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.

Kiana Hunter is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in financial services and retail, as well as a position at the Career Resource Center at the UB School of Management. Janney Montgomery Scott 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, estates, corporations, retirement plans, and municipalities, offering a range of brokerage, financial planning, and advisory services.

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 with Commonwealth Financial Network, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions 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 that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Dylan Guerrera is a financial advisor at Equity Services, Inc. with a Series 66 designation and one year of industry experience. Before joining Equity Services, he worked at National Life Group and previously spent 13 years at East Islip Middle and High School. 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, frequently using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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 33 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002, totaling 24 years at the firm. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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.

Bryant Sheftick is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has been with Eagle Strategies since 2019 and has longstanding affiliations with NYLife Securities Inc., New York Life Insurance Co., and Paramount Financial dating back to 2004. Outside of his advisory role, he owns and operates Sheftick & Associates CPA, PLLC, a CPA firm specializing in tax preparation and planning. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, including work with defined contribution and defined benefit plans as well as charitable and corporate clients.

John West is a financial advisor with Oppenheimer in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he serves as a board member and chair of the Stewardship committee at St. John's Church in Huntington, NY. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions.

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.

Jeffrey Lang is a financial advisor with Citigroup Global Markets in Dix Hills, NY, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

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.