Kevin Stamm is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2016. Stamm has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to provide non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

William Spencer is a financial advisor affiliated with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes roles at M&T Bank, Wilmington Trust, People's United Advisors, and J.P. Morgan Private Wealth Advisors. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using diverse strategies and tools.

Shawn Golden is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to this, he was employed at INVEST Financial Corp. and Bethpage Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs a variety of portfolio strategies and operational tools.

Francesco Amodio is a financial advisor with LPL Enterprise, holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advising, he is the business owner of Frankies Famous. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing a model-driven investment approach with access to third-party asset managers and financial planning services.

Wayne Landau is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has previously worked at North Ridge Securities Corp and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and operates an accounting firm specializing in tax advisory and forensic accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning solutions, operating through a nationwide network of over 10,000 advisors.

Michael Gallagher is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Outside of his financial advisory role, Gallagher has been a soccer coach at Chaminade High School since 1999. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and third-party manager programs.

Michael Katz is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2003. Katz is also involved with Bulldog Business Solutions, Inc., a company he co-manages to process payroll for administrative staff. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and wrap programs.

Evan Todd is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at a parking management company and multiple positions associated with the University of Montana. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, insurance products, and affiliated trust custody and lending services.

Robert Schilling is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with UBS since 2001. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm operates with a range of capital markets capabilities alongside wealth management services.

John Mikos is a financial advisor with Equitable Advisors in Melville, NY, holding Series 66 and Series 63 credentials and possessing 23 years of industry experience. His prior work includes 11 years at Aegis Capital Corp. and a recent role as a driver for Uber Eats. He serves as a Parish Council Member and Sentinel at the Greek Orthodox Cathedral of St. Paul. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of investment programs, combining firm-offered and third-party solutions.

Eric Melman is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America, N.A. since 2005. 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.

Patricia Brady is a financial advisor at Edelman Financial Engines with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including AssetMark Brokerage, LLC and Hightower Advisors LLC. Outside of her advisory work, she is a contributing author for a book collaboration through PinkFix Productions. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

Elisa De Jesus is a financial advisor at Merrill with 8 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Bank of America since 2018. Outside of her advisory role, she participates in the planning and event team for The Interfaith Nutrition Network Inc., a nonprofit serving the hungry and unsheltered. 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 serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

William Lai III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked within the Wells Fargo family since 2016, including six years at Wells Fargo Clearing and four years at Wells Fargo Advisors. Lai has a minority ownership interest in Premier Wealth Management LLC. 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 financial planning services, with tailored recommendations supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Barry Cohn is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for American Portfolios Financial Services, Inc. for 23 years. Outside of finance, he owns and teaches at a ceramics studio specializing in hand building and wheel throwing pottery. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and rebalancing tools.

Michael Cascio is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial services industry, he has dedicated 15 years to his previous firm, J.P. Morgan, before joining Merrill Lynch in 2021. As a CERTIFIED FINANCIAL PLANNER® professional, Michael specializes in providing customized financial advice and guidance to high net worth clients, institutions, and small businesses, addressing investment, banking, and lending needs with a focus on creating goals-based strategies. Michael graduated from Hofstra University in 2002 with a Bachelor's degree in Business Administration, majoring in Banking and Finance. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His expertise covers a wide range of financial areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Michael is involved in his local community as a member of the Massapequa Chamber of Commerce and participates in the Plainedge Baseball Softball League. He enjoys spending time with his wife and two daughters, traveling, coaching youth sports, staying active through exercise and golf, and following New York sports teams.

Neal Manfredi is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007. Manfredi holds Series 63 and Series 65 designations and serves as an arbitrator for the FINRA Dispute Resolution Arbitration Program. He is also Chancellor of a local Knights of Columbus council. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies.

Steven Katz is a financial advisor at Ameriprise Financial Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 13 years and Equitable Advisors for 3 years. He is based in Lindenhurst, NY. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kerrie Stokes is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill and IFEZ, spanning over a decade at Merrill in total. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through corporate agreements.

Shuxin Li is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was employed at 51 Careers Inc. and New York University. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.