Mark Sonnenblick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include extended tenures at Cadaret, Grant & Co., Inc. and his own agency, Mark Jay Sonnenblick Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

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.

Edward Wess is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at institutions including JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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® professional with 27 years of experience in the financial industry. 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 LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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 at Wells Fargo Clearing with 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Richard Dorfman is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 using firm-approved tools and modeling techniques.

Kalle Ruga is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Giuliante is a Series 66-licensed financial advisor with one year of industry experience, currently with LPL Enterprise. Prior to joining LPL Enterprise, he held roles at Lion Search Group and Execu-Search. He is also associated with Daniel Giuliante LLC, a business entity for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to insurance products and affiliated trust services.

Joseph Breakstone is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors for eight years. He is also the operations principal at North Ridge Wealth Planning, LLC, where he provides supervisory support. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

Jeffrey Shuster is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aidan Keane is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and Bank of America, N.A., as well as entrepreneurial experience running Integrity Sealcoating and Junk Removal, LLC. He has also worked in dining services and other service roles. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Susan Candia is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to her career in finance, she spent over a decade at Farmingdale State College. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured planning tools and a comprehensive investment approach.

Vincent Sama is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Before joining Edward Jones in 2021, he worked at Jackson National Life Distributors and Pacific Life. He also serves as an instructor for a financial workshop with the Huntington Union Free School District. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm provides a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a large network of financial advisors and branch offices across the United States.

John Froberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He has previously worked at SagePoint Financial, Hightower Securities, Hightower Advisors, Lincoln Financial Advisors, and Ellowitch 3, LLC. Outside of his primary role, he is involved with IronBridge Wealth Counsel, supporting other advisors and onboarding clients, and he also engages in public speaking through his sole proprietorship. OSAIC serves a broad range of clients, 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 advisers, employing various asset-allocation and portfolio management tools and offering access to multiple investment platforms and third-party managers.