Richard Schmidt is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has been associated with Eagle Strategies since 2005 and operates under the DBA RSA Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Theodore Kanakaris is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Northwestern Mutual and related entities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of investment programs managed through both strategic and tactical approaches.

Joshua Kroitor is a financial advisor with Citigroup Global Markets. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including over a decade at Citigroup Global Markets since 2014. 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 and maintains institutional-scale operations with unique market roles such as acting as a swap dealer and futures commission merchant.

Christopher Careri is an investment advisor representative with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Eagle Strategies since 2005 and New York Life since 2000, and operates under the business name Premier Asset Solutions Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Aaron Cahill is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and seven years of industry experience. Prior to joining Voya in 2019, he worked at INFICON, Inc. He is involved in lacrosse as a coach and administrator, serving as Assistant Men's Lacrosse Coach for Ireland’s National Team, Director of Alumni Operations for Ireland Lacrosse North America, and head varsity boys lacrosse coach at Westhill Central School District. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing financial planning, portfolio management, wrap programs, and consulting through multiple program structures. The firm offers primarily non-discretionary advisory services and operates as both an SEC-registered investment adviser and broker-dealer.

Glenn Gordon is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is active as a life insurance agent, analyzing insurance needs and recommending appropriate policies including long-term care and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset allocation and legacy market-timing and momentum-based strategies.

Seth Schoen is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Oppenheimer, and Asgard Regulatory Group. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs.

John Isaac is a financial advisor at Guardian Life with 31 years of industry experience. He holds a Series 63 designation and has worked with Guardian Life and its affiliates since 2005. Outside of his advisory role, he serves as founder, treasurer, and board member of the Kerala Global Chamber of Commerce & Industry USA Inc., and is currently a candidate for the New York State Assembly. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

Patrick Ceplenski is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. Prior to joining Wealthspire in 2026, he worked at The Colony Group, LLC for five years, and also held positions at Wolf & Company, P.C. and Andersen. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management and financial planning services supported by centralized due diligence and ongoing monitoring.

Stephen Donella Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, Donella serves as a vestry member on the board of Trinity Episcopal Church in Fayetteville, NY. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers a variety of advisory programs and services, often providing non-discretionary recommendations and operating both as an SEC-registered investment adviser and a broker-dealer.

Michael Hackett is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 23 years of industry experience. He has worked at Mutual Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources, alongside maintaining a self-employed practice for over two decades. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling within a structured, strategic asset allocation framework.

Patricia Douglas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Citigroup since 2017, following prior roles at NYLife Securities, LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, managing multi-asset strategies through both discretionary and non-discretionary programs.

Joseph Brida is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including long-term roles at Wealth Conservation Group, Inc. and Nylife Securities Inc. Brida has an ownership interest in a racehorse entity, J & B Stables, though he is not actively involved in its management. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs within an integrated New York Life affiliate structure.

Shane Maer is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and 22 years of industry experience. He has been associated with Main Street Financial Group and Kestra Advisory Services since 2007. Outside of advisory work, he owns a business called MSFG The Deuce Inc. and is appointed with insurance companies through Access Brokerage to provide insurance solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving some large institutional investors such as sovereign wealth funds.

Thomas Kellerman is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at firms including Stark & Stark, P.C. and JP Morgan Securities. Kellerman is also an associate attorney specializing in estate planning and trusts. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm supports a large network of independent advisors managing over $5 billion in assets and offers portfolio management, financial planning, and access to third-party managers across various investment platforms.

James Toner is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Janney Montgomery Scott since 2015. Toner serves on the financial committee of the West Babylon Alumni Association, where he contributes to scholarship funding decisions. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Glenn Rudy is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 10 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, using both proprietary and third-party strategies.

Richard Colarossi is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 29 years of industry experience and has been with Commonwealth since 2013. He currently also works at Colarossi & Torre, Financial Advisory Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services.

Sara Ashmawy is a financial advisor at Eagle Strategies (New York Life) with 10 years of industry experience. She holds a Series 66 designation and has worked with Pinnacle Strategies, Inc. since 2019. In addition to her advisory role, she is involved in brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Michael Bongiorno is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at New York Life. His background also includes roles in education at Farmingdale State College and a high school for career and technical education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of wealth management and financial planning services tailored to client needs.