Brian Mills is a financial advisor with Equitable Advisors in East Islip, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he serves as an appointed member of the Riverhead Town Board of Assessment Review. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates under a dual registration as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that heavily incorporates LPL-sponsored programs and endorsed third-party managers.

John Leonard is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. His prior experience includes roles at Madison Parker Financial and employment in various other sectors, including education and retail. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and collaborates extensively with LPL-sponsored programs and endorsed third-party managers.

Philip Cracchiola is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he is involved with Benefit Concepts and Ashar Group, focusing on life settlements. 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 various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Michael Gaffary is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Oak Neck Delicatessen and held several other positions including at Platinum Energy Group and SUNY Oneonta. Outside of his advisory work, he is involved in a separate business under the name Quantum Financial Solutions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Matthew Kelley is a financial advisor with Cetera, holding a Series 63 designation and bringing 21 years of industry experience. He previously worked at Lincoln Financial Advisors for 12 years before joining Cetera in 2024. Outside of his advisory role, he is also involved in selling fixed insurance products and works as a financial advisor at Economic Planning Group East. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Carl Della Sala is a financial advisor with Equitable Advisors in Ronkonkoma, NY, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, offering tailored financial plans and utilizing client referral and handoff arrangements to implement investment strategies.

Claudia Gluck is a financial advisor at Merrill with 41 years of industry experience. She has been with Merrill since 2016 and holds a Series 63 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Helen O'rourke is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America, N.A. and Merrill since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Palumbo is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, he is involved in acting and has a role in the Amazon Prime show Gravesend. Ameriprise offers retirement-income planning services aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm serves individuals approaching or in retirement and delivers advice through a centralized consulting team in partnership with financial advisors.

Matthew Foley is a financial advisor with LPL Financial, holding a Series 63 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Business Bartitone Inc, a business entity for tax and investment purposes. LPL Financial serves 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, utilizing both discretionary and non-discretionary management and incorporating model portfolios, third-party research, and technology-driven solutions.

Lora Caglioti is a financial advisor at Charles Schwab with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2002, including roles at Charles Schwab Bank SSB. Before that, she spent two years at TD Ameritrade, Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

John Yerkes is a financial advisor with MassMutual Investors Services in Hauppauge, NY. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with MassMutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver collaborative, goal-oriented recommendations.

Salvatore Dileo is a CFP® with 42 years of industry experience. He is currently with MassMutual Investors Services and has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company. He also operates as an independent insurance agent specializing in fixed life and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without investment discretion.

Matthew Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He began his career at Merrill in 1989 after working as a Marine Engineer in New York City. Matthew is a Personal Investment Advisor (PIA) and holds a Bachelor of Science degree in Naval Architecture and Marine Engineering from the Webb Institute. Matthew combines his engineering background with his financial expertise to provide a broad range of wealth management strategies, including investment management through Merrill and cash management and financing services through Bank of America. His client focus areas include college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. He co-founded the Holst Kelley Wealth Management Group, bringing together client service approaches and philosophies. Outside of his professional work, Matthew is involved in competitive sailing and is a member of the Long Island Maritime Museum. He also participates in the Oak Cliff Sailing community and enjoys boating, fishing, and golfing.

Christian Petro is a financial advisor at Merrill with 25 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Citigroup and several J.P. Morgan affiliated entities, where he worked from 2009 to 2021. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Leiman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1980. He works with an affluent, multi-generational clientele, including physicians, attorneys, accountants, business owners, corporate executives, and women recently widowed or divorced. His focus areas include family wealth management strategies, retirement planning, portfolio management services, and socially responsible investing, among others. David emphasizes building close relationships with clients and their referred friends and family members, supporting them through evolving life circumstances with thoughtful preparation and timely decisions. David holds a Bachelor's degree from Ithaca College and has earned the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. He has been recognized consecutively from 2019 through 2025 on the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional role, David is a member of the board of Landmark on Main in Port Washington and participates in local community bands in Great Neck and Manhasset as a saxophone player. He also holds a private pilot license. David and his wife enjoy boating on Long Island Sound and skiing in Massachusetts. They reside in Port Washington and have two sons and two stepsons.

Cara Angelo is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. She has held roles at multiple firms, including Avantax and KC Wealth Management LLC, where she is a partner and oversees client relationships, operations, and staff management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Kyle Van Natta is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Chase, First Republic Bank, and Banc of California. Outside of advising, he is a general partner in Van Bro Co LLC, which owns and manages residential real estate properties. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Mantle is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TD Waterhouse Investor Services Inc and TD Private Client Wealth LLC. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Evan Kearns is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Charles Schwab, where he has worked since 2015, including time at both Charles Schwab Bank, SSB and Charles Schwab. Prior to that, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2018 to 2021. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.