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.

Dennis Martin is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to advisory work, he is active as a life and health insurance agent and occasionally sells fixed annuities. 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 through a range of managed-account programs and model portfolios, with a notable history of market-timing and momentum-based strategies.

Kevin Conroy is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Conroy is also an independent insurance agent specializing in MetLife Auto and Home property and casualty personal lines. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a combination of discretionary portfolio management and model-based allocations, incorporating both affiliated and unaffiliated sub-advisers, and utilizes market-timing and momentum-based strategies in select legacy programs.

Donald Lippencott is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 42 years of industry experience with a career including roles at New York Life Insurance Company and NYLife Securities Inc. He is also the owner of Westwind Farm And Stables LLC, a horse farm and equestrian center. Lippencott serves on the boards of Mather Hospital and Theater Three, a local community theater, and is a director of the Robert Keleher Family Foundation, which provides educational scholarships. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Valenti is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at Mark S. Eghrari & Associates, PLLC and Futterman, Lanza & Pasculli, LLP. Valenti is also an associate attorney at Mark S. Eghrari & Associates, PLLC, an estate planning law firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Muhammad Shahzad is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2017, following four years at Peoples United Bank. Citigroup Global Markets serves individual and institutional clients across multiple 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, supported by internal standards and oversight committees.

Stephen Healey is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing one year of industry experience. His background includes roles at Bankers Life Securities, Bankers Life & Casualty, RTI International, and Veracity Research Company, as well as twelve years of service in the US Army Reserves. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Marisol Sanchez Taboada is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. His background includes roles at Brokers International Financial Services and running Eghrari Wealth Training LLC. In addition to his advisory work, he is an attorney specializing in estate planning and is involved in recruiting and training attorneys to become investment advisor representatives. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a network of over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning options, including discretionary and non-discretionary accounts, model portfolios, and third-party manager referrals.

Michael Schmidt is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

James Riley is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including Paulson Investment Company, Equitable Advisors LLC, The Prudential Insurance Company of America, and Morgan Stanley. Outside of his advisory role, he is involved in fixed insurance sales as an agent with various insurance companies. 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 offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Gregg Marsden is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. He has also operated his own business since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and operations as a swap dealer and futures commission merchant.

Shawn Okula is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has been with Janney since 2018, following two years at Long Island Power Solutions. Outside of his advisory work, he is involved with HB&O Properties, LLC, managing real estate rental properties. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and offers a variety of brokerage, financial planning, and advisory services.

Steven Silber is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at LPL Financial for 17 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research and unique market roles, providing a broad range of advisory and execution services.

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.

Robert Cogliati II is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and four years of industry experience. He has been involved in accounting and financial services through C & C Planning Services, Inc., R.P. Cogliati, CPA, PC, and Caminiti & Cogliati, CPAs, LLP since 2000. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Sam Kaplan is a Series 65-licensed advisor with Kestra Advisory and has three years of industry experience. He is also the president of Sam H. Kaplan Management Consultants, an accounting consulting firm he has led since 2014. Prior to joining Kestra Advisory in 2023, Kaplan managed his consulting business starting in 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including large plan sponsors. The firm offers a range of services such as fiduciary consulting, vendor benchmarking, plan design, and discretionary investment management, serving a diverse client base that includes sovereign wealth funds.

Dylan Kolarcik is a financial advisor with Kestra Advisory and holds a Series 63 designation. He has 10 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, he owns a tax preparation business and works occasionally as a bartender. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad 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.

Nicole Taggart is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Kestra, she held roles at MassMutual Life Insurance Company and Blue Ocean Wealth Solutions, LLC. Outside of her advisory work, she is also engaged in financial planning activities through Coastline Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and managed account solutions, serving large institutional investors and utilizing multiple management platforms and third-party solutions.