Paul Noto is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at FSC Securities Corp and Vanguard Capital. In addition to his advisory work, Noto is an independent insurance agent supporting various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using multiple custody platforms and both discretionary and non-discretionary strategies.

Matthew Heeter is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at American Portfolios Financial Services Inc. and OSAIC, and from 2013 to 2018, he was employed at Baiting Hollow Golf Club. He holds the Series 66 designation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ellen Broderick is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and 65 licenses. Her prior roles include positions at Peak Brokerage Services LLC, Diversified Solutions, Oppenheimer & Co, and Coastline Wealth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

John Surace is a financial advisor at Cetera with 26 years of industry experience and holds a Series 63 designation. He has worked with firms including Avantax and AXA Advisors and currently serves as President of S&P Associates of LI, Inc., where he manages client relationships and oversees investment performance. His background also includes fixed life insurance sales and financial advisory roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated investment managers across multiple program structures.

Corey Blumenthal is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2024 and previously spent seven years at Royal Alliance Associates. Outside of advisory work, he is involved with Alpine Capital Group NY Inc., operating a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

John Cafone is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nagendra Singh is a CFP® with 20 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 15 years with American Portfolios Financial Services. In addition to his advisory work, he is an adjunct professor at NYU teaching graduate students and is involved in tax preparation through his ownership and management of tax-related businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with a range of managed account solutions and third-party money manager access.

Antonios Franks is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and totaling 33 years of industry experience. His career includes twenty years at MetLife Securities Inc. prior to joining Mass Mutual in 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements and a variety of investment programs tailored to client goals.

Tina Somma is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2012. Outside of her advisory role, she is involved as an independent distributor of essential oils and owns a business called Emerge Into Peace. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Aragorn Batsford is a financial advisor with Raymond James Financial in Hauppauge, NY, holding a Series 66 credential and bringing 19 years of industry experience. He has worked with Raymond James Financial and affiliated firms since 2006 and also owns 2 B Planning Inc, a business involved in insurance advisory and consulting. Additionally, he serves as successor trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it maintains unique municipal advisory capabilities and specialized employer advisory programs.

Michael Gershenson is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range 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 using firm-approved tools and methodologies.

James Marino is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Marino also manages his own firm, Marino Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning. The firm uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Paul Wexler is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1987 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of directors and investment committee for the Dysautonomia Foundation, a nonprofit focused on clinical research related to the disorder. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Michael Barbaro Barnett is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Elite Feats and engagement with St. John's University and Just In Time Racing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a broker-dealer and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Steven Tambone is a CFP® professional with 17 years of industry experience, currently serving at Morgan Stanley in Hauppauge, NY. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his financial advisory role, he is a board member of S. George's Golf & Country Club in Setauket, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Margreit Mc Innis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior work includes roles at Northwestern Mutual, Equity First Consultants, and several other financial firms. Outside of advising, she is an author and freelance writer with over ten years of experience publishing novels and eBooks on creative writing. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by proprietary and third-party research.

James Siciliano is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Daniel Wyllie is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, JP Morgan Securities, and Citibank. He also formed Wyllie Enterprises, LLC, a limited liability company initially intended for social media marketing and advertising, though it is currently inactive. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Cuiffo is a financial advisor at Edelman Financial Engines with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Cuiffo has been with Edelman Financial Engines and its predecessor entities since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Justin Leskow is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is a co-owner of a family rental property in Rockville Centre, New York. 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 plans, corporations, and charitable organizations.