Farmingville, NY Office

Luke Morgan is a financial advisor with PlanMember Securities Corporation and holds a Series 63 designation. He has 27 years of industry experience, including roles at Strategic Financial Tax Planning and Mutual Inc., where he also serves as an insurance agent and tax preparer during tax season. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Thomas Desroches is a financial advisor with PlanMember Securities Corporation, holding a Series 66 credential and eight years of industry experience. His career includes roles at Pruco Securities, The Prudential Insurance Company of America, and Axa Advisors. Outside of finance, he works as a garden assistant at Stew Leonard's Grocery Store and coaches youth basketball and soccer with Programs 4 All Kids. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Kimberly Janowski is a financial advisor at PlanMember Securities Corporation with two years of industry experience. She holds a Series 66 designation and has worked with PlanMember and Mutual Inc. since 2023. Outside of advisory work, she is involved with Cado Capital LLC, where she provides tax preparation and related services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers educational and support services to plan sponsors and participants.

Michael Faraci is a financial advisor with PlanMember Securities Corporation, holding Series 63, 65, and 66 licenses and with eight years of industry experience. He has worked at firms including Transamerica Financial Advisors and World Financial Group, and maintains roles outside finance as a math teacher and private tutor. He also serves as chairperson of the Manhasset Benefits Trust. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services such as seminars, personalized planning, and separation counseling.

Alexander Dudley is a CFP® and ChFC® credentialed financial advisor with three years of industry experience. He currently works with PlanMember Securities Corporation and has prior experience with Mutual, Inc. DBA JTeam. Outside of his advisory role, Dudley is involved in soccer coaching through Royal Sporting Group. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing risk-based mutual fund portfolios and offering education and support services to plan sponsors and participants.

Brian Leyhane is a financial advisor at PlanMember Securities Corporation with a Series 66 designation. He has recent experience at Mutual Inc./Daybright and US Retirement Benefit Partners, in addition to a long tenure in education with the Longwood Central School District and Middle Island Teachers Association. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while offering education, support services, and personalized retirement planning.

Stone Strongin is a financial advisor at PlanMember Securities Corporation with CFP® and ChFC® designations and two years of industry experience. He has worked at PlanMember Securities Corporation and Mutual Inc. since 2023. Outside his advisory role, he coaches youth soccer with the Plainedge Soccer Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on strategic asset allocation and risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Marc Zimmerman is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 39 years of industry experience. His career includes roles at Legend Equities Corporation and Legend Advisory Corporation before joining PlanMember. Outside of his advisory work, he is involved in life insurance sales and services through Mutual Inc and Daybright Financial. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education, seminars, and personalized retirement planning services.

Tyler Mc Cabe is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds the Series 63 designation and has previously worked at AXA Advisors, LLC, First Standard Financial, and Mutual Inc. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Nicholas Cava is a CFP® professional with 39 years of industry experience. He has been with Planmember Securities Corporation since 2010 and concurrently serves as Vice President at Mutual, Inc., a position he has held since 1993. He also acts as trustee for familial trusts. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios that range from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Michael Hackett is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 23 years of industry experience. He has worked at Mutual Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources, alongside maintaining a self-employed practice for over two decades. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling within a structured, strategic asset allocation framework.

Adam Janowski is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and six years of industry experience. He has previously worked at Grant Thornton LLP and is involved in entrepreneurial activities including serving as CEO and coach of the Long Island Goalkeeper Academy, which provides soccer coaching resources to local leagues. He also leads Preston Consulting Inc., offering tax preparation and business consulting services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Keith Brady is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He is also a partner at South Shore Financial Services LLC, providing accounting and tax preparation services, and serves as an adjunct professor of accounting at SUNY Farmingdale. Additionally, he is a board trustee for Adults and Children with Learning Disabilities, a nonprofit organization supporting individuals with learning disabilities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational support and personalized retirement planning to plan sponsors and participants.

Matthew Davis is a financial advisor with Planmember Securities Corporation in Farmingville, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Planmember Securities since 2012 and previously worked at Benham Real Estate Group for 12 years. Outside of his advisory role, he is involved as an agent for Daybright Financial, focusing on investment, insurance, and financial planning activities. Planmember Securities provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Richard Justino is a financial advisor with Planmember Securities Corporation and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Mutual Inc. and its DBA JTeam, where he currently leads a team offering securities and insurance sales and service. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.