Camille Kelton is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Merrill for five years. Outside of her advisory role, she works as a personal assistant and caregiver for elderly clients through the New York Consumer Personal Assistance Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers 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.

Gary Nagle is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with OSAIC, joining the firm in 2024 after working at American Portfolios Financial Services Inc and Mass Mutual for over two decades. Outside of his advisory role, he operates a sole proprietorship as a life, health, and property & casualty insurance broker. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

George Elkin is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory role, he is also involved as an insurance agent selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management services through a multi-manager platform with access to both affiliated and third-party managers.

Nicholas Klopsis is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Merrill, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Kenneth Cracchiola is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has a diverse work background including roles in tax services, hospitality, and education. Outside of finance, he has been associated with several businesses in the food and service industries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing tax-aware withdrawal strategies, leveraging proprietary research and third-party data within a defined investment framework.

Joseph Faller is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A. and People's United Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory and brokerage platform. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and various credit and banking partnerships.

Nichole Dalena is a Financial Consultant at Fidelity Investments, a position she has held since 2020. In her role, she partners with clients to understand their financial goals and needs, co-creating plans designed to provide peace of mind and confidence in their financial futures. Nichole specializes in financial planning aimed at helping clients work towards their goals. Her approach centers on collaboration and tailored strategies to meet individual client needs. Outside of her professional work, Nichole enjoys activities such as beach outings, boating, family activities, outdoor adventures, snowboarding, and traveling.

Jeffrey Hendel is a financial advisor with Raymond James Financial in Smithtown, NY, holding a Series 63 designation and 28 years of industry experience. Prior to joining Raymond James in 2019, he worked at Ameriprise Financial Services for 13 years. He is also the CEO of Hendel Wealth Management Group, a separate enterprise through which he operates his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and sponsors wrap-fee advisory programs while maintaining specialized municipal advisor affiliations and employer advisory services.

Sarah Mangino is a financial advisor at LPL Enterprise with two years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at The Prudential Insurance Company of America, Pruco Securities, LLC, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. Outside of her advisory role, she is the business owner of First Evolution Corp. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Robinson Crothers is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Murano LLC, and American Portfolios Advisors, Inc. Crothers serves as a Board Member and Trustee of the Patchogue Arts Council, a local nonprofit community arts organization. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate entities. The firm offers brokerage and advisory services through various programs emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party manager options.

Darwin Falcon is a financial advisor at Cetera with nine years of industry experience. He holds a Series 63 designation and previously worked at Cambridge Investment Research Advisors and Relamit. He also has an associate role at Conservative Wealth Management LLC, where he provides financial services. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and custodial relationships.

Erwin Sierra is a financial advisor with LPL Enterprise, holding 42 years of industry experience. He has worked extensively with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC since 1980. Sierra is based in Melville, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm’s approach is typically model-driven, offering financial planning, access to third-party asset managers, and a range of non-securities products and services through affiliated entities.

Charles Capilets Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. He also operates under the DBA Sound Private Wealth. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, providing a range of investment options and ERISA fiduciary services.

Matthew Jacoby is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 credential and has prior work history with PPS Advisors and American Portfolios Financial Services. Outside of advising, Jacoby is a CPA who owns a tax accounting business. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports various strategies through a complex affiliate network and multiple custodial arrangements.

Ryan Mc Adam is a Series 66 licensed financial advisor at Morgan Stanley with five years of industry experience. His previous roles include positions at Bayside Tax & Wealth, Edward Jones, and the Office of the Suffolk County Comptroller. Outside of finance, he is involved as a musician with Gnarly Karma, a recreational music enterprise. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s approach incorporates structured planning tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Kyle Graham is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in various roles at companies such as Uber and Doordash. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through its network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to non-securities products and affiliated trust and insurance services.

Colleen Walsh is a financial advisor at Equitable Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2017, with prior roles at Axa Advisors, LLC, and Axa Equitable. She also serves as administrator and executor of her family estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Alex Metzler Metzler is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and previously worked at Port Jefferson Country Club. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations and delivers services through a centralized consulting team in partnership with financial advisors.

Paul Sevcik is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, and business owners navigate important financial decisions. His services focus on family wealth management strategies, personal retirement planning, and portfolio management. Paul aims to simplify complex financial concepts into clear, practical advice tailored to each client's goals. He holds a Bachelor's degree from Hofstra University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Paul's approach centers on education, communication, and building trust with clients, supporting both experienced investors and those beginning their financial journey. Outside of his professional role, Paul is involved in mentorship and community activities. He participates with the Respect The Game: AAU Basketball Team and supports organizations such as SAY: The Stuttering Association for the Young and breast cancer awareness initiatives. Paul also enjoys baseball, basketball, football, golfing, music, pickleball, reading, skiing, spending time with his family, and traveling.

Robert Madden is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 25 years with MassMutual Life Insurance Company and Mass Mutual Investors Services before joining LPL Financial in 2021. Madden is involved with The Sterling Wealth Management Group, LLC, an investment-related business serving his LPL clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a broad network of advisors and utilizes various models and technological tools to support investment strategies.