David Critelli is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at First Allied Advisory Services and National Life. Outside of advisory work, Critelli is the owner and president of a tax preparation and accounting firm and serves as treasurer for the Dix Hills Fire Department. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and retirement plans. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

John Coleman is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 33 years of industry experience. He has been with Equity Services and National Life since 2011. Outside of his advisory role, he is involved with LegalShield, offering group discounted legal services. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Charles Massimo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and H. Beck, Inc., among others. Outside of his advisory work, he is the founder and board member of Autism Communities, a nonprofit organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Matthew Rapoport is a CFP® professional with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Purshe Kaplan Sterling Investments, Blue Water Advisors, and Goldman Sachs Wealth Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Lisa Keaton is a CFP® professional with 45 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004 and previously worked at Capital Financial Planning Inc. for over three decades. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

James Congema is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining Kestra in 2022, he spent 11 years at Wells Fargo Advisors Financial Network LLC and served in the New York City Fire Department for 21 years. He operates a personal S corporation for accounting purposes related to his financial advising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients including large institutional investors.

Lisa Stigliano is a financial advisor at Oppenheimer with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Oppenheimer, she worked at Flories Finales and the Institute of Culinary Education. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and consulting services, with both discretionary and non-discretionary management approaches, and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Maria Giatzikis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at the Department of Education and Chase Investment Services Corp. Wealth Enhancement Advisory Services (WEAS) serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets across a broad advisor network, using diversified, risk-class based strategies that combine passive and active management alongside quantitative, momentum, and fundamental analysis.

Jack Falzone Jr. is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at J.P. Morgan Securities LLC and National Life Group. Outside of his advisory role, he serves as a board member of the Kings Park Chamber of Commerce, participating in board meetings and community outreach planning. Equity Services, Inc., operating 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 combining long-term strategies with options for shorter-term trading and specialized instruments.

David Rivera Rivera is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Citigroup since 2021 and previously held positions at Merrill and Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and implements a range of discretionary and non-discretionary investment strategies.

Malcolm Douglas is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has served as CEO and president of Three Squares and a Star Management Group, LLC, which provides planning and administration services for group insurance products, and leads the Lower Hudson Valley Center for Empowerment, a nonprofit focused on mentoring children. Douglas also operates Malcolm Douglas and Associates, Inc., an insurance sales firm. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a broad network of advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy momentum-based approaches.

Michael Kogan is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chelsea Financial Services, Cetera Advisor Networks, and Morgan Stanley. Outside of his advisory roles, he is involved with Mkny Business Solutions, Inc., a business venture he has been associated with for nine years. Equity Services, Inc., operating 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 employs a range of advisory platforms using both long-term investment strategies and options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Shihhua Wang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Wang has been with Citigroup since 2013. Outside of the financial industry, Wang is involved in travel and leisure consulting, including roles as a travel agent and independent consultant specializing in travel, fine dining, and leisure activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Thomas Wolf is a financial advisor at Lincoln Investment with 49 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2010. His prior experience includes roles at Great American Advisors, EBP of Long Island, and Connecticut Mutual Life Insurance. Wolf also operates a side business as a sole proprietor involved in the sale and servicing of fixed annuities and life insurance. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs strategic model portfolios and adaptive strategies.

David Rey is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at American Portfolios Financial Services for 23 years before joining Osaic in 2024. In addition to his advisory role, he owns several businesses focused on life insurance and fixed annuities. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm uses a model-based investment approach featuring asset allocation, portfolio optimization, and a variety of program options such as advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting.

Colette Bitzas is a CFP® professional with 26 years of industry experience, currently advising at Osaic. Her prior roles include 14 years at American Portfolios Financial Services, Inc. and over two decades leading M.A.S. Planning Services and contributing to Poh's Institute. She also serves as Vice President of the 3 Village Chamber of Commerce, promoting local business in her community. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach with comprehensive financial planning and portfolio management services across multiple platforms.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

Michele Pasqualina is currently Vice President, Wealth Planner at Fidelity Investments, where she serves as a primary trusted advisor, collaborating with clients and their families to develop comprehensive and personalized financial planning strategies. She supports clients throughout the entire process, from account opening and funding to navigating complex wealth planning decisions. Michele brings extensive experience to her current role, having held positions including Vice President, Senior Wealth Advisor at Hightower Advisors; Vice President, Senior Portfolio Advisor at Merrill Lynch; Vice President, Private Client Advisor at JP Morgan; and Financial Advisor at Morgan Stanley. Her career reflects a consistent focus on wealth planning and portfolio advisory roles. Outside of her professional work, Michele has personal interests in art, food, kayaking, Pilates, traveling, and volunteering.

John Zarrelli is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2012, as well as at JPMorgan Chase Bank, NA since 2010. His background also includes roles at the University of Missouri St. Louis and Asset & Financial Planning, Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Danielle Afuwah is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and eight years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2015. Afuwah is also the president of APF Legacy Consultants Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies overseen by third-party asset managers.