Robeson Hilton is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY, and has 11 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors, LLC. Robeson has been involved with the Plainview Old Bethpage Soccer Club since 2013. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Cheryl Giustiniano is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Citibank and Verizon Wireless. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Marlatt is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a notary public in Suffolk County, NY. 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 owners, sports and entertainment professionals, and clients with special needs.

John Hernandez is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for 10 years and has held leadership roles at Doral Asset Managers and Wall Street Financial Group for over 25 years. He is also CEO of Doral Asset Managers, where he sells life and health insurance and fixed annuities to individuals and businesses. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes.

James Maguire is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at ABG Services Inc and ICD Securities Inc from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jody Sacks is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 42 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024, Sacks worked at Bank of America for 13 years and Merrill Lynch, Pierce, Fenner & Smith for 17 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning with tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Richard Punturo is a CFP® professional with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge since 2013 and has maintained his own accounting and financial services firms for over two decades. Punturo also serves as a director of the Nassau/Suffolk chapter of the National CPA organization and is co-chair of a committee for the Long Island Alzheimer Foundation's annual event. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, with multiple platform options and both discretionary and non-discretionary investment strategies.

Andrew Sanborn is a financial advisor with Mass Mutual Investors Services in Huntington Station, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he serves as a referee for the Long Island Soccer Referee Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, written strategies tailored to client goals.

Luca Boast is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and entering his first year in the industry. Prior to joining Equitable Advisors, he spent six years with Safetots Limited. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to provide advisory and brokerage solutions and operates as both an SEC-registered investment adviser and broker-dealer.

Arnold Hochstadt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo. In addition to his advisory role, he serves as an acting surrogate in Queens County Surrogate's Court, managing estate distributions. 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 utilizes research from internal and third-party sources and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Spencer Lathrop is a financial advisor at Merrill with nine years of industry experience, including one year as a registered representative. He holds the Series 66 designation. Prior to joining Merrill in 2017, he worked at Mindshare for one year. Merrill, along 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rosemarie Aragoncillo is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies to clients’ risk profiles through a combination of in-house and third-party managers, with a range of portfolio management and financial planning services.

Andrea Paul Weiss is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and having 26 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America N.A. since 2008. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vincent Parziale is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Massachusetts Mutual Life Insurance Co., and LPL Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation through various brokerage or advisory programs as an option for clients.

Sandra Jacklett is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2007. Based in Hauppauge, NY, her career includes over 17 years specifically with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Neal Hayias is a financial advisor with Equitable Advisors in Melville, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience, including over 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Outside of his advisory work, he owns Jonirose LLC, a thoroughbred racing and breeding business, and holds a 22% ownership in Equinox Financial Partners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model combining advisory and brokerage/insurance services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.

Connor Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized wealth management strategies tailored to his clients' unique financial situations. He works closely with clients to understand their priorities and create flexible strategies that align with their goals, leveraging investment insights from Merrill and banking solutions from Bank of America. His practice offers a range of services including retirement and estate planning, complex cash management, tax-efficient management, and financial behavioral guidance. Connor's areas of expertise encompass corporate executive services, divorce transition planning, family wealth management, defined benefit plans, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. Connor holds a Bachelor's Degree from Quinnipiac University and the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish. Outside of his professional role, he enjoys basketball, cooking, fishing, golfing, and watching movies.

Geoffrey Ringstad is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 17-year tenure at First Empire Securities, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

William Donohue is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary model portfolios and offers a centralized structure for custody and order routing.

Michael Berger is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets LLC. Since 2020, he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.