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 at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

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 with OSAIC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, AXA Advisors, Mass Mutual Life Insurance Company, and MSI Financial Services. In addition to his advisory work, he engages in outside fixed insurance sales focused on servicing and renewing existing clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services along with access to multiple third-party investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management to deliver customized investment solutions.

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.

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.

Emily Dreas is a financial advisor at Merrill with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill since 2019, previously serving at Fiduciary Trust Company International. Outside of her advisory role, she serves on the development committee of SoundWaters and is a board member of the Young Presidents' Organization. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Keith Schreiber is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation as Axa Advisors. Schreiber is also involved in outside insurance activities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers, focusing on customized solutions matched to client risk tolerance and plan needs.

Marilyn Stefans is a CFP® professional with 35 years of experience in the financial advisory industry. She is currently with Cetera and has held positions at several firms including Gold Coast Capital Management Corp and Cetera Wealth Services, LLC. Outside of her advisory work, Stefans is an enrolled agent providing tax preparation services and is an independent insurance agent specializing in life and health insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Rachel Weissman is a Financial Consultant currently working at Fidelity Investments. In her role, she partners with clients to develop personalized financial plans that address their individual needs and goals. She aims to help clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Rachel's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2022. Prior to this, she was an Investment Consultant at Fidelity Investments from 2020 to 2022 and a Registered Associate at Morgan Stanley from 2019 to 2020. Outside of her professional work, Rachel has interests in concerts, cooking and baking, fitness, food, music, and pets.

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. He focuses on retirement planning and offers expertise in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Brian graduated from Stony Brook University with a Bachelor's Degree and a Master's Degree in Accounting in 2020. He worked as a part-time Client Associate at Merrill from 2016 while pursuing his education and entered Merrill's Financial Advisor Training program in 2021 before becoming a Financial Advisor. Born and raised in Smithtown, Brian played college lacrosse at SUNY Oswego and continues to play in adult recreational leagues. His personal interests include golfing, music, skiing, and spending time with his family.

Thomas Curry is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his background includes multiple roles with the Village of Mineola and academic experience at Fairfield University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Hanford is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Carrie Marone is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 63 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Anthony Walia is a Financial Consultant currently working at Fidelity Investments since 2022. He has previous experience as a Financial Consultant at LPL Financial from 2021 to 2022 and served as a Wealth Management Advisor at TIAA from 2015 to 2021. In his role, he partners with clients to understand their financial goals and challenges, working together to identify and pursue both short-term and long-term objectives such as retirement savings and wealth growth. Anthony emphasizes collaboration in developing financial plans tailored to clients' evolving life circumstances, providing ongoing support to ensure alignment with their goals. Outside of his professional work, he has interests in baseball, beach activities, fitness, golf, theater, and volunteering.