Jeffrey Kanterman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2023, he spent 27 years associated with Solid Insurance Brokerage, Inc., JTL Management, Inc., and Jericho Taxi Brokers, Inc. Outside of his advisory role, he is a 50% owner and corporate officer of Phoenix Bros. Management, a business that operates 17 NYC Medallion Taxicabs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Gary Stern is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 63 designation and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Stern serves as a board member of the Long Island Alzheimer's Association and works as a consultant for several New York-based firms. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Sharon Lacolla is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services and EverBank. In addition to her advisory role, Lacolla is a CPA operating a tax and accounting practice and serves as a trustee for an irrevocable lifetime trust. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-based portfolio construction, with access to third-party money managers and wrap programs.

Dennis Leahy is a financial advisor with LPL Financial in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at MML Investors Services Inc. and MassMutual from 2001 to 2017, and Global Retirement Partners from 2017 to 2026. He also provides investment advisory services through Global Retirement Partners, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers comprehensive financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and technology tools.

Ian Rubin is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes coaching volleyball teams outside of his advisory role. Rubin is involved in coaching a volleyball club team at Sportime Clubs, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal 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 in Melville, NY, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He previously worked at North Ridge Securities Corp. for 28 years and Cetera Advisor Networks LLC for two years. In addition to his advisory work, Miller is involved in tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary and third-party research, model portfolios, and technology-driven investment solutions.

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 at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked for OSAIC and spent over two decades at American Portfolios Financial Services, Inc. He is also the owner of a side business specializing in flat fee property tax grievances. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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.