Mitchell Goldberg is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked at NEXT Financial Group for 20 years and spent one year at Oppenheimer. Goldberg serves on several nonprofit boards, including the Long Island Elite Networking Group and ACLD, where he is also involved in event committees and investment-related volunteer roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad range of financial services.

Howard Ross is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors. Ross is also a licensed attorney and tax preparer and serves as a board member of a New York City cooperative. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs, including third-party asset managers and LPL-sponsored solutions.

Robert Polk is a CFP® professional with 36 years of industry experience. He is currently with Osaic and previously spent 20 years at American Portfolios Financial Services, Inc. In addition to his advisory work, Polk is a partner in Noble Financial Solutions, which specializes in employee benefits, and he also prepares tax returns through his own corporation. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients, including high-net-worth individuals and organizations, offering integrated brokerage and investment advisory services supported by advanced asset-allocation tools and access to various managed account solutions.

Nicholas Kreutzberg is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2011. Outside of his advisory role, he is involved with the Lindenhurst Soccer League. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through Investment Adviser Representatives. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and provides ERISA fiduciary services to qualified plans.

Isabella Holzschuh is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Stifel and Michael Page International. Outside of finance, she owns and operates a chocolate and cake company called ISSY BAKES LLC. 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 provides both brokerage and advisory solutions.

Michael Ciccarelli is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. and Wells Fargo Advisors. Ciccarelli has an interest in real estate ownership outside of his advisory role. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized team to deliver data-driven, non-discretionary retirement income recommendations.

Brendan Whelan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Teachers Federal Credit Union and various realty firms. Outside of advising, he has experience working in real estate through All the Best Realty Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

John Sepe is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Philip Caporusso is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Portfolios Financial Services, Inc. for 21 years, as well as Rossiter & Ganderman Inc and Rossiter Financial Group since 1987. He is co-owner and co-president of Ferrera, DeStefano & Caporusso, CPA, a role he has held since 1990. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing asset allocation tools, risk tolerance questionnaires, and automated rebalancing to build diversified portfolios.

Douglas Bauer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Equitable Advisors and AXA Advisors, LLC for over a decade and has a background as a CPA and attorney. Outside of advising, Bauer is involved in several business ventures, including serving as CFO and in-house counsel for Toll Booth Maintenance Services, Inc., and acting as a real estate broker. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves tailoring client solutions through a network of Investment Adviser Representatives using both proprietary and third-party asset management programs.

Durga Varshney is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, LLC and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Maria Cappa is a financial advisor with Ameriprise in Smithtown, NY, holding a Series 66 designation and 24 years of industry experience. She has worked with Ameriprise and its affiliate since 2005. Outside of financial advising, she is involved in fitness coaching through her business ownership of MJC Times 3 Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing tailored recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Michael Hordy is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Passaretti is a financial advisor at OSAIC with ten years of industry experience. He holds the Series 66 designation and has worked previously at Progressive Advisory Solutions and American Portfolios Financial Services, Inc. Outside of his advisory role, he is involved with PPS Advisors, Inc., which focuses on insurance and fixed annuities. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of advisors and utilizes a variety of tools and third-party platforms to construct and manage diversified portfolios.

Donald Johannes is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services in various capacities from 2007 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by technological tools for operational and research purposes.

Parul Patel is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill and Bank of America since 2006. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carolyn Weiss is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive asset management.

Stephen Testa is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Cetera Investment Advisers LLC and Cetera Wealth Services. He also has extensive experience in the insurance sector through his role at Cotgreave Insurance Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Chase Cetta is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2025, he held positions at Avantax Advisory Services and Mazars USA LLP. He is also a Certified Public Accountant and serves as Treasurer for a local Knights of Columbus chapter, where he manages council funds and accounting records. Additionally, he participates on the audit committee for the Northport East Northport School District. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, featuring both discretionary and non-discretionary solutions and access to affiliated and third-party money managers.

Andrew Morgasen is a financial advisor at Cetera with 15 years of industry experience. His prior roles include positions at Charles Schwab, Ameriprise Financial Services, LPL Financial, and Next Financial Group. Morgasen holds Series 63 and Series 66 licenses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and custodial relationships, supported by over 10,000 advisors and approximately $256 billion in assets under management.