Brandon Abbe is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he co-owns Melville Wealth Management LLC with his spouse and owns D&B Insurance Brokerage Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

James Levine is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliated entities since 2013. Levine is also involved in fixed insurance sales and owns a financial services business, Retirement Evaluation Solutions. Additionally, he serves as treasurer for Ambassador Financial Management, Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services utilizing both affiliated and third-party managers within multiple program structures and custodial relationships.

Jenine Guerra is a financial advisor with Primerica Advisors in Copiague, NY, holding a Series 63 designation and 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Nicholas Frangas is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2026, he worked at Bank of America, N.A. for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

David Hungerford is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999, having worked concurrently at Axa Advisors, LLC until 2020. Outside of advising, he is involved with the Ashar Group, focusing on life settlement sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes various third-party asset managers and advisory programs, offering diversified investment options and ERISA fiduciary services through a network of Investment Adviser Representatives.

Brian Davis is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses. He has 45 years of industry experience and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in activities related to Mutual of Omaha Long Term Care and Health Pass Health Insurance. 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. The firm’s approach includes matching clients to advisory models and discretionary managers through both proprietary and third-party platforms.

Ann McGreevy Doria is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 31 years of industry experience. She previously worked at Metlife Securities Inc. for 21 years before joining MassMutual in 2016. In addition to her advisory role, she operates as an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using detailed client information and firm-approved tools to deliver written recommendations.

Louis Rantz is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill, New York Community Bank, and Aegis Capital Corp. Outside of finance, he has experience with FPT Sobe Restaurant Corp. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Evan Kralstein is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and having 37 years of industry experience. He has been with Raymond James entities since 1998. Outside of his advisory role, Kralstein serves as a trustee for an investment-related trust. 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 using risk profiling and modeling tools, supports wrap-fee programs, and has unique municipal advisory affiliations alongside programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Justin Lavery 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 in various roles including positions at Lexus of Smithtown and Sunrise Toyota. Outside of his advisory work, Lavery has maintained a long-term involvement with Gold Coast Valet. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated services including trust custody and insurance product sales.

David Roberts is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Morgan Stanley, and Wells Fargo Clearing before joining Wells Fargo Advisors. He serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products through a large network of advisors.

Lania Cross is a financial advisor with LPL Financial who holds Series 63, 65, and 66 designations and has 27 years of industry experience. She previously worked at Capital One Financial Advisors LLC from 2009 to 2013 before joining LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Harry Turner is a financial advisor at hgTurner Associates LLC with five years of industry experience. He has been associated with hgTurner Associates LLC since 1994. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual, non–high-net-worth clients, managing approximately $13.5 million in assets across about 90 clients. The firm emphasizes administrative processes including client authorization for ongoing electronic transfers and focuses on serving non-HNW households.

Glenn Turner is a financial advisor at hgTurner Associates LLC with 22 years at the firm and five years of industry experience. He holds a Series 63 designation. Outside of financial advising, he assists with organizational paperwork for a public relations business co-owned with his wife. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual, non–high-net-worth clients. The firm manages approximately $13.5 million in regulatory assets across about 90 clients and employs specific administrative procedures including electronic payment authorizations.

Andrew Almeida is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Almeida Investment Management and City National Bank. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm’s approach focuses on long-term, risk-based asset allocation using diversified portfolios and incorporates both discretionary and non-discretionary management, with some specialized digital-asset services.