Ailun Wang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 10 years of industry experience. Prior to joining Wells Fargo in 2023, Wang worked at Citibank for nine years. Outside of finance, Wang is involved in several tea-related businesses, including ownership interests in multiple tea shops across New York. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven advisory processes grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary services and includes a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Michael Amico is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Northeast Securities, LLC for 18 years and Western International Securities, Inc. for 8 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Lopes is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. His prior work includes roles at Local 157 and Local 731. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on matching client risk tolerance with appropriate investment models and offers ERISA fiduciary services for qualified plans.

Edward Riepe is a Certified Financial Planner® at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2013 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Michael Meegan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and Wealth Conservation Group. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Caleb Milsow is a Series 66-credentialed financial advisor with Ameriprise, based in Amarillo, TX, and has one year of industry experience. His prior work includes roles at Boost Performance, The Occunet Company, West Texas A&M University, and the Amarillo Independent School District. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.

Joshua Sydney is a Series 66-licensed advisor at Equitable Advisors with experience at firms including Warburg Pincus LLC and Institutional Capital Network, Inc. He entered the advisory field in 2026 after a career spanning finance and other industries. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of representatives and third-party managers.

Henry Cho is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. He has previously worked at IHT Wealth Management and PRB Wealth Management. Cho holds a notary commission as an additional professional activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Sturges is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following a decade at MetLife Securities. He has a referral relationship with a payroll company to provide additional services to business clients. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Jeffrey Haiken is a financial advisor at Stifel with 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Secretary and Board Member for the Jerome W Gratenstein Foundation, where he helps develop investment plans and vote on grants to charitable organizations. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Matthew Hanratty is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously with AXA Advisors. Outside of his advisory work, he is involved with Ashar Group, selling life settlements, and acts as an agent for National Financial Network, selling disability insurance. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory programs.

Jeanmarie Beganskas is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Salvatore Alesia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2015. In addition to his advisory role, he provides coaching focused on networking and business development to members of a business impact group. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client relationships and Corporate Financial Planning agreements.

Alvin Enahoro is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously worked at Axa Advisors, Allstar Security, Lowes, and UVA Wise. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement consulting, and asset management programs. The firm combines internally managed programs with third-party advisory solutions and does not sponsor its own wrap fee program.

Scott Braun is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Axa Advisors and SCSA Enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on retirement income and tax-aware withdrawal strategies. The firm’s retirement income approach involves centralized research and tools, with recommendations implemented on a non-discretionary basis.

Christopher Tong is a financial advisor with Ameriprise in Commack, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Tong is involved in independent insurance brokering and owns a business that manages office operations for Tong & Tong & Associates. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside human oversight for its retirement planning programs.

Kevin Thompson is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at West Marine and the Miller Place School District, as well as involvement with the University at Albany. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John Duane is a financial advisor with LPL Financial based in Melville, NY. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including ten years at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Shari Eidlitz is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning, supported by proprietary research and capital market assumptions. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Thomas Cammisa is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2014. He serves on the board of a nonprofit organization, the Episcopal Diocese in Melville, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives.