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.

Eugene Tournour is a financial advisor with Bankers Life Advisory Services, Inc. holding a Series 63 license and bringing 36 years of industry experience. His prior roles include six years with Princor Financial Services Corporation and Principal Life Insurance Company. He is also appointed as a 1099 agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities.

Pierson Faldetta is a financial advisor at Oppenheimer with Series 66 credentials and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at Kinexion and held roles at the Suffolk County Comptroller's Office and the University of Florida. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with custody of client assets maintained as a qualified custodian.

Harvey Weiner is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Guardian Life and Primerica Advisors since 2015. In addition to his advisory role, he operates as an insurance broker selling various insurance products outside of Guardian. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

Richard Knuth is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Santander Securities, Ameriprise Financial Services, and Allstate Financial Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth clients.

Gary Mc Hugh is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2016. Prior to that, he was with Merrill from 2009 to 2016 and Banc of America Investment Services, Inc. in 2009. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, with a fiduciary standard that varies by service.

David Massa is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including 19 years at Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across several wealth segments, offering a broad set of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Natalie McGinley is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2016 and operates under the DBA Wealth Conservation Group, Inc. for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Shannon Thieke is a Series 65–licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire in 2024, she held positions at Boston College from 2020 to 2024 and worked for the Town of Hempstead from 2018 to 2021. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and other services tailored through client interviews and ongoing monitoring.

Michael Conlin is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Northport, NY. He has three years of industry experience, including his current role at Valic Financial Advisors and prior work with Agia. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Melissa Narine is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Citibank since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Catherine Keane is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 1991. Outside of her advisory role, she is a co-owner of a second home used as a rental property. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model portfolios or customized solutions.

Todd Geller is a financial advisor at &PARTNERS with 35 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services through a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies.

Christopher Vargas is a financial advisor with Equity Services, Inc., holding the Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at National Life Group, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. He is also engaged in several entrepreneurial ventures focused on marketing financial planning services to K-12 educators, healthcare professionals, and other employee groups. 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 that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Anthony Catapano is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at JP Morgan Securities, Edward Jones, E*TRADE, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Travis Hayon is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and The Neefus-Stype Agency. Outside of his advisory work, he serves as the Interim Membership Chair for LeTip, a professional networking organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs utilizing both proprietary and third-party models.

Samuel Descovich is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Deutsche Bank Securities, Deutsche Bank Trust Company Americas, and UBS Financial Services. Outside of his advisory work, he is involved as a managing member of BINNI LLC, a holding company for rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized services including derivatives and futures execution, combining large institutional scale with unique market roles.

Michael Desepoli is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 17 years of industry experience. He has worked at Heritage Financial Advisory Group and Commonwealth Financial Network since 2023 and spent a decade with Cambridge Investment Research Advisors. He also operates Desepoli Wealth Management, a private practice established in 2002. Outside of his advisory roles, he serves as a trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors through a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and customized investment solutions, while advisors maintain discretion over client portfolios across diverse securities and insurance products.

Steven Brett is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Marcum Wealth, Valmark Securities, and Raymond James Financial Services. Outside of advisory work, he serves as a trustee for a family trust and is a general partner and investor in a franchised health and beauty retail corporation. 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 offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.