Marie Wilson is a Series 63 licensed financial advisor with Primerica Advisors in Hempstead, NY, where she has worked since 1996, accumulating 28 years of industry experience. Her background includes sales of investment-related products and part-time referrals of home security and automation products through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Giammarino is a financial advisor at LPL Enterprise with a Series 66 registration. He has recently entered the financial industry and has prior work experience at Stop and Shop and the Long Island Weight Loss Institute. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses primarily model-driven portfolio management and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Christopher Picone is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 63 designation and has worked at Avantax Advisory Services and Avantax Investment Services, as well as operating Spatola and Associates since 2013. Outside of his advisory work, he is the owner and sole proprietor of PRS Capital Group, a full-service mortgage brokerage. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets with more than 10,000 advisors.

Michael Klein is an advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Signator Investors, Inc. for 38 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, he operates as an insurance broker and serves as an investment advisor representative for Lighthouse Financial Network, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and maintains a complex affiliate network and multiple custodial arrangements.

Mark Gajowski II is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Osaic and has previously worked at American Portfolios, Nationwide Securities, LLC, and 1717 Capital Management Company. Outside of his advisory role, he serves as a volunteer fireman with the Riverhead Volunteer Fire Department and holds a financial secretary position on the board of the Peconic River Sportsman's Club, a nonprofit fraternal organization. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process with portfolio optimization, risk assessment tools, and multiple management options across its multi-advisor platform.

Brian Katz is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tristan Pesqueira is a financial advisor with Equitable Advisors, holding a Series 66 designation. He has one year of industry experience and began his advisory role at Equitable Advisors in 2026. His prior work includes roles at Shoprite, Amerivents, and various educational institutions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a blend of proprietary and third-party investment solutions.

Douglas Horn is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning using firm-approved tools and modeling techniques.

Linda Sanders is a CFP® with 42 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Merrill and Bank of America. Sanders serves as a board member of the Sunshine Prevention Center, a nonprofit focused on children, youth, education, and health. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

Robert Gerbe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Nicole Evans is a financial advisor at Morgan Stanley with a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for four years and held various positions in the food service and education sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs focused on financial planning, utilizing structured discovery conversations and firm-approved tools to develop tailored plans.

Steven De Leo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2021 and previously held roles at Capital One Sharebuilder and Capital One Bank from 2009 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Karla Butler is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, Marcus Organization, and Equitable Advisors, among others. Butler also operated Karla P. Butler Tax Services from 2021 to 2022. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria in its recommendations.

Steven Vessa is a financial advisor with LPL Financial in Ronkonkoma, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at M&T Bank, Merrick Financial Group, and Momentum Solar. Outside of his advisory work, he is employed at the Brookhaven Free Library. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tarleton Smith III is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Huntington, NY, with 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Aaron Wolson is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Diane Honoski is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fidelity Investments and Charles Schwab in various capacities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lee Dubinsky is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Camden Vitagliano is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held positions at Morgan Stanley, Northeast Private Wealth Management, and Certified Multimedia Solutions. 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 employs a large network of advisors and uses research and analytics to support diversified investment strategies.

Shawn Alvarado is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2020 and previously held a role at Citigroup from 2016 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.