Lloyd Mcclean is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and formerly was associated with AXA Advisors, LLC. Outside of financial advising, he is president of Moses McClean Productions, LLC, a music services company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of advisory models and third-party asset managers.

Jeffrey Tabman is a CFP® with 32 years of industry experience, currently serving at Equitable Advisors since 2001. Prior to the firm’s rebranding, he worked with AXA Advisors, LLC for 19 years. He is also an instructor at Hofstra University, where he teaches CFP courses and insurance continuing education. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of investment programs, including third-party asset managers and LPL-sponsored advisory services, emphasizing tailored client solutions through various model portfolios and fiduciary services.

Jonathan Lowd is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Merrill from 1994 to 2017 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2017. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional offerings.

Thomas Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked nine years at JP Morgan Securities, LLC. Outside of his advisory role, he owns and operates Edgewater Points Yacht Companies, LLC, providing boat rides and selling boats. 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 approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Arthur Costanzo is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked previously at American Portfolios for 16 years. In addition to advising, he provides tax preparation services through Costanzo Financial Services and holds insurance agent roles focused on fixed annuities and life insurance sales. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that incorporates portfolio optimization and risk management tools, supporting discretionary and advisor-managed strategies as well as third-party manager selections.

Luciano Marciano is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Prospect Financial Services, LPL Financial, Maxim Financial Advisors, and Maxim Group LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver tailored investment solutions.

Anthony Dolisi II is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was affiliated with Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and incorporates third-party asset managers and LPL-sponsored advisory programs in its offerings.

James Weinstock is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Janney Montgomery Scott for 17 years and City National Bank for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies using a variety of in-house and third-party managers.

Brian White is a CFP® with 22 years of industry experience, currently serving as a financial advisor with Ameriprise in Melville, NY. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Cameron Tomassone is a financial advisor at Morgan Stanley in Melville, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Prudential Insurance Company of America, and LPL Enterprise. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagement and corporate financial planning agreements.

David Sarver is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. David serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. David's areas of expertise include college education planning, executive compensation, equity compensation services, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, legacy planning, portfolio management services, sports and entertainment, and retirement income. He holds a Bachelor's Degree from the University of Illinois System and has earned several professional designations including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with the Norfield Children's Center and has personal interests that include baseball, bowling, chess, hiking, reading, spending time with his family, table tennis, and traveling.

Nicholas Castoro is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC. 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, and institutional platforms, supported by research and technology tools.

Mario Longo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 39 years of industry experience. His career includes roles at METLIFE Securities Inc. and MassMutual Life Insurance Company prior to his current position. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning engagements.

Robert Cutajar is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and at Bank of America N.A. since 2007. He holds Series 63 and Series 66 designations. 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.

Stephen Scalero is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Unimin Corp and Soule Blake & Wechler. He is based in Stamford, CT. 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, and institutional investors.

Robert Bird III is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at RBC Capital Markets Corporation, City National Bank, and NEXT Financial Group Inc. He is a member of the Iona University Alumni Board of Directors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Grano is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at several firms including Cetera Investment Advisers LLC, The Grano Group, Inc., and Voorhees & Grano Financial. Outside of his advisory role, he is involved with ABC Tax Preparation, where he works as a tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services and supports advisors with technology and research tools.

Andrew Vargas is a financial advisor with Merrill in Huntington, NY, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Bank of America, Target, and Primerica. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 and third-party managers.

Christopher Amadeo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for over 21 years, providing investment advice and developing financial strategies tailored to clients' long-term goals. Since 2012, he has specialized in working with high-net-worth individuals, focusing on wealth preservation, preparing for financial uncertainties through insurance, and efficient wealth transfer to heirs. He holds designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes a High School Diploma from West Babylon High, non-accredited certificate programs from Wharton Executive Education and College for Financial Planning, and attendance at Farmingdale State College. Christopher resides in Babylon with his wife and two children and enjoys spending holidays at their second home in Vermont. His personal interests include football, hiking, skiing, traveling, and woodworking. He emphasizes creating a client experience that exceeds expectations while helping clients feel confident about establishing and targeting their financial goals.

Russell Weill is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 39 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.