Camille Kelton is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Merrill for five years. Outside of her advisory role, she works as a personal assistant and caregiver for elderly clients through the New York Consumer Personal Assistance Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gary Nagle is a CFP® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and previously worked at American Portfolios Financial Services Inc and Mass Mutual for a combined 28 years. Outside of his advisory role, he operates a sole proprietorship providing life, health, and property and casualty insurance brokerage services. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage, advisory, and financial planning services supported by multiple advisory platforms and third-party resources.

George Elkin is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory role, he is also involved as an insurance agent selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management services through a multi-manager platform with access to both affiliated and third-party managers.

Nicholas Klopsis is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various portfolio management solutions.

Kenneth Cracchiola is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has a diverse work background including roles in tax services, hospitality, and education. Outside of finance, he has been associated with several businesses in the food and service industries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing tax-aware withdrawal strategies, leveraging proprietary research and third-party data within a defined investment framework.

Joseph Faller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at People's United Advisors, Equitable Advisors, and HSBC Bank USA. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nichole Dalena is a Financial Consultant at Fidelity Investments, a position she has held since 2020. In her role, she partners with clients to understand their financial goals and needs, co-creating plans designed to provide peace of mind and confidence in their financial futures. Nichole specializes in financial planning aimed at helping clients work towards their goals. Her approach centers on collaboration and tailored strategies to meet individual client needs. Outside of her professional work, Nichole enjoys activities such as beach outings, boating, family activities, outdoor adventures, snowboarding, and traveling.

Jeffrey Hendel is a financial advisor with Raymond James Financial in Smithtown, NY, holding a Series 63 designation and 28 years of industry experience. Prior to joining Raymond James in 2019, he worked at Ameriprise Financial Services for 13 years. He is also the CEO of Hendel Wealth Management Group, a separate enterprise through which he operates his advisory practice. 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 services supported by analytical tools and sponsors wrap-fee advisory programs while maintaining specialized municipal advisor affiliations and employer advisory services.

Michael Sceiford is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and operates out of Port Jefferson, NY. Outside of advisory services, he is president of a commercial rental property business based in Port Jefferson. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a variety of investment solutions, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Sarah Mangino is a financial advisor with LPL Enterprise, holding the Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, J.P. Morgan Securities, and First Republic Bank. In addition to her advisory work, she is a business owner of First Evolution Corp. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, and third-party asset management services supported by an integrated platform that combines adviser programs with a range of financial products.

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 eight years of industry experience. He holds a Series 63 designation and previously worked at Cambridge Investment Research Advisors and Relamit. He is also involved as an associate with Conservative Wealth Management LLC, a financial services business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering model portfolios, third-party manager selection, and customized strategies, managing over $256 billion in assets through more than 10,000 advisors.

Erwin Sierra is a financial advisor at LPL Enterprise with 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Sierra has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance services.

William Cruz Benitez is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2018, he held roles at Teachers Federal Credit Union, Farmingdale State University, Planet Home Lending, and Suffolk County Community College. Outside of his advisory work, he owns a construction business based in Central Islip, New York. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Capilets Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure with AXA Advisors, LLC. He also operates a business under the name Sound Private Wealth. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

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 at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has experience working with Uber. 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, model portfolio management, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory services with other financial products.

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, including prior roles at Axa Advisors and Axa Equitable. She also serves as the administrator and executor of the Walsh family estate. Equitable Advisors serves a diverse group of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered model.

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.