Jonathan Mosenson is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Mosenson is also a licensed independent insurance agent and serves as vice president of J & G Associates and JADG Associates. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment solutions through model portfolios, mutual funds, ETFs, and customized strategies across various discretionary and non-discretionary programs.

Peter Anastasian is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at LPL Financial LLC, Purshe Kaplan Sterling Investments, CJM Wealth Management LLC, and H. Beck, Inc. He is a passive partner in a vitamin IV drip franchise and a member of The Anastasian Family Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

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.

Ricardo Chicas is a financial advisor at Lincoln Investment with 27 years of industry experience. He has held previous positions at TIAA-CREF, Citigroup Global Markets, HSBC Securities, and Chase Investment Services. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through a combination of advisor-managed and firm-managed models supported by an in-house Investment Management & Research team.

Calum Leonard is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 designations and 14 years of industry experience. His prior experience includes roles at UBS and J.P. Morgan affiliates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and arrangements, including in-house research, derivatives services, and bespoke discretionary solutions for very large clients.

Cole Fleming is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2012. Fleming is also involved as an agent selling fixed life insurance, health, disability income, and long-term care insurance through separate agencies. 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, frequently partnering with third-party managers, and combines long-term investment strategies with options for shorter-term trading.

Michael Romeo is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at CGAA, Suny Oneonta, and Hometown Atlantic Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through various managed-account programs on the Fidelity-supported FMAX platform.

Anthony Speranza is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Citi Bank, United Mortgage Company, and New York Life Insurance Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities such as in-house research and specialized market roles.

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.

Robert Mcintosh is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation, LPL Financial, and Invest Financial Corporation. Outside of advising, he owns and operates a tax preparation business and provides life insurance services. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

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.

Peter Rivoir is a financial advisor with Valic Financial Advisors in Greenlawn, NY, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and is also an agent with Agia, where he offers non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Kang is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Richard Barnes is a ChFC® with 44 years of experience in the financial services industry. He has been affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has operated under his own practice, Richard W Barnes, since 2003. He serves as Secretary of Coastline Private Wealth Management, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving large institutional investors including sovereign wealth funds.

Jennifer Baron is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 credentials. She has 38 years of industry experience and has been with GWN Securities since 2014. Outside of her advisory role, she is involved with the Center for Wealth Planning and is a part owner of Jenart Realty, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment approaches including legacy market-timing and momentum-based strategies.

Sarah Simon is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at Cresset since 2020, following prior roles at Coastal Bridge Advisors from 2015 to 2020. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, high-net-worth families, trusts, estates, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies, with a structured due-diligence program and private-fund management activities across multiple asset classes.

Gregory Maloney is a financial advisor at GWN Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with GWN Securities since 2004. He also serves as Senior Vice President at CGAA Inc., a firm involved in insurance sales and investment advisory services. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts through a large network of advisors.

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.