Cristoforo Caccavale is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work includes roles at GOGov, Stony Brook Medicine, Intellishift, and Brookhaven National Laboratory. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs supported by both strategic and tactical investment management approaches.

Mark Cirelli is a CFP® and PFS™ with 26 years of industry experience. He is currently with OSAIC Advisory Services, LLC and previously worked for American Portfolios Financial Services, Inc. for 15 years. He is also president of a financial planning and tax consulting firm, North Shore Wealth Management Advisors, Inc. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models and utilizes both proprietary and third-party platforms.

John Kim is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and eight years of industry experience. His previous roles include positions at JP Morgan Securities, Wells Fargo Clearing, and New York Life Insurance Company. Outside of his advisory work, he owns K Points Guy LLC, a venture that provides travel tips focused on maximizing credit card points and travel destinations. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis.

Nina Barbarino is a financial advisor with Empower Advisory Group in King’s Park, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes service at GWFS Equities, Inc. since 2022 and a sixteen-year tenure at Prudential Insurance Company of America and Prudential Investment Management Services. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform linked to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors, supporting a large client base relative to its advisor count.

Darren Stevenson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at LPL Financial and New York Community Bank. Outside of finance, he owns So Many Ways Music, a music publishing company. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party managers with a focus on strategic and tactical asset allocation.

David Degraff is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 1991. 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 clientele including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Adam Janowski is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and six years of industry experience. He has previously worked at Grant Thornton LLP and is involved in entrepreneurial activities including serving as CEO and coach of the Long Island Goalkeeper Academy, which provides soccer coaching resources to local leagues. He also leads Preston Consulting Inc., offering tax preparation and business consulting 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 employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Paul Lafountain is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 26 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 wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating also as a security-based swap dealer and futures commission merchant.

Gary Liskow is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Equity Services, Inc. and National Life since 2008. Outside of his advisory role, he is president of Gary P. Liskow Corp., where he sells life, disability, health, and long-term care insurance. Equity Services, Inc., doing business 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 investment strategies with options for shorter-term trading and specialized instruments.

Keith Brady is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He is also a partner at South Shore Financial Services LLC, providing accounting and tax preparation services, and serves as an adjunct professor of accounting at SUNY Farmingdale. Additionally, he is a board trustee for Adults and Children with Learning Disabilities, a nonprofit organization supporting individuals with learning disabilities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational support and personalized retirement planning to plan sponsors and participants.

Michael Mc Murray is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Janney Montgomery Scott and UBS Financial Services. He has been with Oppenheimer since 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Ernest Infante is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Citigroup Global Markets since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research, security pricing, and derivatives services.

Brendan Hand is a financial advisor with Focus Partners Wealth, LLC in Babylon, NY, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with The Colony Group, LLC since 2018 and previously worked at Blue Water Advisors, LLC from 2014 to 2017. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, and a variety of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, third-party managers, and a broad array of investment strategies.

Jonathan Leis is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining Kestra in 2019, he worked at Citigroup Global Markets Inc. from 2012 to 2019. Outside of his advisory role, he is a member of JBL Holdings, LLC, where he manages real estate activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Dominick Vigliotti is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and the Center For Wealth Preservation. Outside of finance, he was involved with Long Island Compost for three years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, supported by due diligence on recommended investments and a broad platform of management solutions.

Matthew Davis is a financial advisor at PlanMember Securities Corporation with 13 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 2012. Prior to that, he worked at Benham Real Estate Group for 12 years. He is also an agent for MUTUAL INC./Daybright Financial, engaging in investment, insurance, and financial planning activities. PlanMember provides retirement-plan advisory services to employers and plan participants, serving 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.

Tommy Fitzpatrick is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and five years of industry experience. He has worked within various divisions of Bankers Life since 2013. Outside of advising, he supervises and trains insurance agents within Bankers Conseco Life Insurance Company. 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 portfolios across multiple asset classes, operating under CNO Financial Group with affiliated insurance and mortgage-related entities.

Maria Carrara is a financial advisor with Primerica Advisors in Bellport, NY, holding the PFS™ and Series 63 designations and bringing 21 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2009. Outside of her advisory work, Carrara is a CPA specializing in divorce financial analysis and operates a small jewelry business that donates proceeds to breast cancer charities. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account services including lending solutions and donor-advised funds.

Cintra Bedassie is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining Janney Montgomery Scott, Bedassie worked at Morgan Stanley Smith Barney, JPMorgan Securities, and Credit Suisse Securities. 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 diverse client base—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Nicholas Marchelos is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Hauppauge, NY. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Equity Services in 2022, he worked at National Life Group, Mass Mutual Investors Services, and New York Life Insurance Company. Outside of his advisory role, he is involved with Eastern Advisory Group and Iron Hawk Financial as an insurance agent and conducts seminars for professional associations through McIntosh Tax and Asset Management Group. Equity Services, Inc. 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 with a combination of long-term strategies and short-term trading options, utilizing third-party asset managers and model portfolios.