Jeffrey Haiken is a financial advisor at Stifel with 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Secretary and Board Member for the Jerome W Gratenstein Foundation, where he helps develop investment plans and vote on grants to charitable organizations. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Matthew Hanratty is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously with AXA Advisors. Outside of his advisory work, he is involved with Ashar Group, selling life settlements, and acts as an agent for National Financial Network, selling disability insurance. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory programs.

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 at Wells Fargo Advisors with 46 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Lynch is a co-owner and co-trustee of Lynch Bellmar Investments LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet certain net-worth thresholds.

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 with OSAIC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 18 years prior to joining OSAIC in 2024. Ballin is also the sole proprietor of MS Ballin Financial Strategies, an independent life and health insurance sales business established in 1983. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and automated rebalancing, utilizing a range of investment vehicles and third-party solutions.

James McCarron is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Equitable and has experience in other roles including involvement with a community flag football organization and ownership of a local restaurant. 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 incorporating an ESG eligibility framework in its recommendations.

Neil Filomena Jr. is a financial advisor at OSAIC with 20 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he spent four years at SII. Outside of his advisory work, Filomena is involved in youth sports coaching, including roles with several local lacrosse and basketball teams. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors and utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing in constructing portfolios that include various asset classes.

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.