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 bringing eight years of industry experience. His prior roles include positions at Axa Advisors, Allstar Security, Lowes, and UVA Wise. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client services.

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.

Mikhail Leyon is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 24 years of experience in the industry, including 15 years with MetLife Securities and over nine years at Mass Mutual Investors Services. Leyon serves on the board of Theodora Mission, a nonprofit supporting special needs children in Egypt. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of programs, including wrap accounts and educational seminars, with financial planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Dennis Cunningham is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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.

Joseph Sitaras is a financial advisor with LPL Financial in Bay Shore, NY, holding a Series 63 designation and 26 years of industry experience. He has been affiliated with both LPL Financial and Flagstar Bank N.A. since 2008. Outside of his advisory role, he is involved with SBLI USA in life and fixed annuities. 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 wide range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from various sources.

Annette Lyubchenko is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and having one year of industry experience. Her prior roles include positions at The Shack and Marist College. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Irma Amador is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 63 designation and has worked with Webster Bank, LPL Financial, and Astoria Federal Savings. In addition to her advisory role, she is a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research support.

Linda Lynch is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Lynch is a co-owner and co-trustee of Lynch Bellmar Investments LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet certain net-worth thresholds.

Christopher Rowe is a financial advisor at Equitable Advisors holding a Series 66 designation. He began his career with Equitable Advisors in 2026. Prior to joining the firm, his work history includes roles in professional sports publications and marketing, as well as time at the University of Delaware. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer platform.

Karen Coffey is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Michael Ballin is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 18 years prior to joining OSAIC in 2024. Ballin is also the sole proprietor of MS Ballin Financial Strategies, an independent life and health insurance sales business established in 1983. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and automated rebalancing, utilizing a range of investment vehicles and third-party solutions.

James McCarron is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Equitable and has experience in other roles including involvement with a community flag football organization and ownership of a local restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Neil Filomena Jr. is a financial advisor at OSAIC with 20 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he spent four years at SII. Outside of his advisory work, Filomena is involved in youth sports coaching, including roles with several local lacrosse and basketball teams. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors and utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing in constructing portfolios that include various asset classes.