John Corcoran is a financial advisor at Beacon Trust with 10 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform that includes in-house strategies, separately managed accounts, ETFs, and mutual funds, with a focus on risk diversification and tax-aware management.

Martin Harper is a financial advisor at Kingsview Wealth Management, LLC with five years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2021 and has prior experience at Resnik & Oppenheim CPAs and Broadway Financial Management LLC. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various asset classes, with additional services such as retirement plan consulting and access to alternative investments.

Dylan Dubinsky is a financial advisor at Aegis Capital Corp. with two years of industry experience. He holds a Series 66 designation and has worked at Aegis Capital Corp. since 2023. Prior to his advisory role, he was employed at Surf Shack Restaurant and SUNY Cortland. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options, focusing on individual, corporate, and retirement plan business.

Lorraine Rocamboli is a financial advisor at Capital Analysts with Series 63 and Series 65 credentials and 43 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent eight years at Legend Advisory Corporation and 34 years at Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house Investment Management & Research team that manages discretionary model portfolios and uses a proprietary mutual fund screening process, offering both discretionary and non-discretionary portfolio management alongside access to third-party managers.

Christopher Bond is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Asset Management and National Securities Corporation. Outside of his advisory work, he owns 007 Industries Inc., a flow-through S-corporation unrelated to investment activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service approach.

Dianne Dittmar is a financial advisor with Equity Services, Inc., holding a Series 63 license and 36 years of industry experience. She has been with Equity Services since 2012 and also has a concurrent role at National Life. Outside of her advisory work, Dianne is involved in insurance sales, including Medicare Advantage and supplement plans, as well as auto, home, commercial, and fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, 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 utilizing third-party asset managers and combining primarily long-term strategies with options for shorter-term trading.

Edwin Murphy Jr. is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 30 years of industry experience, including a concurrent role at National Life Insurance Co since 1995. Outside of his advisory work, he serves as president of Edwin J. Murphy Inc., a tax preparation and accounting services business. Equity Services, Inc., doing business as ESI Financial Advisors, 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 model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Stephan Coles is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and 44 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has also worked at Charles W Cammack Associates, Inc. since 1981. Additionally, he operates as an independent insurance agent, selling fixed annuities and life insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures with an emphasis on non-discretionary, recommendation-based advice.

Daniel Cook is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a two-year tenure at Capital One Investing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs including discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager solutions supported by in-house research and oversight committees.

Brian Buglino is a financial advisor with Equity Services, Inc. and holds the Series 63 designation. He has 31 years of industry experience and has worked with firms including National Life Group and MML Investors Services. In addition to his advisory role, he is an agent selling fixed insurance products through United Financial Alliance. 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 and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Andrew Shull is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding a Series 63 designation and 18 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, Shull coaches youth baseball teams for children ages 4 to 10. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and consulting. The firm provides advice primarily through non-discretionary programs and maintains a dual registration as both an SEC-registered investment adviser and a broker-dealer.

Angelo Buonomo is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has operated his own CPA practice focused on personal income tax preparation since 2010. 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, frequently utilizing third-party asset managers and model portfolios to combine long-term strategies with options for shorter-term trading.

Eric Anderson is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 66 designations and has nine years of industry experience. Anderson has been affiliated with Eagle Strategies since 2021 and with New York Life affiliated entities since 2016. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and manages a significant portion of its assets on a non-discretionary basis.

Frank Lavrigata is a CFP® professional with 18 years at Wealthspire Advisors and five years of overall industry experience. He is based in Melville, NY. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors. The firm serves individuals, corporations, pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through mutual funds, ETFs, private investments, and separate account managers under centralized oversight.

Anna Pulgiano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been affiliated with Ameritas Advisory Services since 2021 and has held various roles within Ameritas-related entities since 2015. Outside of her advisory work, she is involved with Acrisure, the parent company of Union Benefit Planners and Group Benefits & Administration, where she acts as an agent. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs using in-house and third-party managers, and integrates with Ameritas affiliates to deliver comprehensive financial solutions.

Stephen Dolan is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Osaic Institutions, Inc. His prior experience includes roles at Apple Bank, Citigroup, Wunderlich Securities, and J.P. Morgan Securities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a hybrid adviser/broker-dealer model, providing access to alternative investments and lending solutions while allowing clients varying levels of transaction authority.

Daniel Tisser is a CFA® charterholder with five years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Allied Wealth Partners, Minnesota Life Insurance, Securian Financial Services, and BNP Paribas Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

William Lepping Jr. is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney in 2017, he worked at Bank of America and Merrill, where he had a combined tenure of over 30 years. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Richard Linden is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with Equity Services, Inc., where he has worked since 2018, and has prior experience at National Life and Ameriprise Financial Advisors. Linden is also involved in the sale and service of fixed insurance products through his associated ventures, Fifth Gen Financial and Eastern Advisory Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Anthony Sce III is a CFP® with over 42 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held leadership roles in several related businesses, including Executive Insurance & Financial Services Inc. and EIFS of Florida, Inc. Outside of his advisory work, he serves as the security chair for The Moorings Board Homeowners Association in East Islip, NY. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients through a network of independent advisers. The firm offers both advisory and brokerage services and utilizes a combination of custodians, third-party money managers, and platform programs to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.