Peter Sluka

Dawn Charmatz joins us with 20 years of experience in the financial services industry. She has previously worked at several brokerage firms including UBS, Lehman Brothers and Barclays. Dawn is Series 7, 63 and 66 licensed. She also holds a New York State Life and Health Insurance license. Dawn currently resides in Plainview, New York with her husband Brian and two daughters, Alexandra and Juliana. In her spare time Dawn likes to exercise, enjoys outdoor activities with her family and likes to read. She also spends time volunteering for the nonprofit organization JDRF, who is the top leading organization in research to find a cure for type 1 diabetes.

Patty Bento has been with Morgan Stanley for 17 years and has 34 years of experience in the financial services industry. When not in the office in her free time she enjoys bowling on her weekly league, going to the gym and watching the NY Rangers with her rescue cat Winnie.

Kelly Saronka is a Business Development Director with the Island Harbor Group. As a CERTIFIED FINANCIAL PLANNER™, her practice focuses on financial planning, relationship management, and creating investment strategies. She supports clients through a planning lens and helps them create logical paths forward to maintain their wealth and enjoy a fulfilling lifestyle. Kelly’s goal is to deliver complex financial solutions to client in an efficient matter.

Kelly joined Morgan Stanley in 2016. She has held multiple roles including Wealth Advisor Associate and Client Service Associate. Prior to joining Morgan Stanley, Kelly received her bachelor’s degree in Accounting and M.B.A. in Finance Summa Cum Laude from Molloy College. While achieving these degrees, Kelly was a two-sport Division II collegiate athlete on the Field Hockey and Lacrosse teams. Kelly earned a spot on Molloy's 30 Under 30 Alumni list.

Kelly resides locally in Wantagh, New York with her Great Dane named Tess.

Professional Highlights:
• CERTIFIED FINANCIAL PLANNER™ Professional Designation
• Series 7 and 66 Securities Registrations
• Life, Accident and Health Insurance License
• Pacesetter’s Club Member since 2023
• Bachelor’s Degree in Accounting, Molloy College
• M.B.A. Degree in Finance, Molloy College

David Schiebelhuth has been a Financial Advisor for over 20 years providing a holistic approach with each client. He utilizes financial plans as he values individual circumstances prior to making recommendations. David earned a Bachelor of Arts from Quinnipiac University and further went on to complete the Financial Planning Course at New York University.

When he is not in the office, David enjoys spending time with his family, traveling, and playing golf. He is active in his community where he coaches a youth travel baseball and flag football teams. He resides locally in Dix Hills, NY with his wife and two children.

Professional Highlights:
- Series 7, 63, 66 Securities Registrations
- Life and Health Insurance Licenses

Experience
-2002-2003 Raymond James Financial Services, Inc
-2003-2005 Merrill Lynch, Pierce, Fenner & Smith Inc.
-2005-2020 JP Morgan Securities / Chase Investment Services Corp.
-2020- Present Morgan Stanley

James Flood is a Financial Advisor who brings over 20 years of experience to the Island Harbor Group. As a Portfolio Management Director and Alternative Investments Director, James provides highly customized advice and investment solutions to individuals and families. He is committed to long-term relationships and strives to deliver objective advice through exceptional client service. He closely monitors client portfolios, reporting on progress through ongoing client conversations.

Prior to his career as a Financial Advisor, James earned his bachelor’s degree in Business from St. John’s University and participated in CW Post's Financial Planning Program.

Outside of the office, James is a dedicated father to three. He can often be found cheering on the New York Islanders.

Professional Highlights:
• Series 7, 31, 63, 65 Securities Registrations
• Life, Accident and Health Insurance License
• NYS Partnership Long Term Care
• Bachelor’s Degree in Business, St. John’s
• CW Post, Financial Planning Program
• Forbes Best-In-State Wealth Advisors 2022
• Forbes Best-In-State Wealth Advisors 2023

Forbes Best-In- State Wealth Advisors
Source: Forbes.com Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21
Source: Forbes.com Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22

As an Executive Director and Financial Advisor, Stephen brings 40 years of extensive experience and knowledge to the Island Harbor Group. He takes pride in having helped his clients to achieve their personal financial goals while navigating challenging times. Stephen’s priority is expanding his client’s wealth over the long term, using Morgan Stanley’s vast array of resources to help them formulate a personalized financial strategy.

Outside of the office, Stephen can be found kayaking in the Connetquot River.

Professional Highlights:
• Series 6, 7, 52, 63 Securities Registrations
• Life Insurance License

Mark Greco is a Vice President with Morgan Stanley and has been a trusted advisor to high-net-worth individuals and their families for over 40 years. Mark works closely with his clients to help them reach their long-term investment goals and navigate life events that require the perspective of a seasoned financial professional. He is a Financial Planning Specialist, Alternative Investments Director, and Portfolio Manager. Mark is a graduate of The University of Colorado, Boulder and earned his MBA from the Roth Graduate school at Long Island University. He is also a motorcycle enthusiast and plays guitar.