Robert Engelhardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. Prior to joining LPL in 2025, he worked at OSAIC for one year and spent 21 years with American Portfolios Financial Services, Inc. He also manages a property tax grievance business alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

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 with LPL Enterprise, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. Prior to joining LPL Enterprise in 2024, he was affiliated with Prudential Insurance Company of America and Pruco Securities, LLC from 2004. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individual investors, high-net-worth individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizes third-party asset managers, and offers access to various financial planning and insurance services through affiliated entities.

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.

John Mcmullen is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica since 2003 and is also involved in several business ventures including KSW Mechanical LLC, Precision Receivable Services, LLC, Infinite Consulting Corp, and TTS, LLC. Outside of advisory work, he receives compensation related to loan product sales and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

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® with 35 years of experience in financial advising, currently with Cetera. She has held roles at multiple firms including Gold Coast Capital Management Corp and has maintained ownership of Stefans Associates Inc. since 1996. Outside of advisory work, she is an enrolled agent providing accounting and tax preparation services and owns businesses focused on financial services and marketing. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Christine Brogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has prior work experience at Integrated Controls Environmental, LLC and DC Services & Maintenance. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

Robert Rosenberg is a CFP® professional with nine years of industry experience, currently serving at Mass Mutual Investors Services. His prior roles include positions at Northwestern Mutual and New York Life, as well as involvement with the Police Athletic League. Rosenberg holds Series 63 and Series 65 licenses. 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 employs a collaborative, annual planning process using firm-approved software and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.