Christopher Bond is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Asset Management and National Securities Corporation. Outside of his advisory work, he owns 007 Industries Inc., a flow-through S-corporation unrelated to investment activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service approach.

Ross Didia is a financial advisor with Vanderbilt Advisory Services and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Equitable Advisors, AXA Advisors, Douglas Elliman, The New York Racing Association, and Quest Capital Strategies. Outside of his advisory work, he is also active as a residential real estate salesperson in New York. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing a strategic asset allocation approach with both fundamental and technical analysis, and maintains a distinctive integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.

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. He holds a Series 63 designation and has 44 years of industry experience. Prior to joining VOYA in 2014, he worked at Charles W Cammack Associates since 1981. He is also an independent insurance agent involved in selling fixed annuities and life insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs featuring both discretionary and non-discretionary investment options, combining an advisory platform with an active broker-dealer distribution model and a broad affiliate ecosystem.

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 at Voya Financial Advisors, Inc. with 17 years of industry experience. He holds a Series 63 designation and has been with Voya since 2014. Outside of his advisory role, he coaches youth baseball teams in the Williamsville, NY area. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs featuring both discretionary and non-discretionary investment strategies, supported by an extensive affiliate network and multiple custodial relationships.

Michael Caracappa Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Apple Bank for Savings, and CARA-CO Security Inc., where he was involved in a security system company outside of his investment practice. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

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.

Christopher Walker is a financial advisor with TD Private Client Wealth LLC in Melville, NY. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, and Wealth Advisory Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Robert Calabretta is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waypoint Capital Management for 21 years. He is also the Chief Investment Officer of Coastline Wealth Management, where he advises clients on investment matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

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.

John Spoleti is a financial advisor with Primerica Advisors and holds Series 63, 65, and 66 licenses. He has 31 years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory work, he is involved with a firm that sells fixed life insurance products. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending and donor-advised funds.

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.