Jeffrey Higgs is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has worked at Sterling Monroe Securities, LLC since 2008. Outside of his advisory roles, he serves on the board of Wolfeboro School and is involved in insurance product sales and administration. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across various securities.

Diana Palmieri is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt since 2013, as well as at Grove Point Investments LLC for multiple years. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services.

Luke Morgan is a financial advisor with PlanMember Securities Corporation and holds a Series 63 designation. He has 27 years of industry experience, including roles at Strategic Financial Tax Planning and Mutual Inc., where he also serves as an insurance agent and tax preparer during tax season. PlanMember Securities Corporation provides retirement-plan advisory services primarily 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 the management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Dianne Dittmar is a financial advisor at Equity Services, Inc. with 35 years of industry experience. She holds a Series 63 designation and has been with Equity Services and National Life since 2012. In addition to her advisory role, she is involved in insurance sales, including Medicare Advantage and supplement plans, as well as fixed insurance products covering life, health, disability, and long-term care. 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 that utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Edwin Murphy Jr. is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 30 years of industry experience, including a concurrent role at National Life Insurance Co since 1995. Outside of his advisory work, he serves as president of Edwin J. Murphy Inc., a tax preparation and accounting services business. 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, often using third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Brandon Mangan is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2025, he worked at Bank of America N.A. and Merrill from 2021 to 2024. He also has experience in education and collegiate athletics, having worked at Island Trees High School and Major League Lacrosse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities, including in-house research, security pricing, and roles as a security-based swap dealer and futures commission merchant.

Stephan Coles is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Charles W Cammack Associates, Inc. since 1981 and joined Voya Financial Advisors in 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuities and life insurance sales. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary recommendations across multiple program structures and operates both as an SEC-registered investment adviser and a broker-dealer.

Daniel Cook is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a two-year tenure at Capital One Investing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs including discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager solutions supported by in-house research and oversight committees.

Brian Buglino is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds the Series 63 designation and has worked at National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. Buglino also sells fixed insurance products through various carriers as an agent with United Financial Alliance. 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 and utilizes a mix of third-party asset managers and model portfolios with both long-term and shorter-term strategies.

Andrew Shull is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 63 designation and has 18 years of industry experience, including 12 years with Voya. Outside of his advisory role, he coaches youth Tee Ball teams in his community. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures that emphasize non-discretionary recommendations.

Angelo Buonomo is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has operated his own CPA practice focused on personal income tax preparation since 2010. 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 offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios to combine long-term strategies with options for shorter-term trading.

Eric Anderson is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 66 designations and has nine years of industry experience. Anderson has been affiliated with Eagle Strategies since 2021 and with New York Life affiliated entities since 2016. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and manages a significant portion of its assets on a non-discretionary basis.

Frank Lavrigata is a CFP® professional with 18 years at Wealthspire Advisors and five years of overall industry experience. He is based in Melville, NY. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors. The firm serves individuals, corporations, pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through mutual funds, ETFs, private investments, and separate account managers under centralized oversight.

Jan Getto is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Capital Corp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Christopher Reda is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, E*TRADE Securities LLC, and Advisors Asset Management, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-managed employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolio options.

Anna Pulgiano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been affiliated with Ameritas Advisory Services since 2021 and has held various roles within Ameritas-related entities since 2015. Outside of her advisory work, she is involved with Acrisure, the parent company of Union Benefit Planners and Group Benefits & Administration, where she acts as an agent. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs using in-house and third-party managers, and integrates with Ameritas affiliates to deliver comprehensive financial solutions.

Carol Dahl is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Citigroup Global Markets since 2007 and at Morgan Stanley Smith Barney since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Stephen Dolan is a CFP® with 27 years of industry experience, currently affiliated with OSAIC Institutions, Inc. in Massapequa, NY. His prior roles include positions at Apple Bank, Citigroup, Wunderlich Securities, and J.P. Morgan Securities. OSAIC Institutions serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer and advisory model, providing access to alternative investments and lending solutions through extensive banking and credit union networks.

Eric Blumencranz is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2015 and is also the managing director of BWD Group LLC. Outside of advisory roles, he serves on multiple boards, including as chairman of the Nassau County Police Department Foundation and co-vice chairperson of the Ronald McDonald House of Long Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and supports both discretionary and non-discretionary advisory capacities, serving clients including large institutional investors and sovereign wealth funds.

Daniel Tisser is a CFA® charterholder with five years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Allied Wealth Partners, Minnesota Life Insurance, Securian Financial Services, and BNP Paribas Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.