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 credentials and previously worked at American Portfolios Financial Services and Murano LLC. He serves as a board member and trustee of the Patchogue Arts Council, a local nonprofit community arts organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios consisting of various asset classes on both discretionary and non-discretionary bases.

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 designation and has a background in tax accounting as a CPA owner. Jacoby has worked at PPS Advisors and American Portfolios Financial Services since 2012 alongside his current role. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various platforms, asset-allocation tools, and third-party solutions to construct and manage portfolios.

Ryan Mc Adam is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 credential and four years of industry experience. His prior 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 recreation business based in Huntington, New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and provides services spanning from personalized financial plans to corporate financial planning agreements.

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.

Trinh Jermyn is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Jermyn also serves as a committee director for the Hirshhorn Museum and Sculpture Garden, a nonprofit museum in Washington, DC. 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, and institutions, incorporating internal and third-party investment management.

Michael Mccrain is a financial advisor at Cetera with 31 years of industry experience and holds a Series 63 designation. He has worked at multiple firms including Avantax Advisory Services and The Equitable Life Assurance Society of the United States. In addition to his advisory role, he is involved in tax preparation and accounting through the McCrain Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Ryan Lebson is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation. He has one year of industry experience and has previously worked at Money Tree Merchant Services and 1-800-Flowers. 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 uses a range of advisory models, including third-party managers and proprietary programs, to match clients with appropriate investment solutions.

Jean Desjardins Raposa is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at Fidelity Investments since 2025 and has held positions at Fidelity Brokerage Services LLC, RBC Capital Markets, LLC, and Citigroup Global Markets. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Marc Stenzler is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Toms Capital, Force Hill Capital Management, Latimer Light Capital, and Kavi Asset Management. He serves as Co-Chair for the annual Brooke Jackman Foundation Benefit. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Vincent Cardullo is a financial advisor with LPL Financial who holds a Series 63 designation and has 37 years of industry experience. He has been with LPL Financial since 2009 and is also affiliated with North East Wealth Management Associates Inc. and Waterstone Financial Group. Outside of his advisory work, he is involved in tax preparation and accounting services through The Tax & Financial Center, where he serves as president and oversees operations. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Jason Goldberg is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Securities America, Inc., NewBridge Securities Corporation, and Worden Capital Management LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable organizations through a comprehensive range of brokerage and advisory services. The firm employs various portfolio construction tools and offers both discretionary and non-discretionary account management across multiple investment products.

Alex Hart is a Financial Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex served as a Planning Consultant at Fidelity Investments from 2024 to 2025, a Relationship Manager from 2022 to 2024, and a Financial Representative from 2021 to 2022. Alex began their career with an internship at Cetera Financial Group in 2020. In their professional practice, Alex focuses on understanding clients' financial goals and objectives to collaboratively develop personalized financial plans aimed at pursuing those goals. Their experience spans multiple roles within the financial services industry, emphasizing client relationship management and financial planning. Outside of work, Alex enjoys family activities, football, friends and social events, music, and soccer.