Jonathan Leis is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining Kestra in 2019, he worked at Citigroup Global Markets Inc. from 2012 to 2019. Outside of his advisory role, he is a member of JBL Holdings, LLC, where he manages real estate activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 a diverse client base, including large institutional investors and sovereign wealth funds.

Dominick Vigliotti is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and the Center For Wealth Preservation. Outside of finance, he was involved with Long Island Compost for three years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, supported by due diligence on recommended investments and a broad platform of management solutions.

Matthew Davis is a financial advisor with Planmember Securities Corporation in Farmingville, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Planmember Securities since 2012 and previously worked at Benham Real Estate Group for 12 years. Outside of his advisory role, he is involved as an agent for Daybright Financial, focusing on investment, insurance, and financial planning activities. Planmember Securities provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Tommy Fitzpatrick is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 registrations and five years of industry experience. He has been associated with Bankers Life entities since 2013, including roles at Bankers Life Securities, Inc. and Bankers Life and Casualty, Inc. Outside of advisory work, he serves as a unit supervisor recruiting and training insurance agents for Bankers Conseco Life Insurance Company. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analyses to create tailored investment strategies aligned with client goals, risk tolerances, and time horizons.

Jonathan Goohs is a financial advisor at Ameritas Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Ameritas and its related entities since 2017. In addition to his advisory role, he is involved with DiPaola Financial Group, where he provides financial services including insurance, retirement, and business planning for individuals and small business owners. Ameritas Advisory Services offers 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 various investment platforms and strategies, combining model portfolios, mutual funds, ETFs, and individual securities, while also managing potential conflicts through its unique corporate structure.

Timothy Hudson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining VOYA in 2014, he worked at Voya Financial Partners, LLC and has operated Hudson Financial Associates, LLC since 2012. Outside of his advisory work, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of representatives, combining in-house and external strategies with technology-enabled tools to implement client recommendations.

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, holding Series 66 and Series 63 licenses and bringing 36 years of industry experience. His prior roles include positions at HSBC Bank USA, J.P. Morgan Securities, and Prudential entities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm’s offerings encompass portfolio management, retirement plan consulting, and financial planning, delivered through a network of over 400 independent advisors using a variety of investment approaches and platforms.

Maria Carrara is a financial advisor with Guardian Life, holding the PFS™ and Series 63 designations and bringing 22 years of industry experience. She has been with Guardian Life since 2009. Outside of her advisory role, Maria works as a CPA specializing in divorce financial analysis and operates a jewelry business that donates portions of proceeds to breast cancer charities. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary insurance and alternative investment products.

Cintra Bedassie is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley Smith Barney, JPMorgan Securities, Credit Suisse Securities, Barclays Capital, Lehman Brothers, and Wells Fargo Clearing. 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 municipal clients, offering brokerage, financial planning, and advisory services through multiple managed account programs and in-house 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.

Richard Justino is a financial advisor with Planmember Securities Corporation and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Mutual Inc. and its DBA JTeam, where he currently leads a team offering securities and insurance sales and service. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.

Steven Dolgin is a financial advisor at Janney Montgomery Scott in Melville, NY, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Janney Montgomery Scott since 2004. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, advisory, and financial planning services.

Curtis Copenhaver is a CFP® and ChFC® affiliated with PlanMember Securities Corporation, with two years of industry experience. His background includes roles at Mutual Inc. and involvement with the Long Island Goalkeeper Academy. He also has experience related to Stony Brook University Women's Soccer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Martin Negron III is a financial advisor with Wealth Enhancement Advisory Services, LLC in Deer Park, NY. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Kyle Reynolds is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. He has been with the firm since 2025 and also has experience working with Mutual Inc. Outside of his advisory role, he has been affiliated with Stony Brook University since 2023. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on a strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Ralph Ruggiero is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and bringing 21 years of industry experience. He has been with PlanMember since 2010 and is also associated with Mutual Inc., where he has worked since 2004. Additionally, he has 40 years of experience in education at Rall Elementary School within the Lindenhurst School District. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, alongside offering education and support services to plan sponsors and participants.

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.

Lawrence Sprung is a CFP® professional with seven years of industry experience, currently advising at Carson Wealth. He has previously worked at Mitlin Financial, Inc. and Quick & Reilly, Inc. Outside of his advisory work, he serves on the boards of the American Foundation for Suicide Prevention and Forbes Advisor Banking, contributes quarterly articles to Investopedia, and chairs the Keith Milano Memorial Fund focused on suicide prevention and mental health. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to guide portfolio construction and monitoring while providing tailored investment solutions and integrating custodial and technology platforms for comprehensive client service.

Andrew Marcus is a financial advisor at VOYA Financial Advisors, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Voya since 2003, including his current role since 2014. Outside of advisory services, he operates as an independent insurance agent and serves as president of his own firm, Andrew U. Marcus, LLC. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, and charitable organizations. The firm structures client relationships around investment policy statements and combines in-house and external strategies along with technology-enabled tools to implement recommendations, managing many accounts on a non-discretionary basis.