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.

Richard Justino is a financial advisor with Planmember Securities Corporation and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Mutual Inc. and its DBA JTeam, where he currently leads a team offering securities and insurance sales and service. 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 strategic asset allocation approach and manages risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.

Curtis Copenhaver is a CFP® and ChFC® affiliated with PlanMember Securities Corporation, with two years of industry experience. His background includes roles at Mutual Inc. and involvement with the Long Island Goalkeeper Academy. He also has experience related to Stony Brook University Women's Soccer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Kyle Reynolds is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. He has been with the firm since 2025 and also has experience working with Mutual Inc. Outside of his advisory role, he has been affiliated with Stony Brook University since 2023. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on a strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Daniel Kresh is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Royal Alliance from 2013 to 2020 and has operated Creative Wealth Management LLC since 2012. Outside of finance, he is a USPTA Certified Tennis Professional and teaches tennis. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and emphasizes discretionary portfolio management and customized investment solutions.

Ralph Ruggiero is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and bringing 21 years of industry experience. He has been with PlanMember since 2010 and is also associated with Mutual Inc., where he has worked since 2004. Additionally, he has 40 years of experience in education at Rall Elementary School within the Lindenhurst School District. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, alongside offering education and support services to plan sponsors and participants.

Ronald Housley is a ChFC® credentialed financial advisor with 31 years of industry experience. He has been affiliated with Equity Services, Inc. and National Life since 2006. In addition to his advisory role, he operates Housley Financial Services, offering insurance products including life, disability, health, long-term care, and property and casualty coverage. 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 combines multiple advisory platforms and third-party asset managers to deliver predominantly long-term investment strategies with options for discretionary and non-discretionary management.

Lawrence Sprung is a CFP® professional with seven years of experience at CWM, LLC, where he has been since 2020. He previously worked at Mitlin Financial, Inc. for over a decade. Outside of his advisory role, Sprung serves on the board of the American Foundation for Suicide Prevention and is chair of the Keith Milano Memorial Fund, both focused on suicide prevention and mental health. He also contributes as a guest columnist for Investopedia and serves on the advisory board for Forbes Advisor Banking. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable emphasis on fiduciary processes and retirement plan services.

Mark Zigman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. In addition to his advisory role, he serves as a Retirement Benefits Specialist with Rampart Benefit Planning, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Robert Iannaccone is a financial advisor with Kestra Advisory, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Kestra Advisory and Kestra Investment Services, LLC, he was affiliated with Coastline Wealth Management. Outside of his advisory role, he has served in educational positions at Bentley University and the Eastport South Manor School District. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports complex products and discretionary trading through multiple management platforms.

Steven Eisner is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds a Series 63 designation and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company of America, and Mutual/United Of Omaha. Eisner is also involved as an insurance agent with Eastern Advisory Group. 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 often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Erin Luise is a financial advisor at Kestra Advisory with one year of industry experience. She holds the Series 66 designation and has worked at Kestra Investment Services LLC since 2025. Luise is also involved with Coastline Wealth Management, where she serves as an advisor and assistant, helping clients meet financial goals and supporting office management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jack Gawreluk is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. His prior work includes roles at Capital Financial Planning and Lee & Crowley, LLC, as well as positions in education and local government. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody and clearing services.

Jaclyn Harvey is a Certified Financial Planner® with nine years of industry experience, currently serving as a financial advisor with Kestra Advisory. She previously worked at Lincoln Investment and Legend. Harvey is also active as a social media content creator focused on financial planning topics. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional plan sponsors and individual investors, offering fiduciary services, plan design, and investment management supported by comprehensive due diligence.