Lisa Raghunanan is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at KeyBank and J.P. Morgan Securities prior to her current role. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides due diligence, monitoring, and supervisory oversight while collaborating closely with affiliated entities within the KeyCorp group.

Ali Agha is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds the ChFC® designation and Series 63 license, with 16 years of industry experience. His career includes roles at Eagle Strategies since 2017, Nylife Securities LLC since 2010, and New York Life Insurance Company since 2009. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Dimola is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Securities America Advisors, Inc. and Securities America, Inc. He also operates a CPA practice, Michael Dimola, CPA, PC, which he has owned since 1996. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Sean Franklin is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at J. M. Franklin & Company, LLC and Nylife Securities Inc. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform supporting both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Thomas Herkert is a financial advisor with Commonwealth Financial Network based in Tarrytown, NY. He holds the CFP® designation and has 36 years of industry experience. Prior to his current role at Commonwealth, he worked for Kestra Advisory Services and Kestra Investment Services for 19 years and has been associated with Westchester Financial Advisors for 10 years. He is also the owner of Herkert Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm provides comprehensive adviser support and offers a range of managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Amit Chopra is a CFP® with 19 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2022. He is also the managing partner and owner of Forefront Wealth Planning & Asset Management, a private entity facilitating securities, advisory, and insurance business. His prior experience includes roles at Advisors Capital Management, Commonwealth Financial Network, and Bruderman Brothers. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Gawain Mckenzie is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities. He currently operates out of Ramsey, NJ. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Austin Colaluca is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, and prior to that was employed at Sacred Heart University and MKTG. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

David Alter is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is completing a graphic novel intended for adaptation into a major motion picture and serves as a trustee for multiple family trusts. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Andrew Buscetto is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 26 years before joining NewEdge Advisors. Outside of his advisory role, he manages support staff and administrative functions through his ownership of Singularity Management, LLC, and oversees practice administration at 7B Ventures, LLC. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a variety of analytic approaches and periodic portfolio reviews.

Jonathan Schoenberg is a CFP® with 20 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2008 and has held roles at IPB Financial, Lenert Financial Group, and The RSI Group, LLC. He is a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Benjamin Gonsier is a Series 66-registered advisor with TD Private Client Wealth LLC, based in White Plains, NY, with four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management, Merrill, Bank of America, and TD Bank N.A., along with service in the United States Air Force. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kristjan Sokoli is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. His prior work includes roles at Ameriprise, J.P. Morgan Securities LLC, and Bank of America, as well as positions in professional sports organizations such as the New York Giants and New Orleans Saints. Outside of finance, he owns a transportation business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm employs a mix of strategic and tactical asset allocation through various managed portfolios and utilizes both affiliated and third-party sub-managers.

Cesar Basora is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and LPL Enterprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a range of portfolio management strategies and a combination of affiliated and third-party sub-managers.

Jennifer Olenik is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities LLC, and Rafferty Capital Markets, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party sub-managers to construct diversified portfolios.

Shant Tashjian is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Risk Management, Summit Financial, and Purshe Kaplan Sterling Investments. In addition to advisory work, he serves as an arbitrator for FINRA Dispute Resolution Services, assisting with securities and employment disputes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Elizabeth Dow is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as running her own independent practice. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody solutions through a technology-driven platform.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include six years at Silver Leaf Partners and current positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Renzo Bautista is a financial advisor at TD Private Client Wealth LLC with Series 66 and Series 63 credentials and five years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, Merrill, and Bank of America. Bautista also has an ongoing affiliation with Wilmington University. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm constructs portfolios using strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers financial planning support and custody through third-party custodians.

Shlomo Schmalz is a financial advisor with Primerica Advisors in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Primerica Advisors since 2015 and is also affiliated with Safrin Associates. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment programs and platforms, managing approximately $15 billion in regulatory assets under management.