Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Thrivant Advisor Network and Sterling National Bank. Outside of his advisory role, he is involved as a brand ambassador for GHOST, LLC, a sports nutrition company, conducting product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management, financial planning, and advisory services supported by a large network of advisors.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with VOYA since 2014 and has also worked with Union Central since 1987. Outside of advisory roles, he speaks at paid motivational engagements and serves on the finance committee of Zion Lutheran Church. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements.

Brandon Zisa is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. He has six years of industry experience, including prior roles at Vestwell and Prudential-affiliated firms. Outside of advising, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves on the Pine Beach Land Use Board. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting through multiple program structures. The firm primarily delivers advice via non-discretionary recommendations and operates as both an SEC-registered investment adviser and broker-dealer.

Thomas Palmeri is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 credential and bringing 40 years of industry experience. He has been with Guardian Life and its affiliate Guardian Life Insurance Co of America since 2010. Outside of his advisory work, Palmeri volunteers as a kitchen manager at the Interfaith Nutrient Network soup kitchen and serves in leadership roles with the Patchogue Rotary Club and the National Association of Insurance and Financial Advisors (NAIFA) New York State board. Park Avenue Wealth Management, a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios and a hybrid digital advisory solution.

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 at VOYA Financial Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA since 2014. Outside of his advisory role, Lasher serves as president of the Westhill Booster Club, where he participates in financial decision-making for local school athletics and educational programs. VOYA Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures and a preference for non-discretionary, recommendation-based advice.

Michael Schmidt is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. 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 through both discretionary and non-discretionary programs, supported by internal standards and oversight committees for manager selection and monitoring.

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 26 years of industry experience. His career includes roles at Ameritas Life Insurance and related entities since 2008, and leadership positions as CEO of National Wealth Group and partner at FiftyFifty Wealth Management. He is also licensed as an independent insurance agent, focusing on fixed insurance products and life and disability insurance recruiting. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by internal and third-party resources for portfolio construction and monitoring.

James Riley is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 credentials. His career includes roles at firms such as Equitable Advisors LLC, Prudential Insurance Company of America, and Oppenheimer. 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 uses a combination of third-party asset managers and model portfolios with both long-term strategies and options for shorter-term trading.

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 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 at Voya since 2019. Zachary also operates as an independent insurance agent, specializing in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary advisory relationships.

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) holding Series 63 and Series 65 licenses and two years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company, where he has worked since 2018. Livoti is active in local business communities, serving on the Huntington Township Chamber of Commerce board and participating in the Huntington Chamber of Commerce Young Professionals Committee. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Chase Nelson is a Series 66-credentialed financial advisor with seven years of industry experience, currently with TIAA-CREF. His prior roles include positions at Strategic Advisers LLC, Fidelity, Merrill, and T. Rowe Price. Outside of advising, he works as a luxury concierge attendant with Maverick Concierge. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized investment options.

Kelly James is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Principal Life Insurance Company and Principal Securities, Inc. in 2026, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2023 to 2026, and at PRUCO Securities, LLC and Prudential Insurance Company of America from 2021 to 2023. He was also self-employed for ten years before entering the advisory industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various institutional clients. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.