Philip Pocchia is a financial advisor with UBS Financial Services in Melville, NY. He holds the Series 66 designation and has experience working at several firms, including Capital One N.A. and Bottomline Technologies. Pocchia joined UBS Financial Services in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Jay Dienes is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings.

Arthur Matarazzo is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James and its related entities since 2016. Outside of his advisory role, he is the owner of Matarazzo Staiger Wealth Management and serves as trustee of the Matarazzo Family Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Juzel Duenas is a financial advisor with OSAIC based in Melville, NY, holding a Series 66 credential and bringing nine years of industry experience. Prior to joining OSAIC, he worked with Royal Alliance Associates, Signator Investors, and Lighthouse Financial Corporation. In addition to his advisory role, he is also licensed as an insurance broker, focusing on the sales and service of fixed insurance products. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

J Fitzpatrick Jr. is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Alison McGowan is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She has worked with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. McGowan serves as a board member of the American St Boniface Society, a Catholic charity organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with planning engagements generally provided on a discrete basis.

Raymond Piacentini is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2011 and Bank of America since 2014. 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.

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 experience in the financial services industry. He has been with OSAIC since 2024 and spent 19 years at Ameriprise Financial Services, Inc. Martino serves as a board member for the Boy Scouts of America Suffolk County Council, where he participates in investment and trust committee activities. He is also CEO of MBPG Assoc Inc, a business supporting financial advisory operations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts, with multiple platforms and third-party solutions.

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 Engelhardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. Prior to joining LPL in 2025, he worked at OSAIC for one year and spent 21 years with American Portfolios Financial Services, Inc. He also manages a property tax grievance business alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

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.

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, holding a Series 63 designation and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, supported by extensive research and analytics.

John Mcmullen is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica since 2003 and is also involved in several business ventures including KSW Mechanical LLC, Precision Receivable Services, LLC, Infinite Consulting Corp, and TTS, LLC. Outside of advisory work, he receives compensation related to loan product sales and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.