Kenneth Ford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Private Advisor Group since 2011 and previously spent 10 years with LPL Financial, LLC. Ford operates under multiple business names associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offers managed account solutions including its proprietary WealthSuite platform, and utilizes third-party managers and a range of investment strategies.

Stephanie Manitaras is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and previously worked at 10-15 Associates, Inc. from 2010 to 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Michael Gomez is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives trading.

Miles Anthony is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Richardson & Stout Financial Services Inc. He is also the owner of Anthony Financial Services, although all client business is conducted through Principal Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with ongoing client reviews managed by its Financial Advisors.

Aman Goel is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials, with 11 years of industry experience. He has operated Goel Financial since 2018 and has been affiliated with New York Life and its related entities since 2013. Outside of advisory work, he serves as president of a local networking chapter, BNI Gateway, and leads Goel Management Group, which supports staffing and event management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with a focus on non-discretionary management and fiduciary responsibilities within the New York Life affiliate structure.

Richard Ernst is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® and Series 63 credentials and bringing 42 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 1983 and joined Eagle Strategies in 2021. Richard is also a CFP class instructor and a notary public. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing 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.

Kyle Ray De Santis is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in various roles across multiple industries. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers a multi-provider model with discretionary and non-discretionary portfolio management, leveraging affiliated KeyCorp resources and third-party managers.

Eric Gerstein is a financial advisor with GWN Securities Inc., holding a Series 63 designation and 40 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he co-owns a real estate investment venture with his son focused on residential properties in the Chicago area. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Jason Ostapczuk is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation. Prior to joining Citizens Securities in 2019, he worked at Wells Fargo Clearing from 2016 to 2018. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Paul Cammareri Jr. is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at B. Riley Wealth Management and National Securities Corporation. Outside of advisory work, he is a notary public and an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Alexander Taub is a Series 66-credentialed financial advisor with 27 years of industry experience. He is affiliated with Raymond James Financial and has been a financial advisor there since 2009. Taub is also owner and treasurer of Zick Whitted Taub Group, Inc., a support company that contracts with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Paul Ferrigno is a CFP® professional with 21 years of industry experience. He is currently with OSAIC since 2023 and previously worked at FSC Securities Corp and SII Investments. Ferrigno is a member of a business networking organization where he serves on the membership committee, assisting with member interviews and conflict resolution. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate entities, offering both brokerage and advisory services through various financial programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by multiple management strategies and due diligence processes.

Nicolette Harney is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and previously worked at Fsc Securities Corp and SII Investments. Harney is also a notary public and operates a sole proprietorship, Ferrigno Financial, as a registered assistant involved in trading, processing, and client servicing. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with customizable strategies and access to third-party money managers.

Anthony Perez is a financial advisor with Merrill in Middletown, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at PDS Group for nine years and has been with Merrill and Bank of America since 2018. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Lorubbio is a financial advisor with LPL Financial in Goshen, NY, holding a Series 66 designation and with five years of industry experience. She previously worked at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of advisory work, she serves as a trustee for the Helen Grace Quimby Living Trust and is licensed as a life insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, model portfolio programs, access to third-party asset management, and institutional wealth programs.

Derrik Wynkoop is a financial advisor with Cetera, holding the Series 63 designation and bringing 27 years of industry experience. He has been with Cetera and its related entities since 2012 and also serves as President and CEO of Walden Savings Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Doran is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc. for 25 years and has been associated with Infinity Wealth Management, LLC since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing various investment strategies and technology tools.

Michael Collins is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2021. His prior roles include six years at Bruderman Brothers LLC and Bruderman Asset Management, LLC, as well as a year at Gary Goldberg Planning Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Nicholas Brown is a financial advisor with Edward Jones in Newburgh, NY, holding a Series 66 designation and four years of industry experience. His professional background includes roles at Primerica Advisors, Primerica Financial Services, and Empire Merchants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Rosner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025. Outside of his advisory work, Rosner has over 20 years of experience as a private tutor with multiple tutoring businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.