Ulric Bruce Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Equity Services and National Life since 2013. Outside of his advisory role, he is involved in marketing and selling disability and fixed insurance products through related business activities. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that incorporate long-term strategies and third-party asset managers.

James Tumminelli is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 20 years of industry experience. Prior to joining Kestra Advisory in 2023, he spent nine years at LPL Financial. Outside of his advisory role, he is an insurance agent offering life insurance and fixed annuities. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, supported by due diligence and access to multiple management platforms.

Joseph Guercio is an investment advisor at Kestra Advisory with six years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory Services LLC since 2022, following prior roles within Kestra Investment Services LLC. Outside of his advisory work, he coaches a travel baseball team, providing training and development for players. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors.

Clifford Giles is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at LPL Financial for nine years before joining Kestra in 2023. Giles is also involved as an insurance agent with Advisors Insurance Brokers. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services like fiduciary consulting, plan design, and investment due diligence, supporting both discretionary and non-discretionary management approaches.

Daniel Moruzzi is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at National Life, Equity Services, Metlife Securities, and American Portfolios Financial Services. Outside of his advisory work, he is involved in the sale and servicing of fixed insurance products through his roles with Coastline Wealth Management and Prosperity Planning Solutions LLC, and serves as a trustee for family estate planning matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Brian Byrne is a financial advisor at Equity Services, Inc. with 22 years of industry experience. He has been with Equity Services and National Life since 2016. Outside of his advisory role, Byrne is involved in selling fixed insurance products through Eastern Advisory Group. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with the use of multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management options.

Jason Lehrer is an investment advisor representative with Kestra Advisory Services, LLC, holding a Series 63 designation and over 17 years of industry experience. He has been with Kestra Advisory since 2016 and is also a partner at Main Street Financial Group, where he has worked since 2008. Outside of his advisory roles, Lehrer serves as the financial officer and treasurer for Kehilat Hadar, a religious organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and offers access to multiple management platforms and third-party managed solutions.

Sebastian Maruca is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY. He holds a Series 63 designation and has 29 years of industry experience. Maruca has been with Equity Services, Inc. and National Life since 2016. He serves as a board member for the Hicksville Chamber of Commerce. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and combining long-term strategies with options for shorter-term trading.

Kevin Donovan is a financial advisor with PlanMember Securities Corporation and holds the Series 63 and Series 65 licenses. He has six years of industry experience and is also president and CEO of Educators Tax Management, Inc., a tax preparation services firm. Additionally, he serves as a senior beach manager for the Town of Brookhaven. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Alex Shvartsman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade, among others. He is currently based in Coram, NY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

James Havell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Raymond James & Associates, Wells Fargo, and Handelsbanken Wealth Management. He is also involved with Coastline Wealth Management, where he serves as a financial advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Safranek is a financial advisor at Commonwealth Financial Network with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Lincoln Investment, Capital Analysts, Charles Schwab & Co., Inc., and Hanna Instruments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Dylan Guerrera is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at National Life Group and Jade Exterior. Before entering the financial industry, he spent 13 years at East Islip Middle and High School. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating long-term strategies and third-party asset managers, serving a range of client needs with both discretionary and non-discretionary account management.

Jason Prew is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2016, and has over 23 years with Bankers Life & Casualty, Inc. In addition to his advisory role, he manages a team of agents focused on insurance sales, including Medicare Supplement, annuities, life insurance, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Lawrence Harkavy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been associated with Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs including asset management, consulting, and retirement services, offering both discretionary and non-discretionary advisory options.

Alexander Zourides is a CFP® and ChFC® with 26 years of experience in financial services. He has worked at Equity Services, Inc. since 2017 and previously held roles at National Life and Ameritas Investment Corp. He also operates a tax preparation business serving individuals and small business owners. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

John West is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Fahnestock & Co. Inc. within Oppenheimer since 2002. Outside of his advisory role, West serves as a board member and chair of the Stewardship committee at St. John’s Church in Huntington, NY, where he assists with investment matters. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Adam Gawreluk is a financial advisor at Commonwealth Financial Network with a Series 66 designation and approximately one year of industry experience. His prior roles include work at Capital Financial Planning and Loring Advisory Group. Before entering the financial industry, he held positions in local government and the service sector. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Patrick Mc Donald is a financial advisor at Kestra Advisory with 26 years of industry experience. He has been with Kestra Advisory since 2017 and previously worked at National Planning Corporation for 14 years. Outside of his advisory role, he serves as an officer on the board of ESM Community for the Arts and owns a tax, accounting, and estate planning business. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Thomas Williams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has served in roles at Commonwealth Financial Network since 2018 and was previously associated with Colarossi and Williams. Outside of his advisory work, he owns TOW Wealth Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and comprehensive back-office services.