Joseph Doyle is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations. Doyle has been with TIAA-CREF and its predecessor since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often those with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing discretionary management, offering services that include customized portfolio management and donor-advised fund advisory.

Stephen Healey is an advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his financial advisory career in 2026. Prior to this role, he has experience with Bankers Life Securities, Bankers Life & Casualty, RTI International, Veracity Research Company, and served in the US Army Reserves for 12 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios across various securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Herbert Oster is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he holds a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with VOYA since 2014 and has worked with Union Central since 1987. Outside of his advisory work, Nelson participates in motivational speaking engagements and serves on the finance committee of Zion Lutheran Church. 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 advisory programs that combine model portfolios and manager-driven sleeves, with a focus on non-discretionary investment guidance alongside discretionary offerings.

Brandon Zisa is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors, Vestwell, and Pruco Securities. Outside of his advisory work, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves as a mentor for a restaurant technology startup, Lunchbox.io. He is also a board member of the Pine Beach Land Use Board. 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 model portfolios and manager-driven investment programs, combining an advisory platform with an active broker-dealer distribution model and extensive affiliate partnerships.

Thomas Palmeri is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, Palmeri volunteers as the kitchen manager at The INN @ St Francis soup kitchen and serves in leadership positions with the Patchogue Rotary Club and as Treasurer on the NAIFA New York State Executive Committee. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to meet diverse client needs.

Marisol Sanchez Taboada is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.

Yomarie Letriz Ruiz is a financial advisor with TD Private Client Wealth LLC, holding a Series 65 credential and five years of industry experience. Her work history includes multiple roles within TD Bank N.A. and TD Private Client Wealth LLC since 2016, along with a brief period outside the financial sector at The Sugar Factory American Brasserie. 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 uses a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers to construct portfolios, offering ongoing management, financial planning, and custodial services through established technology and custodial platforms.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Brokers International Financial Services since 2023 and operates Eghrari Wealth Training LLC and Mark S Eghari & Associates PLLC, which he founded in 1998. Outside of advisory work, he is an attorney specializing in estate planning and is engaged in recruiting and training attorneys to become investment adviser representatives. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisers managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party managers through multiple platform solutions.

David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.

Stephane Lasher is a financial advisor with VOYA Financial Advisors, Inc. in Fayetteville, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with VOYA since 2014 and is also the owner of Lasher Financial and an independent insurance agent specializing in fixed insurance products. Additionally, he serves as president of the Westhill Booster Club, overseeing financial decisions for the school district’s athletics programs. 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 delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs alongside brokerage transactions and commission-based products.

Michael Schmidt is a Series 66-registered advisor with Citigroup Global Markets, based in Smithtown, NY, and has 10 years of industry experience. He has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has held roles at National Wealth Group, FiftyFifty Wealth Management, and Ameritas-affiliated companies. Dipaola is also licensed as an independent insurance agent and is involved in marketing and recruiting activities through his roles at FiftyFifty Wealth Management and National Wealth Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.

James Riley is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Paulson Investment Company, LLC, Equitable Advisors LLC, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in fixed insurance sales as an agent and broker. 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 offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a focus on predominantly long-term strategies alongside options for shorter-term trading.

Gregg Marsden is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. He has also operated his own business since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and operations as a swap dealer and futures commission merchant.

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 Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds the Series 66 designation and has experience working with Guardian Life and Park Avenue Securities since 2025 and 2026, respectively. Prior to his financial services career, he was involved with Row New York Inc. and Port Rowing. Park Avenue Securities provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing proprietary and third-party model portfolios and digital advisory solutions.

Liam O'donnell is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at Principal Life Insurance Company, Principal Securities Inc., Fidelity Investments, The Masters, and Tres Palms. In addition to advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Steven Silber is a financial advisor with Citigroup Global Markets, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Citigroup in 2025, he worked at LPL Financial for 17 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, and maintains a large institutional scale combined with market roles such as swap dealer and futures commission merchant.

Victoria Zachary is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and six years of industry experience. She has been with Voya Financial Advisors since 2019 and previously worked with Adrienne Cavallaro and East Hudson Oral & Maxillofacial Surgery. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party manager access, and brokerage and insurance products through a combination of model portfolios, affiliated strategies, and third-party strategists.