Stephane Lasher is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with VOYA and its affiliates since 2005. Outside of his advisory role, Lasher serves as president of the Westhill Booster Club, overseeing decisions regarding financial assistance for school athletics programs. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm uses client-centered investment policy statements and a combination of in-house and external strategies, with a focus on mostly non-discretionary management and technology-enabled tools.

Michael Schmidt is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He has held roles at Ameritas Advisory Services and affiliated companies since 2008 and is involved in multiple ventures including serving as CEO of National Wealth Group, where he focuses on recruiting and training efforts nationally. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

James Riley is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including Paulson Investment Company, Equitable Advisors LLC, The Prudential Insurance Company of America, and Morgan Stanley. Outside of his advisory role, he is involved in fixed insurance sales as an agent with various insurance companies. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Shawn Okula is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has been with Janney since 2018, following two years at Long Island Power Solutions. Outside of his advisory work, he is involved with HB&O Properties, LLC, managing real estate rental properties. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and offers a variety of brokerage, financial planning, and advisory services.

Isa Abdur Rahman is a financial advisor with Guardian Life and holds a Series 66 designation. Though new to the industry, he has prior experience at Guardian Life Insurance Company and Park Avenue Securities, and previously worked with Row New York Inc. and Port Rowing. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored client relationships and a range of financial planning and consulting solutions.

Steven Silber is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at LPL Financial for 17 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research and unique market roles, providing a broad range of advisory and execution services.

Victoria Zachary is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has worked with Voya since 2019. Zachary is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of in-house and third-party strategies, supported by technology-enabled tools and a dual registration as an SEC-registered investment adviser and FINRA-member broker-dealer.

Valerie Giannotti is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with two years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including National Life Group, LPL Enterprise, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved as an insurance agent with Wealthbridge Financial. Equity Services, Inc. provides financial planning, consulting, and asset management 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, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Francesco Livoti is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and JV Kelly Group Inc. He serves on the Huntington Township Chamber of Commerce board and participates in the Huntington Chamber of Commerce Young Professionals Committee. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types, including fee-based advice and retirement plan consulting, with a significant focus on non-discretionary asset management for both individual and institutional clients.

Lawrence Heller is a CFP® professional at Savant Wealth Management with 11 years of industry experience. He previously led Total Management Group Inc dba Heller Wealth Management for 23 years. Outside of advisory services, he is the president and owner of L&B Agency, an insurance brokerage and life insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated entities providing accounting, legal, and trust services.

Leonard Cohen is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Guardian Life and its affiliates since 2010 and is also active in disability insurance through Metro DI. He is affiliated with Park Avenue Securities LLC, a Guardian Life subsidiary that provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Nicholas Minter is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC and Tuttle Capital Management LLC, where he served as Vice President involved in client-facing operational, transfer, and marketing support. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a network of advisors, utilizing both affiliated and unaffiliated investment products with a focus on structured client relationships and technology-enabled investment tools.

Marc Zimmerman is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with PlanMember since 2016 and is also associated with Mutual Inc., where he is involved in securities and insurance sales. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary for many plans and offering education, support, and participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework using risk-based mutual fund portfolios, supported by ongoing portfolio monitoring and strategic rebalancing.

Robert Cogliati II is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and four years of industry experience. He has been involved in accounting and financial services through C & C Planning Services, Inc., R.P. Cogliati, CPA, PC, and Caminiti & Cogliati, CPAs, LLP since 2000. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Sam Kaplan is a Series 65-licensed advisor with Kestra Advisory and has three years of industry experience. He is also the president of Sam H. Kaplan Management Consultants, an accounting consulting firm he has led since 2014. Prior to joining Kestra Advisory in 2023, Kaplan managed his consulting business starting in 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including large plan sponsors. The firm offers a range of services such as fiduciary consulting, vendor benchmarking, plan design, and discretionary investment management, serving a diverse client base that includes sovereign wealth funds.

Dylan Kolarcik is a financial advisor with Kestra Advisory and holds a Series 63 designation. He has 10 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, he owns a tax preparation business and works occasionally as a bartender. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Peter Gawreluk is a CFP® professional with 31 years of industry experience, currently with Commonwealth Financial Network since 2015. He is also the owner of Personal Planning Inc., operating as Capital Financial Planning, and conducts fixed insurance sales under the same name. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Steven Rivera is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 1991. Outside of his advisory role, Rivera is active as a musician, performing percussion for local high school musicals and serving as vice president and musician for a regional band. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Enrico Indelicato III is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is involved with Cifico, a web-based software that converts financial spreadsheets into simple moving animations. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.