Catherine Mcdonald is a financial advisor with Lincoln Investment in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. She has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she serves as President and board member of the Dapper Mcdonald Charitable Foundation, which raises awareness and funds for ALS. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning and retirement plan advice, offering both advisor-managed and firm-managed model portfolios alongside various investment programs.

Daniel Leskowitz is a financial advisor with Commonwealth Financial Network in Tarrytown, NY, holding a Series 66 designation and three years of industry experience. He has previously worked at Morgan Stanley, Barclays, and Lazard Asset Management. Leskowitz also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, and compliance, enabling advisors to offer diversified investment and insurance solutions.

Steven Bender is a CFP® professional with 11 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. His prior experience includes work at Ameriprise Financial Services and co-owning a CPA firm, Liverzani and Bender. Outside of advisory services, he is the sole proprietor of Bender & Associates, CPAs, and serves as CFO of IG Fruit, an importer and marketer of fresh fruit. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary and plan-level investment services. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Justin Spagnuolo is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he had roles outside finance, including working at Erini Restaurant and Franklin Avenue Middle School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

David Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Ameritas in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance, among other firms. Outside of his advisory work, he is a partner in Skate Safe, a multisport facility, and is involved in life settlement brokerage activities through several related entities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.

Marc Ferraiola is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management LLC, Worden Capital Management LLC, and the University of Buffalo. 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 unique market roles and provides advisory, execution, custody, and specialized lending services.

Jennifer Hatch is a CFP® professional with 36 years of experience in the financial services industry. She is affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has been leading Christopher Street Financial since 2007. Hatch serves as a board member for the Rockland Pride Center and Making Gay History. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Robert Sack is a CFP® professional with 55 years of industry experience, currently affiliated with Kestra Advisory Services, LLC since 2016. He has also been associated with Kestra Investment Services, LLC and Fusion Financial Group since 2003. Sack operates a registered representative business under the name Robert Sack Financial Services, focusing on financial planning activities. Kestra Advisory Services 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 fiduciary consulting, plan design, benchmarking, and employs multiple management platforms and third-party solutions within a supervisory framework.

Laura Nguyen is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Financial Inc and Stifel. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Christina Dziadzio is a ChFC® and Series 66 credentialed advisor with 17 years of industry experience. She has worked at Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2009. Christina also manages client relationships and serves as a lead advisor in associated financial service activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that includes large institutional investors.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Degabriel is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 29 years of industry experience. He has worked at Commonwealth and Clear Path Private Wealth since 2018 and previously spent 13 years at Ameriprise Financial Services, Inc. Degabriel is also involved in fixed insurance sales as an ancillary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, allowing them discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Daniel Ferrara Jr. is a financial advisor with Kestra Advisory Services, LLC, holding the Series 63 designation and bringing 34 years of industry experience. He has been with Kestra since 2016 and previously worked at Fusion Financial Group for 16 years. Ferrara is the owner and president of Ferrara Financial, an independent financial planning practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Thomas Mingone is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds the ChFC® designation and has worked previously at Equitable Advisors, AXA Advisors, LLC, and Cmg Financial Planning Ltd. Outside of his advisory work, he serves as Vice Chairman of the board for The Rockland Community Network Inc., a nonprofit providing agricultural educational services to the local school district and community. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of investment vehicles through a multi-manager, manager selection model.

Tyler Resch is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include multiple positions at Key Investment Services LLC, KeyBank, NYLIFE Securities LLC, and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory programs, execution and custody services, and bespoke solutions for high-net-worth clients.

Raymond Smesko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Jonathan Karn is a Series 66-credentialed financial advisor at NewEdge Advisors with 11 years of industry experience. He has worked at GWM Advisors, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Karn also serves as a board member for Colonial Village, a property management organization in Hillsdale, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Jeffrey Mctiernan is a financial advisor with Valic Financial Advisors, holding Series 63, Series 65, and Series 66 credentials and 25 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also an agent for Agia, offering 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 offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Barry Solon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Kestra Financial Services. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board, managing community financial responsibilities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its financial planning approach.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.