Elizabeth Golden is a financial advisor with Morgan Stanley in Hauppauge, NY, holding a Series 63 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Melissa Sidor is a Series 66 licensed financial advisor with six years of industry experience, currently with Wells Fargo Advisors in Melville, NY. Her background includes roles at Merrill and multiple law firms, and she is a licensed attorney in New York. Outside of her advisory work, she serves as a trustee for a deceased friend’s trust on behalf of the beneficiary. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides tailored financial planning across a broad range of areas, utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Cheryl Seward is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with Avantax Advisory Services and Avantax Investment Services, and currently serves as President of Freedom Tax & Wealth Management Inc., which focuses on income tax preparation for individuals and families. Outside of financial services, she is involved with Beach Fitness, consulting on fitness matters. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering multiple portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with various program options and custodial relationships, managing over $256 billion in assets.

David Barnett is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Merrill and Bank of America. He serves as a trustee at St. Anthony’s High School in New York. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to provide tailored financial planning and portfolio management services.

Robert Eisenstadt is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Prudential Insurance Company of America, PRUCO Securities, Penn Mutual Life Insurance, and Hornor Townsend & Kent. His other business activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, with access to third-party asset managers and participation in the Model Wealth Portfolios wrap program.

Dawn Charmatz is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and 66 licenses and has worked at firms including Royal Alliance Associates, Primerica Advisors, and AXA Advisors. Outside of finance, she is involved in an online women's and children's clothing business and serves as a group fitness cycle instructor for a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Brian Hans is a Series 66 licensed financial advisor with seven years of industry experience, currently with UBS Financial Services since 2019. Prior to joining UBS, he worked at Arnold & Porter LLP for five years and Winston & Strawn LLP for one year. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary market research and model-based asset allocations with institutional trading capabilities and wealth management services.

Mark Alber is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is a partner in Alber Enterprises 1 LLC, a real estate business based in St. James, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and approved planning tools, serving clients through both direct engagements and corporate financial planning agreements.

Marc Strent is a financial advisor at Equitable Advisors with 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999 and is also the president and owner of MLS Insurance, a business he has operated since 1993. 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 offers a range of advisory programs through Investment Adviser Representatives and emphasizes matching clients with appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Scott Porter is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan affiliates since 2008. Outside of his advisory role, he is the owner of a rental property business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Gieraltowski is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Oppenheimer from 2012 to 2015. 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.

Joseph White is a Financial Consultant at Fidelity Investments, where he provides clients with clarity and guidance related to their financial situations to help them pursue their financial goals. He has been with Fidelity since 2022, progressing through roles including Investment Consultant and High Net Worth Service Associate before becoming a Financial Consultant in 2024. Prior to joining Fidelity, Joseph worked as a Financial Professional at Equitable Advisors from 2018 to 2021. Outside of his professional career, Joseph enjoys fishing, golf, sailing, skiing, surfing, and spending time with his pets.

Cara Every is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation strategies.

Nikia Adams is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining LPL Financial in 2023, Adams worked at Flagstar Bank, Bank of America, Merrill, Rite Aid, People's Securities, and People's United Bank. Outside of advising, Adams is employed part-time as a delivery shopper for services including Instacart, Shipt, and Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Michael Romanelli is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2009. He holds Series 63 and Series 65 licenses and is based in Hauppauge, NY. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffrey Scharpf is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 35 years of experience in the financial markets. His career includes 20 years as a Fixed Income trader at J.P. Morgan and extensive experience at Bank of America and Merrill Lynch. He brings a unique perspective to wealth management by leveraging his deep market knowledge and trading experience. Jeff utilizes a Goals-Based Wealth Management approach that prioritizes the individual concerns and goals of his clients. He collaborates with a team of specialists to draw on the resources and expertise of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank to develop tailored solutions aimed at addressing both short-term objectives and long-term priorities. His areas of focus include education planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Science in Business Administration in Finance from Georgetown University and an MBA from Fordham University. A lifelong resident of Long Island, Jeffrey lives in Lake Grove with his wife, Catherine. He has two daughters, Courtney, a practicing attorney in New York City, and Brooke, a consultant at NY Presbyterian Hospital. His personal interests include basketball, football, golfing, and traveling.

Graziano Rotellini is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2019. Prior to that, he was with AXA Advisors and Commerce Spring Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Anthony Caputo is a financial advisor at MassMutual Investors Services with 29 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2000. Caputo is also an agent licensed to sell individual life, health, group life, and group health insurance products. MassMutual Investors Services operates as a subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative planning and tailored investment strategy recommendations.

Anthony Borelli is a financial advisor with Mass Mutual Investors Services in Melville, NY, holding a Series 63 designation and having 31 years of industry experience. He has worked with MassMutual Life Insurance Co and Mass Mutual Investors Services since 1996. Outside of his advisory role, he has been involved in life insurance sales since 1995. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Anthony Italiano is a financial advisor with Equitable Advisors in Melville, NY, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2014, including time under the firm's prior name, Axa Advisors, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models delivered through Investment Adviser Representatives, third-party asset managers, and LPL-sponsored programs.