Richard Rubin is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at \u0026PARTNERS since 2025 and previously spent 11 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary account management.

Michael Murphy is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2009. Based in New York, NY, Murphy provides advisory services through a well-established firm. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Michael Mc Murray is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Janney Montgomery Scott and UBS Financial Services. He has been with Oppenheimer since 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Danielle Carini is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial Services and HSBC Bank USA. Janney Montgomery Scott LLC is a large 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 charitable organizations, offering brokerage, financial planning, and advisory services.

Matthew Witten is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with Voya since 2014. Outside of his advisory work, he is involved in fine arts activities including stage performance, live music, directing, playwriting, and teaching, and is a member of Actors' Equity Association. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based relationships through multiple program structures.

Brendan Hand is a financial advisor with Focus Partners Wealth, LLC in Babylon, NY, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with The Colony Group, LLC since 2018 and previously worked at Blue Water Advisors, LLC from 2014 to 2017. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, and a variety of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, third-party managers, and a broad array of investment strategies.

Tommy Fitzpatrick is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and five years of industry experience. He has worked within various divisions of Bankers Life since 2013. Outside of advising, he supervises and trains insurance agents within Bankers Conseco Life Insurance Company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios across multiple asset classes, operating under CNO Financial Group with affiliated insurance and mortgage-related entities.

Michael Egan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He is the owner of Kingsbridge Capital Advisors, a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, compliance, and practice-management support while enabling advisors to construct portfolios from a broad range of securities and insurance products.

Jonathan Goohs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked with Ameritas affiliated firms since 2017 and previously with World Financial Group. Outside of his advisory role, he is involved with DiPaola Financial Group, where he provides financial service solutions focused on insurance, retirement, and business planning for individuals and small business owners. Ameritas Advisory Services, LLC offers investment advisory and financial planning to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on plan sponsors and participants through various fiduciary and consulting services.

Timothy Hudson is a financial advisor with VOYA Financial Advisors, Inc. and has 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014. He also serves as president of Hudson Financial Associates, LLC, which provides financial services and insurance. Additionally, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm operates both as an SEC-registered investment adviser and a broker-dealer, delivering primarily non-discretionary advice across various platform offerings.

Bernie Townes is a financial advisor with Janney Montgomery Scott, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2017 before joining Janney in 2017. Outside of his advisory role, he serves as a board member for the NuHealth Foundation in East Meadow, NY, focusing on fundraising activities. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Mark Elko is a financial advisor with Sanctuary Advisors, LLC and holds Series 66 and Series 63 licenses. He has 36 years of industry experience, including prior roles at HSBC Bank USA, N.A., Pruco Securities, LLC, and The Prudential Insurance Company of America. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, combining multiple analytical approaches and operating as a fiduciary where applicable.

Maria Carrara is a financial advisor with Primerica Advisors in Bellport, NY, holding the PFS™ and Series 63 designations and bringing 21 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2009. Outside of her advisory work, Carrara is a CPA specializing in divorce financial analysis and operates a small jewelry business that donates proceeds to breast cancer charities. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account services including lending solutions and donor-advised funds.

Cintra Bedassie is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining Janney Montgomery Scott, Bedassie worked at Morgan Stanley Smith Barney, JPMorgan Securities, and Credit Suisse Securities. 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—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Nicholas Marchelos is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with National Life Group, Mass Mutual Investors Services, and New York Life Insurance Company. Outside of advisory roles, he conducts seminars for professional associations through McIntosh Tax and Asset Management Group. 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 utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Steven Dolgin is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has been with Janney Montgomery Scott since 2004 and holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, retirement plans, and municipal organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Eric Bernstein is an advisor with Wealthspire Advisors in Melville, NY, holding five years of industry experience. He has been with Wealthspire Advisors since 2015. Bernstein also serves as a designee and director of alternative investments at GMAG Management LP, overseeing operational and investor relation functions for private funds. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering a range of wealth management and financial planning services.

Daniel Kresh is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Royal Alliance from 2013 to 2020 and has operated Creative Wealth Management LLC since 2012. Outside of finance, he is a USPTA Certified Tennis Professional and teaches tennis. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and emphasizes discretionary portfolio management and customized investment solutions.

Carolina Llano Gonzalez is a CFP® professional at Wealthspire Advisors with two years of industry experience. She previously worked for seven years at Finemark National Bank & Trust before joining Wealthspire Advisors in 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework.

Ronald Housley is a ChFC® credentialed financial advisor with 31 years of industry experience. He has been affiliated with Equity Services, Inc. and National Life since 2006. In addition to his advisory role, he operates Housley Financial Services, offering insurance products including life, disability, health, long-term care, and property and casualty coverage. Equity Services, Inc., doing business 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 multiple advisory platforms and third-party asset managers to deliver predominantly long-term investment strategies with options for discretionary and non-discretionary management.