carron is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Equitable and JPMorgan Chase Bank, N.A. Outside of finance, he has experience working with HTB Flag Football and Burrito Mariachi. 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 advisory process integrates quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Neil Filomena Jr. is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at SII from 2014 to 2018. Outside his advisory work, he is involved in youth athletic coaching for lacrosse and basketball in the Long Island area. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a comprehensive, multi-advisor platform that utilizes model-based asset allocation and portfolio optimization.

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 at Equitable Advisors with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the New York State Division of Homeland Security and various positions in education. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models implemented by third-party managers and focuses on matching clients to appropriate program models based on personal and plan information.

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.