Peter Rivoir is a financial advisor with Valic Financial Advisors in Greenlawn, NY, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and is also an agent with Agia, where he offers non-securities insurance products. 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Kang is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Gregory McGraime is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure using affiliated funds.

Patrick Doherty is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2021, he worked at Peoples United Bank, Sterling National Bank, and Astoria Bank. Doherty participates in a local investment group in Hauppauge, NY, where he meets weekly with other advisors and receives referrals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs including asset management, consulting, and retirement services across discretionary and non-discretionary accounts.

Richard Barnes is a ChFC® with 44 years of experience in the financial services industry. He has been affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has operated under his own practice, Richard W Barnes, since 2003. He serves as Secretary of Coastline Private Wealth Management, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving large institutional investors including sovereign wealth funds.

Jennifer Baron is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 credentials. She has 38 years of industry experience and has been with GWN Securities since 2014. Outside of her advisory role, she is involved with the Center for Wealth Planning and is a part owner of Jenart Realty, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment approaches including legacy market-timing and momentum-based strategies.

Gregory Maloney is a financial advisor at GWN Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with GWN Securities since 2004. He also serves as Senior Vice President at CGAA Inc., a firm involved in insurance sales and investment advisory services. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts through a large network of advisors.

Brian Leyhane is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. He has one year of industry experience, with prior roles at Mutual Inc./Daybright and US Retirement Benefit Partners. Leyhane also has a longstanding involvement with the Longwood Central School District and the Middle Island Teachers Association. 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’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and personalized planning services.

Anthony Izzo is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also operates Anthony Izzo & Associates, a separate business entity. Outside of advisory work, Izzo is president of Benefit Planning Corp, a firm involved in the sale of life insurance, disability, and long-term care products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and combines model portfolios with technology-enabled tools to implement client recommendations, operating both in advisory and broker-dealer capacities.

Stone Strongin is a CFP® and ChFC® affiliated with Planmember Securities Corporation, with three years of industry experience. He has worked at Planmember Securities and Mutual Inc. since 2023 and is involved in coaching youth soccer through the Plainedge Soccer Club. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, specializing in strategic asset allocation and risk-based mutual fund portfolios. The firm also offers education, support, and personalized planning services to plan sponsors and participants.

Ulric Bruce Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Equity Services and National Life since 2013. Outside of his advisory role, he is involved in marketing and selling disability and fixed insurance products through related business activities. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that incorporate long-term strategies and third-party asset managers.

Pambayan Meyyan is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Guardian Life since 2015 and also works at Park Avenue Securities, a wholly owned subsidiary of Guardian Life. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and both proprietary and third-party advisory programs.

Joseph Guercio is an investment advisor at Kestra Advisory with six years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory Services LLC since 2022, following prior roles within Kestra Investment Services LLC. Outside of his advisory work, he coaches a travel baseball team, providing training and development for players. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors.

Michael Deamicis is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. He serves as Chapter Sponsorship Chair for the National Aging in Place Council and volunteers as a driver and spokesperson for the American Cancer Society. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies, offering both non-discretionary and limited discretionary management through a large network of advisers.

Brian Byrne is a financial advisor at Equity Services, Inc. with 22 years of industry experience. He has been with Equity Services and National Life since 2016. Outside of his advisory role, Byrne is involved in selling fixed insurance products through Eastern Advisory Group. 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 combines long-term investment strategies with the use of multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management options.

Davanan Ramsumair is a financial advisor at VOYA Financial Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at VOYA since 2015. Ramsumair also served as an independent insurance agent focusing on fixed insurance product sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement primarily non-discretionary investment management.

Christian Kilian is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors, LLC and TD Bank N.A. Kilian attended Sacred Heart University from 2021 to 2025. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through its TD Managed Portfolios and related strategies.

Sandra Salmon is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 30 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Inc. and OSAIC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers under multiple advisory and promoter arrangements.

Jason Lehrer is an investment advisor representative with Kestra Advisory Services, LLC, holding a Series 63 designation and over 17 years of industry experience. He has been with Kestra Advisory since 2016 and is also a partner at Main Street Financial Group, where he has worked since 2008. Outside of his advisory roles, Lehrer serves as the financial officer and treasurer for Kehilat Hadar, a religious organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and offers access to multiple management platforms and third-party managed solutions.

Helen Chambers is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 63 designation and has 43 years of industry experience. Chambers has been with VOYA Financial Advisors since 2014. She is also active as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a large network of representatives. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products with a combination of in-house and outside strategists.