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.

Mark Milano is affiliated with PlanMember Securities Corporation and holds a Series 66 designation. He has experience working with Mutual Inc./Daybright, PlanMember Securities Corporation, and Manhattan Beer Distributors. Outside of his advisory role, Milano has also worked in other industries including beverage distribution and valet 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 focuses on a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services such as seminars and personalized retirement planning.

Michael Faraci is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. In addition to his advisory work, Faraci has served as a math teacher at Manhasset Union Free Schools since 1996 and provides private math tutoring. He also chairs the Manhasset Benefits Trust, which administers benefits to union members. 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 approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, complemented by education and support services for plan sponsors and participants.

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 with PlanMember Securities Corporation and holds a Series 66 designation. He has one year of industry experience, with prior roles at Mutual Inc./Daybright and US Retirement Benefit Partners. Leyhane also has a longstanding involvement with the Longwood Central School District and the Middle Island Teachers Association. 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’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and personalized planning services.

Stone Strongin is a CFP® and ChFC® affiliated with Planmember Securities Corporation, with three years of industry experience. He has worked at Planmember Securities and Mutual Inc. since 2023 and is involved in coaching youth soccer through the Plainedge Soccer Club. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, specializing in strategic asset allocation and risk-based mutual fund portfolios. The firm also offers education, support, and personalized planning services to plan sponsors and participants.

Marc Zimmerman is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with PlanMember since 2016 and is also associated with Mutual Inc., where he is involved in securities and insurance sales. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary for many plans and offering education, support, and participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework using risk-based mutual fund portfolios, supported by ongoing portfolio monitoring and strategic rebalancing.

Tyler Mc Cabe is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and eight years of industry experience. His career includes roles at Mutual Inc., PlanMember Securities, Axa Advisors, LLC, First Standard Financial, and THE PIE. He is involved in securities and insurance sales through Mutual Inc. and Daybright Financial. PlanMember 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 top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

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.